The high growth of the industry drives the stock price.
This year, as the first year of the 11th Five-Year Plan, China's aerospace military industry will maintain rapid growth. At present, the national defense budget is 283.8 billion yuan, about 35 1 billion dollars, an increase of 14.7% over the previous year's budget. The development of military industry will provide rare opportunities for the development of domestic special steel.
Focus change:
Fugang stock (600399)
The company provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key projects and national defense projects. At present, 865,438+0% of the special steel materials used in various modern weapons and equipment in China come from G Fugang. In addition, the company has undertaken more than 50% of the key aerospace materials in the scientific research projects of the national iron and steel metallurgical industry, among which the "Shenzhou VI" spacecraft and its launch vehicle all adopt the company's products. This company is also the most important production, research and trial-production base of supporting materials for China's national defense industry. Such a shocking and real aerospace military theme is an indispensable core enterprise of China's aerospace defense industry.
As a rare variety of aerospace military stocks, and the compound growth rate of earnings per share will exceed 80% in the next three years, and the company's target price is 4.30 yuan, we give the company an "overweight" rating.
Source Tiantong Securities Author Aring Zhang
2006-05-23
Mao Zuhong of United Securities Research Institute said that based on the rapid growth of G Fugang in the next three years and the analysis of the valuation of listed companies in the same industry, it is suggested to "overweight" G Fugang with a target price of 4.2 yuan.
Mao Zuhong pointed out that after two years of adjustment, the company has entered a new stage of development. Company products involve civil and military products. The company is the main manufacturer of special steel materials for military industry in China, and its leading position in aerospace military industry is unparalleled. Although the proportion of military products in revenue is relatively low at present, it is expected that with the growth of military investment, the proportion of military sales and revenue will continue to grow, and the company's gross profit margin will also continue to grow. The independent intellectual property products and military products sales network owned by the company come from 50 years of accumulation, but the intangible assets of the company are close to zero, and the value of these assets is seriously underestimated.
Mao Zuhong believes that in the next three years, with the adjustment of product structure and the development of military industry, the company will enter a period of rapid growth. The profitability of the company will continue to grow, and it is estimated that the compound growth rate of earnings per share may reach 9 1% in the next three years.
Source United Securities Author Mao Zuhong
2006-05-2 1
Fugang stock (600399)
As a large-scale special steel backbone enterprise and military material R&D and production base in China, it is known as the "cradle of special steel" in China and one of the important members of the "titanium industry" base in Northeast China. The price-to-book ratio of the stock price is seriously low, and the market outlook is expected to continue its strong pattern.
Source central china securities author Zhang Dongyun
2006-04-25
G Fugang (600399) will speed up the transformation of finishing line of continuous rolling plant.
G Fugang (600399) realized the main business income of 4.603 billion yuan in 2005, up by13.10% year-on-year; The net profit was 6.5438+0.23937 million yuan, up 8.77% year-on-year, and the foreign exchange earned by export was 74.8 million US dollars, up 95.56% year-on-year. The annual steel output was 765,654,380,000 tons and 597,000 tons respectively, down by 65,438+02.7% and 64,654,38+0% compared with the previous year.
Concern 1: the domestic market share of the company's main product die steel is 40%; The market share of gear steel for automobile is 35%; The market share of superalloys is 40%; The market share of bearing steel is about 10%.
Concern 2: In 2006, it is planned to speed up the renovation of finishing line and other engineering projects in the continuous rolling plant, develop titanium alloys and seize the high-end market. The output of steel is 710.5 million tons, the output of steel is 600,000 tons, and the main business income is 4.7 billion yuan.
Source China Securities Network Author
2006-04- 13
Due to the consolidation of non-ferrous metals and other sectors with huge gains in the previous period, the index has recently fallen into an adjustment trend. The market is in urgent need of stocks that play a leading role in plate rotation. We believe that oversold low-priced stocks are expected to occupy this position, because oversold low-priced stocks have never lacked popularity in history. In today's full-price market, there is an oversold low-priced stock that goes against the market and deserves our attention. It's 600399 G Fukuoka. The stock is not only seriously oversold, but also has many explosive themes such as military industry and oil equipment.
