The national ability of regulation and control is strengthened Favorable domestic dairy products enterprises

The national ability of regulation and control is strengthened Favorable domestic dairy products enterprises
Import and permit the management system automatically, strengthen and import the important means to adjust and control to the dairy products as the country. The cores of the above-mentioned two announcements are to import and permit the management system automatically. It's time to permit the system to implement on January 1, 2005, the main content was to the goods in " importing and permitting managing the goods catalogue automatically ", it needs to apply for the automatic import license to import to people, the evidence is declared at the Customs. This system has guaranteed the country monitors the goods to import effectively fast. At the same time, when the country needs to forbid importing or limiting the import volume temporarily, by way of stopping issuing " automatic import license ", can directly control the import volume of the goods. This time the country includes the dairy products in importing and permitting managing automatically, and implement since August 1 of 2009, make country to supervision that dairy products import and adjust and control efforts, strengthen greatly.
Background: Importing the milk power will form assaulting to the market of Chinese dairy products seriously at a low price. Since 2009, the price price of international milk power has dropped rapidly, look by importing the price of milk power in China, the highest peak will be 4565 dollars ton in March in 2008, but already fallen to 2155 dollars ton by May of 09, the amount of decrease reaches 52.79%. The import volume of Chinese milk power rose violently, imported 42220 tons in January - May of 08, but rose to 106638 tons by a wide margin in January - May of 09 accordingly, rise by 152.57%. The intersection of low price and milk power import, form striking to domestic milk power whose cost is about 30,000 yuan seriously in a large amount, according to association's data of Chinese milk, at the end of April of 2009, the milk power accumulates 250,000-300,000 tons, take up fund more than 7,500 million yuan in China, the processing enterprise of milk power is unable to continue harvesting milk, " milk sources - enterprises " Industry chain face fracture dangerous.
Appraise: The country reflects and supports resolution, milk industry's support policy is expected to basically implement. The international milk power will be made a reduction and imported and increased suddenly and violently in 2008, interfere with China's doing the production order of dairy products. At a time when it influences superposing to gather cyanogen amine incident three times, Chinese milk industry encounters the enormous difficulty. For this reason, the country has issued the support policy of a large number of milk industries intensively and firmly.
The permission management system issued this time, has offered a kind of strong means to the government, can reduce the import volume of milk power rapidly if necessary, help to resume the order of market of domestic dairy products, it is the country that reflects and supports the important behaviour determined of the milk industry. We have expected in the report the country will issue student's milk, original milk protective price, milk power official reserves on March 3, restrain the milk power from importing four major measures, get rid of the original milk protective price policy to implement only on some aspects of local government (such as Hulun Buir of Inner Mongol) ,Other 3 state policies expect to already implement.
Continue having an optimistic view of the dairy products trade, propose " holds again " ST Erie (600887) . It's time to import the implementation which permits the system, will construct to resist a dish of " breakwaters " importing the milk power and lashing ,Help to support domestic milk power enterprise and even Chinese milk industry to develop in a healthy way, we kept to Chinese dairy products trade " Have a good prospect " Grading. Reaching the listed company specifically, we look in market scale and the largest ST Erie (600887) of the share of milk power in fortunately domestic listed company .
The company is 3,200 million yuan of business income of milk power in 08, lead other listed companies. It is estimated the company EPS is 0.60 yuan and 0.77 yuan in 2009-2010, it is 27.5 times and 21.4 times to correspond to dynamic PE respectively, propose " holds again " .
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