The double expectation of the hottest contrarian m

The double expectation of continuous rising against the market "ignites" Weichai Power

the double expectation of continuous rising against the market "ignites" Weichai Power

China Construction Machinery Information

Guide: under the environment of weak market and sharp decline of automobile sector this week, the share price of Weichai Power [69.50 -1.81%] stopped falling and rebounded on January 6, getting rid of the dilemma of falling together with automobile stocks, and also set a rebound high of 68.59 yuan, This strong performance will continue in the next two trading days, and

in the environment of weak market and sharp decline of automobile sector this week, Weichai Power [69.50 -1.81%] stock price stopped falling and recovered on January 6. It got rid of the dilemma of falling together with automobile stocks, and also set a new rebound high of 68.59 yuan. This strong performance will continue in the next two trading days, and set a new rebound high of 69.99 yuan, just one step away from the 70 yuan mark. According to the investigation and analysis, the two positive expectations of the company may be the major inducement that triggered the soaring share price of the stock. From the current situation of the company's capital reserve per share and undistributed profit per share, it is strongly expected that the 2009 annual report will achieve high transfer. In addition, a research report said that the sales volume of all products of Weichai Power in the fourth quarter of 2009 continued to maintain a strong growth momentum. In particular, the sales volume of diesel engines in December increased by 21% compared with that in November, reaching a 12-month high. 40000 units were tested in step 5 (1) 1. At the same time, the sales volume of diesel engine related products also increased continuously in the fourth quarter

69.99 yuan, the share price of Weichai Power (000338, closing price 68.88 yuan) hit a new rebound high

perhaps, it is not uncommon for a new share to reach a new high. However, under the environment of weak market and sharp decline of the automobile sector this week, Weichai Power rose sharply against the market and repeatedly hit new highs. It is really surprising. What is the reason that makes it resist the sharp decline of auto stocks and the rising of stock prices? According to the investigation and analysis of the daily economy, Weichai Power has two positive expectations at present, which may be a major incentive to trigger the soaring share price of the stock

two expectations

after Weichai Power officially acquired yangchai power, the next step will be to restructure Yaxing bus [8.18 -1.21%]! Weichai Power will implement the "10 for 10" high transfer scheme in its 2009 annual report! The sales data of Weichai Power in december2009 exceeded the expectations...

at the beginning of the new year 2010, various positive rumors about Weichai Power spread rapidly on the Internet. Stimulated by these rumors, Weichai Power's share price finally stopped falling and rebounded on Wednesday (January 6), getting rid of the dilemma of falling together with the auto stocks, and also hitting a rebound high of 68.59 yuan. This strong performance will continue in the next two trading days, And the rebound hit a new high of 69.99 yuan, just one step away from the 70 yuan mark

according to the transaction data, Weichai Power's share price suddenly soared on Wednesday (January 6), and institutional funds also actively participated. Five institutions took the top five in the amount of buying the shares, with a purchase amount of up to 257million yuan. One institution bought 93.9993 million yuan, more than the total of 93.7838 million yuan sold by the top five in the amount of sales that day. It can be seen that institutions are particularly fond of Weichai Power

so, are many rumors of Weichai Power true? The daily economy called Weichai Power, but the company staff said that the company's secretary Dai Lixin and the securities affairs representative were on business trips, so they could not be confirmed. However, it is worth noting that the company's sales data exceeded expectations. Recently, an overseas investment bank released a research report on Weichai Power's H shares. The research report said that the sales of all products of Weichai Power continued to maintain a strong growth momentum in the fourth quarter of 2009. In particular, the sales of diesel engines in December increased by 21% compared with November, reaching a 12-month high of 40000 units, Meanwhile, the sales volume of diesel engine related products also increased continuously in the fourth quarter

in this way, the current sales data of Weichai Power is indeed positive. Some insiders tell us that the soaring share price of Weichai Power is due to the company's high transfer expectations and the sales data exceeding the expectations

