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	<title>ChinesePublicCompanies.com &#187; Commentary</title>
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		<title>China Borrows John Henry&#8217;s Hammer</title>
		<link>http://chinesepubliccompanies.com/china-borrows-john-henrys-hammer-120/</link>
		<comments>http://chinesepubliccompanies.com/china-borrows-john-henrys-hammer-120/#comments</comments>
		<pubDate>Thu, 29 Jul 2010 13:07:59 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>

		<guid isPermaLink="false">http://chinesepubliccompanies.com/?p=451</guid>
		<description><![CDATA[China Railway Construction Corp Limited (HKG:1186), China Railway Group Limited (HKG:0390) and China State Const. Eng. Corp Ltd (SHA:601668) all ensure that China’s railways stretch from the countryside to sea ports. These companies are implementing infrastructure development demands and meeting the expectations of international construction companies. These companies are in a race to secure contracts [...]]]></description>
			<content:encoded><![CDATA[<p>China Railway Construction Corp Limited (HKG:1186), China Railway Group Limited (HKG:0390) and China State Const. Eng. Corp Ltd (SHA:601668) all ensure that China’s railways stretch from the countryside to sea ports. These companies are implementing infrastructure development demands and meeting the expectations of international construction companies. These companies are in a race to secure contracts across the globe.</p>
<p>China Railway Construction Corp Limited bulldozes through mountains and extends bridges over waterways. The company has completed 287 construction projects and has 137 other projects in progress. It has been listed as 225th largest global contractors in the world. China Railway Construction Corp Limited covers all 31 provinces in China and holds a whopping value of $131.27 billion. Securing contracts and building a reputation for success is part of the bottom line at China Railway Construction Corp Limited. The company’s stock is currently valued at $10.64</p>
<p>China Railway Group Limited reorganized in 2007 to allow itself to be listed in domestic and overseas stock markets in order to edge away from being owned by the state. The company has 46 subsidiaries and in 2006 was the third largest construction company in the world. China Railway Group Limited has participated in the construction of more than 22,600 kilometers of electrified railway, has been involved in the construction of more than 4,320 kilometers of bridges and more than 3,900 kilometers of tunnels. The company works on expressways, metropolitan railways, bridges, tunnels, buildings, airports and more. The company has provided construction services to more than 230 overseas projects. The company has a market cap of $123.54 billion and their stock is valued at $5.80 per share.</p>
<p>China State Const. Eng. Corp Ltd was originally established in 1982 and has become one of the largest international construction companies in China. The company is known for delivering its services in record times and overcoming barriers. The new Hong Kang Airport Passenger Terminal has been recognized by worldwide organizations and has been called one of the top 10 building projects of the 20th century. The company aspires to become one of the top transactional enterprises in the world. The company is currectly valued at $114 billion and their stock trades at $3.80 per share.</p>
<p>These companies are laying out railway in China and using the resources allocated to them to create a reputation of being leading construction firms. Emerging from the struggle of globalization will leave some companies in the dust, but it does not appear that any of these companies fit the description. Recognized in the world for hard work, remarkable turnaround times and laying miles of rail will surely lead to gaining favor in international markets.</p>
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		<title>China&#8217;s Airspace Industry Struggles</title>
		<link>http://chinesepubliccompanies.com/chinas-airspace-industry-struggles-118/</link>
		<comments>http://chinesepubliccompanies.com/chinas-airspace-industry-struggles-118/#comments</comments>
		<pubDate>Wed, 28 Jul 2010 18:22:45 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>

		<guid isPermaLink="false">http://chinesepubliccompanies.com/?p=448</guid>
		<description><![CDATA[China Airlines Ltd. (TPE:2610), China Southern Airlines Limited (SHA:600029), Air China Ltd. (SHA:601111) and China Eastern Airlines Corporation Ltd. (SHA:600115) are the big players in China’s airline market right now. However, keeping competition at bay is another story. With markets popping up all across the map in China and the rest of the world, it [...]]]></description>
			<content:encoded><![CDATA[<p>China Airlines Ltd. (TPE:2610), China Southern Airlines Limited (SHA:600029), Air China Ltd. (SHA:601111) and China Eastern Airlines Corporation Ltd. (SHA:600115) are the big players in China’s airline market right now. However, keeping competition at bay is another story. With markets popping up all across the map in China and the rest of the world, it is easy to see how an emerging airline could end up capturing some profitable market segments.</p>
<p>Bullying the big boys is no easy task when you are a start-up airline with a handful of planes and staff. The only hope for a start-up airline is to capture a neglected route and make it profitable. Baltia Air Lines Inc (OTC:BLTA) is an airline in the US that has taken notice that there is no direct route from St. Petersburg to New York and is planning to capitalize on a highly sought after route. Surely something like this is boiling up in China, because evidently China Eastern Airlines gave up a route to South Africa.</p>
<p>Air China is the 18th largest airline in the world by fleet size and is based out of Beijing. It is the second largest commercial airline in China. Air China flies over 5,000 flights per week, and takes people to hundreds of location across the globe. The company brings people to destinations in Asia, the Middle East, North America and Western Europe. Air China joined Star Alliance in 2007, which allowed the company to gain a competitive advantage. Air China has a market cap of $150.69 billion.</p>
<p>China Southern Airlines is a member of SkyTeam and is the world’s 5th largest airline by passengers carried. The company has its headquarters in Guangzhou Baiyun International Airport and also operates out of Beijing Capital International Airport. The company has hundreds of planes in its fleet and flies its passengers to over 120 destinations across the globe. The company went up on the NYSE and HKEX on July of 2000 and captured over $700 million for the company. China Southern Airlines currently has a market cap of $56.67 billion.</p>
