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抵制日货影响五大板块--亲稳网络舆情监测室
2012-09-22

 

 汽车 car

  日系车受创 Japanese by and

  德美系或受益 The German department or benefit

  “受抵制日货影响最大的企业是生产和参股日系企业公司。”一位券商汽车行业分析师对《中国经营报(博客,微博)》记者表示,受打砸日系车的影响,未来国内日系车的销量将会大幅减少。

"By the boycott Japanese goods have the biggest impact on enterprise is the production and participation of Japanese firms."A securities trader car industry analysts to[China business newspaper(blog,Micro bo)]reporters,Battered by the influence of the Japanese,The future, domestic sales of cars will be substantially reduced.

  实际上,日系车的销量已经开始下滑,中国汽车工业协会的数据显示,8月,在中国乘用车销售实现11.30%同比增长的背景下,日系车逆市下挫,销售同比下降2%,成为唯一负增长的车系。

In fact,Japanese sales have begun to decline,The China association of automobile manufacturers data display,August,In the Chinese passenger car sales achieve 11.30% year-on-year growth of background,Japanese inverse city down,Sales fell 2% year-on-year,As the only negative growth of larger superkings cars.

  国内生产和参股日系车的汽车主要为中国第一汽车集团公司(简称一汽集团)和广企集团。其中一汽集团旗下有两家汽车上市公司,一汽轿车(000800,股吧)(000800.SZ)生产日系马自达,一汽夏利(000927,股吧)(000927.SZ)参股日系汽车天津一汽丰田汽车有限公司(简称天津一汽丰田)。一汽夏利的业绩受抵制日货影响较大。

Domestic production and participation Japanese car mainly for the China first automobile group company(Referred to as faw group)And wide enterprise group.The faw group is consisted of two auto listed companies,Faw car(000800,guba)(000800 SZ)Daily production system Mazda,Faw xiali(000927,guba)(000927 SZ)Participation of Japanese car tianjin faw Toyota automobile co., LTD(Referred to as the tianjin faw Toyota).Faw xiali performance greatly influenced by a boycott of Japanese goods.

  “公司自营业务目前处于亏损状态,赢利主要来自参股子公司天津一汽丰田。” 一汽夏利公司董事会秘书孟君奎对本报记者坦言。

"The company operating the business is at a loss state,Profit mainly from equity subsidiary tianjin faw Toyota." Faw xiali the board of directors of the company secretary MengJunKui to our reporter said.

  上述汽车行业分析师表示,对于赢利主要来自参股日系车的一汽夏利来说,未来在国内日系车销售受冲击的情况下,业绩也将会受到较大影响。

The auto industry analysts said,For profit mainly from participation Japanese automaker faw xiali speaking,In the future, domestic car sales department by the impact of the case,Performance will influence.

  相对于受抵制日货带来不利影响的一汽夏利,生产德系和美系车的上汽集团(600104,股吧)(600104.SH)因为具有替代日系车的原因而收到市场的追捧。

Relative to boycott Japanese goods brought by the negative influences of faw xiali,Production DE system and the system of car saic group(600104,guba)(600104. SH)Because the substitution, the reason of cars and receive market chase after hold in both hands.

  

家电 Home appliance

  本土企业的 Local enterprises

  发展良机 Development opportunities

  “对于日货抵制情绪由来已久,此次购岛事件促使情绪更加激化。对于日本家电品牌的抵制情绪还将在终端得以蔓延。”西南证券(600369,股吧)家电行业分析师李辉向本报记者表示,这将会对代加工日系家电上市公司产生一些不利影响。

"To boycott Japanese goods has emotions,The purchase island incident prompted intensified with more emotion.For Japanese electrical home appliances brands of resist mood will be in the terminal to spread."Southwest securities(600369,guba)Home appliance industry analysts to our reporter li hui said,It will be on the generation process of Japanese electrical appliances listed companies produce some adverse effect.

  中金公司研究员何伟指出,在A股市场中,中国家电企业与日本家电品牌在终端产品上有很多合作,如TCL(000100.SZ)代工东芝彩电,并参股东芝国内彩电销售公司。

Cicc he wei pointed out that researchers,In the a-share market,The Chinese electrical appliances enterprise and Japanese electrical home appliances brands in terminal products have a lot of cooperation,Such as TCL(000100 SZ)OEM Toshiba color TV,And participation Toshiba the domestic color TV sales company.