First, the military industry monopolizes the whole country.
The most shocking thing about this company is its monopoly on the domestic military industry. As a large-scale special steel backbone enterprise in China and a military material R&D and production base, the company is known as the "cradle of special steel" in China. It has successively smelted the first heat of stainless steel, the first heat of ultra-high strength steel, the first heat of high-speed steel and the first heat of high-temperature alloy for China, and provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key projects and national defense projects. At present, 8 1% of the special steel materials used in various modern weapons and equipment in China come from Fushun Special Steel, and the company also undertakes more than 50% of the key aerospace materials in the national ferrous metallurgical industry research project. Among them, the Shenzhou VI spacecraft and its launch vehicle all adopt the company's new special steel products, such as high-temperature alloy, high-strength steel and stainless steel, so the company's leading position in the field of aerospace military industry in China is unparalleled. With the rapid development of China's defense industry,
Second, oil equipment, unlimited business opportunities.
In fact, the company's hidden oil equipment theme is also particularly eye-catching. After more than 20 years of painstaking research, the company's products have spread all over the fields of petroleum, chemicals, electronics, automobiles and so on. In particular, the company has provided special alloy steel for the oil drilling rig manufacturing industry, and has become one of the most influential oil equipment suppliers in China, enjoying high returns from the oil exploration industry in recent years. At the same time, the company also independently developed stainless steel wire series for oil and gas fields and stainless steel wire series for oil well armored cables, which successfully solved the logging problem of ultra-deep oil and gas wells with high content of hydrogen sulfide, carbon dioxide and chloride. At present, the stainless steel logging wire produced by the company has been used normally in Dagang Oilfield, Shengli Oilfield, Liaohe Oilfield, Zhongyuan Oilfield, Southwest Sichuan Oilfield, Northwest Sichuan Oilfield and Xinjiang Oilfield. With the successful acquisition of Kazakhstan Oil Company by PetroChina and the increasing demand for oil in economic development, the scale of oil exploitation in China will be further expanded, and the demand for oil production equipment will increase explosively. Therefore, the company's leading position in stainless logging wire technology will enable the company to obtain high monopoly income and its performance is expected to explode.
Third, serious oversold is expected to retaliate.
Historically, the stock was extremely active, and it had a crazy performance of doubling in two months. By the time it peaked in April, 2004, the price close to 7 yuan had exploded all the way to 2 yuan without any rebound, and then it had been running between 2 yuan and 3 yuan for nearly a year, technically forming a big bottom shape. Recently, the stock did not show strong performance with the broader market, but formed a trend of sideways consolidation. Today, the market fell sharply, but the stock strengthened against the market, and the short-term upside pattern has been perfect, and the market outlook is expected.
Author of GF Securities
2006-04-06
G Fugang (600399) has a serious stagflation, and the daily K-line forms a convergent triangle arrangement. At present, the stock price has run to the top of the triangle, and there is an opportunity to brew an upward breakthrough and launch a rapid upward market. (Wang Yue)
Source BOC International author Wang Yue
2006-04-05
G Fugang (600399): Low price stagflation, the elevator is coming.
On Wednesday, the two cities rose again with the trend of rising volume and price. The market has shown a very strong trend and there is no crisis in the short term. Stock selection should be the most important work at present.
From the disk on Wednesday, as the market index hit a new high, real estate stocks and non-ferrous metal stocks with strong performance in the previous period experienced high stagflation, which made some so-called stagflation stocks with poor performance in the previous period make up for the increase. On the list of gains, Hualong Group, G Luqiao, G Tunnel, Zhongshui Fishery, G Hua Mao, etc. All belong to this situation, which also reflects the principle of stock market rotation. When a sector has a large increase, the market will inevitably turn its attention to another kind of stagflation stocks that have not yet increased, especially when the stock index fluctuates at a high level. At present, the stock index has risen for three consecutive trading days, and there is a greater possibility of high-level oscillation in the next few trading days, which will provide an opportunity for this kind of plate rotation.
Therefore, under the current market conditions, stagflation stocks, especially low-priced stagflation G stocks, will have more market opportunities.
