This two days to be more is sinovel wind power and yanghe shares story, is the big story, it proved to be China's current environmental can has a lot of big stories, although at present the overall stock is very expensive, but not without can buy things, just you not find it. Buffett said the effect so: as long as coke no throughout Africa, his growth is not the end. This is about a global story, since the collapse of the Soviet union in 88, and the end of the cold war, the globalization of the story began. And in China actually or a place to cut the play market,baseball hats for many industry speaking, industry concentration is extremely low, basic is the local market local suppliers, national "is a began not long ago story, it is a story of the birth of the cradle. Don't look up literature, now I can think of industry can make a string of: alcohol, meat products, food chain, department stores, packaged, feed... Such as meat, a China over the years 800 million pigs, commercialization rate at least 50% or 400 million heads above, and the biggest meat company less than a year to remit 20 million head, less than 5% market share; Be like again liquor, apart from the price of more than 600 yuan of high-grade liquor wu liang ye and sold to have the ability to really maotai consumption of almost every corner of the 200-600 yuan in high-grade liquor basic is a region a "white"; Be like again supermarket chain, the domestic supermarket in addition to good and spanned like is successful business outside, lianhua, hualian ensemble super, basic is failure, other supermarket company are regional. The status quo is independent, just can have big story that potential, but the real to form big story, still need two conditions, one is related to the ripe conditions, and second, the company has the ability to realize the story. Such as Coca-Cola, the cold war does not end there can't be a global conditions, before and after the end of the cold war it not get ready (such as in east Germany and Poland free complimentary) can't implement globalization strategy. Conditions??? What??? The conditions of the domestic main is break through local protection. Such as home appliances chain, when gome in tianjin JiaoGen stand firm, means that good company cross area to expansion conditions have mature, after the 2003-2007 growth can be expected (now says it is, the doctor), and at present the industry of the national "is closer to the end. Forward prediction of words, the meat industry can say is in the early stages of the fast growth. Three years ago we see shuanghui management, when management also tells the built in different slaughterhouses difficult: pig source problems have a place to protect, terminal problem also difficult to solve. But now we can see from the terminal at least, in the southeast every city of carrefour or wal-mart inside, cold fresh meat ark is basic to remit,NFL Jerseys rain embellish, JinLuo (popular food in Singapore listed) of the two add a local brands, such as Shanghai many shops are JinLuo add love's remit, (Shanghai local brand), that is, different expansion solve the bottleneck of the basic, slaughterhouses and into the new new terminal is to build a basic will into one. Feed industry the same story, I believe that the head of the new area animal feed factory group is to build a into one. Liquor industry, yanghe story I believe that still can deduce. But the story of the food chain when can become, now still cannot see, beer story (was also the profit margins change to rise) I also give up the basic expectations.

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CHINA CAN'T ALWAYS WHEN "THE MIDDLE EAST MATCH" OBSERVER