2011 glass industry still has many investment opportunities

In terms of the glass industry, Hu Xiaohui believes that flat glass is greatly affected by the real estate industry. Although there are affordable housing constructions, under the premise that demand has not increased much in the first half of this year, investment has been suppressed, but deep processing industry opportunities will continue to emerge. In addition, in the glass industry, leading companies with the concept of “new energy and building energy conservation” have a strong demand for sustainable solar photovoltaic market in 2011. The demand for high-grade decoration glass and ultra-white glass will increase day by day. Related listed companies such as AVIC Sanxin, Jingang Glass (29.660, 0.21, 0.71%), CSG A (20.06, 0.25, 1.26%), etc.

In the field of new building materials, Hu Xiaohui believes that investment opportunities are mainly centered on energy conservation and emission reduction, and are divided into two major areas of industrial energy conservation and building energy conservation. The industrial energy-saving field includes refractory materials, and the related companies include Ruitai Technology (16.47, 0.26, 1.60%), Yannai (9.84, 0.18, 1.86%), and Beijing Lire. In the field of building energy conservation, the gypsum board industry is most worthy of attention. The industry has long benefited from urbanization and building materials to the countryside. The sales volume will continue to rise. The relevant companies include Beixin Building Materials (14.11, 0.61, 4.52%).