Speaking of low-priced stagflation G shares, G Fugang (600399) is definitely a potential stock that cannot be ignored and should be highly concerned.
First, low prices and stagflation have great opportunities in plate rotation:
After the share reform and ex-dividend on March 20, the stock once fell to 2.67 yuan, and then bottomed out sideways around 2.80 yuan. Against the background of record high market index, the stock is still sideways, with no obvious increase, and it is a typical low-price stagflation G-share. In the plate rotation, with the low-priced stocks and stagflation stocks entering the investor's field of vision, the market opportunities of the stock have increased invisibly. Second, the military, oil and other themes:
This company is a large-scale special steel backbone enterprise in China and a research and development and production base of military materials, and is known as the "cradle of special steel" in China. It has successively smelted the first stainless steel for China, and provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key projects and national defense projects. At present, 865,438+0% of the special steel materials used in various modern weapons and equipment in China come from this company, which also accounts for more than 50% of the key aerospace materials used in the scientific research projects of the national ferrous metallurgy industry, so this company occupies a leading position in China's aerospace industry. In addition, the company provides special alloy steel for oil bit manufacturing industry, and independently develops stainless steel wire series for oil and gas fields and stainless steel wire series for oil well armored cable, which successfully solves the logging problem of ultra-deep oil and gas wells with high content of hydrogen sulfide, carbon dioxide and chloride.
On the whole, as a low-priced stagflation G stock, there are two hot topics, military industry and oil, which are easy to gather popularity. In addition, the stock has been extremely active in history. Therefore, it can be predicted that the stock is likely to go up with many hot spots when the plate rotates, and its market potential will naturally be good when the stock has not risen.
(As far as I know, the stakeholders of my organization and property have no interest in the securities I appraised)
Source BOC International author Wang Yue
2006-03-23
G Fugang (600399), as a large-scale special steel backbone enterprise and military material R&D and production base in China, is known as the "cradle of special steel" in China, and its leading position in this field is unparalleled.
After the previous plunge, the short-selling kinetic energy has been fully released, and the net assets per share as high as 2.86 yuan completely blocked the downside of the stock price. Recently, the bottom of the stock has continued to be intensively heavy, and the signs of super-main force actively absorbing gold are very obvious. With the full short-term shock, the extremely oversold stocks have launched a sharp pull-up market, which is explosive. Stocks with oversold and low prices, military industry, oil, restructuring and many other hot topics can be focused on. (Huiyang Investment)
Source Huiyang Investment Author
2006-03-22
With the increasing investment in defense equipment, China's defense industry has entered a golden period of rapid development, and the monopoly profit rate of defense military products is as high as 50%, which makes the performance of related defense military enterprises grow rapidly, which directly leads to a sharp rise in the secondary market share price of military enterprises, and the share prices of many military theme stocks such as Hongdu Aviation, G Aerospace and Aerospace Electromechanical have doubled rapidly. It profoundly reveals the plunder of scarce military resources by market funds. Therefore, G Fugang (600399), whose share price is extremely oversold and still at the bottom of history, has a strong blowout momentum.
The military industry monopolized the country.
The most shocking thing about this company is its monopoly on the domestic military industry. As a key enterprise of large-scale special steel in China and a research and development and production base of military materials, the company is known as the "cradle of special steel" in China. It has successively smelted the first heat of stainless steel, the first heat of ultra-high strength steel, the first heat of high-speed steel and the first heat of high-temperature alloy for China, and provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key projects and national defense projects. At present, 8 1% of the special steel materials used in various modern weapons and equipment in China come from Fushun Special Steel, and the company also undertakes more than 50% of the key aerospace materials in the national ferrous metallurgical industry research project. Among them, the Shenzhou VI spacecraft and its launch vehicle all adopt the company's new special steel products, such as high-temperature alloy, high-strength steel and stainless steel, so the company's leading position in the field of aerospace military industry in China is unparalleled. With the rapid development of China's defense industry,
Petroleum equipment, unlimited business opportunities
In fact, the company's hidden oil equipment theme is also particularly eye-catching. After more than 20 years of painstaking research, the company's products have spread all over the fields of petroleum, chemicals, electronics, automobiles and so on. In particular, the company has provided special alloy steel for the oil drilling rig manufacturing industry, and has become one of the most influential oil equipment suppliers in China, enjoying high returns from the oil exploration industry in recent years. At the same time, the company also independently developed stainless steel wire series for oil and gas fields and stainless steel wire series for oil well armored cables, which successfully solved the logging problem of ultra-deep oil and gas wells with high content of hydrogen sulfide, carbon dioxide and chloride. At present, the stainless steel logging wire produced by the company has been used normally in Dagang Oilfield, Shengli Oilfield, Liaohe Oilfield, Zhongyuan Oilfield, Southwest Sichuan Oilfield, Northwest Sichuan Oilfield and Xinjiang Oilfield. With the successful acquisition of Kazakhstan Oil Company by PetroChina and the increasing demand for oil in economic development, the scale of oil exploitation in China will be further expanded, and the demand for oil production equipment will increase explosively. Therefore, the company's leading position in stainless logging wire technology will enable the company to obtain high monopoly income and its performance is expected to explode.
