Yesterday, building materials ushered in returning to the rise in steel plate, wherein the building materials sector average increase of 2.04 percent, with the force of cement, the Three Gorges of new material, Aidi Xi, CSG A, Beijing New Building Materials and other stocks daily limit, 52 stocks within the sector received red, 17 stocks closed green. Steel plate rose 1.62 percent, Hongyu new material, China Rail Technology, East Tower, Panzhihua vanadium and titanium limit, within the plate 41 shares closed red, 11 stocks closed green.

Policy is expected to boost share price

Nanjing Securities analyst season Yongfeng said, "Manpower dispute" led to the popularity of the real estate sector, also contributed to the market to reposition the real estate industry stock valuations. Just concluded Central Economic Work Conference to determine the work of the five task next year, we should actively and steadily resolve the overcapacity, as do mergers and acquisitions, and resolve real estate inventory, allow the transfer of population and other non-agricultural household population settled in the place of employment, the abolition of outdated for real estate restrictive measures, which allow the market to have good expectations for the real estate industry. From the beginning of 2013, the national real estate investment continued to decline, resulting in building materials, iron and steel industry products severe overcapacity. Better real estate industry, building materials, iron and steel industry to the inventory is expected to be effective, business performance will improve, some companies might turn around. This is the main reason for building materials (including cement), steel industry stocks stronger.

SG Securities analyst Tao Wong of traditional building materials shares in anticipation following: First, in the bottom of cement stocks PB valuation margin of safety, and agencies generally low with, or following an event-driven real estate stocks rebound; Second, according to media reports, this the central economic work conference will focus on "re-build 10 urban centers" to promote people of migrant workers to promote the real estate inventory and other aspects, all of the rise in building materials, iron and steel sector to play a role.

Venture transformation is the main investment

For the operation of the two plates, CITIC Securities analyst Liu Jianyi believes that the future investment opportunities there are several aspects: The first is to maintain a high industry boom along with innovation and transformation genes company; the second category is the industry boom in general, can by increasing market share or build integrated industry chain or tap new markets, new products drive the main industry growth performance, while companies with innovative gene transformation; third category is the poor business climate, the main industry growth space is limited and thoroughly embrace new industries of the company. In short, the innovation and transformation will be the main investment industry in 2016.

Zou Ge GF Securities analysts believe that the building materials stock opportunities in the cement industry restructuring. December 11, the State Council approved the COSCO Group and China Shipping Group restructuring. There is a strong consolidation is expected to China Building Materials Group and Materials Group, if the integration of the stock is more resilient, the current competition in the industry's two central enterprises to integrate certainty strongest cement blocks, Mountains, Ningxia Building Materials, Tianshan shares, Fang Xing Technology Sinoma Science and Technology, Longquan shares, the National Unification shares can be focused.

Steel stocks, recently reported that, Panzhihua and Prudent Energy Group, the Miles company developed a kilowatt vanadium battery products have been mass production, there is a megawatt vanadium battery products in commercial demonstration stage. In this context, the recent continuous limit Panzhihua vanadium and titanium. Further continuous rise of the East Tower in the December 7 announcement restructuring plan, drawn to the additional acquisition of potash projects in Laos Kaiyuan, supplement working capital of listed companies to achieve business transformation.

Reporters noted that the steel plate has been neglected for a long time, have been very few studies brokerage. Two years previously published research reports are considered sporadic, iron and steel industry into the worst period of history, investment opportunities in the recombinant transformation.