There are still less than a month, 2010 is about to end, and the speculation on the growth forecast for 2010 has been completely digested, and at this time, the timing of the star industry and the company in 2011 is good.

2010: Electronic components shine
Statistics show that from the beginning of this year to December 9, the Shanghai Composite Index fell by 14.23%, while the electronic components rose against the trend, the industry's overall increase was as high as 40.66%, and the larger excess revenue was 54.89 percentage points. Pharmaceutical biology, machinery and equipment, food and beverage, agriculture, forestry, animal husbandry and fishery and other industries are also unwilling to lag behind. The year-to-date increase has exceeded 20%. Of the 23 Shenwan-level industries, 14 are in the opposite direction and rise against the trend. The four industries of ferrous metals, real estate, chemicals and financial services underperformed the broader market.

2011: The policy prospects are good
Wind Information According to the integration of 50 institutions, in 2011, among the 23 Shenwan-level industries, 15 are expected to increase their profits by more than 30%. Among them, electronic components are expected to be defended, with the 59.92% profit growth rate in the first place in the industry performance increase list.

Guotai Junan believes that due to corporate procurement from technology upgrades to capacity equipment, global semiconductors
Capital expenditures will maintain a growth trend until 2012, and the global electronics industry is expected to continue its long-term economic cycle. From the company's perspective, companies such as Zhonghuan, Sunflower, Chaori Sun, East China Science and Technology, and Shentianma A have the best performance growth expectations, and their profit growth in 2011 is expected to exceed 50%.

In addition, the high-end equipment manufacturing industry is one of the seven strategic emerging industries. In the coming year, the equipment manufacturing sector will interpret the process of growth-driven stock price elasticity.

Nonferrous color has the best historical performance in the first quarter
Statistics show that from 2006 to 2010, the market performance of non-ferrous metals companies and real estate companies in the first quarter was basically a high probability event. During the five comparison periods, the two industries advanced to the top five in the first quarter.

The 2011 performance forecast shows that the non-ferrous metals industry's full-year performance growth is expected to be 46.82%, but the latter performance still depends on the global economic changes and the dollar's trend. From the company's perspective, the future growth of Zhuzhou Metallurgical Group, Yun Aluminum Co., Yunhai Metal and other companies is most optimistic, and net profit growth is expected to exceed 100%.

Real estate stocks are in the bottoming stage, and analysts expect that excessive administrative disturbances in 2011 may weaken the valuation.


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