Non-ferrous metals– NdFeB magnetic material to maintain the high degree of economy
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1,8 Review of Trends and Causes of the month section. August, non-ferrous metal applications million increase to 7.94%, the Shanghai index rose to -0.74%, or 8.68 percentage points race win broader market. August Plate movement causes the formation of the reasons for the formation of the previous trend has been very different. Small metal metallic new materials, especially when everyone played a role in the engine. Meanwhile, the high valuation of the entire section rose sharply limited the plate. New materials, especially metals benefit from structural adjustment NdFeB benefit from low-carbon economy is no longer a castle in the air, headed to Zhong Ke San Huan NdFeB magnetic materials industry is a bright medium-term performance of the fuse blew the industry short-term market, This is consistent with our expectations. 2,9 month: NdFeB magnetic materials industry will continue to maintain high degree of prosperity. Economic slowdown that affect the industry boom of the fundamental factors that determine the industry’s boom is not high, but liquidity is still loose expected, a weaker dollar is a large probability events, the economy in reducing the probability of the second bottom, industry, economy degree of improvement. Basic metals: basic metals sub-sector economy is not high, still the fundamentals of copper will remain the best. Gold: industry maintain a high degree of prosperity. We remain bullish on gold long term, according to the monetary gold is still gold property decisions, and the existing world monetary system, congenital deficiencies. Metal New Material: In our medium-term strategy, we focus our attention on NdFeB magnetic materials for the economy to maintain a high degree of why there is discussion, but the trend in that section of our judgments are correct. We stick to our discussion of the medium-term strategy, the boom of NdFeB magnetic material will be maintained in the medium-term future of the monthly strategy, we track the industry event took place on the industry boom of the impact, and a simple comment, industries enjoy a high degree of the reasons the economy see medium-term strategy. From August’s “car and the new energy automotive industry development plan” can be seen, the automobile industry of China’s new energy policy guiding the development of a comprehensive, systematic, specific, new energy automotive industry has seen the prototype of industrialization,strategic metal, but as NdFeB magnetic materials the greatest demand for new downstream industries, we also see great NdFeB industry prospects. “Planning” that drive motor vehicles and other key parts of new energy joint venture with independent R & D needs and intellectual property rights, China shares shall not be less than than 51%. NdFeB magnetic material can be seen from the competitive structure of the industry will not change much. The industry is not only a higher degree of the current economy, but also continue the long-term bullish. 3, the investment strategy. Eased the pressure plate valuation,metal materials exporter, but still relatively high. Industry sentiment has improved, but still not high, we maintain the non-ferrous metals industry “neutral” investment rating. Gold industry to benefit from the price high, metal and new materials are feast to enjoy a low carbon economy, industry structural investment opportunities exist. We focus on stocks of concern for the Shandong Gold, gold gold, Zhong Ke San Huan, Xiamen Tungsten,metal materials, Ningbo Yunsheng, this month, pushing Ningbo Yunsheng. 4, the investment risk. Macro-economic level in particular-than-expected U.S. economic recovery; major countries, particularly the United States, loose monetary policy tightening is expected to point the super; countries new energy policy is continuous; new energy vehicles production time of uncertainty. Source: http://www.mhcmm.com
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