In March 17th, the State Council Premier Li Keqiang said at a press conference: "no new government buildings within the government". The next day, building decoration plate collective frustration, 5 listing Corporation has two limit.Gold Mantis in investors platform said: "the company to the public as the main business, but the government projects accounted for a very small proportion of company project. Company in 2010 to 2012 to undertake the contract amount of government projects were 459000000 yuan, 792000000 yuan, 461000000 yuan, respectively, accounted for 6.09% of the total, 6.61% year contract, 2.69%. Macroeconomic regulation and control policy will have a certain impact for each industry, the company will also actively respond to various changes, be vigilant in peace time, adhere to sound business strategy, achieve steady growth in performance." Yasha shares of Securities Affairs Department of a responsible person also said: "at present the company this business accounted for about 10%, the main business of the company and the rail traffic, headquarters and other major engineering related, influenced by the above news co.."The reporters also learned, Hirota shares in recent years the construction of the annual government projects accounted for only about 5%, pure office projects accounted for less than, the business focused on item five Stars Hotel, large commercial complexes, the housing refined decoration and rail transportation, museum etc..GF Securities analyst Tang Xiao pointed out that the building decoration plate fell more reflects a market transaction of emotional catharsis, limited construction of government buildings did not change the nature of the industry and the company's competitive advantage. In fact, from the beginning of the fourth quarter of last year, the government of new buildings around has decreased, and reflect to the public orders; this time, Premier Li Keqiang is formally proposed in public; the big background in the upgrading of consumption and economic prosperity, the private enterprises may construction decoration engineering more. At the same time, leading the company still has a brand, capital and other advantages, the industry is still in a more standardized development, market concentration is still in ascension.Tang Xiao also said that the building decoration stocks fall actually had begun, the main listing Corporation economies of scale have been basically put in place, profit growth and income growth convergence. In the industry background, company growth is slowing revenue growth slowed down, profit growth and the valuation of the system will be the next step, valuation of the industry is expected to maintain the PE 20 times 15 times to (dynamic earnings ratio) level.From the industry level, the current building decoration plate basic surface changed little, but the plate down or will bring investment opportunities for high-quality stocks. Guotai Junan published research report also pointed out that the policy factors of short-term suppression plate investment sentiment, but the operating surfaces of good posture, will usher in a subsequent rise in space, and "the rise in Gold Mantis, Yasha shares to maintain overweight rating, Hirota shares overweight rating and cautious overweight rating Hong Tao shares, and shares of rui".