<p>China Airlines has over 10,000 employees and is based out of Taiwan. The company flies to destinations across North America, Europe, Asia and Oceania. China Air has been in talks to become a part of SkyTeam sometime in the near future. The company has a generous number of planes in its fleet. It flies to hundreds of locations across the globe and competes for Chinese airspace just like the rest of these companies. China Airlines has a market cap of $82.02 billion.</p>
<p>China Eastern Airlines is based out of Shanghai, China. The company had over 16,000 employees in 2005, and is continually expanding their operations. China Eastern Airlines travels to places all across the globe, with destinations in Asia, Europe, North America and Oceania. In April of 2010, China Eastern announced plans to join SkyTeam, which would allow for them to consolidate operations and become more competitive. The company is hoping to fend off competitors by building alliances and increasing efficiency in their existing markets. China Eastern Airlines has a market cap of $89.94 billion.</p>
<p>Titans like these are constantly in a struggle against time to hammer out competition. With new cities springing up all the time in China, and companies continuously focusing on a global environment, smaller companies are going to start getting the edge. Behemoth airline companies are unable to notice every single detail when they have their eyes focused in on large markets. Small emerging companies are sure to get into the action because they are not even capable of tackling huge flight markets. Their eyes are set on capturing what the big players are missing and that is their strategy for success.</p>
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		<title>China&#8217;s Booming Steel Market Plugs Onward</title>
		<link>http://chinesepubliccompanies.com/chinas-booming-steel-market-plugs-onward-117/</link>
		<comments>http://chinesepubliccompanies.com/chinas-booming-steel-market-plugs-onward-117/#comments</comments>
		<pubDate>Wed, 28 Jul 2010 18:20:58 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>

		<guid isPermaLink="false">http://chinesepubliccompanies.com/?p=446</guid>
		<description><![CDATA[ArcelorMittal (AMS:MT), Nippon Steel Corporation (TYO:5401) and Baosteel group corporation are all giant companies that manufacture and distribute steel across the globe. China has become the largest producer and consumer of steel in the world. In 2008, China produced over 500 million tonnes of steel. ArcelorMittal is a Luxembourg-based steel manufacturing corporation, who has become [...]]]></description>
			<content:encoded><![CDATA[<p>ArcelorMittal (AMS:MT), Nippon Steel Corporation (TYO:5401) and Baosteel group corporation are all giant companies that manufacture and distribute steel across the globe. China has become the largest producer and consumer of steel in the world. In 2008, China produced over 500 million tonnes of steel. ArcelorMittal is a Luxembourg-based steel manufacturing corporation, who has become the largest single producer of steel in the world.</p>
<p>Nippon Steel Corporation is based in Tokyo, Japan. Yawata Steel and Fuji Steel merged in 1970 to form the Nippon Steel Corporation. Mr. Akio Mimura is the Representative Director and Chairman of Nippon Steel. The company managed to produce 37.5 million tonnes of steel in 2008. In 2006, Nippon Steel got together with Mitsubishi Heavy Industries, Ltd. To create a high tensile strength steel. The original application of this new steel was to create a less thick steel that would be just as strong in order to cut back on fuel usage. The company produced $36.44 billion in revenue in 2007.</p>
<p>ArcelorMittal is a combination of steel companies that have merged over time. Mittal Steel was founded in 1989. It has aquired many different steel companies around the world, including Arcelor in 2006, who was the second largest steel producer in the world in 2005. Mr. Lakshmi N. Mittal is the Chairman of the Board of Directors and CEO of ArcelorMittal. ArcelorMittal has produced over 103 million tonnes of steel in 2008. With Mr. Mittal overseeing the largest producer of steel in the world, Superman may no longer<br />
be entitled to the name “the man of steel” . ArcelorMittal brought in revenues at $65.11 billion in 2009.</p>
<p>Baosteel is a Chinese based company that started construction in Shanghai in 1978, and is now the third largest steel producer in the world. The company employs over 108,000 employees and has been ranked 220th on the Global 500. The company is as environmentally conscious as a steel producer can be. The company became the first enterprise to gain the title of “National environment-friendly enterprise” in the Chinese metallurgical sector and Shanghai Municipality. The company is continually acquiring new assets and building an empire to meet the needs of new demand.  Baosteel pulled in $21.7 billion in 2009.</p>
<p>The market is definitely set to meet the demands of the new Chinese business dynamic. Steel companies in China are pushing the classic front runners of the industry to the back of the line. Producing over 500 million tonnes of steel is no small task, and Chinese steel companies are constantly setting new records. It is only a matter of time before the new man of steel takes up residency in China. He may stay in China for longer than the rest of the world may be comfortable with. Then again, the attitude of the market is set in China’s favor.</p>
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		<title>Skinvisible Offers a Clear Value Proposition to Consumers, Drugmakers and Shareholders</title>
		<link>http://chinesepubliccompanies.com/skinvisible-offers-a-clear-value-proposition-to-consumers-drugmakers-and-shareholders-729/</link>
		<comments>http://chinesepubliccompanies.com/skinvisible-offers-a-clear-value-proposition-to-consumers-drugmakers-and-shareholders-729/#comments</comments>
		<pubDate>Wed, 28 Jul 2010 11:58:02 +0000</pubDate>
		<dc:creator>Thom</dc:creator>
				<category><![CDATA[Commentary]]></category>
		<category><![CDATA[NASDAQ:PURE]]></category>
		<category><![CDATA[NYSE:GSK]]></category>
		<category><![CDATA[OTC:SKVI]]></category>

		<guid isPermaLink="false">http://chinesepubliccompanies.com/?p=444</guid>
		<description><![CDATA[Skinvisible, Inc. (OTC-BB: SKVI), a research &#38; development  company that has developed a patented group of polymers trademarked Invisicare,  which bind active ingredients topically  to the skin, may be able to help improve existing dermatology skincare products developed by companies like GlaxoSmithKline plc (NYSE: GSK) and PURE Bioscience (Nasdaq: PURE).