How long is it horizontally and how high is it vertically?
In the secondary market, after the previous plunge, the short-selling kinetic energy has been released to the extreme, and the net assets per share as high as 2.86 yuan completely blocked the downside of the stock price; Recently, the bottom of the stock has continued to be intensive and heavy, and the signs of super main force rushing to raise funds are very obvious; With the short-term shock gaining momentum, the blowout of extremely oversold stocks has been triggered, which can focus on many hot topics such as oversold, low price, military industry, oil and restructuring.
Source Huiyang Investment Author Wang Yong
2006-03-22
G Fugang (600399) shares changed to natural ex-rights, and the low share price basically blocked the exploration space. As a new G share, it has a strong desire to fill the rights and can be concerned.
Source Hangzhou New Hope Author
2006-02- 15
Fushun Special Steel (600399): The stock rebounded at the bottom, breaking through the resistance of the half-year line, and the upward trend is good, and the market outlook will rebound inertia. Investors are advised to continue holding shares.
Source Southwest R&D author Zhang Guangyu
2006-0 1- 19
Fushun Special Steel (600399) Aerospace Military Theme
Fushun Special Steel (600399), as a large-scale special steel backbone enterprise in China and a research and production base of military materials, is known as the "cradle of special steel" in China. It has successively smelted the first heat of stainless steel, the first heat of ultra-high strength steel, the first heat of high-speed steel and the first heat of high-temperature alloy for China, and provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key national defense projects. At present, 8 1% of the special steel materials used in China's weapons and equipment come from this company, and more than 50% of the national key aerospace materials are also provided by this company. Among them, the Shenzhou VI spacecraft and its launch vehicle all adopt the company's new special steel products such as high-temperature alloy, high-strength steel and stainless steel, which play an important role in China's aerospace industry. In the past two trading days, the stock has continuously received two heavy-duty positive lines, and broke through the half-year line that has suppressed the stock price for a long time. The space for further increase in the short term has been quickly opened, and investors can focus on it.
Source Securities Times author
2006-0 1- 18
Fushun Special Steel (600399): Stocks with low technical form and full adjustment can often arrive first after the market adjustment stage. Fushun Special Steel has such technical characteristics. The stock basically did not participate in this round of rise, and the oversold feature was outstanding. However, as far as its technical graphics are concerned, its technical adjustment is very sufficient. At the time of market adjustment, the stock showed a 7% Changyang increase. This trend tells us that stocks that do not rise do not mean that they will never rise. In the stage of market adjustment, we should pay more attention to these stocks that are fully adjusted in time and space. (Anhui Xinxing Ethan)
An emerging author originally from Anhui
2006-0 1- 17
Mainly engaged in combination steel, combination steel, bearing steel and other special steels. It has provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key projects and national defense projects. Shenzhou VI and its launch vehicle, which were successfully launched and recovered not long ago, used more than 20 new materials in three series, such as high-strength steel, high-temperature alloy and stainless steel. At present, it has undertaken more than 50% of the consumption of aerospace key materials in the national scientific research projects of iron and steel metallurgy industry. Aerospace is a national key industry that needs rapid development and will usher in a broad development space.
