129770904188906250_190The a-share market has always been a "love the new and loathe the old-be fickle in affection". Internet stories from more than 10 years ago, then turns the hype single restructuring in recent years, lithium batteries, Graphene, rare earth permanent magnet, energy-saving environmental protection, culture and media。 Even forget in 2011, this hype tradition still went down. Into the spring of 2012, has been through the "dragon head" tape suddenly become tangled up, suddenly the trend under way on is difficult to grasp, and rhythms are a few wrong. In this "tangled" background, themes such as shale gas, smart TV makes people's eyes light up。 It is to be noted that, in the history of the a-share market, there have been innumerable themes, some sounds are Zhang blood sprayed, only Flash in the Pan, quickly forgotten; it has not aroused much attention at the time of the birth, but end up as funds chasing star, has been remembered. This week, the Chengdu commercial daily invites you to hyped stories tasting freshly, miningInvestment opportunities. Shale Gas theme "ice-breaking" attention index: ★ ★ ★ ★ ★ energy, has become the economic development of the "chains" era of high oil prices that had to face the unbearable weight of the parties. Looking for alternative sources of energy, the reality is the ideal solution. In this context, "shale gas Twelve-Five plan" produces no doubt times"East wind", easily stirred up the market's enthusiasm, themes share strong became tangled in the March, of the most beautiful scenery line. Favorite shale gas resources behind the birth of a new subject matter, must have induced by a variety of factors, such as the 2011 sudden Japan earthquake, led to radiation protection theme unit Nobel Prize run by graphiteVinyl
tera gold, let the strange names as new a-share; and, of course, there is a situation, is the promotion of policies to benefit, shale gas subject matter is real. So-called shale gas, is rich in the shale and in sandwich, with absorption or free State as the main mode of unconventional gas, composition dominated by methane, is a clean, efficient energy sources. To vigorously pushShale gas exploration and development, increasing the supply of natural gas resources, ease the contradiction between supply and demand of natural gas in China, adjust the energy structure, promote energy-saving emission reduction, on March 16, 2012, the national energy administration promulgated the shale gas development plan (2011~2015). Which referred to by 2015, optimization of shale gas 30~50 a prospective areas and 50~80 a favorable target area; Proven geological reserves of 600 billion cubic meters of shale gas, 200 billion cubic metres of recoverable reserves, shale gas production in 6.5 billion cubic meters, and other targets. In order to guarantee smooth development of shale gas, planning also has increased in countries on shale gas resources investigation and assessment of capital input, intensify the development of shale gas exploration and shale gas exploration and development technology research, the establishment of new mechanisms, fellReal shale gas industry to encourage policies and improve the shale-gas using five supporting infrastructure safeguards. Inspired by the policies of good, group of stocks for themes of shale gas are now subject to funding of FRY. Drilling stake in Jiang's plan announced the previous day's gains of more than 9%, then ushered in under the heat holding a daily limit of funds, a short 4 day interval approximation of rose 30%, God also has the concept of shale gas open shares also performed well, most approximation of planning after the release of 20%. In addition, Fu Ruite Pack, pass the source oil, Jerry shares is significantly affected by the funds concerned. It is interesting, it was due to the strong market rumors that the company's shares rose, Jerry Bruckheimer technology had to special announcements, distancing between the company and the shale gasRelationship. Jerry Bruckheimer technology that their products are mainly used in the production of oil and natural gas industry areas, therefore, the company currently associated with shale gas exploration is unlikely. Also, is unable to judge the effect of planning on the company's future business development, hype passion suppressed until the funds. Planning and creating investment opportunities as the trend has shown, shale gas "12Five "plan has successfully pushed the stock to related subject matter the market front, and obviously attracted the attention of funds. In the eyes of the parties in the market, because of the particularity of shale gas so that it has a wider and more sustained investment value. Sinolink securities Liu Bo said, according to the forecast, China ranks first in the world shale gas reserves, commercial exploitation will be focused on the "Thirteen-Five"And related support policies will continue to offer, 5-10 years in the future is the golden age of shale gas exploration and exploitation. Liu Bo, pointed out that, according to the requirements of the planning objectives, shale gas "Twelve-Five" during exploration and development-oriented, specific commercial exploitation to "Thirteen-Five". This is because on the one hand the severe shortage of mining technology in China. The other hand, the corresponding distributionPipe network construction and LNG facilities, the entire industry is in a development phase started. Therefore, the "Twelve-Five" plan for transportation and storage of equipment, technology and pipelines are all set requirements. Key techniques of shale gas, and wrote in the planning objectives of mining equipment, equipment suppliers and oil field service provider is expected to be the first to benefit, as Jerry shares plan also refers to the infrastructure needs to be strengthened, Increase the intensity of shale gas, transport and market development in the lower reaches, with liquefied natural gas transport capacity and to provide pipes for gas transmission pipeline companies will usher in a larger space for development. Guotai Junan securities research report pointed out that China shale gas resource than conventional natural gas resources, development will help ease the shortage situation of China's oil and gas resources, and help to improve the current stateEnergy structure. However unconventional shale gas is natural gas and conventional natural gas accumulation in different ways, and cannot depend on conventional methods and technologies for the exploration and development of natural gas resources, must use special techniques to get the economic yield. Shale gas development involving exploration, exploitation, storage and transportation, a series of processes, one of the key