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It is2008In year, 3 is big to invest in one of theme,7Walk beginning from year into4The low valley8Annual medicine25%.
Increase since medicine consumption is fast , many medicine profession tap achievement steady increases of stock company, so medicine profession estimates value level always since is higher than big plate , enjoy to estimate value premium. Judgment when2008In year, 3 big factor promotions
銆€銆€1, medicine profession8A series of policy of carry out at the beginning of the year: The new standard of environmental protection causes the medicine new shuffle and industrial structural adjustment of raw material; Blood product overall batch signs and issues , the vaccine in plan expands to allow ,GMPProduce to implement new standard
銆€銆€2, doctor alters scheme the step of enacting is all right gradually to advance gradually. Doctor protects catalog kind, will be benefited in the doctor of whole people to protect, possess more doctors to protect medicine company will be benefited is biggest.
銆€銆€3, " new medicine< xml:namespace prefix=st1 ns="urn:schemas-microsoft-com:office:smarttags"/>< chsdate w:st=on isrocdate=False islunardate=False day=1 month=10 year=2007>7Year10Month1Day< chsdate/>Have implemented"Gold"It will be promoted also
Invest
Vice Premier2008In year, the urban resident50% above city. In this year, the city50% controls.
Up2007End of the year, the406810 thousand,88The city ginseng258310 thousand,60More than %, joining
銆€銆€7Annual subsidy standard: As urban resident40It is first. The person under10It is first to give subsidy;60It is first to40It is first50It is first,100Yuan)
Comment on: We think that in the future, the government input of average per capita of urban resident basic medical insurance goes to increase at least suit with new farming is fair, average per capita80It is first. Is7Year"Government puts in"It is the part of medicine8Annual government800-1000100 million
Put in the problem of direction:7The summary data of former 3 annual quarters has supported us to be benefited more about major disease in the viewpoint that doctor alters. We think that the fund flow direction of urban resident basic medical insurance will fit in accordance with new farming the current fund train of thought of flow direction.
News: The urban resident basic< chsdate w:st=on isrocdate=False islunardate=False day=26 month=2 year=2008>2Month26Day< chsdate/>Convene in Beijing, Vice Premier of the State Council and the urban resident basic medical insurance of the State Council department occasion group leader Wu Yi of joint conference attends and gives a speech. She emphasizes2008Year is the urban resident basic work of50% above
Up2007End of the year, the406810 thousand,88The city ginseng258310 thousand,60More than %, joining to protect2008Make experiments" 2010Covering all cities"It is most229The city of experimental unit already determines a enlargement. It is reached that to work out the case of implementation side according to local conditions , ensure to enlarge the city of experimental unit in this year to start enforcement in 2 quarters, until end of the year, resident joins to protect rate50% controls.
Wu Yi asks , one will insist low level to start , exploration reasonable raise fund standard and treatment level. 2 will summarize experience, studying every medical care emphatically ensure the problem of system such as join. 3 will strengthen basic management and ability construction. 4 will strengthen fund and medical expense management conscientiously.
Related< chsdate w:st=on isrocdate=False islunardate=False day=16 month=08 year=2007>2007Year8Month16Day< chsdate/>( economic reference newspaper) labor79A city starts2010In year, push
Hu Xiao Yi says , it will not fit into system arrangement from the medical guarantee of field resident the cities and townses more than 200 million that include child if urban resident basic doctor protects. Urban resident basic doctor protects fund focal point to be used in hospital living and the medical expense of outpatient service of a serious illness , under certain condition region may try out the medical cost overall plan of outpatient service step by step.
As urban resident basic doctor40It is first. The person under10It is first to give subsidy;60It is first to40It is first50It is first,100Yuan)
銆€銆€< chsdate w:st=on isrocdate=False islunardate=False day=24 month=8 year=2007>2007-8-24< chsdate/>Vice-minister Hu Xiao
According to urban resident, how to attend the question of medical insurance, Hu Xiao Yi says that if place city is the city of experimental unit, so long as paying attention to some time, community has to in-form that say that all come to register ginseng to protect , may join to community to protect.
