RMB Appreciation Benefited Shares Ignored

In addition to banks, real estate, paper making, aviation and other cliche industries, there are also sectors like science and technology, new energy, electricity and telecommunications, which benefit from the appreciation of the renminbi.

Changdian technology 600584

Comment: Changdian technology is a real concept of Internet of things.

Up to the fourth quarter of last year, 6 of the top ten tradable shares of Changdian technology were fund and 1 were Prudential Asset Management Limited.

If RMB appreciation becomes a reality in the future, it will attract more overseas assets into high-quality companies.

Short term, the stock rally is like rainbow. Investors are advised to intervene in the bargain and pay attention to high risk.

Jinjing technology 600586

Comments: Jin Jing technology as a new energy enterprise is currently the largest energy saving new material base in China.

In the future, the appreciation of the renminbi will surely reduce the cost of its introduction of technology.

At present, QFII has a stake in the company.

In view of the good performance, Tianxiang investment is given "overweight" rating.

Shennan electric power A 000037

Comment: Shennan A is an electric power equipment company. If the RMB appreciates gradually in the future, it will gradually reduce the cost of purchasing foreign units, and depreciation fees will also drop.

In terms of fuel cost, even a two percentage point appreciation will reduce the cost by 24 million, and the profit will be thickened.

The stock has entered a good rising channel, which deserves attention.

Tianwei Bao changes 600550

Comment: Tianwei Bao change is one of the largest pformer production bases in China. The appreciation of RMB is expected to become a reality, which will greatly reduce the cost of raw materials for pformer production.

In addition, with the introduction and gradual implementation of the new energy development policy, the production capacity of the company's commissioning project will be released, and the recovery of the whole emerging industry will bring more attention to the company.

State securities granted a "buy" rating.

China Unicom 600050

Comments: the appreciation of the renminbi also has a good effect on the telecom operators.

As one of the largest carriers in China, China Unicom has a large number of overseas syndicated loans. If RMB appreciation 2%-5% can become a reality, China Unicom's overseas interest loans will fall sharply, which is good for improving the company's profitability.

Johnson Holdings 600662

Comments: Johnson holdings is absolutely the most favored investment target of overseas funds.

According to the company's 2009 annual report, there are 7 QFII funds in the top ten tradable shares of the company. At present, QFII Holds 36 million 414 thousand and 935 shares of the company.

Once the appreciation of the renminbi is expected to fall to the ground, a company that has been favored by foreign funds will win more capital intervention.

In addition, the company's real estate business will also be appreciated by the renminbi.

Paper industry: RMB appreciation brings thematic investment opportunities

Paper industry is the third largest foreign exchange industry in China, and China has become the largest pulp importer in the world.

The appreciation of RMB will have an impact on the paper industry from two aspects: the cost of imported raw materials and the exchange rate loss of products exports.

In the light of the impact of the appreciation of the people on exports and domestic sales, we have calculated that if the RMB appreciation is 1%, the net profit of the industry will increase by 3.25%, if the appreciation is 3%, the net profit of the industry will increase by 9.57%.