Report the point: "steady growth and transformation of" build economic balanced development mechanism. Current our country economy has entered the new stage of development, the development of the center of gravity from the pursuit of economic growth to adjust structure, go way, promote the transformation direction, seeking a new balance in the steady growth and transformation. Change the economic development model needs to have new development ideas, reform is one important way of promoting development, promoting the transformation. From the perspective of the industry in the context of economic structural reform, energy conservation, environmental protection, the concept of the urbanization development, is expected to gain sustainable share dividend policy in the short term.
Based on the "steady growth and transformation of" the economic balance of development mechanism, based on the mining of energy conservation and environmental protection, reform of benefits such as bonus of urbanization investment themes, screening 2014 non-ferrous industry development has more than expected in May.
Investment advice: in the context of domestic economic structural change and economic growth will slow, basic metal hard than expected performance. Energy conservation, environmental protection and urbanization, in accordance with the "new economy" concept, can share dividend policy, advice to focus on:
1) automobile environmental protection, the production of automobile exhaust catalyst guiyan platinum industry (600459);
2) lithium share a feast of new energy plate, the key recommendation: sky LiYe (002466), jiangxi feng LiYe (002460);
3) promote renewable resources, the development of circular economy of green beauty (002340);
4) enhance the vitality of the city, in line with the new urbanization development needs of high-end aluminum plate transportation, key recommendation: liyuan aluminum (002501), the asia-pacific science and technology (002540).