According to technical analysis, the stock was hyped in the first quarter of 2005, and its share price also fell sharply with the market. From the analysis of the number of shareholders in the third quarterly report, the chips tend to be scattered, and it can be judged that the main force in the previous period has been out. From the analysis after July, due to the continuous sharp decline, the high chips have been basically cleared, and it is possible for the main force to collect chips again. Today's heavy volume, the Yangxian line fell back to the K line, forming an effective breakthrough, establishing a strong feature and opening up the future upside. It is expected that there will be a "blue shield discount" at the lower opening tomorrow, which is a good opportunity to intervene. Investors may wish to focus on it.
Source: Wu Jianzhong, author of Xinjiang Securities
2006-0 1- 1 1
□ Guangzhou Boxin Zhou Jianxin
Fushun Special Steel (600399), as a large-scale special steel backbone enterprise in China and a research and production base of military materials, is known as the "cradle of special steel" in China. It has successively smelted the first heat of stainless steel, the first heat of ultra-high strength steel, the first heat of high-speed steel and the first heat of high-temperature alloy for China, and provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key national defense projects. At present, 8 1% of the special steel materials used in China's weapons and equipment come from this company, and more than 50% of the national key aerospace materials are also provided by this company. Among them, the Shenzhou VI spacecraft and its launch vehicle all adopt the company's new special steel products such as high-temperature alloy, high-strength steel and stainless steel, so the company has a leading position in the field of aerospace military industry in China.
The company provides special alloy steel for the oil drilling rig manufacturing industry, and becomes the most influential supplier of oil equipment in China, enjoying high returns from the oil industry. At the same time, the company also independently developed stainless steel wire series for oil and gas fields and stainless steel wire series for oil well armored cables, which successfully solved the logging problem of ultra-deep oil and gas wells with high content of hydrogen sulfide, carbon dioxide and chloride. At present, the stainless steel logging wire produced by the company has been used normally in Shengli Oilfield, Liaohe Oilfield, Zhongyuan Oilfield and other oilfields. With the successful acquisition of Kazakh Oil Company by PetroChina and the further expansion of China's oil exploitation scale, the demand for oil production equipment will increase explosively, which will make the company obtain high profits.
In the secondary market, the short-selling kinetic energy of the stock price has been released after the previous plunge, and the net assets per share as high as 2.86 yuan sealed off the downside of the stock price. Recently, the stock has built a solid arc bottom at a historical low, and its trading volume has continued to increase. The classic attack pattern of price rise shows that it is about to rise, which can be focused on.
Source Guangzhou Boxin author
2005- 12-27
From the rising channel, the current stock index callback is a strong callback within the allowable range, and this callback will not have any negative impact on the rising trend that has already appeared. However, considering that this callback was made after the breakthrough of the annual line, we have to be more vigilant about this callback. At least this adjustment will not end simply, and it is more likely to appear in a complicated form. At least for now, it is impossible for the stock index to rush up. Instead, it will become the main purpose of the recent index operation.
Of course, because the current market as a whole has enlarged the trading volume, and the Shanghai stock market has been between 7 billion and 8 billion in recent trading days, this shows that the market enthusiasm has been heating up, and the heat of individual stocks has naturally strengthened. Therefore, no matter how the index runs, the operability of individual stocks has been improved. Under the premise of avoiding marginal stocks with small trading volume, the current stock operation should adhere to the following principles:
First, intervene in fully adjusting oversold stocks that are at the bottom at the same time, because this round of market is still positioned in a rebound market, and such stocks are more likely to attract people's attention. These stocks include Fushun Special Steel (600399) and Southern Building Materials (000906). Second, the concept stocks and G shares involved in performance growth. Due to the intervention of QFII and social security fund, such stocks can easily become the target of opening positions under the banner of value investment. At the same time, most of the funds that have opened positions in such stocks are in a locked state, and the current market value is also prone to occur in such stocks. At present, there are G Yue Paper (600963) and Huawei Microelectronics (600360). As long as such stocks are low, there is a chance.
