The hottest machinery industry is optimistic about

2022-09-21
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The machinery industry is optimistic about emerging sub industries

as of December 31, 2011, the machinery and equipment index had a cumulative decline of 38.48% for the whole year, which is the second largest decline since 2000, second only to 2008. The main factor leading to this trend in the machinery industry in 2011 is the concentrated release of market risk, industry risk and corporate risk

looking forward to the future, from the perspective of short cycle, we predict that the machinery industry will still be in the period of cycle decline in the first half of 2012, which will affect the valuation improvement and profit growth of cyclical companies such as construction machinery. We will clarify the Standard Test Method ASTM e488 (9) 6, which uses five years to reduce the anchor bolt strength vacuum device in coarse steel concrete and masonry materials, with a capacity of 100million (1) 500 million tons suppressed the share price performance of related stocks. With the recovery of the economic bottom in the second half of the year, cyclical stocks will regain the opportunity to buy. In the medium term, after the rapid growth in the past 10 years, the scale of domestic automobile, real estate, steel, electric power, coal and other industries has expanded to varying degrees. Important products of the machinery industry, such as power generation equipment, steel equipment, large power transmission and transformation equipment, although there are still many uncertain factors in the external environment, the scale expansion of construction machinery, heavy mining machinery and other industries is more obvious, and they have jumped to the top of the world, This marks that China's industrialization and urbanization have entered the middle and late stage

we believe that the space for the continued expansion of the scale of these major industrial industries and the machinery products they serve will be limited to varying degrees, and the industrial economy will enter the transition stage of new and old growth drivers. At this stage, the decline in the growth rate of the machinery industry will be a high probability event, and some sub industries whose demand has met the ceiling in succession will face the risk of falling behind in the new cycle in the future. Correspondingly, some emerging sub industries that are still in the growth stage are expected to achieve greater growth in the future cycle

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