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High-speed railway construction for the new materials industry significant opportunities. High-speed rail investment next 3 years the amount will reach 9,000 billion yuan, an annual investment of more than 3,000 billion yuan, for the high-speed rail system complementary chemical materials will play an increasingly important role in China's high-speed railway construction materials not only to new opportunities for the development of enterprises, but also to the new materials industry has put forward higher requirements. Materials include high-speed rail rolling stock (body, bogie, vehicle interior and equipment), wheel - rail pantograph slide, brake friction, roadbed, etc., to meet the energy saving, safety, environmental protection, comfort target, for high-speed railway There are two main requirements of the material: lightweight, high strength; vibration damping (high iron speed, vibration). Hundred percent this week, stocks outperform Analysts believe that supplies high-speed railway will also be related to the company's profit growth, high-speed rail supplies of shares involved in the tripod, the era of new material, Jin billion industry, Bo deep tools, such as Daye Special Steel 7 listed companies. Since this week, high-speed rail supplies stocks may perform strongly. According to the "Securities Daily" Market Research Center, simulation of such stock index rose 5.97% this week, outperforming the Shanghai Composite Index 6.02 percent, turnover was 11.82%, the total turnover of 3.743 billion yuan. The simulated index is near record highs since November 2008 since the formation of the rising trend continues, the current high share price continues to process, the upward trend evident. Specific stocks of view, this five stocks, overall outperformed the Shanghai index, which Gem Industries (9.97%), Daye Special Steel (9.11%), and two weeks, stocks rose more than 9%, it is worth attention. Among them, the Gem Industries to 9.97% of the weekly gain top ranks of such stocks, the main net inflows this week 1,399,390 yuan, 18.07% turnover rate, the cost was average divergence state is still strong. Company is the country's largest producer and exporter of fasteners business, and the Ministry of Commerce approved the establishment of a fastener R & D centers, domestic fastener manufacturers really on the scale, the grade is only about 200 in the top ten enterprises in the sales of fasteners The company ranked second annual output of 800 million sets have been formed high-speed rail fastener production capacity; November 2009 Transportation of Article IV agreed to play the type of company, V-, WJ-7 type, WJ-8-type fastener system, through the Shang Road, technical review, available on the channel used, which is competent department of the Ministry of Railways of China Kou Yun Zhuanxian fastener manufacturers recognized the first time were back road. Fasteners to complete the first half of 2010, 355.65 million yuan general, an increase of 53.63%. Daye Special Steel to 9.11% of the weekly gain the sector gains came in second place this week, the main net inflows 21.0228 million yuan, 5.98% turnover rate, turnover 432 million, the share price from the order along the platform, the current trend is still strong. Companies by sector for the special steel industry, all revenue from the production and sale of special steel, high-speed rail tracks and locomotives are required for special steel bearings. Chang Chih-tung era, as early as the construction of a long history and foundation of thick, strong technical force production of special steel enterprises in central China, the company more than its steel, high quality, large-scale regional strategies with a special significance. The strength of strong, driven by CITIC Pacific, the company fully expected to integrate the heavy industry, high demand areas in central steel business, a regional leading enterprises. First half of 2010, the company steel, steel production, sales volume was 63.9 million tons, 667,500 tons, 674,700 tons, respectively, an increase of 30.38%, 33.21%, 37.22%. Financial data show that the first three quarters of this year, the total implementation of such concepts of plate net profit of 1.071 billion yuan attributable to the parent company, earnings per share of 0.5295 yuan, net assets per share 3.6287 yuan per share, total revenue of 6.0312 yuan per share from operating activities Net cash flow generated by 0.2561 yuan, net assets was 16.31%; to Dec. 10 closing price, such price-earnings ratio is 32 times the plate dynamics, institutions predict that the industry will decline in 2010 to 30.19 times price-earnings ratio (plate Data are weighted average income.) The formation of large high-speed rail construction industry chain Body materials, the current use of stainless steel and aluminum, due to increasingly high demand for lightweight vehicles, composites growing concern. High-speed train, Italy ETR500 front protrusion part is used aramid fiber reinforced