Among the above principles, the stocks under the first principle are the stocks that this column has been paying attention to, among which Fushun Special Steel (600399) is more noticeable.
1. Technically, it is at a historical low point: the stock has been adjusted quite fully recently, and 3.00 yuan has become its low point, which is also the lowest point since its listing. After the stock hit 3.00 yuan, it bottomed out in this position for nearly two months, and it bottomed out quite fully. At the same time, in the recent continuous rise of the Shanghai Composite Index, the stock has been seriously stagflation, and in the past two trading days, baoshan iron & steel, which is also a steel stock, has risen sharply, which will promote the rise of Fushun Special Steel (600399); 2. The theme is rich and unique: As a large-scale special steel backbone enterprise in China and a military material R&D and production base, it is known as the "cradle of special steel" in China. At present, 8 1% of the materials used in various modern weapons and equipment in China come from this company, so this unit has military themes. At the same time, after more than 20 years of painstaking research, its products have spread all over petroleum, chemical industry, electronics, automobiles and many other fields. In particular, the company provided special alloy steel for the oil drilling rig manufacturing industry and became one of the most influential suppliers of oil equipment in China, so the company has the concept of oil.
(As far as I know, the stakeholders of my organization and property have no interest in the securities I appraised)
Source BOC International author Wang Yue
2005- 12-08
Fushun Special Steel (600399) Co., Ltd., as the R&D and production base of military materials in China, is known as the "cradle of special steel" in China after more than 20 years of research. It has successively smelted the first heat of stainless steel, the first heat of ultra-high strength steel, the first heat of high-speed steel and the first heat of high-temperature alloy for China, and is the first artificial earth satellite in China. At the same time, the company also provided more than 50% of the national key aerospace materials, among which "Shenzhou VI" spacecraft and its launch vehicle all adopted the company's new special steel products such as high-temperature alloy, high-strength steel and stainless steel. With the signing of the Sino-French aviation framework agreement, Airbus will gradually have more opportunities to produce in China. As a result, the aerospace sector will strengthen overall, which also provides certain conditions for the outbreak of the company's share price.
In addition, the company provides special alloy steel for the oil bit manufacturing industry, and also independently develops a series of stainless steel logging wires for oil and gas fields and stainless steel wires for oil well armored cables. With the successful acquisition of Kazakhstan Oil Company by PetroChina and the increasing demand for oil by economic development, the scale of oil exploitation in China will be further expanded, and the company's leading position in stainless logging wire technology is expected to gain monopoly benefits.
In the secondary market, after the previous plunge, the stock price approached the previous historical low of 3. 1 1 yuan again, and the trading volume continued to shrink, indicating that the short-selling kinetic energy was fully released, and the net assets per share as high as 2.86 yuan blocked the room for further decline of the stock price to some extent. Due to the strong willingness to restructure the stock, the stock is active, and the reluctance to sell indicates that the market is already brewing, which can be focused on.
Source Guangzhou Boxin author
2005- 1 1-24
With the increasing investment in defense equipment, China's defense industry has entered a golden period of rapid development. The monopoly profit rate of defense products as high as 50% makes the performance of related defense military enterprises grow rapidly, which directly drives the strength of military sectors such as Hongdu Aviation, G Aerospace and Aerospace Electromechanical.
Fushun Special Steel (600399), as a large-scale special steel backbone enterprise and military material R&D and production base in China, has provided a large number of key new special steel materials for many national key projects and national defense projects. At present, 8 1% of the special steel materials used in various modern weapons and equipment come from this company. In addition, the company also undertakes more than 50% of the consumption of key aerospace materials in the national scientific research projects in the iron and steel metallurgical industry, among which the Shenzhou VI spacecraft and its launch vehicle all adopt the company's new special steel products such as high-temperature alloy, high-strength steel and stainless steel. With the rapid development of China's national defense industry, especially the aerospace industry, the company will fully benefit from this.
The company is also one of the most influential petroleum equipment suppliers in China, and independently developed stainless steel wire series for oil and gas fields and stainless steel wire series for oil well armored cables, which successfully solved the logging problem of ultra-deep oil and gas wells with high content of hydrogen sulfide, carbon dioxide and chloride. At present, the stainless steel logging wire produced by the company has been used in many oil fields. With the further expansion of oil exploitation in China, the demand for oil production equipment will also increase. Therefore, the company's leading position in stainless logging wire technology will make its performance expected to improve rapidly.
