超导概念股掘金（Superconducting stocks Nuggets）.docVIP

超导概念股掘金（Superconducting stocks Nuggets） Superconducting stocks Nuggets Hanlan shares (002498) Superconducting business is a potential growth point. From the consideration of technology, cost and other factors, we believe that in the current limiter superconducting technology will be the first application. Once the FCL market is opened, the companys business will benefit from the superconducting wire. The companys existing production capacity superconducting wire is 200KM, you can quickly copy. Zhongtian Technology (600522) In mid 2011, the company of optical fiber and cable business income 1 billion 183 million yuan, down 8.6%; power cable business 920 million yuan, an increase of 35.2%. Overall gross margin of 20.5%, down 1.5 percentage points. Optical fiber and cable business income less than we expected, but the power cable business growth than we expected. After calculation, the power cable business in the first half profit contribution rate reached 24%, significantly improved compared to 19% in 2010. Effective cost and cost control of company Q2, gross margin reached 21%, 20% increase compared with Q1. At the same time, the company accounted for three cost income ratio of 9.6%, the relative decline of 10% Q2. We believe that the companys annual cost control policy will continue, contribute to the gross profit margins continue to improve the chain. The second half of optical fiber and cable business still has growth potential. The first half of the year only two of the cable telecommunications, Unicom tender, and demand for large (more than 50% mobile operators in the optical fiber and cable demand in August to start the bidding party). 3G network coverage, FTTX room to strengthen the construction of high-speed propulsion in the operators background, we comprehensive measure of optical fiber and cable demand this year will have about 15% growth. We believe that mobile optical fiber cable in order from, and a part of Telecom, China Unicom will purchase orders in