Since the second half of the international financial crisis to Chinese export-oriented industries has brought great impact. In the first half of this year, the international market to export enterprises, inevitably give half annals negative impact on performance. However, the United States, the European Union recently hit bottom, the weakening of market economic recovery. Analysts believe the economy benefited from domestic and export policy support and recovery, and export related enterprise second half performance will be significantly better than the first half.

Shipping industry etc. Benefit export

According to the China federation of logistics &purchasing data in July, new export orders index for three consecutive months 52.1%, located in more than 50%, displayed in the world economy hit bottom, under the background of the Chinese economy and continue to expand into. From export, June this year to increase exports 954 million dollars, annulus 7.43% growth, warmed situation.

Cicc analysis, including shipping and port, coastal highway, container port machinery, and the whole export service chain shipbuilders would benefit from export recovery. From the perspective of outsourcing is closely related with the export, the company to the medium-term performance prediction description reflects industry boom is stabilises. China ocean in April and July in the two results predicted by shipping market, global downturn, affect the medium-term performance. But the latest July forecast is pointed out in dry bulk market rebounded, although the market rebounded to reverse the company of losses, but can foresee as exports and the company's performance has been in the recovery of the bottom half.

Export data shows, the chemical industry, the relevant goods under Chinese exports this year, such as textile and garment reverting to 1-6 apparels exports for 458 billion, down from the annulus, but at 8.5 percent in April, may rise than 0.5%, June 5 months more obvious than rising.

Wind statistics show that the medium-term performance published eight, textile and apparel company's growth performance and achieve 1, 1 home losses declines. Among them, HuaFu color spinning and * ST beauty and growth than 100%. The half-year display and in the first half of this year, the company overseas revenue realized 10,151.76 yuan, a year-on-year growth of 84.97%, realize the profit attributable to the parent company for 2795.61 yuan, 67.93% year-on-year. Company says, overseas markets, the company export sales recovery had the increase in exports self-supporting product sales have risen sharply.

With the weakening of recovery, export-oriented enterprise will gradually out of the performance. In addition to the industry, based on high export earnings to improve flexibility, the trend and relatively cheap valuation, ShenYin Suggestions focus on all nations institute benefited from export recovery of papermaking, light industry, expected appliance industries.

Export drawback policy good performance

Since last August, the country has seven times for export tax rebate rate has been adjusted and improved ease export tax rebates for export enterprises are facing pressure. On June 1st, many companies announced that will directly from export drawback policy benefit.

Elec-tech released on July 15, medium-term performance will be modified after losses of between 500-1000 yuan, is expected to half-yearly forecast right in 180-220 million yuan net. The company says, 2009 half-yearly forecast results appear, one of the reasons for the differences in national electrical appliances product export drawback down from June 1, the company's profits have a positive impact.

In addition, the beautiful xinda, fu, shares, ChengLin shares in companies such as mentioned in the medium-term performance forecast export tax rebates to improve the positive influence.

Some companies have slashed the export business first though, but rather optimistic outlook on in the second half of the year. During the first half of this year, overseas income xingfa group 38.79% year-on-year drop, but the company said half annals, from July 1st national cancelled phosphate rock, yellow phosphorus, especially export tariff phosphoric products, including China, will help expand the phosphorous chemical products for export, phosphorous chemical recovery of second company created favorable conditions. Similar, tech-long also will benefit from the export tax rebate rate hike.

In the export tax rebate rate hike, etc, our policy support labor-intensive products appeared during the first half of the international competitiveness, clothing, bags, shoes and furniture exports decreased respectively, 7.4 8.5%, 4.3% 21.8%, far less than 9.8 per cent and the overall exports fell. At the same time, mechanical and new high-tech product export decreased respectively by 21.3%, good to aggregate and overall exports. Rely on national tax policy support, the chemical industry, electronics, furniture industry of the company is "sunshine" second.