Annual Secret star fund research path attack the blue chip stocks of emerging industries

The 2011 report shows that the latest disclosure of

listed companies, fund managers last years fourth quarter to increase stocks research efforts. This seems consistent with the judgment of the fund managers of 2012 structural calf market, stock opportunities will significantly enlarge the repeated shocks of the index. Listed companies to disclose the annual report also shows that the technology sector fund managers focus on the direction of intervention in the context of economic restructuring, the performance of traditional industries increasingly decline means that the low valuations by no means the only consideration of the investment performance of technology stocks in general a substantial increase in The reality is undoubtedly guide the configuration of a combination of fund managers.

the ⊙ newspaper reporter An Zhongwen

fund get together oversold blue chip stocks environment in the fourth quarter of last year, market crash, hedge fund managers and funds direction undoubtedly select "victimizes" blue chip stocks, especially in the context of the pension may enter the market in the future. Morgan Stanley topic aspiring fund managers Shengjun Feng think, in the context of the ongoing transformation of the domestic economy, the mobility of the overall trend towards improvement, "12" industrial revitalization policies have been introduced, the theme of investment opportunities. At the same time in the history of the bottom area of ​​the current market valuation, and also provides a good opportunity to fund low-cost to enter the market. Shengjun Feng said that the 2012 high-iron construction or will restart the topic of rail transit, local pension funds, provident fund or the stock market into the market of pension theme, which makes the change of government theme, the theme of water conservancy construction, energy saving and environmental protection The theme so there may be investment opportunities. 2011 Annual Report the

the Fuchun environmental disclosure substantially involved in such themes in the social security fund portfolio in the fourth quarter of last year. The Fuchun environmental disclosure in 2011 net profit up to 190 million, an increase of more than 37%. In the fourth quarter of last year, the National Social Security Fund, 111 combinations, 112 combinations of the National Social Security Fund, hand in hand to buy the stock. The end of last year, the two social security portfolio held by Fuchun environmental 838 million shares, 43 million shares. The theme for the mechanical

alternative to artificial field machinery and equipment of the main coal Zheng stoker has always been much the Funds focus, through some large adjustments in the fourth quarter of last year, the fund manager is also the same period decisive intervention. According to information disclosed by Zheng coal machine, as at the end of the fourth quarter of last year, the Post Core Growth Fund, the National Tai Jinma Stable Fund, the Huaan strategies Choice buy Zheng stoker to 966 million shares, 868 shares, 819 million shares. Zheng stoker is disclosed in its 2011 net profit up 1.19 billion, an increase of 35%.

addition to Zheng stokers, fund managers are still in the fourth quarter last year involved in other machinery and equipment with clean theme varieties - Keda. According to the the Keda disclosure of information, the Post Core Growth Fund hold the stock for more than 10 million shares as of the end of the fourth quarter of last year, In addition, the return of China, China return II Fund together hold more than 14 million shares in Sea Energy Fund is slightly buy the stock to 650 million shares. The Keda disclosed in 2011 net profit is also worth noting that its 2011 net profit of 356 million, an increase of about 48%. Keda the current situation is clearly oversold blue chip stocks, its share price more than 57 percent from early 2011 to yesterdays closing decline.

but not dazzling performance that is able to retain the fund managers last year, or the larger species generally been the reduction of the Fund. Tomson times to disclose its 2011 net profit up to 186 million, an increase of more than 102%, while expected 2012 first quarter net profit of around 60 million the first quarter, an increase of more than 40%. Last year, the fund held by Tomson times generally small holdings of stock, rejuvenating the whole social responsibility funds cut-HEALTH more than 20 million shares, fund Hanxing China Hongli fund also reduction of 13 million shares, 180,000 shares.

fund managers to strengthen the stock research

fund managers generally believe that the more optimistic about the 2012 market investments, but the market is difficult to be a big investment opportunities, structural market will be sustained long-term, opportunities for individual stocks will be the focus. According to the information disclosure of listed companies, fund managers in the fourth quarter of last year to strengthen the research of some industry boom of the listed companies for the better, stock research intensified also means that the results of the 2012 Fund Manager competition is to fund research on specific varieties and the ability to grasp. Xinlong Electric 2011 Annual Report disclosed information, Boshi Fund, E Fund, in the sea Fund, Fu Fund, etc. in the fourth quarter of last year visited the Xinlong electrical. Xinlong appliances disclosed in the 2011 Annual Report, Hing Fund, UBS SDIC, Morgan Stanley huaxin, gold (Confucius News) in the fourth quarter of last year to buy the stock. Xinlong appliances disclosed in 2011 net profit of 72.7 million, an increase of up to 70%. Xinlong appliances in the first quarter rate of increase is even more alarming, the company expects the first quarter net profit increase of between 90-120%.