Skinvisible, Inc. (OTC-BB: [...]]]></description>
			<content:encoded><![CDATA[<p>Skinvisible, Inc. (OTC-BB: SKVI), a research &amp; development  company that has developed a patented group of polymers trademarked Invisicare,  which bind active ingredients topically  to the skin, may be able to help improve existing dermatology skincare products developed by companies like GlaxoSmithKline plc (NYSE: GSK) and PURE Bioscience (Nasdaq: PURE).</p>
<p>Skinvisible, Inc. (OTC-BB: SKVI) is a pharmaceutical company that has developed a patented group of polymers capable of binding active ingredients to the skin. The result is a formulation that offers improved binding to the skin, resistance to wash-off and even a controlled release of the active ingredients. Its formulated in-house products include a line of over 30 dermatology products to treat acne, anti-fungal, moisturizers, sunscreens and much more. While its efforts have been largely in-house to date, it is quickly moving on to bigger licensing opportunities.</p>
<p><strong>Skinvisible’s Revenues Increased 103% in Q1</strong></p>
<p>During the first quarter of 2010, Skinvisible reported increased revenues totaling $158,230, which is up 103% from Q1 2009, due primarily to increases in royalty income based on licensed product sales. Specifically, its “Safe 4 Hours” first aid antiseptic skin protectant product went for sale across the U.S. in Walgreens and other major retail pharmacy stores, generating over $90,000 in royalty income for the first quarter.</p>
<p>Currently, the company has seven products licensed in the US, Canada, Europe, China Turkey, and S. America, with more approvals on the way. For each product developed, the firm receives an up front license payment for the right to manufacture and sell in a particular country, plus ongoing royalties based on the licensees product sales that range from 5% to 12%. This creates recurring revenue streams and delivers substantial value to shareholders &#8211; license fees and royalties have no cost of goods attached to them. On July 13 &amp; 20 the company announced the signing of 2 new license agreements for $1.5 million in up-front license fees (see www.skinvisible.com/press).</p>
<p><strong>Skinvisible Helps Combat Generic Drugs</strong></p>
<p>One of Skinvisible’s most compelling value propositions is its ability to beneficially modify existing formulations. As a result, pharmaceutical companies with patent-protected Rx skincare products that are about to expire can integrate the Invisicare technology to create a new patent-able formula that can be re-released under a “new and improved” formulation to compete against the generic formulations.</p>
<p>This is especially important for large pharmaceutical companies that rely on key drugs to drive a majority of their revenues. Often times, generic drugs can take an immediate 70% or more of the market share as soon as the drug moves off of patent protection. As a result, having an improved formulation with a new patent as a back-up can create tremendous value.</p>
<p><strong>A Great Investment for Growth Investors</strong></p>
<p>Growth investors looking for an up-and-coming component to their portfolio may want to check out Skinvisible, given its impressive value proposition and rapidly improving fundamentals. With several near-term catalysts and a relatively cheap market capitalization of just $6.69 million, this stock could see significant upside down the road. At the same time, investors have a “lottery ticket” in hand with regards to its potential as an acquisition candidate.</p>
<img src="http://chinesepubliccompanies.com/?ak_action=api_record_view&id=444&type=feed" alt="" />]]></content:encoded>
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		<title>China&#8217;s Steel Industry is Booming</title>
		<link>http://chinesepubliccompanies.com/chinas-steel-industry-is-booming-1094/</link>
		<comments>http://chinesepubliccompanies.com/chinas-steel-industry-is-booming-1094/#comments</comments>
		<pubDate>Tue, 27 Jul 2010 13:27:34 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>

		<guid isPermaLink="false">http://chinesepubliccompanies.com/?p=442</guid>
		<description><![CDATA[ArcelorMittal (AMS:MT), Nippon Steel Corporation (TYO:5401) and Baosteel group corporation are all giant companies that manufacture and distribute steel across the globe. China has become the largest producer and consumer of steel in the world. In 2008, China produced over 500 million tonnes of steel. ArcelorMittal is a Luxembourg-based steel manufacturing corporation, who has become [...]]]></description>
			<content:encoded><![CDATA[<p>ArcelorMittal (AMS:MT), Nippon Steel Corporation (TYO:5401) and Baosteel group corporation are all giant companies that manufacture and distribute steel across the globe. China has become the largest producer and consumer of steel in the world. In 2008, China produced over 500 million tonnes of steel. ArcelorMittal is a Luxembourg-based steel manufacturing corporation, who has become the largest single producer of steel in the world.</p>
<p>Nippon Steel Corporation is based in Tokyo, Japan. Yawata Steel and Fuji Steel merged in 1970 to form the Nippon Steel Corporation. Mr. Akio Mimura is the Representative Director and Chairman of Nippon Steel. The company managed to produce 37.5 million tonnes of steel in 2008. In 2006, Nippon Steel got together with Mitsubishi Heavy Industries, Ltd. To create a high tensile strength steel. The original application of this new steel was to create a less thick steel that would be just as strong in order to cut back on fuel usage. The company produced $36.44 billion in revenue in 2007.</p>
