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Transaction comments on: Dominant position of monopoly of advantage of?600819) b
From;    Author:Stand originally
Transaction reason:

The company is our country's the biggest, most advanced plate glass and treatment glass base, the product is applied extensively wait for a domain at building, car, war industry, have bigger market to have rate. The company of Jin Du of Er of skin of large stockholder England of the company is the contriver of float law craft, brought workmanship of most advanced glass of high-grade float law to the company, the brand dominant position of price of tall qualitative actor is very prominent.

Investment window:

1. Monopoly dominant position, technology is advanced: The company has 3 in product line of glass of law of 8 high quality float of countrywide at present, its are high quality the market of float law glass is had rate is constant rise, have stronger industry monopoly dominant position; In the meantime, the company still invests nearly 100 million yuan to introduce the hollow glass with the most advanced international and sandwich glass device, 3 China and foreign countries such as share investment Changchun, Wuhan, Guilin are joint-stock automobile glass business, become the class A supplier of Shanghai masses Motor Corporation, for Shanghai masses, Shanghai glass of automobile of form a complete set of company of special grade of general, blessing, enhance its competition actual strength further.

2. Land appreciation: The company is located in aid the plant area on Yang Lu (cover an area of a face to accumulate one hundred and ninety-eight thousand three hundred square metre) change is commercial development to use the land, plant area removes, the company wins 1.81 billion yuan compensation.

3. Priority discipline begins to run: Company emphasis develops but glass of steel Low-E plated film and exceed Bai Yayan glass to all come true successfully commercialize production and sale. Glass of plated film of double silver-colored low radiation won award of Shanghai patent new product, zoology protects silver-colored lens to win award of third class of progress of science and technology of Chinese housing materials.

Risk clew:

1. Cost rises: The influence that is expected by the Yuan Fucai such as soda ash, log the price rises considerably, make of the company purchase cost house not to fall high.



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