technologies including horizontal drilling, hydraulic fracturing, asLogging while drilling and micro-seismic monitoring and so on, from the associated equipment company, Jerry shares, Tong Yuan, Hui Bopu, Fu Ruite clothes, oil relief oil fuel companies benefit from clear. Chengdu business daily reporter noted, a number of companies to investors on the Shenzhen Stock Exchange trading platform shows the strength of company on shale gas energy development. Pass source said oil company on shale gas and other non-conventional energyInterface with company's existing business in source development has made the appropriate promotion and distribution. Jerry shares under Anton ordered company a 2000 fractured oil in 2011, has been used for the development of shale gas, the company on the development of non-conventional oil and gas has many advantages. Television sector veteran bud attention index: ★ ★ ★ ★ ★ for the vast majority ofFamilies, television was for a long period of time the most important entertainment activities, but with the advent of the Internet age, more and more powerful computers, tablet computers and even mobile phones are gradually eating away at the TV. However, with the emergence of intelligent television, but is out of TV glow with a new vitality, and this change, with no suspense have gone into sensitiveFunds in the eye. Intelligent television "golden age" If you had to buy in the recent TV experience, you are sure to find HD, Blu-ray, LED is no longer the focus of business publicity, television manufacturers in new product, smart TV can be connected directly to the Internet, has become a mainstream product standard, is the most important, this type of productPrices are not difficult to make people accept, even very close to the people. Have a smart "core", the smart TV not only have the function of television in General
tera power leveling, but also have an open operating system and chip, with an open application platform, users not only can connect to the Internet, download and install the application, play games, and video conferences, monitored home security and control features such as dynamic,Become a bi-directional deep human-computer interaction, integrated home audio, entertainment, learning, security, life supporting such features as one of the Terminal application platform. It is to be noted that, smart television is not only this year's words, in the era of the Internet came gradually amid falling traditional TV, TV manufacturers proposed a concept, and as the technology maturesAnd market recognition gradually enhanced, the major TV manufacturers both launches smart TV, even Apple is also aimed at the business opportunity. In time, new smart TV has become a household word. In the eyes of the industry, popularization of intelligent television and LED a similar process, but compared to the LED, smart TV alternative to have more featuresStronger role. Hisense electric MI-Chengdu business daily reporter Jiang Haiwang Tung said in an interview, Hisense 3D TV shipments compared with 2% quickly from the beginning of 2011 up to near the end of 30%, is expected in 2012 shipments will continue to improve until after it reaches the 50%, almost to the limit. Smart TV volume is expected to be in the industry in the second half of 2012Years, and think smart TV will be the development of "golden age". Development prospect of intelligent television became clear, also fall into the funds of the sensitive eyes without any suspense. GFK market research agencies in the latest statistics, Hisense take China flat-panel TV market share for the first message, Hisense electric became the road fund "surround" goal. Since the beginning of enter the Dragon, seaApproximation 50% electric range rose, by far the entire black plate, aura of smart TV, Hisense electrical concerns have been rare in recent years. "Quant" intelligent television and in the eyes of guotai Junan analyst Wei Xingyun, smart TV is a gold mine. He thinks Google, Apple, and many domestic manufacturers, are working, driven by intelligent television penetrationPenetration rates improve. In 2012, the global smart TV sales will amount to 52.85 million, an increase of 110%, penetration rate of 20.5%. The next 5 years, smart TV will enter the outbreak period of growth, its penetration rate will improve. However it was puzzled that, faced with the sudden emergence of intelligent television and have clearer prospects, on the a-share marketInvestment object does not seem much, TV manufacturers outside of Hisense electric, only deep KONKA a, only a few companies such as Sichuan Changhong, TCL group, and circulation of such stocks are relatively large, performance is not active. For this Wei Xingyun pointed out that, at present, the smart TV industry chain in China is in its embryonic form. Degree of benefit from the industry chain, push content, applicationManufacturers, system service because there are no high quality content and rich applications, smart TV will be the stunt. Terminal manufacturers, television trend of intelligent trend is unstoppable, with channels, brands, and so has the advantage of, in the short term will benefit from the intelligent TV upgrade process. In addition supporting manufacturers as intelligent television technology advances will also gradually benefit. FreeLine communication modules, intelligent television or set-top box chip with intelligent television developments,, AMOLED, voice recognition, gesture recognition, intelligent connection module as the technology matures, other products will also gradually benefit. Therefore, from the benefit level analysis of the industry chain may be the investment concerned is the subject of. Launches world's first 125°c content, application and system service vendors, including digital audios and videos, plus networkAnd Sichuan Jiuzhou, Jebsen shares; terminal manufacturers focus on Hisense electric company such as human-computer interaction tools focus on University flying. Electronic device in the upper reaches of the manufacturers concerned Asahi electronic songs, acoustics, ring, total electric, quartz crystal optoelectronic, deren electronic, vertical precision and so on. It is worth mentioning that, CITIC Securities launches world's first 125°c investment, is the acoustic songs and vertical precision. Song acousticFocus on 3D
tera gold, smart TVs in terms of both product and customer for a layout, precision computer connector interface with a solid foundation, and will gradually expand to the field of home appliances such as TV, have stockpiled more international customers associated with the TV industry, is expected to cut into the supply chain of the Apple iTV. 12 next page
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