July 26 Post SG investment information platform for the broader market will still be concerned about pre-attack there ...

 First, the market and opportunities for interpretation of hot tips
1, Market Forecast:
the end of the European Bank of stress testing, the situation is much better than expected, the European sovereign debt crisis eased. European and American stock markets continued to rise on Friday, the U.S. stock market has been completely Since late June repair intermediate callback. and the dollar is the seventh consecutive week last week callback, crude oil, nonferrous metals also have a good performance last week on the A shares of the resource stocks continue to constitute support. A shares last week, continuous up 5 days, although the intraday volatility appears Wednesday and Friday, but the strong will of outside capital approach, the market eventually turned the corner. currently tape has reached the pre-2600 platform for transaction-intensive areas, get out of trouble with the profit-plate will have on the broader market constraints. operation does not chase, and rallies to trim, wait Withdrawing admission opportunities.
2, hot prediction:
1), non-ferrous metals released second draft Five-Year Plan, resource value will further increase, especially tungsten, molybdenum, tin, antimony, rare earth metals will be the five national key protective development. recommendations concern: Xiamen Tungsten (600,549), Gold and Molybdenum shares (601,958), Tin shares (000,960) , colored Rising (600259),UGGs, Baotaigufen (600,456), your research Platinum (600,459), etc..
2), the emerging energy industry in the ascendant. continue to focus on the relevant leader: Dongfang Electric (600875), Goldwind ( 002,202), Tianwei change (600,550), TBEA (600,089) and so on. (Zhang Ludong)
3, Investment Highlights
1), four ministries, local financing platform for the proposed introduction of clean-up rules. to implement the platform for the strengthening of local government finance on corporate governance issues related to notice, People's Government report on Dec. 31 platform companies to strengthen local government finance the implementation of the management report. the future of schools, hospitals, parks and other public assets shall not be injected as capital financing platform company. mainly depend on the source of repayment of public financial funds of the projects, shall not continue to finance corporate finance platform. Since the special nature of urban rail transport, the draft for such construction projects, to allow to continue financing plan established. For the four ministries in the notification, we first understand the local platform is to continue to engage in financing continues, but the prerequisite is to ensure that the project risk controlled, profitable; Secondly, the construction of urban rail transit country strong background, that the financing of a project without restrictions. Again, from the time point of view, platform of cleaning up the second half of the concentration of local financing period, the deadline is the end point in the previous analysis, we pointed out that some local financing the project through the peel, the platforms the overall risk were not as serious as this will greatly reduce the banking sector risk.
2), shutting down small thermal power this year, the task ahead of schedule. As of July 15 this year, out of the national total of 468 small and backward thermal power units, a total of 10.71 million kilowatts, ahead of schedule before the end of the State Council called off the 9 Target 10 million kilowatts stop. In this high-handed policy, driven by the various sectors to the energy saving is for the completion of the 2010 energy conservation goals. National Bureau of Statistics last week released the latest data, we found that the amended November five-unit GDP energy consumption decrease of total 15.7% 14.4% than the previously reported 1 percent in 2010, more than 4% as long as the completion of energy-saving targets, the last 5 years, 20% energy saving target will be successfully completed. the fact that , the revised data also reduces the energy saving tasks completed during the year
pressure, making the policy objective of maintaining economic growth or smooth progress, from that point of view, China's economy will remain stabilized situation, may not be a secondary probe at the end.