The hottest machinery industry recovers as a whole

2022-09-23
  • Detail

The overall recovery of the machinery industry and the local prosperity of the construction machinery industry

the overall recovery of the machinery industry and the local prosperity of the construction machinery industry

20 will bring a breakthrough change to China's EPS industry. China Construction machinery information

Guide: the recovery trend of the machinery industry is clear. Since 2009, the boom trend of the whole machinery industry has continued to rise, exports have rebounded, and the overall recovery trend is clear. The rise in steel prices and the expectation of RMB appreciation have a slight impact on the industry, but have little impact on high-end products. Construction machinery: excellent

the recovery trend of the machinery industry is clear. Since 2009, the boom trend of the whole machinery industry has continued to rise, exports have rebounded, and the overall recovery trend is clear. The rise in steel prices and the expectation of RMB appreciation have a slight impact on the industry, but have little impact on high-end products

construction machinery: excellent sales performance cannot offset the hidden worries of investment decline. The sales volume of construction machinery in the first quarter was excellent, but the performance of the sector was poor due to concerns about credit contraction and investment. 6. Digital impact testing machine: the use of single-chip microcomputer controlled simple beam impact testing machine fell (especially real estate investment). In the first half of the year, the sales volume of the industry was excellent, which was high in the first half of the year and low in the second half of the year. It has become the consensus expectation of the market that the automatic control experiments of constant velocity loading, constant velocity deformation and constant velocity displacement can also be carried out. We believe that it is difficult for the plate to have an overall opportunity in the second quarter. However, the valuation advantage of the sector is obvious, the long-term value appears, and the risk of decline is small

general machinery: moderate recovery, reasonable valuation. The downstream of general machinery is the whole manufacturing industry, and the recovery of the industry is relatively mild. The consumption structure upgrading and import substitution trend of the machine tool industry is obvious. It is suggested to pay attention to the leading enterprises producing large-scale high-end machine tools. There are many kinds of general components with different prosperity. It is suggested to pay attention to some nuclear power, wind power and other related components with high prosperity

transportation equipment: Boom differentiation. Ship market: new ship orders have bottomed out, but the ship price has not yet bottomed out. BDI is still at a relatively low level. Pay attention to the trading opportunities brought by the bottom of ship price. Railway equipment: the market has doubts about whether there is incremental demand for railway equipment after 2012. At present, the valuation of railway equipment is relatively high, and there is a temporary lack of catalyst for rising. But for Polaris, the high scenery before 2012 is undoubtedly a better defensive variety

investment strategy. We suggest focusing on three types of investment opportunities. First, the export sector, especially for exports from emerging markets, recommends CIMC and Shantui shares; The second is to recommend Sany Heavy Industry for the undervalued varieties of deterministic growth (benefiting from the internal driving forces such as foreign capital substitution and product upgrading); Third, event type investment opportunities (expected clear overall listing, introduction of strategic investors, etc.), recommend Qinchuan development, XCMG group and other stocks

Copyright © 2011 JIN SHI