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从2003年“五朵金花”盛放,到2004年“煤电油运”燃情,我们发现,在如今价值主导的市场上,每一年度都有着鲜明的行业投资主题。就是这些公认的看似人所共知的概念,给投资者在整个年度带来了持续稳健超值的赚钱效应。那么,2005年又将由哪个行业续写不败的神话?对2005年的投资主题,市场中多了一分喧嚣、论争,少了一些和谐与共振。的确,在经济收缩、景气度衰落时期寻找投资的热点,较之经济上升周期要困难许多。2005年经济运行与行业发展的不确定性,还表现在市场开放、价格管制放松、利率上升和人民币升值等许多方面。让我们走近行业分析师,请各领域专家对不同行业的发展潜力和投资价值作一全盘分析。
From the “Five Golden Flowers” bloom in 2003 to the “Coal, Oil, Oil and Transport” fueling in 2004, we have found that in today’s value-driven markets, each year has a distinctly industrial investment theme. It is these well-known and seemingly common notions that have given investors an earning effect that continues to be solid, value-for-money throughout the year. So, which industry in 2005 will continue to write unbeaten myth? 2005 investment theme, the market a little more noise, controversy, less harmony and resonance. Indeed, finding hot spots for investment in times of economic contraction and economic decline is much more difficult than the period of economic upturn. The uncertainties in economic operation and industry development in 2005 are also manifested in many aspects, such as the opening up of markets, the relaxation of price controls, the rise of interest rates and the appreciation of the renminbi. Let us approach the industry analyst, please experts in various fields on the development potential of different industries and investment value for a comprehensive analysis.