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2012-09-19

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  问:众和股份(002070,股吧)(002070)现在能否买进?

ask:And shares the(002070,guba)(002070)Can now buy?

  渤海证券 何晓牧:公司主营纺织印染,盈利能力业内较高,是国内棉休闲面料的龙头企业之一。主业之外,公司也进行多元化尝试,今年7月公司控股厦门帛石进入新能源锂电材料产业,因涉矿题材股价大幅拉升,近两个月走出翻倍行情。但从中报看,2012年公司上半年主业呈现下滑态势,库存上升较为明显,纺织印染企业经营压力较大,而锂电业务目前也多靠财政补贴,因此公司近期业绩难以改善,本周二股价上冲到前期高位区域遇阻,有出货意图,后市不建议介入。

Bohai securities HeXiaoMu:The company's main textile printing and dyeing,Profitability higher in the industry,Domestic cotton is one of the leading enterprises in the leisure fabric.Outside the main,The company also try to diversify,In July the company holding xiamen silks stone into the new energy li-ion battery material industry,For in mine theme share prices sharply pull to rise,Nearly two months out of the double quotation.But see from the center daily news,In 2012 the company in the first half of the present situation of its decline,Stock up more obvious,Textile printing and dyeing enterprise management pressure great,And lithium electricity business now also many rely on financial subsidies,So hard to improve performance of the company in the near future,Share prices on Tuesday on the rush to high pressure area,A delivery intention,Which do not recommend intervention.

  问:数字政通(300075,股吧)(300075)能否继续持有?

ask:Digital logical administration(300075,guba)(300075)Can continue to hold a?

  渤海证券 何晓牧:公司主营电子政务,主要为政府相关部门提供数字化城市管理系统建设和运营中的相关数据普查和信息采集服务。目前公司主营业务处于高速增长期,2012年上半年净利润同比增长51.11%。8月,公司与宁波市智慧城管中心联合申报项目获得国家资金专项资助,将从各个方面推动公司业务的快速增长。随着新业务潜力的陆续显现,下半年有望持续超预期。二级市场上,该股股价处于上升通道,60日线有较强支持,可继续持有。

Bohai securities HeXiaoMu:The company's main electronic government affairs,Mainly for the relevant government departments to provide digital urban management system construction and operation of the related data census and information collection service.At present the company's main business is in high speed growth,In the first half of 2012 net profit year-on-year growth of 51.11%.August,Company and ningbo wisdom urban management center combine the project obtains the national capital special funding,From all aspects to promote the rapid growth of the company's business.With the new business potential appeared in succession,Second half is expected to continue than expected.The secondary market,The stock share prices are rising channel,60 day line a strong support,Can continue to hold.

  问:长方照明(300301,股吧)(300301)应该持有还是卖出?

ask:Rectangular lighting(300301,guba)(300301)Should hold or sell?

  渤海证券 何晓牧:公司拥有LED光源和LED成品照明灯两大类产品,2010年度LED照明光源器件产量占我国LED封装总产量的2.84%,已成长为我国LED照明光源器件封装领域的龙头企业之一。2012年上半年净利润同比增长3.05%,每股净资产6.69元。随着公司产能的逐渐释放及政策的推动,公司订单饱满,业绩有望延续高速增长态势,6个月合理估值为2012年26倍PE,对应股价27.30元,目前股价经大幅上涨后已获利较丰,短期可作了结。

Bohai securities HeXiaoMu:The company has LED light source and LED products light two categories of products,2010 annual LED lighting light source device production accounted for 2.84% of the total in China LED packaging,Our country has grown for LED lighting light source device packaging field is one of the leading enterprises.In the first half of 2012 net profit year-on-year growth of 3.05%,Net asset per share 6.69 yuan.With the gradual release of production capacity and the policy of expanding,Order full,Performance is expected to continue rapid growth trend,Six months reasonable valuation for 2012 years 26 times PE,Corresponding share price 27.30 yuan,The current share price rise considerably since profit more abundant,Short term may be over.

  问:向日葵(300111)现价可否买入?

ask:sunflower(300111)Present price can you buy?