  TCL2011年年报显示,其共参股东芝两家公司。其中,TCL持有东芝视频产品( 中国)有限公司49%的股权(简称东芝视频)和东芝家用电器销售 (南海)有限公司(简称东芝家电)49%股权。

TCL2011 annual report shows,The common participation Toshiba two companies.the,TCL hold Toshiba video products( China)Co., LTD. 49% stake(Referred to as Toshiba video)And Toshiba household appliances sales (South China sea)Co., LTD.(Referred to as Toshiba home appliance)49% equity.

  “虽然抵制日货对于部分代工日系产品的家电上市公司来说有一定的负面影响,但影响不会很大,而对于本土家电企业来说,这是个更好的发展和壮大的机会。”李辉对记者表示,在彩电、冰箱和洗衣机领域内,国内家电企业在技术上已经取得突破,生产的产品已经有能力和日本产品抗衡,此类产品的龙头企业和技术创新企业将会从中受益,如深康佳(000016.SZ)。

"Although boycott Japanese goods for some generation man-days series products of the appliances for the listed company to have certain negative influence,But the impact will not be huge,For local electrical appliances enterprise speaking,This is a better chance of development and expansion."Li hui told reporters,In color/In the field of refrigerators and washing machines,The domestic home appliance enterprises in the technology has made breakthrough,The products have been have the ability and the Japanese products counter,This kind of products of the leading enterprise and technology innovation enterprise will benefit from it,Such as deep konka(000016 SZ).

 

 钢铁 Iron and steel

  高端钢铁 High-end iron and steel

  有望受益 Is expected to benefit from

  “虽然现在钓鱼岛事件还未发展到战争的阶段,但从目前日本的强硬态度来看,中国应该做好战争的准备,这对国内钢企来说,是一个较好的发展机会。”一位不愿具名的券商钢铁行业研究员对本报记者表示,国内相关钢铁企业在未来将会获得较好的发展。

"Although now diaoyu islands event is not the development stage of the war,But from the current Japanese tough attitude to see,China should make war preparation,The domestic steel enterprises speaking,Is a good development opportunity."An anonymous brokers iron and steel industry researcher to our reporter said,Relevant domestic iron and steel enterprises in the future will have a better development.

  上述钢铁行业分析师进一步指出,将会有两类公司从钓鱼岛事件中获得发展机会。首先,从做好战争准备的角度来看,势必会消耗枪炮和船只,因此军用类特殊钢材将会有较大的需求,如抚顺特钢(600399,股吧)(600399.SH)等。其次,如果中日交恶,那么日本将会限制对中国高端钢材的出口,那么此前在高端钢材市场占比很小的国内生产高端钢材公司将会重新获得试用和发展的机会。

The iron and steel industry analysts further points out,There will be two types of companies from diaoyu islands event get development opportunities.First of all,From the point of view of make preparations for war,Will consume guns and ships,So military kind of special steel products will have a greater demand,Such as fushun special steel(600399,guba)(600399. SH), etc.secondly,If the bad,Then Japan will restrict China's high-end steel export,So after the steel market in high-end than small domestic production of high-end steel company will regain trial and development opportunities.

  高端钢铁主要分为不锈钢和汽车板两种。目前国内生产不锈钢的上市企业主要为太钢不锈(000825,股吧)(000825.SZ)。

High-end iron and steel is mainly divided into stainless steel and car plate two.The current domestic production of stainless steel listed enterprise mainly for taigang stainless(000825,guba)(000825 SZ).

  上述钢铁分析师表示,虽然不锈钢技术一直是国内钢企的一个痛,由于技术还有很大难度,太钢不锈在不锈钢的技术能否达到高级钢的要求还不得而知,同样问题也存在生产汽车板的鞍钢股份(000898,股吧)(000898.SZ)和宝钢股份(600019,股吧)(600019.SH),但是钓鱼岛事件的发生,将会让国内生产高级钢的企业有重新证明自己技术的机会。

The iron and steel analysts said,Although stainless steel technology has been the domestic steel enterprises of a pain,Because of technology also has the very big difficulty,In taigang stainless stainless steel technology could meet the requirements of high grade steel is still unknown,The same problem also exists in the production of automobile plate of angang shares(000898,guba)(000898 SZ)And baosteel shares(600019,guba)(600019. SH),But the diaoyu islands occurrences,Will let domestic production high quality steel enterprise have to prove his chance of technology.

