2011-04-11 Guangzhou Hopewell Automation Equipment Co., Ltd. - - Energy-saving Glass Prospect Great Ordinary Glass Supply and Demand Deteriorating

Energy-saving glass has a long-term development trend. Under the background of economic transformation, the development space of energy-saving glass is gradually opening up. Strong implementation of policies and upgrading of demand substitution will push the industry forward in the medium and long term. We continue to be optimistic about the future development momentum of Low-E glass industry, the mandatory promotion of policies and the healthy development momentum of demand side are the key logic for us to be optimistic about the industry.

 

With the downside risk of the general glass boom increasing gradually, we take a cautious view on the general glass industry. In the future, the change of the real estate policy of our country may bring the opportunity to raise the valuation in stages. We will prompt you in time. But for the deep processing industry downstream of ordinary glass industry, we look forward to the development of energy-saving glass industry in the future.

 

Relative income varieties. Nanbo is recommended as the leading company in the domestic LOW-E glass industry. With its leading strength in R&D and marketing, and with the rapid expansion of production capacity in the next two years, Nanbo will maximize the profits brought by the sustained prosperity of the industry. In addition, the new energy business of South Bolivia will become an important performance contribution in the future. Our EPS forecast for 2010-2011 is 0.588 yuan and 0.765 yuan respectively. In addition, as an excellent glass enterprise, Jinjing Technology also has the potential to intervene in the high-end LOW-E glass industry on a large scale, and may become the main beneficiaries of the development of LOW-E glass industry in the future.



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