The hottest machinery industry is waiting for the

Machinery industry: wait for the gradual recovery of the industry around the theme of fair investment

Machinery Industry: wait for the gradual recovery of the industry around the theme of investment

China Construction machinery information

Guide: fixed asset investment maintained a high growth. In April and may, fixed asset investment maintained a high growth of about 30%, showing that 4trillion investment, especially major engineering projects, ensured the stability of the domestic demand market of the construction machinery industry, On the whole, the strong growth of fixed asset investment since this year has formed a strong support for the equipment manufacturing industry

fixed asset investment maintained a high growth of about 30% in April and may, showing that 4trillion investment, especially major engineering projects, has ensured the stability of the domestic demand market in the construction machinery industry. On the whole, the strong growth of fixed asset investment since this year has formed a strong support for the equipment manufacturing industry

the industry bottomed out and the recovery accelerated. The export difficulties remain. The cumulative gross industrial output value and sales output value of the machinery industry in January increased by 5.33% and 4.70% year-on-year respectively. The gross industrial output value of all sub industries in the machinery sector increased. The industry may also start to see structural adjustment, and the speed has increased month on month

shows signs of bottoming out and accelerating recovery in some products and sub sectors of the machinery sector. At present, the export situation of the machinery industry is still very serious. The improvement of exports mainly depends on the rising demand after the global economic recovery. It is expected that the export of China's machinery industry will face great difficulties this year, and will maintain a negative year-on-year growth in the short term

comment on the machine tool industry in key sub industries: it is expected to strengthen the market with the integration of the whole industrial chain. The growth rate of the machine tool industry in 2009 is about 10%, of which the growth rate of ordinary machine tools may be negative, and the growth rate of medium and high-end CNC machine tools may be more than 10%; Valve industry: the boom cycle will continue in the second half of the year, and the hot spots in the future will be mainly in the power industry, petrochemical industry, chemical fertilizer, environmental protection, urban construction and other industries; Pump industry: it has rebounded and stabilized, and will gradually recover in the second half of the year. Among them, we can see the breakdown of products, such as good water pumps, nuclear power pumps, and concrete pumps in recent years; Bearing industry: the bearing sub industries we are optimistic about are engineering machinery bearings, wind power bearings, railway bearings, agricultural machinery bearings. The prosperity of these sub industries is in an upward cycle

investment suggestions and recommendations of key companies at present, the export situation of the general machinery industry has not changed. However, driven by domestic downstream demand, the industrial output value and sales output value of the industry are increasing month on month. The production and sales situation of some industries and products is good. It is expected that the industry will be in a trend of first inhibition and then improvement in 2009, and the market performance of the general machinery sector in the second half of the year is still worth looking forward to, Give an investment rating of "stronger than the general trend" to the general machinery industry

our overall investment idea for the general machinery industry in the third quarter is to focus on enterprises that benefit from national infrastructure investment and have guaranteed downstream demand. We expect that the growth rate of fixed asset investment will remain high in the second half of the year, and the high-speed growth trend of the railway equipment industry will also be maintained for a long time. Therefore, we suggest to focus on relevant listed companies, such as East China CNC (25.56,0.44,1.75%) (002248), Kunming Machine Tool (600806), Fayin CNC (002270), Tianma Co., Ltd. (002122), axis research technology (002046)