In the secondary market, after the previous plunge, the short-selling kinetic energy was relatively released, and its net assets of 2.86 yuan blocked the falling space of the stock price to some extent. Recently, the bottom of the stock has continued to be intensively heavy, showing signs of the main force rushing to raise funds. With the short-term shock gaining momentum, the stock market has been triggered and can be focused on.
Source Guangzhou Boxin author
2005- 1 1-23
With the increasing investment in defense equipment, China's defense industry has entered a golden period of rapid development, and the monopoly profit rate of defense military products is as high as 50%, which makes the performance of related defense military enterprises grow rapidly, which directly leads to a sharp rise in the secondary market share price of military enterprises, and the share prices of many military theme stocks such as Hongdu Aviation, G Aerospace and Aerospace Electromechanical have doubled rapidly. It profoundly reveals the plunder of scarce military resources by market funds. Therefore, Fushun Special Steel (600399), whose share price is extremely oversold and still at the bottom of history, has a strong blowout momentum.
1, military industry, domestic monopoly
The most shocking thing about this company is its monopoly on the domestic military industry. As a large-scale special steel backbone enterprise in China and a military material R&D and production base, the company is known as the "cradle of special steel" in China. It has successively smelted the first heat of stainless steel, the first heat of ultra-high strength steel, the first heat of high-speed steel and the first heat of high-temperature alloy for China, and provided a large number of key new special steel materials for China's first artificial earth satellite, the first missile, the first submarine and a number of national key projects and national defense projects. At present, 8 1% of the special steel materials used in various modern weapons and equipment in China come from Fushun Special Steel, and the company also undertakes more than 50% of the key aerospace materials in the national ferrous metallurgical industry research project. Among them, the Shenzhou VI spacecraft and its launch vehicle all adopt the company's new special steel products, such as high-temperature alloy, high-strength steel and stainless steel, so the company's leading position in the field of aerospace military industry in China is unparalleled. With the rapid development of China's defense industry,
2, oil equipment, unlimited business opportunities.
In fact, the company's hidden oil equipment theme is also particularly eye-catching. After more than 20 years of painstaking research, the company's products have spread all over the fields of petroleum, chemicals, electronics, automobiles and so on. In particular, the company has provided special alloy steel for the oil drilling rig manufacturing industry, and has become one of the most influential oil equipment suppliers in China, enjoying high returns from the oil exploration industry in recent years. At the same time, the company also independently developed stainless steel wire series for oil and gas fields and stainless steel wire series for oil well armored cables, which successfully solved the logging problem of ultra-deep oil and gas wells with high content of hydrogen sulfide, carbon dioxide and chloride. At present, the stainless steel logging wire produced by the company has been used normally in Dagang Oilfield, Shengli Oilfield, Liaohe Oilfield, Zhongyuan Oilfield, Southwest Sichuan Oilfield, Northwest Sichuan Oilfield and Xinjiang Oilfield. With the successful acquisition of Kazakhstan Oil Company by PetroChina and the increasing demand for oil in economic development, the scale of oil exploitation in China will be further expanded, and the demand for oil production equipment will increase explosively. Therefore, the company's leading position in stainless logging wire technology will enable the company to obtain high monopoly income and its performance is expected to explode.
3. Fully prepare and blow out.
In the secondary market, after the previous plunge, the short-selling kinetic energy has been released to the extreme, and the net assets per share as high as 2.86 yuan completely blocked the downside of the stock price; Recently, the bottom of the stock has continued to be intensive and heavy, and the signs of super main force rushing to raise funds are very obvious; With the short-term shock gaining momentum, the blowout of extremely oversold stocks has been triggered, which can focus on many hot topics such as oversold, low price, military industry, oil and restructuring.
Source Zhou Jianxin, author of Guangzhou Boxin.
2005- 10-28
Fushun Special Steel (600399): The company provides special alloy steel for the oil drilling rig manufacturing industry, which is the largest in China.