Yellow River whirlwind: 7 trillion infrastructure "opening pioneer"

In the face of unfavorable international economic environment, China is fully stimulating domestic demand. After the State Council approved the 2 trillion yuan railway investment plan of the Ministry of Railways last month, the transportation department is planning to invest 5 trillion yuan in the next 3 to 5 years. Planning, infrastructure investment can drive domestic demand...

In the face of an unfavorable international economic environment, China is fully stimulating domestic demand. After the State Council approved the 2 trillion yuan railway investment plan of the Ministry of Railways last month, the transportation department is planning a plan to invest 5 trillion yuan in the next 3 to 5 years. Infrastructure investment can have an immediate effect on stimulating domestic demand and promote sound and rapid economic and social development. 2 trillion yuan of railway investment + 5 trillion road traffic infrastructure projects, will require a large amount of building materials, the news stimulated the cement sector to the full line daily limit. In China's mountainous areas, most of the railway and road traffic infrastructure projects have to deal with hard stones. A large number of diamond cutting tools such as diamond drills and cutting machines are needed. Diamond is the hardest substance in the world, dealing with steel, rock, Hard materials such as glass and concrete walls are cut into iron. Construction of the Qinghai-Tibet Railway, the diamond rigs run day and night in the mountains, with a batch of waste drill bits to the mountain, a diamond drill bit nearly 1,000 yuan / piece, the cost of light drill bit is several hundred yuan per meter railway. The investment of 7 trillion yuan in railway and transportation infrastructure projects will strongly stimulate the demand for diamonds. As the world's largest artificial diamond manufacturer, the Yellow River Cyclone (600172) (the main force to open the warehouse data, enter the stock, the new version of the market) is much larger than the global ranking Second, the third type of similar enterprise, the company's annual output is 1.5 billion carats. After the completion of the new project, the scale will be expanded to 2.4 billion carats. It has an absolute leading position and will benefit 7 trillion yuan in transportation infrastructure project investment and become a pioneer. Among the diamond cutting tools used in the infrastructure industry, the largest consumption is the diamond saw blade, the demand is about 3 billion US dollars. China's annual export growth rate is growing at a high speed. The reason is that the quality of synthetic diamond produced in China has passed through the international stage. .

As the industry leader, the Yellow River whirlwind has the strength of integrating industry. In May this year, it controlled Beijing Xinnaida Diamond Co., Ltd., and obtained the most advanced six-sided top press synthetic synthetic diamond core material owned by Xinnada Diamond--powder catalyst synthesis. The production technology of the column, the synthetic diamond produced by the cyclone of the Yellow River will be large and cheap in the future, and the status of the world's first is hard to shake. The Yellow River cyclone investment of 780 million yuan "22000 tons of press synthetic coarse-grained diamond single crystal and large-diameter polycrystalline composite sheet industrialization project" will be put into production, will expand the company's business scale by 3-4 times, the performance will leap, new projects The energy reduction and consumption reduction technology will increase the gross profit of the project by more than one time. The annual output of coarse-grained diamond single crystals will be 90.72 million carats and the large-diameter polycrystalline composite tablets will be 5.4 million pieces, which will expand the company's business scale by 3-4 times. Completion of Phase 3: 300 units will be completed in 2008, 300 units will be completed in 2009, and 100 units will be completed in 2010. Li Guohong, a well-known industry analyst at Galaxy Securities, concluded that the Yellow River Cyclone's 2008-10 results are expected to be earnings per share of 0.28 yuan, 0.6 yuan and 1.0 yuan, outstanding growth.

The 7 trillion yuan railway and transportation infrastructure investment project is arduous. The construction of the railways and highways in the plains has already been built. The rest are mostly "hard bones" located in the mountains, dealing with hard rock, without diamond drilling rigs, cutting machines, etc. Diamond cutting tools are hard to move. The Yellow River Cyclone, as the world's largest artificial diamond manufacturer, will make a big show and become a pioneer in the road. With the company's investment of 780 million yuan, 700 new projects will be put into operation, and the company's business scale will be expanded 3-4 times. And the performance will increase sharply. The Yellow River whirlwind is one of the direct beneficiaries of the 7 trillion yuan railway and transportation infrastructure investment, which deserves special attention.  

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