China's national economic plans have been reduced to a shambles, which is great news for investors in energy, materials and capital equipment.At least for a while. I'd say we have 12 to 18 months of relatively clear sailing before the bills come due, as they always do. My advice: Rejoice for a moment and then add to share positions in companies likely to benefit from the shambles. In this column, I'll give you 10 stocks that fit that profile. And watch like a hawk in 2008 for signs either that the Chinese economy is reaching a boiling point or that the Chinese government is ready to get serious about turning down the flame under the pot.