<p>ArcelorMittal is a combination of steel companies that have merged over time. Mittal Steel was founded in 1989. It has aquired many different steel companies around the world, including Arcelor in 2006, who was the second largest steel producer in the world in 2005. Mr. Lakshmi N. Mittal is the Chairman of the Board of Directors and CEO of ArcelorMittal. ArcelorMittal has produced over 103 million tonnes of steel in 2008. With Mr. Mittal overseeing the largest producer of steel in the world, Superman may no longer<br />
be entitled to the name “the man of steel” . ArcelorMittal brought in revenues at $65.11 billion in 2009.</p>
<p>Baosteel is a Chinese based company that started construction in Shanghai in 1978, and is now the third largest steel producer in the world. The company employs over 108,000 employees and has been ranked 220th on the Global 500. The company is as environmentally conscious as a steel producer can be. The company became the first enterprise to gain the title of “National environment-friendly enterprise” in the Chinese metallurgical sector and Shanghai Municipality. The company is continually acquiring new assets and building an empire to meet the needs of new demand.  Baosteel pulled in $21.7 billion in 2009.</p>
<p>The market is definitely set to meet the demands of the new Chinese business dynamic. Steel companies in China are pushing the classic front runners of the industry to the back of the line. Producing over 500 million tonnes of steel is no small task, and Chinese steel companies are constantly setting new records. It is only a matter of time before the new man of steel takes up residency in China. He may stay in China for longer than the rest of the world may be comfortable with. Then again, the attitude of the market is set in China’s favor.</p>
<img src="http://chinesepubliccompanies.com/?ak_action=api_record_view&id=442&type=feed" alt="" />]]></content:encoded>
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		<title>Solar Power Breaking New Boundaries in China</title>
		<link>http://chinesepubliccompanies.com/solar-power-breaking-new-boundaries-in-china-638/</link>
		<comments>http://chinesepubliccompanies.com/solar-power-breaking-new-boundaries-in-china-638/#comments</comments>
		<pubDate>Tue, 27 Jul 2010 13:25:59 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>
		<category><![CDATA[NASDAQ:FSLR]]></category>
		<category><![CDATA[NYSE:STP]]></category>
		<category><![CDATA[NYSE:YGE]]></category>

		<guid isPermaLink="false">http://chinesepubliccompanies.com/?p=440</guid>
		<description><![CDATA[Suntech Power Holdings Co., Ltd. (ADR) (Public, NYSE:STP), Yingli Green Energy Hold. Co. Ltd. (ADR) (Public, NYSE:YGE) and First Solar, Inc. (Public, NASDAQ:FSLR) are all Chinese companies that are involved in the solar power energy market. First Solar demonstrates that they have broken the $1 per watt manufacturing barrier. Suntech powers homes, and Yingli watches [...]]]></description>
			<content:encoded><![CDATA[<p>Suntech Power Holdings Co., Ltd. (ADR) (Public, NYSE:STP), Yingli Green Energy Hold. Co. Ltd. (ADR) (Public, NYSE:YGE) and First Solar, Inc. (Public, NASDAQ:FSLR) are all Chinese companies that are involved in the solar power energy market. First Solar demonstrates that they have broken the $1 per watt manufacturing barrier. Suntech powers homes, and Yingli watches its carbon footprint.</p>
<p>First Solar is the largest manufacturer of thin film solar modules in the world. They run with a goal of clean, affordable and sustainable energy. They have expanded their manufacturing capacity to run at a rate of 55.7MW per line in the first quarter of 2010. Their goals have driven the company to dominate the market and look into the future of solar power. First Solar is trying very hard to drive down the cost of solar electricity to rates comparable with traditional fossil fuel energy sources. They are getting closer to their goals, and at this rate, solar could surpass fossil fuels as the cheapest form of energy. Some solar modules that First Solar is offering to its customers is the FS Series 2 PV Module, which was the first module to break the $1 per watt manufacturing cost barrier. In 2010, the company brought to light their FS Series 3 PV Module. The Series 3 delivers a higher efficiency of electricity and accommodates new Balance of Systems layouts. To check out more of First Solar’s products and services, check them out at  http://www.firstsolar.com. The company trades on the NASDAQ for $137.94 per share. The company is valued at $11.79 billion.</p>
<p>Suntech Power Holdings develops, manufactures and delivers reliable, cost effective solar energy solutions. The company was founded in 2001 by Dr. Zhengrong Shi, a leading solar scientist. Suntech has diversified their portfolio in the solar market by offering solar energy for off-grid systems, government, homes and large solar plants across the world. The company has offices in over 13 countries and their solar modules have been installed in over 80 countries. One of the unique products that Suntech offers is the Ab &amp; Ad+, which offers residential users 175-190 watts of electricity. These solar panels are made from monocrystalline silicon, come with a 25-year warranty, lower power bills, and are ideally set up on the roof of a house. To check out the rest of the company’s line-up, check out their website at http://www.suntech-power.com/. Suntech Power Holdings trades on the NYSE for $10.87 per share. The company is valued at $1.96 billion.</p>