  

软件与服务行业 Software and service industry

  凸显进口替代巨大空间 Highlight import substitution huge space

  除了钢铁企业外,能从钓鱼岛事件中直接受益的还有软件与服务行业。国金证券(600109,股吧)分析师易欢欢指出,由于钓鱼岛事件不断升级,日本企业在华业务将更加困难,各地掀起的抵制日货风潮将会导致日本企业产品销量受阻,这将给本土软件与服务行业产品替代日本产品提供较好的机会。

In addition to the iron and steel enterprise,From the diaoyu islands event can benefit directly and software and service industry.Countries gold securities(600109,guba)Analysts pointed out that YiHuan huan,Due to the diaoyu islands events continuously upgrade,Japan enterprise business in China would be even more difficult,All of a boycott of Japanese goods agitation will lead to Japan enterprise product sales hindered,This will give local software and service industry product substitution Japanese products provide a good chance.

  在易欢欢看来,计算机硬件产业链相关领域中,国内企业新北洋(002376,股吧)(002376.SZ)产品具有世界级水准,可以直接替代日本企业产品。

In YiHuan huan looks,Computer hardware industry chain in the related fields,The domestic enterprise new northern(002376,guba)(002376 SZ)Products with world-class level,Can directly replace Japan enterprise products.

  新北洋于2010年登陆A股市场,属于专用打印扫描行业,主要产品为整机及系统集成化产品和关键基础零部件。2011年,公司实现营业收入为6.58亿元,实现归属于上市公司股东利润为1.64亿元。

The new northern in 2010 landing a-share market,Belong to special print scanning industry,The main products for the machine and system integration products and key basic parts.In 2011,,To achieve the company operating income for 658 million yuan,To realize the profit attributable to shareholders of a listed company is 164 million yuan.

  新北洋证券事务代表苏晓丽对记者表示,由于消费者多数都是理性的,所以公司能否从抵制日货中受益目前还不好说。其表示,公司未来将会继续加强自己在打印扫描方面的技术创新。

The new northern securities business on behalf of the SuXiaoLi told reporters,Because consumers majority is rational,So the company can benefit from a boycott of Japanese goods is still not say.It says,The future will continue to strengthen himself in the print scanning technology innovation.

  

对日本市场依赖较大公司 For the Japanese market depend on the larger company

  存在风险 risk

  “目前,国内抵制日货的情绪很浓,如果这种情绪存在,则日本也可能会掀起抵制中国货的浪潮。”上海一位券商策略分析师对本报记者表示,届时,中国上市公司中对日本市场销售收入占公司比重的企业将会遭受重大损失。

"At present,Domestic boycott Japanese goods mood is very strong,If this kind of emotions exist,The Japan may also be a wave of ban the products made in China."Shanghai securities analyst a strategy to our reporter said,the,In the Chinese listed companies to the Japanese market sales revenue accounted for the proportion of company of the enterprise will suffer a great loss.

  在国内A股上市公司中,对日本市场依赖最大的非海隆软件(002195,股吧)(002195.SZ)莫属。公司于2007年登陆中小板市场,主营业务为面向海外的软件外包服务,公司的主要客户均是金融、制造业、大型系统集成商等海外一流企业。

In the domestic a-share listed companies,For the Japanese market depend on the biggest not swell software(002195,guba)(002195 SZ)Mo belong to.In 2007 the company in small and medium-sized plate market,Main business is facing overseas software outsourcing service,Our main customers are financial/manufacturing/Large scale system integrators, and other overseas first-class enterprise.

  2011年度,海隆软件实现归属于上市公司股东净利润6497.02万元。值得注意的是,同期,公司在日本地区的软件销售收入为2.21亿元,占公司当年主营业收入为2.39亿元的比例高达92.47%。一位不愿具名的软件行业人士表示,从目前情况来看,日本还未掀起抵制中国产品的信号,而如果将来日本也有抵制中国产品的举动,那么海隆软件的业绩无疑将会受到重大冲击。

2011 year,Swell software to realize attributable to shareholders of a listed company net profit of 64.9702 million yuan.It is important to note that,Over the same period,The company in Japan area of software sales income is 221 million yuan,To account for the company the main business income for 239 million yuan rates as high as 92.47%.An anonymous software industry say,From the current situation,Japan is not a boycott of Chinese products signal,And if the future Japan have a boycott of Chinese products move,So swell software performance will undoubtedly will be affected by a significant impact.



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