CRITICAL_SECTOR_DATA_UPDATE-2012-12-05.pdf
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1、 See the last page for disclaimer Critical Sector Data Update 行业关键数据更新December 4, 2012 Page 1 of 21 Critical Sector Data Update Research Department 行业关键数据更新行业关键数据更新 研究部研究部 4 December 2012 Sector: Oil Latest data in figure 66 is 10/2012 Source: National Bureau of Statistics of China Source: National
2、Bureau of Statistics of China Figure 67 2-Y Vitamin C Prices Figure 68 4-Y Penicillin Industry Salt Prices 两年维他命两年维他命 C 价格价格 四年青霉素工业盐价格四年青霉素工业盐价格 Price (RMB/kg) YTD-29.4% YTD YOY-32.6% wow0.0% mom0.0% yoy-29.4% 52w H / L34 / 24 Penicillin Industry Salt Price (RMB/BOU) YTD5.4% YTD YOY-12.8% wowN/A mo
3、m3.5% yoy6.3% 52w H / L60 / 54 20 30 40 50 60 Dec-10Jun-11Dec-11Jun-12Dec-12 Vitamin C Price (RMB/kg) 40 60 80 Oct-08Oct-09Oct-10Oct-11Oct-12 Penicillin Industry Salt Price (RMB/BOU) Note: Latest data in figure 68 is 10/2012 Source: Source: Figure 69 4-Y 7-ACA PricesFigure 70 4-Y Amoxicillin Price
4、s 四年四年 7-ACA-酶法价格酶法价格 四年阿莫西林价格四年阿莫西林价格 Price (RMB/kg) YTD23.0% YTD YOY-18.8% wowN/A mom0.4% yoy11.5% 52w H / L550 / 435 Price (RMB/kg) YTD23.5% YTD YOY-1.6% wowN/A mom7.7% yoy20.0% 52w H / L210 / 164 400 500 600 700 800 900 1,000 1,100 Oct-08Oct-09Oct-10Oct-11Oct-12 7-ACA Price (RMB/kg) 150 250 350
5、Oct-08Oct-09Oct-10Oct-11Oct-12 Amoxicillin Price (RMB/kg) Note: Latest data is 10/2012 Source: Source: See the last page for disclaimer Critical Sector Data Update 行业关键数据更新December 4, 2012 Page 14 of 21 Sector: Household Products Figure 712-Y Chengdu Chinese Medicine Raw Material Price Index 两年成都中
6、药材价格指数两年成都中药材价格指数 Chengdu Chinese Medicine Raw Material Price Index YTD8.5% YTD YOY-3.2% wow0.9% mom1.7% yoy12.6% 52w H / L121.9 / 108.3 90 100 110 120 130 Dec-10Apr-11Aug-11Dec-11Apr-12Aug-12Dec-12 Chengdu Chinese Medicine Raw Material Price Index Source: Ministry of Commerce of the PRC Figure 72 1
7、-Y NBSK or the fundamental outlook of the company or sector is favorable. Accumulate Relative Performance is 5% to 15%; or the fundamental outlook of the company or sector is favorable. Neutral Relative Performance is -5% to 5%; or the fundamental outlook of the company or sector is neutral. Reduce
8、Relative Performance is -5% to -15%; or the fundamental outlook of the company or sector is unfavorable. Sell Relative Performance 5%; or the fundamental outlook of the sector is favorable. Neutral Relative Performance is -5% to 5%; or the fundamental outlook of the sector is neutral. Underperform R
9、elative Performance -5%; or the fundamental outlook of the sector is unfavorable. DISCLOSURE OF INTERESTS (1) The Analysts and their associates do not serve as an officer of the issuer mentioned in this Research Report. (2) The Analysts and their associates do not have any financial interests in rel
10、ation to the issuer mentioned in this Research Report. (3) Except for Shandong Chenming Paper Holdings Limited-H shares (01812) and China City Railway Transportation Technology Holdings Company Limited (08240), Guotai Junan and its group companies do not hold equal to or more than 1% of the market c
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