<p>Yingli Green Energy is a leading solar energy company and one of the world’s largest integrated photovoltaic manufacturers. They develop, manufacture and sell PV modules to Germany, Spain, Italy, Greece, France, South Korea, China, and the United States. Yingli has more than 10 offices worldwide, with their headquarters in Baoding, China. Fine Silicon, a subsidiary of Yingli, is their in-house polysilicon manufacturing facility which commenced trial production in December of 2009. The facility is state-of-the-art and was designed for an annual production capacity of 3,000 MT. This facility takes a different approach to the manufacturing process. Fine Silicon does not use any chlorides or TCS, which makes this facility environmentally conscious. To view some of Yingli’s products, check out http://www.yinglisolar.com/. Yingli Green Energy is traded on the NYSE for $12.25 per share and has a market cap of $1.80 billion.</p>
<p>Solar power is gaining momentum in the marketplace. Breaking the $1 per watt ratio is only the beginning. People say that solar is not efficient enough and it is just too expensive. This reminds me of a stigma that existed not too long ago with computers. Computers used to be huge, inefficient and slow. Now computers  are getting faster, smaller and more efficient. Any computer owner will tell you that it seems like their new computers get outdated every 6 months. Solar will overcome other energies because solar power is technology. In the future, fossil fuels will be a thing of the past and people will wonder how they ever lived without solar power.</p>
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		<title>Natural Gas is Overtaking Oil in China</title>
		<link>http://chinesepubliccompanies.com/natural-gas-is-overtaking-oil-in-china-027/</link>
		<comments>http://chinesepubliccompanies.com/natural-gas-is-overtaking-oil-in-china-027/#comments</comments>
		<pubDate>Tue, 27 Jul 2010 13:24:21 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>
		<category><![CDATA[NASDAQ:CHNG]]></category>
		<category><![CDATA[NASDAQ:SNEN]]></category>
		<category><![CDATA[NYSE:PTR]]></category>

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		<description><![CDATA[PetroChina Company Limited (ADR) (Public, NYSE:PTR), China Natural Gas, Inc. (Public, NASDAQ:CHNG) and Sinoenergy Corporation (Public, NASDAQ:SNEN) are all in the business of creating energy for the market. Although PetroChina is involved in other markets such as oil, natural gas is the uniting factor in these companies’ profiles.
PetroChina is the largest natural gas transporter and [...]]]></description>
			<content:encoded><![CDATA[<p>PetroChina Company Limited (ADR) (Public, NYSE:PTR), China Natural Gas, Inc. (Public, NASDAQ:CHNG) and Sinoenergy Corporation (Public, NASDAQ:SNEN) are all in the business of creating energy for the market. Although PetroChina is involved in other markets such as oil, natural gas is the uniting factor in these companies’ profiles.</p>
<p>PetroChina is the largest natural gas transporter and distributor in China. According to the company’s first quarter report in 2010, marketable natural gas output was measured at 609.9 billion cubic feet. The energy giant managed to increase cash flows by 57.3% to ¥138.856 billion cash on hand. Energy is getting bigger and bigger in China, and this company is increasing outputs and pulling more money in by the day. PetroChina is producing, refining and transporting oil and natural gas at a remarkable pace. This company is extending pipelines and getting involved in new areas of production quickly. PetroChina has a market cap of $202.20 billion and their stock is currently trading at $110.48 on the NYSE.</p>
<p>CNG (China Natural Gas, Inc.) is one of the top dogs in providing pipeline natural gas for industrial, commercial and residential use. This company also provides compressed natural gas for vehicles in Xi’an China. CNG is the first China-based natural gas company to be publicly traded in the United States. This company owns and operates 120 kilometers of compressed natural gas pipeline in Xi’an. CNG is a red company, but is definitely green. One of CNG’s profit driven businesses focuses on converting gasoline vehicles into hybrid vehicles. Currently, the company has been able to provide the city of Xi’an with compressed natural gas for its 20,000 taxis, 5,000 buses and 3,000 special purpose vehicles. CNG has a market cap of $148.71 million, and is currently being traded at $7.02 per share on the NASDAQ.</p>
<p>Sinoenergy develops and operates retail compressed natural gas stations in China. They also manufacture compressed natural gas vehicles. The company creates natural gas conversion kits for automobiles and gas station equipment in China. Sinoenergy manufactures custom pressurized containers for use in the petroleum and chemical industries. Sinoenergy is doing so well that they are paying back a good portion of their notes payables in 2009 that are not due until 2012. The total assets for Sinoenergy were $140.991 million according to their Amended 10-Q filed on March 31 2010. Sinoenergy’s market cap is $27.23 million, and their stock is currently being traded at $1.71 per share on the NASDAQ.</p>
<p>Each of these companies are involved in different aspects of the production, refinement, distribution and conversion of compressed natural gas into the marketplace. Oil in a downturn. Businesses and consumers are working towards finding an alternative energy source that is cheaper. Natural gas is currently standing as the solution, because the infrastructure is in place and people are ready for a different kind of energy source. These Chinese companies are all taking on the reality of natural gas in different ways, but they all agree on where they will be investing their money in the future.</p>
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		<title>Chinese Based Manufacturing Edging Towards Relocation</title>
		<link>http://chinesepubliccompanies.com/chinese-based-manufacturing-edging-towards-relocation-113/</link>
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		<pubDate>Tue, 20 Jul 2010 19:46:41 +0000</pubDate>