Online"Urban resident basic medical insurance is major to protect a serious illness , but also has top line. If appearance leukaemia, liver transplant and blood thorough Xi etc. expenditure 100 thousand even higher a serious illness, what to be done?"Hu Xiao Yi replies , this time urban resident basic medical insurance raises fund because of being more low standard, so, can only solve outstanding problem. It is to solve the problem of hospital living and the problem of outpatient service of a serious illness first that this current system stipulates. And it is limited degree surely to solve outstanding problem. If have no limit affirming is very a small number of people has spent the money of the most person, more person can not enjoy system benefit. So, there need to be a top line. The part more than top line has family really to be hard to undertake , but may still have social philanthropic contribution through supplementary medical insurance and commercial healthy insurance to solve.
Comment on: Is7Year"Government puts in"It is the part7The government input40It/Person7.2The population=of288100 million8The government input of80It/Person7.2The population=of576100 million Yuan) ,40It/Person1.2The population=of48Wait 100 million Yuan ). We think the amount of money of average per capita of urban resident basic medical insurance will suit with new farming is fair, that is said, the future will be still increased continuously. Synthesis looks8Annual government800-1000100 million
Put in the problem of direction: We think the input of urban resident basic medical insurance direction and new farming the fund flow direction and guarantee that suits train of thought is consistent, treatment the medicine of major disease will be benefited more in doctor to alter. The Ministry of Public Health for new farming suit7Year ago, the summary report of 385.1%) , outpatient13.5%, and look from the compensation1: 9; Reason lies in the785Yuan is14It is first. Hospital living is major disease normally, outpatient service is little illness mainly, these datas have supported us to be benefited more about major disease in the viewpoint that doctor alters.
Investment
銆€銆€1In month, the nation-wide3.2%, in which, state-owned5.1%, at the same time, because of enforcement news coal snatches to transport , it is recently high that nation-wide coal railway volume wound makes history, same than increase fast ring pick up than continuity, reach7.7%. State-owned key coal mine7.5%, nation-wide market trade459.5It/Ton.
Along with the finish of the long vacation of the Spring Festival, coal consumption and supply will recover smoothly increased situation. International oil price continued Gao Qi will increase on certain degree for the demand of coal. International coal price fast go up influence home market soon step by step.
銆€銆€8Year2In month, coal profession1.96%, summary300Index2.85%Rise.2Month, the coal stock of stock3Stock is international
Is increased"It is". Along with the finish of long vacation of the Spring Festival, every production and operation campaign will tend to normal , will also recover normal level for the demand of energy, therefore we are increased profession investment grades is"It is".
Suggest to pay attention3The investment opportunity of month still come from purchase big shareholder asset , the company that extends coal industrial chain and price rising to bring profit ability promotion, in as same coal field , coal energy, Chinese supernatural China and coal gas melt , orchid department wound, supernatural fiery stock and golden ox energy , Yan state coal field , drive Luan stock.
Medium8The achievement
Invest
Medium board piece follows601.999) , Yue2181) rise stops.7Annual each0.34Yuan increases5%; Publish7Annual each0.2Yuan is
From70-80The static quiet of time estimates value level may know that today, share price rising belongs to the technical rebound that follows big city , and have no the pleasant surprise in the aspect of basic surface.
Medium board piece300Composition2008The development26Time. Profession7Foreseeing achievement96Time08-09It is been that51And46Time. Estimate value angle purely from price/earning ratio, medium stock company though early stage has returned tune with big plate between, have not but still won profession estimate value advantage.
Medium profession investment opportunity8Year Olympic Games convene can bring medium advertising profession and content produce the prosperity of profession, under this background, the stock company that is directly engaged in related business gets profit to have promotion space. The enforcement under policy support the outside stock company that prolongs type to finance reshuffle achievement the existent possibility of sudden change. The representative company of this respect has new China medium , rich Rui propagation, Beijing bus and eastern bright pearl , news broad medium.
If see from more long term foresight, when macroeconomics steady increase, consumer upgrade and resident the big background promoted by educational degree constantly takes off , Chinese resident when the consumption of average per capita in the aspect of amusement information, message propagation and books publication is still pregnant with maximum development potentiality. We have reason for China medium profession maintenance lasts optimism.
2.Build.Hold.Reduce
1, last
Build4190Count- - - - 4700Count
Hold4700Count- - - - 5200Count
Reduce5200Count- - - - 5400Count
Leave5400Count
2, deep
Build15.56Count- - - - 16.839Count
Hold16.883Count- - - - 18Count
Leave18 thousandCount
Pour: This belongs to
3: A share
May watch note600089.000758.600269.000900
ConsultingQQCrowd:53.678308
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