页面

2016年4月10日星期日

UAV concept of speculation was cold on the market

A share of recent turmoil intensified, the outbreak of the long-lost moment UAV concept play Baby Games highly respected capital markets. Industry analysts UAV concept along with virtual reality, robotics and other topics deemed Ruoshi rare theme of investment opportunities, which means short-term speculation is very strong. In the UAV concept for years of fermentation and speculation, hot events and market space desired driving force has begun to decline, the heat speculation can not be sustained. In terms of stocks, supporting the UAV theme logic is facing change, productivity and performance expectations or will become the new catalyst. Short-term speculation strong Italian Rely on event-driven hot drone of speculation for many years the outstanding features. Thailand Securities analyst in early February report that in 2016 the market lacks a big market opportunity, will become an important theme of investment earnings manner; and recommendations relating to take the opportunity of the mid-Singapore International Air Show, appropriate involvement of UAVs investment opportunities. Subsequently, the CCTV Spring Festival Evening scene appears Dajiang UAV performances, provoking concerns about the UAV concept again. "With the new civilian UAV scenarios are emerging, the potential size of the market is booming expansion, the industry generally believe that the UAV play Dog Games industry will be the next outlet." CRE Securities analyst, said this review. With the debut in the previous part of the entertainment news events, widely used in the entertainment program, as well as to stimulate the SF Express delivery drones and other marketing events, consumer UAV market is currently highly respected. Under the agricultural modernization trend, positive boost during the year's first document also let agriculture crop protection UAV frequently brought to the popular theme. Earlier, the military UAV development progress, and the development of new products unveiled qualifications issuance and other events, all continue to stimulate the market sentiment and concerns about UAVs. In the short-term stimulus behind every hot event, expected to continue to strengthen market space, the industrialization process continues to heat up, but also the concept of UAV common point of speculation. Changjiang Securities machinery industry analyst Wu Bo in its report that this year, the domestic UAV market, or usher in the outbreak; increasingly strong industrial grade substitute labor market demand, the birth of mature models in place regulatory policies will accelerate the industrialization process. Meanwhile, the consumer market chain are increasingly sophisticated, the Internet giant war will bring a new pattern and new models. The first half of 2015, Wind UAV index has risen 140%. After a two abnormal fluctuations tumbled, rebounded UAV index also relatively strong rebound in the last quarter phase amplitude maximum over 40%. Listed company places all its forms, first cut the UAV field. Traditional lighting company Wright (000076.SZ) through mergers and acquisitions to enter the UAV market, to the end of January this year set by the way again UAV operational inputs 270 million. Hui Fung shares (002496.SZ) February 26 this year when the platform is easy to respond to interactive questions investors said the company has completed a preliminary investigation, the timely and orderly way of agricultural crop protection UAV applications. The market for cold Another distinctive features to the concept of event-driven hot speculation is that when the concept of freshness reduction, speculation began to heat difficult to sustain, especially during market volatility down, you want to borrow the concept of UAV rise quite difficult. Last year's "Red October" rally stage, Hikvision (002415.SZ) has launched a new business strategy for industrial drones; brokerage analysts have said they play Cat Games saw immediately, and predicted the civilian UAV market will usher shuffle, but the secondary market's reaction was muted, depending on the news release Houhaikangwei had staged rose slightly, but then enter concussion. German and Austrian shipping in January and announced the holding Wuxi Han, plant protection into agriculture UAV market. Brokerage stressed that the current agricultural navigable penetration is only 2%, but the average annual demand of agricultural crop protection UAV machine and services market is about 30 billion, the industry will usher in rapid expansion. But after the announcement, shares of German and Austrian navigation does not appear significant fluctuations. Pennefather Science and Technology in February last year announced its entry into the UAV market, the company's share price to mid-June of that year rose more than 150%. But then suffered abnormal fluctuations in the market, even Tencent announced plans to work together with the introduction of mini-UAVs, the stock price stimulation is limited. The concept of the subject matter, the logic supporting the UAV sector is facing changes. Recent statement from the relevant listed companies and the analyst's views can be found in, capacity and performance is becoming the next round of speculation in stocks made up point. Performance unmanned aerial vehicles, as well as the market for Weihai Guangtai important follow-up indicators. Last year, the company announced that intends to raise no more than 540 million yuan for the acquisition of private capital and R & D enterprise-wide, UAV era, and to invest in its UAV project. After the operation of the capital, analysts and a "performance the next three years compound annual growth rate is expected to more than 45%" of earnings forecasts, said after an announcement last October and November, Weihai Guangtai most high of nearly 40%. But it is worth noting that, Weihai Guangtai (002111.SZ) performance growth is expected mainly to benefit from it continue to promote extensive development in recent years,play Girl Games the subject of merger and table effects. Some analysts pointed out that the development of hot spots in the fusion effect later, after the completion of mergers and acquisitions can digest will also form a good test.

没有评论:

发表评论