September beginning, roc China fund of flourishing age innovation begins collect, of this fund planning to hold the post of fund manager is roc China China the fund manager Huang Xin of 50. He was being accepted a few days ago " negotiable securities daily " when the reporter is interviewed, express, “ industry transition and the transition that economy grows way can be brought certainly sufficient and intense competition. And to capital market, the transition of economic growth pattern can be a benefit good, can drive one large quantities of having innovation ability, own intellectual property appears on the market of the company grow and develop. To investment, these are high grade appear on the market the company can be very good investment mark. ”
Speak of management two afore-mentioned fund are run on when what can differ, huang Xin expresses, the 80% above of asset of flourishing age innovation are to must invest innovation kind appear on the market company, and the limits of 50 investment of Chinese is met relatively wide extensive a few. Although flourishing age innovates unlike China the amount that 50 have specific provision to invest a stock in bond in that way, but, huang Xin also expresses, the investment central issue that flourishing age innovates is in meeting focusing those who have 30 above of innovation ability appear on the market in the company.
Economic transition can be brought brand-new investment opportunity
Reporter: We see now a lot of high grade appear on the market company, for instance the stock appraise value of steely industry company already fell quite low level, but share price still is in drop all the time, you how look upon this kind of circumstance?
Huang Xin: Want concrete analysis to disparate industry. Have some of periodic industry for instance, some of person that makes investment thinks city is filled with is the inning that intervene when rate is top, and when city is filled with rate lowest, be to sell the opportunity that give. According to this kind of regular word, good, city is filled with main area lead low not certain delegate to won't continue to drop. Another some aperiodic sexual industry company although not big, city is filled with dimensions rate is very high, but still may have better gain level, share price also can appear to rise quickly. These cannot treat as the same. Besides, fund investment cannot see city be filled with the index such as rate merely, the development foreground of industry of even concrete analysis, analytic industry invests value. Especially now, had said economy grows means to want change before me, this also can drive our investment to make a few changes.
Reporter: Is the transition of economic growth pattern situation place inevitable? What can you bring to affect to our capital market? In investment, how should change to this kind?
Huang Xin: Two heat of economy of past our country are exit and investment, the development of a lot of enterprises also is to build the base that satisfying these two the biggest requirement. At that time, the element price such as manpower cost, the sources of energy is low, so exit has very good development. Look from future, suffer second lend crisis influence, american consumption demand is being reduced, cause us to export demand atrophy, and manpower, land, and the price of major essential factor such as the sources of energy is rising, a few in order to export the outlet that for what direct industrial general must seek oneself, to the industrial transition of energy-saving, high additional cost. On the other hand, extensive fixed assets investment is added fast also meet as domestic infrastructure be perfected ceaselessly and show the trend that put delay. These industries also will face the problem of transition. From some closer year in light of national policy, also encouraging this kind of transition.
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