epoxy resin FRP, the French state railway company (SNCF) in the TGV high speed train made of carbon and glass fiber reinforced epoxy resin coated foam honeycomb core. Bogie, the bogie must meet the safety, comfort and wear-resistant operation, easy maintenance requirements. To use more high-quality carbon steel, low alloy low carbon high strength steel, weathering steel architecture. Recent research focus for the manufacture of polymer composite materials and aluminum framework. Germany developed the world's first fiber composite bogie frame. Vehicle interior and equipment, vehicles and equipment are decorative interior panels, toilets, the bathroom room, seats and water tanks should be mainly aluminum and polymer materials, such as decorative panels made of aluminum alloy on the composite layer of noncombustible of fiber reinforced plastic, toilet, the bathroom room, seating and water also take into account health and resistance to corrosion, but also to non-flammable better. Pantograph slide materials, locomotive pantograph slide is an important set of power supply system in electric components, and its use must be economic security, both Catenary wire wear small, self-sufficient life, without affecting the bow net relationship. Study at home and abroad have been immersed metal carbon slide into the practical stage, at the same time should also increase the carbon fiber composite materials for a slide of metal, this slide in the collector, lubrication, anti-impact performance will exceed the current Some metal skateboard, carbon skateboard, carbon skateboard and immersed metal powder skateboard, its application prospects. Track System, the slab track is a long rail, fastening systems, rail board, cement asphalt mortar, concrete block base and convex sets consisting of a new type of track structure. In order to have some flexibility in slab track, and the location of the fixed track structure, the concrete base and the orbital plate, and between the convex block sets the buffer material layer around the filling, construction of concrete structures while eliminating errors. General use of the buffer filling material is currently asphalt cement mortar, made of concrete, asphalt, sand and a mixture of various admixtures, commonly known as CA mortar. Rail tracks are used in polymer vibration and noise reduction materials up to a dozen. Polyurethane, carbon fiber composite material, thermoplastic elastomer, polyvinyl chloride, silicon rubber, epoxy resin, butyl rubber, styrene butadiene rubber, EPDM rubber and so on. Convex block table filled with polyurethane resin, a low viscosity, ease of construction; anti-settlement effect, has a high bearing strength and toughness, excellent impact resistance, and has good adhesive strength, excellent fatigue resistance, heat aging resistance and corrosion resistance and so on. For high-speed railway between the roadbed and track damping materials - polyester polyether elastomer, domestic manufacturers can not meet demand, mainly imported from abroad. The DuPont polyester polyether elastomer material prices in the 10 million or more per ton. If the material to achieve localization, the price can be reduced by half. Analysts optimistic about seven stocks Than-expected investment in the railway and expressway networks in the context of rapid development, China Everbright Securities in a recent report, particularly promising for high-speed rail supplies stocks. And give the Taiyuan Heavy Industry, Jin billion industry, shares in the tripod, Jinxi Axle, Bo deep Tools "recommended" rating. Among them, the stock is a high-iron tripod with a rubber shock absorber components segment leader, one for 4 years. The next 3 years segment compound growth rate of over 40%. Recent BOC International, China Merchants Securities, Changjiang Securities, CICC also give the company "cautious recommendation" investment rating. Bo deep tool is a high potential iron supplier of brake pads (brake pads need to be replaced every 30 hours), a huge market Maoli Qi high. Market analysts believe that the motor car brake pads in 2012 and 2020, market capacity was 2.36 billion and 72.5 billion, 8-year compound growth rate of 15.1%. Changjiang Securities is bullish long-term equipment related consumables business, consumables demand will keep with the high amount of iron to enhance and increase substantially recommend Taiyuan Heavy Industry, Times New Materials and Jinxi Axle. Orient Securities Company in the latest ratings, giving Daye Special Steel "recommended" rating. The company's future will clearly benefit from the rapid development of high-speed rail: Daye Special Steel is the largest railway carburizing bearing steel suppliers (about 65%), accounting for nearly three railway bearing 17% of revenue, the main share of profits 21%, the other part of the company are also used in railway industry, spring steel, steel companies in China, Daye Special Steel operating income associated with the highest railway.

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