Medium industry: Industry good trend does not change outstanding achievement to

We predict to be in medium industry, growth of outstanding achievement of 8 years of metaphase is rapidder (outstanding achievement grows more than 30% compared to the same period) the company includes Bo Ruichuan to sow (grow 36% compared to the same period) , sth resembling a net of wide electrified wire netting (grow 431% compared to the same period) , xin Huachuan intermediary (grow 278% compared to the same period) . Bo Ruichuan sows outstanding achievement to promote a reason to be in what sign up for layout at Chengdu business to increase substantially, the development of outdoors ad business and business of deliver of evening paper of Chengdu of sole agent of 7 years of second half of the year; The main reason that outstanding achievement of sth resembling a net of wide electrified wire netting increases substantially depended on 7 the end of the year buying Shaanxi to save the wired network of 11 ground city; The reason that outstanding achievement of Xin Huachuan intermediary rises substantially basically is the infuse that 8 the beginning of the year liberate daily ad business.

We think, the metaphase outstanding achievement of sth resembling a net of wide electrified wire netting is likely prep above market anticipates (result from market difference is bigger) , bo Ruichuan sows metaphase outstanding achievement to accord with or prep above market anticipates, and outstanding achievement of metaphase of Xin Huachuan intermediary can anticipate under the market slightly (already outstanding achievement adds 250%-300% beforehand) .

Growth of outstanding achievement of 8 years of metaphase is relatively smooth (outstanding achievement grows 0%-30% compared to the same period) the company includes Oriental jewel (grow 29% compared to the same period) He Tianwei inspects message (grow 8% compared to the same period) . Outstanding achievement of Oriental bright phearl (do not include yield) growth basically comes from entrance ticket of television tower of Oriental bright phearl to raise price (carry price range 20-25% actually) , first half of the year 3 small golden weeks (Pure Brightness, Duanwu and 51) bring tourist amount increase (we predict compared to the same period amplitude is controlled in 25%-30% ) .

Tian Wei inspects dispatch outstanding achievement growth is relatively slow, the depreciation amortize pressure that main be put into trouble brings at digitlizing translation. We think, outstanding achievement of metaphase of Oriental bright phearl is likely prep above or accord with the market to anticipate, and Tian Wei inspects dispatch metaphase outstanding achievement to may anticipate with the market agree basically.

Be enslaved to be enslaved to digitlizes the amortize depreciation pressure that translation brings, song China is wired the possibility that 8 years metaphase outstanding achievement drops compared to the same period is larger (grow compared to the same period - 16% ) . Spending of 8 years of capital of company may approach the level of spending of 7 years of 1 billion capital, and individual broadband user does not have growth almost, we reduced company 08-10 year EPS, 0.33 yuan are respectively after reducing, 0.34 yuan mix 0.36 yuan (8 years next amplitude modulation are 8% ) . We think, song China is wired metaphase outstanding achievement may anticipate under the market.
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