Xinlong main electrical power a device, this field fund managers believe there is the inflection point up the expected. Qinling Ping, director of the Great Wall Fund (Confucius News) "Shanghai Securities News that listed companies in the fourth quarter of last years performance is lower than the probability of market expectations, resulting in amendments to forecast 2012 results, but there are some industries may be higher than the performance Well, the profitability of electricity and electrical equipment in the upward inflection point of

Chan Yu Technology in December last year is ushered in intensive survey of fund managers. Listed company, from December 1 last year, there have been four batches of fund companies visit the company, including the China Fund Guangdong Development Fund, the Lion Fund, Harvest Fund (Confucius News), then two listed companies is clearly in the research after the firms determination to buy. Corporate Annual Reports, Lion Fund in the fourth quarter of last year to buy a small board Chan Yu Chan Yu Annual Report is also brisk performance, net profit last year amounted to 104 million, an increase of more than 53%, Lion flexible configuration fund last years fourth quarter intervention Tsan-Space Technology 50 million shares, Lion in the small cap funds hold about 30 million shares, 602 combinations of the Harvest Funds National Social Security Fund is also involved in only in small cap stocks, the social security portfolio of the Harvest Fund Management the fourth quarter of last year, 70 million shares of Building Technologies, praise for the latters second-largest holders of tradable shares. The Changan fund companies

before starting the first product in February of this year also appeared at the list of institutional research in the listed company. 2011 Annual Report information disclosed in accordance with Kingdream the Changan Fund on November 29 last year, field research the Kingdream of the main oil drill. However the disclosure Kingdream mediocre performance last year, net profit of 104 million, down 3.64 percent.

also revealed that the information disclosure of listed companies, private equity research trends. Kant new today disclosed last November, Shanghai Double Ninth investment with the country of UBS Fund (Confucius News) joint visits to listed companies, Kang get a new main products for the optical film materials and its application field mainly oriented mobile phones, computers, home appliances and other consumer electronic solar , LED, automotive and other fields. Widespread application of optical film materials industry, driven by market demand for the companys main products and smart phones, tablet PCs, LCD TVs continued selling. Therefore, Kant which industry segments are not significantly affected by the economic downturn, the negative impact of constraints, disclosed today that 2011 net profit up to 130 million, an increase of up to 86%. Another well-known private equity funds - Chak Hee investment field survey on October 27 last year, the the Fuchun environmental protection of the main waste-to-energy business. The Fuchun environmental disclosure in 2011 the total net profit of up to 190 million, an increase of up to 37%. The results of

technology stocks beautiful favored by the Fund the context of the economic structural adjustment, the performance of listed companies of the traditional industries generally bleak reality also tells fund managers, valuation is not the only consideration of the investment performance of technology stocks in general a substantial increase undoubtedly guide the configuration of a combination of fund managers.

noteworthy is the substantial holdings of stocks fund managers are often associated with the continued growth in consumer electronic products and related replacement has been disclosed in more than 30 listed companies annual reports, Seven Star Electronics, Nanyang Technological Kant new three listed Although the company in which the industry of the same, but the common denominator is the main products for consumer electronics manufacturers, the companies admitted in its annual report, the results of a substantial increase is directly related to the promotion of consumer electronics devices. two consecutive years of sustained growth due to consumer electronic products, made the provision of key electronic materials, electronic equipment, parts of the listed companies to obtain a "spurt" demand, the 2011 results of the seven stars of the main IC electronic disclosure made by institutions surprise, the companys 2011 net profit up to 132 million, an increase of more than 76%. The Qixing electronic admitted that due to the emerging consumer electronic products, driven by sales of smart phones, tablet computers, integrated circuits industry faced with a good degree of prosperity, the field of photovoltaic, solar batteries, the LCD will also be listed companies to expand in its annual report an important direction.

fund managers apparently have noticed a tremendous impetus to the rise of emerging consumer electronic products on the upstream and downstream industries, especially technology stocks to provide electronic equipment. According to the disclosure of the Seven Star Electronics, Chinese businessmen of Chinese Entrepreneurs Fund (Confucius News)s Dynamic Alpha Fund, the Chambers leading Enterprise Fund, Chinese entrepreneurs value of the Select Fund in the fourth quarter of last years total holdings of the Seven Stars Electronics approximately 200 million shares, in addition to Soochow aggressive strategy fund Penghua Consumer Choice also holds 65 million shares, 35 million shares. in the company of small plates, capacitor film, Nanyang Technological same in the fourth quarter of last year, fund managers substantial intervention. As of the end of the fourth quarter of last year, Everbright Pramerica Fund (Confucius News) company together hold the Nanyang Technological about 100 million shares, Bank Value Choice Fund, Hua Fucheng long trend of fund holds 33 million shares, 20 million shares. Nanyang Technological disclosed 2011 full year net profit of 101 million, an increase of more than 73%.

fund managers last years fourth quarter increase in the technology sector investment is likely the reality of the rapid growth of technology-based industry, not only individual consumers needs and updates to handheld devices, with the triple play to further promote institutional Users also frequently procurement of IT equipment. Jebsen shares disclosed in the 2011 report shows that Chinese Entrepreneurs Fund, Yinhua Fund (Confucius News) in the fourth quarter substantial holdings in the stock selection of Chinese business strategy fund holdings the Jebsen shares about 30 million, the Chinese Entrepreneur Spirit Growth Fund over the same period holdings of 32 million, the Yinhua Quality Growth Fund last year the fourth quarter of the holdings of Jebsen shares close to 50 million shares.

the Jebsen shares is an audio and video technology as a whole solution provider, and its downstream industries, including radio and television systems, forces, Internet companies, government agencies. As of the end of 2011, the companys top five customers for CCTV, the total units of the Bank of China, China Education Television, a force, Hubei Radio and Television. The Jebsen shares disclosed in the 2011 results are also very attractive to institutional investors, the company achieved net profit of 103 million last year, an increase of 54%, further disclosure of the 2012 third quarter net profit will increase by 30-50% room.