  华龙证券吴晓峰:2012 年上半年,欧债危机持续蔓延,全球主要光伏需求大国政府纷纷下调光伏补贴,美国对我国光伏产品征收高额“双反”税率,行业和公司发展都面临困境,对此类公司暂不建议介入。

Hualong securities WuXiaoFeng:In the first half of 2012,The subprime crisis continues to spread across Europe,Major global pv demand big government cut in photovoltaic subsidies,The United States to our pv product collection high"Double reverse"rate,Industry and the development of the company is faced with a difficult situation,For such company temporary don't recommend intervention.

  问:东吴证券(601555,股吧)(601555)后市有没有机会?

ask:Soochow securities(601555,guba)(601555)Market outlook have a chance?

  华龙证券 吴晓峰:公司上半年收入6.58 亿元,同比下滑29%;净利润1.35 亿元,同比下滑40%,经纪、承销收入减少为东吴证券上半年业绩下滑的主要原因。而在目前市场环境较弱、经济不景气的情况下,公司难现大的业绩扭转,因此暂不建议参与。

Hualong securities WuXiaoFeng:In the first half of company income 658 million yuan,Fell 29% year-on-year;Net profit of 135 million yuan,Fell 40% year-on-year,brokerage/The underwriting income reduced to soochow securities decline in the first half of the performance of the main reasons.And in the current market environment is weak/Under the situation of economic depression,The company difficult now big performance torsion,Therefore temporarily do not suggest to participate in.

  问:风华高科(000636,股吧)(000636)后市如何操作?

ask:Tech center receives(000636,guba)(000636)Indication of how to operate?

  华龙证券 吴晓峰:公司主营业务为研制、生产和销售系列新型片式元器件、光机电一体化电子专用设备及电子材料等电子信息基础产品。在目前原材料成本和人工成本上涨,而产品价格依然保持走低趋势的形势下,公司利润空间将受到双重挤压,因此建议谨慎操作为宜。

Hualong securities WuXiaoFeng:The company's main business for development/Production and sales of series of new chip components/Light machine electricity integration special electronic equipment and electronic materials and other electronic information based products.In the present cost of raw materials and artificial cost rises,And the price of a product still keep falling trend of the situation,The company profit space will be double extrusion,We therefore suggest that careful operation advisable.

  问:江苏三友(002044,股吧)(002044)是否值得看好?

ask:Jiangsu"(002044,guba)(002044)Is worth value?

  华龙证券 吴晓峰:公司工业化集成控制固废低温热解生产线即将正式投产,在此期间通过不断的改变投料量和延长生产线连续运行时间来检验生产线设备运行的稳定性、可靠性和安全性前期的试生产已基本达到预期的效果。未来公司的各项业务将在国家已经出台的多项政策支持下实现跨越性的发展。二级市场上,由于市场较弱,建议谨慎操作为宜。

Hualong securities WuXiaoFeng:The company integrated control industrial solid waste low temperature pyrolysis production line will be formally put into production,During this period through the changing inventory and extend line continuous time to test the stability of the production line equipment operation/The reliability and safety of the trial production has basically achieve the desired effect.The future in all kinds of business will be in countries have published a number of policy support to realize the development of KuaYueXing.The secondary market,As the market is weak,Suggest careful operation advisable.

  实时解盘,网上答疑,请登录中证网(http://www.cs.com.cn)专家在线栏目

Real-time solution plate,On-line question-answering,Please login and enhanced(http://www.cs.com.cn)Experts online column

  吴晓峰 华龙证券 S0230610120052何晓牧 渤海证券 S1150611090013凌学文 广州万隆A0580206010014李华东 海通证券(600837,股吧)S0850612030017文育高 华龙证券 S0230510120002谢 峻 东方证券S0860610120014肖玉航 九鼎德盛 A0470200010006徐宇科 东莞证券S0340111090051

WuXiaoFeng hualong securities S0230610120052 HeXiaoMu bohai securities S1150611090013 LingXueWen guangzhou bandung A0580206010014 LiHuaDong haitong securities(600837,guba)S0850612030017 wen yu high hualong securities S0230510120002 thank this Oriental securities S0860610120014 XiaoYuHang which carries weight DE cheng A0470200010006 XuYuKe S0340111090051 dongguan securities



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