Inventory cycle fluctuations downstream industries important consideration for allocation of inventory is not a determinant of profitability, but the brokers, the downstream industry to conduct inventory needs to enlarge the normal recovery efforts. Shen million research that in the first quarter of 2009 before the beginning of the end of the second quarter, business inventory adjustment phase will basically end, cement, steel, coke and other cyclical industries recent stage opportunities exist.
"To stock" of earnings recovery will be accompanied by
Sharp drop in the actual demand in 2008 has not been fully recognized, resulting in various industry overcapacity, high inventory there, raw materials, finished goods inventories increase the percentage of stock. The number and amount of inventory digestion brokerages and other institutions become targets of concern.
Inventory digestion process began late last year. Institute of application 10000 report that "to stock" of the process will appear in the prices stabilize, profitability rebound stage. Report analysis, inventory dropped to relatively low levels, prices are likely stabilized. As long as there is no longer a significant downturn, to stabilize commodity prices for raw materials will support commodity prices stabilize. Most of the price of investment goods industry in the 2008 fourth quarter had been or will be stabilized in the 2009 first quarter, while prices steadied are conducive to lower demand for pick-up. In 2009 there may be some demand for investment goods industry, stage of recovery, inventory covering the stage will bring price increases, profits rise, the time may appear in one end of the quarter, the beginning of the second quarter.
From the perspective of what the industry before stock recovery
Joint stock securities specifically taken into account the formation and digestion, medicine, chemical industry, beverage production, components, delivery equipment, general equipment, coal, chemical fiber industry in the United States some signs of recovery in the case of the first to get rid of inventory backlog suffering; such as domestic investment to achieve significant results driven, pharmaceutical, beverage manufacturing, chemicals, components, delivery equipment, metal, steel, coal stocks or bottom out. Shen million
Institute analysis of inventory levels from the point of view, coke, steel, lead, zinc, cement, automobile product inventory growth has been a declining trend, the future pressure on the relatively small inventories of finished goods. Relief from the inventory and the downstream flow of trade inventory of view, coke, fertilizer, steel, lead and zinc industry stocks at a relatively low position.
Combination of stock and needs to find opportunities
"In addition to a decrease in inventory, it also depends on whether the shrinking demand," Great Wall Securities strategist Kim Ng soil that excess capacity led to a process digest inventory, declining inventory shrinkage can be achieved at the same time demand for non-recovery industry. Judging from the demand side of the industry, the recent recovery in the signal will first find the logic of economic policies around the country, closely linked with infrastructure investments in the cement, machinery and other industries, needs to lead the industry rebound.
Livelihood securities investment manager of sales department of Guangzhou Jun thickness of the current inventory has entered the second half of the second half. Recent economic indicators are signs of improvement, raw material inventories rise, manufacturers are willing to manufacture products, while product stocks declined as the domestic purchasing managers index rebounded, market confidence began to recover. Jun thick that, with the recent implementation of the 1 trillion will be invested to increase the inventory digestion, enterprise will accelerate the speed of recovery, cement, steel and other industries are all good. Steel prices rise by 5 consecutive weeks; coal prices rose slightly recently, the Fund began jiacang; non-ferrous metals, along with the United States, Barack Obama took office, the short term may commence construction of high tide is expected to rebound in short-term opportunities exist. I am China Chemicals Products writer, reports some information about water spray hose , concrete hole saw.
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