The Big Parade enter the countdown, Security stocks drawn attention

September 3, the Chinese People‘s Anti-Japanese War and the World Anti-Fascist War 70th anniversary of Victory Day, our country will be held in Beijing‘s Tiananmen Square parade. Analysts said the big parade on September 3 is the most important event in the industry, aerospace and defense stocks will benefit directly. In addition, large-scale events such as the parade, security, security facilities and equipment needed is comprehensive, including access management and control systems, real-time monitoring system, with a combination of intelligent building security systems, emergency response systems, infrastructure required security systems. Therefore, security and network security listed companies worthy of investor attention. Today, the "Securities Daily" special research center for analysis of security stocks in order, the readers.
 

Last week, security sector traded stocks fell across the board, but Dumas shares (10.58 -10.03%, consulting), UOB shares (33.21 -10%, consulting), high-emerging (23.4 -10%, consulting), Xinmao Technology (18.86 -9.98%, consulting), Infinova (0 + 0%, consulting) and other stocks relative resilience, outperforming the broader market.
 

Security industry originated in the developed economies, the gradual rise of the late 1970s in our country. As China‘s government to promote the field of peace and the city‘s financial and transportation for the rising demand for security products, security market is also expanding along. 2014 China‘s security market reached 420 billion yuan, an increase of 17%, is expected in 2015 China‘s security market is expected to more than 500 billion yuan, an increase of over 20%, the growth is much higher than the international average, still has great development potential. From the point of view of market segments, project accounting value will increase year by year, to 2015 engineering output in all of the security value proportion will reach 54%; equipment production accounted for the decline, reaching 40%; value accounting operation and maintenance to achieve micro web promotion, up to 6%.
 

With the advances in IT technology, big data and cloud computing to the core data mining, analysis, storage and transport are widely used in modern life. Video surveillance equipment video data as an important entrance for the use of relevant IT technology provides the physical basis, the trend of IT security industry. At present, China‘s security industry is still an emerging field of IT applications, market concentration is low, with a first-mover advantage and continuous research and development capabilities of the SME sector is expected to become the dark horse.
 

In stock selection, Huatai Securities (13.97 -9.99%, consulting) Recommendation: Hikvision (0 + 0%, consulting) (Industry brain, leading the previous industry upgrade, all levels of the market led the way), UOB shares (market position solid technical accumulation deep, rich client resources), LONDON force (41.77 -10%, consulting) (acquired industry new entrance building intelligent ecosystem).