		<dc:creator>Blake Johnson</dc:creator>
				<category><![CDATA[Commentary]]></category>
		<category><![CDATA[NYSE:HMC]]></category>

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		<description><![CDATA[Chinese based manufacturing companies are setting the stage to move production facilities more inland due to workers demands for higher wages. The port cities are growing too costly, and large companies who are aware of the situation, are simply going to start relocating their manufacturing facilities farther inland in China. It really boils down to [...]]]></description>
			<content:encoded><![CDATA[<p>Chinese based manufacturing companies are setting the stage to move production facilities more inland due to workers demands for higher wages. The port cities are growing too costly, and large companies who are aware of the situation, are simply going to start relocating their manufacturing facilities farther inland in China. It really boils down to a two fold reason. </p>
<p>First off, workers on the coast of China have been going to work for about 20 years now, and are starting to want more out of local companies. These workers are becoming union organized and demanding higher wages. Also, these workers are aware that they are creating products for highly developed countries who pay a premium price, so it only adds to the desire for higher wages. However, what these workers may not know, is that manufacturers are becoming highly mobile in a global economy. Manufacturers will move to Central and Western China when they are tired of raising the stakes for workers. They will also start opening new ports in South East Asia if they have to. Wages are low, and few companies have broken ground at this time.</p>
<p>Workers are getting more and more frustrated with low wages and heavy work loads. According to Elaine Kurtenbach of the Associated Press, on June 1st of 2010, workers for HONDA MOTOR CO., LTD. (ADR)(NYSE:HMC) in China at a Foshan supply plant demanded more than the 24% increase in wages that Honda had promised them. After the car manufacturer announced that it planned to increase production to an additional 830,000 units by 2012,  the workers went on strike.</p>
<p>Suicides have been reported at a factory in Shenzhen. Foxconn Technology Co., Ltd. (TPE:2354), who is the largest electronics maker in the world, employs over 300,000 workers at its Shenzhen location. On January 15th of 2010, over 2,000 United Win (China) Technology Ltd. Co. workers in Suzhou went on strike over poor working conditions, which eventually lead to a riot. Although it is understandable that workers would like to enjoy the fruits of their labor, the only reason manufacturing plants exist in China is because of the low wages. Hopefully workers will realize that some jobs are better than no jobs. Hopefully this realization comes before companies start pulling out of China, leaving labor too plentiful and wages dormant.</p>
<p>Secondly, there is a traditional model of manufacturing that is about to be dealt a death blow. In the past, companies would traditionally try to locate their manufacturing facilities as close to ports as possible to reduce shipping costs. However, that model is overlooking how saturated a labor market becomes when you have demand for labor through the roof because you have collectively put all of your eggs in one basket. Instead of locating your manufacturing facility where there are already plenty of shipping jobs in existence, why not set up shop on a rice patty where workers demand less and work harder?</p>
<p>Have you ever stayed up late enough to notice a farmer harvesting his grain at 2:00am? Farmers will spend all day and night pulling in a harvest and breaking their backs for extremely low pay. Farmers truly know the meaning of dusk til’ dawn, and they know how to get a job done. That is the type of worker that manufacturers need. Lets take for example the Honda plant in Greensburg Indiana. It was a small town in the Midwest filled with farmers. I believe that the reasons Honda came to Greensburg of all possible locations, was because of the hard workers, infrastructure, and low wages. The market was not saturated with high demands for labor. It was ripe with a can do attitude and customer loyalty. I cannot help but think the same principal remains true for farmers with rice patties in Central and Western China.</p>
<p>The restructuring of manufacturing probably will not happen today or tomorrow, but it will happen. Like many things, it can be expected to happen in gradual increments. Fewer and fewer businesses will open up on the coast. Then companies will start moving pieces of their daily operations to different locations. Hopefully this article is in vein and workers will realize the potential danger of their actions before companies start their big move.</p>
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		<title>SunSi Energies Inc: An Undiscovered Solar Pure Play</title>
		<link>http://chinesepubliccompanies.com/sunsi-energies-inc-an-undiscovered-solar-pure-play-112/</link>
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		<pubDate>Tue, 13 Jul 2010 14:25:37 +0000</pubDate>
		<dc:creator>Thom</dc:creator>
				<category><![CDATA[Commentary]]></category>
		<category><![CDATA[NASDAQ:JASO]]></category>
		<category><![CDATA[NYSE:LDK]]></category>
		<category><![CDATA[NYSE:SOL]]></category>

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		<description><![CDATA[What do LDK Solar Co., Ltd. (LDK), ReneSola Ltd. (SOL) and JA Solar Holdings Co., Ltd. (JASO) have in common? They all utilize Trichlorosilane (TCS) as a key ingredient in the manufacture of photovoltaic solar modules, also produced by companies such as SunSi Energies Inc. (SSIE).