outstanding performance

due to the outstanding performance of Weichai Power in recent years, this stock is regarded as the preferred stock for high transfer during the quarterly and annual reports, and rumors on the market naturally come. As early as the middle of last year, there was a media report about the sixth feature, Weichai Power, which was reported to be 1.75 yuan for 10 free shares and 10 shares in the middle of the year. However, the company denied the rumor because it did not meet the basic conditions for share giving and conversion

as of the third quarter of 2009, the orders of China's plastic extruder enterprises in Wei rose sharply, and the shareholders of Chai realized a net profit of 2.382 billion yuan, with the capital reserve per share and undistributed profit per share as high as 2.59 yuan and 8.28 yuan respectively. Some market participants believe that from the current situation of the company's capital reserve per share and undistributed profit per share, it is not impossible for the 2009 annual report to achieve high transfer. The expectation is very strong. However, whether the annual report will be transferred or not depends on the specific arrangements of the company. In addition, from the perspective of the company's pre disclosure date, the company's annual report will be disclosed after, and on April 27, which is close to the final point of annual report disclosure. From now on, it is still a little early to hype the company's concept of high delivery and transfer

since the expectation of high transfer is very strong, is the company's operation worth looking forward to

Everbright Securities [28.48 -1.83%] recently released a research report and analyzed that the state will introduce the detailed rules of the logistics revitalization plan, the subsidy standard of the automobile trade in policy will be increased from 6000 yuan to 18000 yuan, and a series of policies such as the gradual abolition of the road tolls of class II and III highways, the increase of railway freight rates and the scrapping of old cars will make the consumption of heavy trucks expected to exceed the market expectations. Weichai Power, as a supporting supplier of the whole vehicle factory, will stock up when the whole vehicle sales are good, so the sales volume of the engine factory will be greater than the growth of the industry, while the production capacity of Shaanxi heavy truck, a subsidiary of the company, will be increased to 100000 units, while other competitors such as Foton Motor [20.01 -0.45%] are restricted by the production capacity and cannot enjoy the substantial growth of the industry, so the improvement of market share leads to an increase in performance. On the other hand, some competitors will "help" Weichai's customers to increase their market share temporarily due to technical problems, which will lead to the growth of Weichai's engine sales beyond the market

low valuation

Weichai Power's product development ability ranks among the top in the same industry in China. The WD615 and WD618 diesel engines produced by the company have an average share of more than 75% in the heavy-duty vehicle and construction machinery market. In recent years, 10l/12l high-power diesel engines have maintained a leading position in the market. Its industry leading position is obvious. At present, the company's share price has reached record highs. Is there any investment value

Guojin securities [23.66 -2.11%] once released a research report that for the demand of the heavy truck industry in 2010, it is expected that the sales volume will increase by 15%. Under the condition that the GDP maintains a growth rate of more than 8%, the heavy truck industry will maintain a growth rate of at least 10%. Weichai power raised its earnings per share from 2009 to 2011 to 4.24 yuan, 4.74 yuan and 4.85 yuan, corresponding to the dynamic P/E ratio from 2009 to 2010 at 13 times, 12 times and 12 times, Such a low valuation level is enough to cover possible risks in the future, and the company's share price is attractive enough to raise the company's target price to 85 yuan

and qinxuwen, an analyst in the automotive industry of Orient Securities, also released a research report on the day when vanadium is scattered in nature on January 7. According to the analysis, the continued strong demand for road freight heavy truck products is an important driving factor for the hot sales of heavy truck products. In addition, the products of Shaanxi heavy truck, Futian Automobile and Beifang Benz, the main downstream vehicle enterprises of Weichai Power, have obvious competitive advantages in the road freight heavy truck product market. Their heavy truck products account for nearly 50% of the road freight heavy truck product market. When the road freight heavy truck product market continues to flourish, the sales of the company's products will fully benefit. The continued higher than expected sales of heavy truck products will be the catalyst for the company's share price, giving a target price of 90 yuan and maintaining a "buy" investment rating