In this week, market has arisen the adjustment than deep range, major reason is that American the stock market falls , burden the stock market of Hong Kong glides fast , is in the process that Hong Kong's share is declining , AH share price difference has also made over the years is new and high as coming , under outside huge pressure role, the A site of the stock market is taking share weight as the kind of representative to be declining fast, implicate entire market. Especially in Wednesday and Thursday fall , market frightened mood is dense, the most of kinds have arisen the adjustment of greater range. But in market adjustment, we have also noticed that early stage shows the not outstanding share board piece of science and technology in this week but has arisen the tap kinds such as tenacious tendency and upright science and technology to arise contrary city rising.
Policy is supported energetically,
Happening in the end of May 2007 to alter the industry of high technology announced actually develop " "115" program " to enact , will develop and organize the 8 big industries of enforcement mainly clearly during "115" and nine big special project, have put forward to goal that the industrial value added of high technology takes GDP in 2010 and that proportion raises around 10%. This for high technology and information industry support measure energetically will get implementation step by step. China is about to give birth directly in economic now, is important as field escalates to develop period, if the no promotion of high-tech industry will change , is a sentence empty talk. In October 2005, in the 16 classes of 5 of party, plenary puts forward clearly, want " insist with informative process drives industrialization, extensive application high technology and the advanced suitable promotion manufacturing of technical reformation, form possess proprietary intellectual property more famous brand, play the important support role of manufacturing to economic development ". With informative process, drive industrialization , go to a new road to industrialization, its important channel is to realize the automatic control in industrial production process and management with modern IT transformation traditional industry. At the beginning of 2006, China convenes the nation-wide meeting of science and technology of 21 century for the first time , arranges enforcement to" plan for a long time scientifically with technical development in country outline( 2006-2020)" , acts on one's own vigorously to create , construction the country of innovation type mobilize meeting. The field of science and technology is the key profession of policy support always, under long-term policy sharp good role, the share of science and technology of China has probably, is new to develop climax stage.
The advantage of
Technology is progressive and autonomous innovation spring up , have become step by step to promote the economic continued increased major power of our country. Have only is so, talent consumes high from high input can extensive type increase ask type increase way to change to the fair of low input and high production. In which, the company that has the technology of autonomous property right, brand and core will rise up in the professions such as equipment manufacturing, the industry of high technology, information industry, defense-related science, technology and industry, biological medicine and software development. The advantage of science and technology of the share of science and technology should enjoy certain growth premium. When national policy advocates the historical opportunity of autonomous innovation take off, a part of kind of company of science and technology will have , is good to develop opportunity, so on capital market, cause the overall quotations of autonomous innovation. Market tendency also shows that value investment theory of the market dominant of early stage is turning to the investment of imagination space and the growth of the future of stock company. We think the board piece of science and technology mend rise upsurge will soon come , especially having the capital of the advantage of regional economies deepen Hu the share of science and technology, under the dominant of growth, may become the next focus point of leadership quotations deep development very much.
The board of business
The industrial department director of the department Xu of National Development and Reform Commission of high technology shows frequently on the 6th financing forum of medium and small businesses, the board of business founding put out , it will be helpful for the propulsion of the industrialization of science and technology. Accelerate the construction of second board , will also send spring breeze for the industrial development and autonomous innovation of high technology. In the future, National Development and Reform Commission will still put forth effort to quickly promote capability of independent innovation further from many aspects , promotes industry to develop , for second board, offers the resource that enriches more. And recently, the forest of good fortune says on 16th on the nation-wide bond futures superintendency working meeting held on 17th that will quickly put out the board of business founding in 2008 actively to develop company's bond market , work hard for the market system construction of multiple level gets breakthrough. Perfect system system with supplemental rule, strive for to put out the board of business founding in the first half of this year. The board of business founding put out , will increase China the financing ability of the enterprise of science and technology in financial market, for the development of the industry of science and technology, play the part of to help to push role.
From the historical experience of quotations, see that the speculation of the share of science and technology often has very obvious periodicity and wave band. Early stage when market universal rebound drive , the share of science and technology has not yet arisen the tendency of speculative nature , and is under the background of this week's market adjustment , the board piece of science and technology has appeared to resist the feature that falls and even counters city rising. When the share of science and technology again quietly recovery drive , become the next short line focus point of wave band of a stage market probably. See from strategy, investor may emphasize the thin minute in the share board piece of science and technology tap. For instance, the positive letter of 100 million in the board piece of 3 G is known; The net in department net concept flourishing science and technology and upright science and technology; As well as the other thin minutes in profession industrial tap if broad news transport coherent etc. potentiality kind.
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