Trichlorosilane is a chemical compound that contains silicon, hydrogen and [...]]]></description>
			<content:encoded><![CDATA[<p>What do LDK Solar Co., Ltd. (LDK), ReneSola Ltd. (SOL) and JA Solar Holdings Co., Ltd. (JASO) have in common? They all utilize Trichlorosilane (TCS) as a key ingredient in the manufacture of photovoltaic solar modules, also produced by companies such as SunSi Energies Inc. (SSIE).</p>
<p>Trichlorosilane is a chemical compound that contains silicon, hydrogen and chlorine, which at high temperatures decomposes to produce silicon, and purified trichlorosilane. It is the principal source of ultrapure silicon that is used in both the stable semiconductor industry and the emerging solar industry.</p>
<p>While the chemical is primarily produced by large chemical companies like The Dow Chemical Company (DOW) and E.l. du Pont de Nemours &amp; Company (DD), SunSi Energies Inc. (SSIE) aims to consolidate the supply being produced in one of the world’s largest consuming countries – China.</p>
<p>SunSi Energies has already established a Hong Kong-based subsidiary, SunSi Energies Hong Kong Inc., which will source Chinese TCS production facilities. In fact, the firm has already acquired 90% of Zibo Baokai Commerce and Trade Co. (“Baokai”). Baokai owns the exclusive distribution rights within China of the TCS produced by Zibo Baoyun Chemical plant (ZBC).</p>
<p>This acquisition will allow SunSi to begin generating revenues, pending the completion of other Joint Venture transactions with TCS producers, and to strengthen SunSi’s presence within the growing Chinese market, particularly with large Chinese polysilicon producers.</p>
<p>Over the next three years, SunSi Energy plans to acquire facilities and expand to a manufacturing capacity of over 125,000 metric tons per year. While most of the sales will initially be to Chinese companies, the firm plans to expand its sales efforts into higher-margin markets like Europe.</p>
<p>With margins of between 20% and 40%, TCS is significantly more profitable than other products along the solar value chain. And while the commodity has fallen moderately in 2009, the economic rebound in 2010 has helped prices recover significantly from their lows.</p>
<p>Many experts anticipate the solar industry will rebound in 2010 and 2011, despite the economic downturn. Solarbuzz, a highly-respected industry source, projected that the industry would more than double over the 2007 levels by 2012, with a growth rate of over 135%.</p>
<p>Investors looking to play this trend may want to look beyond the traditional solar companies and into a “pure play” further up the value chain – SSIE Valued at just $85.67 million, this stock has the potential to capitalize on the continued move towards alternative energy in the U.S. and abroad.</p>
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		<title>Is There Really a Bubble in China?</title>
		<link>http://chinesepubliccompanies.com/is-there-really-a-bubble-in-china-112/</link>
		<comments>http://chinesepubliccompanies.com/is-there-really-a-bubble-in-china-112/#comments</comments>
		<pubDate>Mon, 12 Jul 2010 17:56:36 +0000</pubDate>
		<dc:creator>Thom</dc:creator>
				<category><![CDATA[Commentary]]></category>
		<category><![CDATA[NYSE:CHXX]]></category>

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		<description><![CDATA[China currently holds the position as one of the fastest growing major economies in the world.  Many countries are experiencing economic slumps while the Chinese economy continues to grow.  How is this possible?  Many people believe China’s economy is a bubble about to burst.  Others believe the China Infrastructure Index ETF [...]]]></description>
			<content:encoded><![CDATA[<p>China currently holds the position as one of the fastest growing major economies in the world.  Many countries are experiencing economic slumps while the Chinese economy continues to grow.  How is this possible?  Many people believe China’s economy is a bubble about to burst.  Others believe the China Infrastructure Index ETF (NYSEArca: CHXX) will provide China with necessary resources to implement an efficient long term growth strategy.  </p>
<p>Just recently, China implemented an infrastructure index fund, enabling U.S. investors to invest in China’s infrastructure sector.  The ETF is designed to invest in the 30 largest infrastructure development companies that are focused on developing China’s infrastructure (roads, bridges, housing, skyscrapers, etc.).  The fund was launched at $20 per share, and an annual expense of .85% can be achieved in the trading of this fund.  On the first day of trading, the fund advanced to 3.8%, with a volume of only 14,000 shares.  </p>
<p><strong>BEARISH ARGUMENT: CHINA IS A BUBBLE ABOUT TO BURST?</strong></p>
<p>Many countries around the world are experiencing economic turmoil, and a continuous struggle to stay a float.  Meanwhile, China is experiencing economic growth.  How can this be?  China’s government may be presenting economic measurements that do not represent China’s true position, enabling false and misleading growth estimates to be achieved.  Also, many individuals believe the Chinese government is relying on alternative methods when calculating measurements of economic stability, providing government officials with the ability to present confusing measurement results.  </p>
<p>Gross domestic product (GDP) is a measurement of a country’s overall economic output.  GDP=(C+INV+G+(eX-i)), can be calculated by adding private consumption, gross investment, government spending, and the difference between exports and imports.  Some analysts are claiming that China’s GDP results have to be skewed.  Many wonder how China’s economy continues to grow even though many parts of the world are experiencing recessionary difficulties.  Analysts criticize the Chinese government due to the fact that China has experienced social unrest for some time now, and that inflationary movement causes a growing disparity of income difference between the rich and the poor.  How can Chinese officials claim economic growth when facing the troubles of heightened turmoil?</p>
