摩罗星 发表于 2009-9-22 16:02

<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">北方创业(</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600967</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">):军工资产持续注入的风电新贵</SPAN><SPAN lang=EN-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">昨日,中国航天科工集团明确表态,拟将旗下</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">80%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">以上的资产在</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年内实现资产整合,资产重组在整合资源提升上市公司的资产质量的同时,也催生二级市场的重大投资机遇,后市相关个股的市场表现值得高度关注,其中,军工资产持续注入、风电新贵北方创业(</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600967</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">)值得重点关注。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">军工资产持续注入</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">公司实际控制人为中国兵器工业集团公司。近年来,集团陆续将下属三分公司部分优质资产置换进公司,后续资产注入还将延续。同时,公司为国家的航空航天事业生产了</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1/4</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">飞碟模具、神五、神六宇宙飞船回收的天线转塔、</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">724</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">所天线备架。在“大协助、小核心、寓军于民”产业格局下,公司已成为正宗的军工资产注入概念股。此外,在航天军工股的超级国庆行情中,持续上涨潜力较大。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">涉足风电领域</SPAN><SPAN lang=EN-US><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">公司前期出资</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1050</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万元参与投资成立包头北方创业钢结构有限公司。该公司的成立将有利于公司开拓风电设备市场,使风电设备制造成为公司新的利润增长点。我国的风能资源储量非常丰富,风电是未来我国发展前景最为广阔的新能源之一,随着风电市场的快速发展,公司的发展前景极为看好。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">二级市场上,近日强势震荡后,目前</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">KDJ</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">指标金叉若现,盘中
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