<p>A major indirect cause of social unrest is the growing gap between the incomes of the rich and poor, and government interference in rural areas.  In recent years, Chinese officials have stripped farmers from their lands in attempts to implement industrial and urban development procedures.  Many citizens have grown very angry, claiming that government land seizures were insufficient due to the fact that proper compensation was not offered.  Also, many citizens are claiming that local officials have been inconsiderate and that physical force had been used on many occasions.  In regard to all the protests and riots, government leaders have taken the initiative to restore public trust, but does the future look positive for China?</p>
<p>COMPANIES TO AVOID IN CASE OF BEARISH ARGUMENT!</p>
<p>Analysts supporting China&#8217;s bubble might warn investors to stay away from Chinese real estate, infrastructure development, and natural resource imports.  Those analysts might claim that China’s government has been presenting false and misleading information about economic growth.  Those in opposition of Chinese investments might believe China is a lone dog in search of foreign investments.  </p>
<p><strong>BULLISH ARGUMENT: CHINA IS ON THE RIGHT TRACK!</strong></p>
<p>Increased GDP (C+Inv+Government Spending+(eX-i)) measurements can be achieved in various ways.  For example, the infrastructure index fund can provide China with necessary resources to achieve a higher GDP.  The Chinese government has centered much on the development of various types of infrastructure, enabling increased government spending measurements to be achieved.  Also, providing an infrastructure index fund may lure potential investments, enabling higher investment measurements to be achieved.  Infrastructure investments will provide China with the necessary resources to implement a development strategy, enabling the country to be better equipped for future world growth.  </p>
<p>&#8220;Infrastructure is attractive in China, in part because of their one-party system,&#8221; said Richard Kang, CIO and director of research at EG Shares. &#8220;This is not supportive of a communist system, but having a one-party system allows for long-term planning. [It’s easier] for China to invest in a national highway system, a national railway system. … Controlling social unrest is a prime directive of the one-party state, and that means giving people what they want, which means putting money into better roads, shopping centers, etc.”  China might as well invest in developing domestic infrastructure while many other countries remain in a recession.  After all, China is a huge manufacturing hub with huge amounts of resources to allocate.  </p>
<p>Some people believe the infrastructure boom is a bubble waiting to burst, but the infrastructure fund may hold great potential.  Sure, Chinese officials have stripped many landowners from their land in order to expand urban development.  Sure, government spending has led to increased inflation, which ultimately causes less spending power for every dollar spent by the Chinese citizens.  Also the gap continues to grow between the rich and the poor.  China’s citizens may have no choice but to flee into the city in search of better paying jobs.   </p>
<p>I believe investing in infrastructure may lead to positive returns.  China is a world power that many countries<br />
are counting on to survive.  China holds billions of people which may force Chinese officials to plan five steps ahead in order to sustain future socioeconomic stability.  According to the World Bank and other sources, average rural incomes in China are less than one-third of urban incomes.  Citizens in search of urban relocation will be forced to work in businesses located in urban areas due to this income average.  Therefore, many empty buildings may be filled with a continuous flow of citizens in search of relocation, enabling those with infrastructure investments to reap possible returns.  </p>
<p>Many people are comparing China’s economic position with that of the recent U.S., but political and economic differences separate these countries.  China’s economy is structured around a one party state, while U.S. officials look to a four party system for guidance.  China can implement strategies much easier than the U.S. economy can due to the fact that government cooperation does exist.  Also, China can learn from trial and error committed by the U.S.  Hopefully all goes well with the infrastructure fund, and that a higher standard of living can be achieved throughout the world.  After all, all countries are now involved in the global restructuring process due to the fact that one countries inflationary movement affects all others.  Also, remember that outsourcing (global trade) leads to a higher standard of living for all countries, due to specialization of labor.  </p>
<p>COMPANIES THAT MAY BENEFIT FROM BULLISH ARGUMENT!</p>
<p>Analysts in support of China’s growth strategy might persuade investors to focus on companies assisting in China real estate, infrastructure development, and natural resource importation.  Those analysts might claim that China’s government has chosen a productive path, enabling increased GDP measurements to be achieved.  Also, many might say China is not a lone dog and that all economic movements can affect economies across the globe.  Therefore, many countries are involved in a global restructuring process.  </p>
<p><strong>THE RELATIVELY SMALL CYRP COMPANY CAN ASSIST CHINA IN TRACKING SHIPMENTS</strong></p>
<p>CYBRA Corporation (CYRP.OTC) is a leader in bar code and RFID technology, focused on design and service of electronic data systems, similar to companies like BIO-key International, Inc. (BKYI) and Zebra Technologies Corp. (ZBRA).  Just recently, CYBRA Corporation entered into an agreement with the Chinese Waterborne Transportation Institute (WTI) and Key West technologies, LLC.  Forming a joint venture with the People’s Republic of China Ministry of Transportation will provide great opportunities for CYRP.  China based companies can look to CYRP for assistance, providing a more effective process of managing cargo.  </p>
<p>Electronic data systems offered by CYRP may provide Chinese companies with the ability to monitor all cargo shipments, enabling operational costs to be minimized.  Stolen cargo results in $30-50 billion per year losses, while an estimated $38 billion per year is concentrated on managing empty cargo containers.  Cargo products ca be directed, monitored and measured when using CYBRA’s electronic data systems.  RFID applications can be used in enterprise supply chain management, enabling companies to implement a more efficient tracking process.</p>
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