The policy sector is picking up, and the industry growth is expected to gradually stabilize and pick up. From January to April, the added value of the machinery industry above the designated size of the country increased by 11.0% year-on-year. Affected by the declining growth rates of the macro-economy and investment, the business climate is still at a low level. Recently, the speed of examination and approval of domestic infrastructure projects has accelerated markedly. A number of major infrastructure projects, steel and other major projects have been approved, and investment growth in infrastructure construction is expected to rebound. However, the policy aspect still needs to be followed.
The construction machinery and railway equipment industry will benefit from the rebound in investment growth. (1) In April, the sales growth of earthmoving machinery's main products is still negative, and the growth rate of excavator and other products is expected to go from negative to positive in the third quarter, and the judgment of bottoming out in the third quarter of the construction machinery industry will be maintained. Attention will be given to Sany Heavy Industry Co., Ltd. Lianpei and other industry leading companies. (2) The recent policy of the railway industry tends to pick up. From January to April, the investment in railway fixed assets across the country was 89.597 billion yuan, a decrease of 48.3% year-on-year, but the growth rate of investment has started to rebound.
The prosperity of the industry, such as mechanical parts, is low, and the industry's leading companies are on the rise. From January to April, the cumulative production of hydraulic components, rolling bearings, machine tools and other products were all negative growth, and the recovery of the industry's economic climate still needs to wait. Leading companies such as Longxi Co., Ltd. and Axis Research and Technology are planning to expand their production capacity significantly, and will have greater potential for development in the future when the industry recovers.
The energy equipment industry maintains a high degree of prosperity and continues to focus on related companies. (1) From January to April, the growth rate of investment in the coal mining and washing industry was 30.01%, and the growth rate of investment in the industry remained high. Continual attention was paid to coal mining machinery companies such as Zheng Coal Machinery and Linzhou Heavy Machinery. (2) In May, the “Offshore Oil 981†deep-water semi-submersible drilling platform officially drilled in the South China Sea waters. As China's deep-sea strategy advances, it will bring market opportunities to the oil and gas development and marine engineering equipment industry. Engineering, Zhongnan Heavy Industry and other related companies.
Industry Investment Strategy: Among the major sub-industries, construction machinery, railway equipment, etc. will benefit from the rebound in the growth rate of investment in infrastructure construction, and the energy equipment industry such as coal machinery and oil and gas equipment will maintain a higher degree of prosperity. Construction machinery, railway equipment, and energy The equipment industry gave a rating that outperformed the trend. Taking into account factors such as industry growth and valuation, attention was paid to companies such as Sany Heavy Industry, Zoomlion, Liugong, Zhengjiji, Robotics, COOEC and Zhongnan Heavy Industry. Risk factors: The macro economy continues to decline, the growth rate of investment in fixed assets is lower than expected, and raw material costs such as steel products fluctuate significantly.
The purpose of this article is to disseminate more information, and it is not related to the position of this website and declined to be reproduced! PanoramaNet does not guarantee the accuracy, reliability and validity of its content. The originality of this version of the article and the text and content stated in the text have not been verified by this site. The authenticity and completeness of this article and all or part of the content and text are not verified. Nature, Timeliness, Accuracy of Data and Charts This site does not make any guarantees or promises. The reader is for reference only, and is not intended as a recommendation for any purchase or sale. Please verify the contents yourself. According to this operation, it is at your own risk.
The construction machinery and railway equipment industry will benefit from the rebound in investment growth. (1) In April, the sales growth of earthmoving machinery's main products is still negative, and the growth rate of excavator and other products is expected to go from negative to positive in the third quarter, and the judgment of bottoming out in the third quarter of the construction machinery industry will be maintained. Attention will be given to Sany Heavy Industry Co., Ltd. Lianpei and other industry leading companies. (2) The recent policy of the railway industry tends to pick up. From January to April, the investment in railway fixed assets across the country was 89.597 billion yuan, a decrease of 48.3% year-on-year, but the growth rate of investment has started to rebound.
The prosperity of the industry, such as mechanical parts, is low, and the industry's leading companies are on the rise. From January to April, the cumulative production of hydraulic components, rolling bearings, machine tools and other products were all negative growth, and the recovery of the industry's economic climate still needs to wait. Leading companies such as Longxi Co., Ltd. and Axis Research and Technology are planning to expand their production capacity significantly, and will have greater potential for development in the future when the industry recovers.
The energy equipment industry maintains a high degree of prosperity and continues to focus on related companies. (1) From January to April, the growth rate of investment in the coal mining and washing industry was 30.01%, and the growth rate of investment in the industry remained high. Continual attention was paid to coal mining machinery companies such as Zheng Coal Machinery and Linzhou Heavy Machinery. (2) In May, the “Offshore Oil 981†deep-water semi-submersible drilling platform officially drilled in the South China Sea waters. As China's deep-sea strategy advances, it will bring market opportunities to the oil and gas development and marine engineering equipment industry. Engineering, Zhongnan Heavy Industry and other related companies.
Industry Investment Strategy: Among the major sub-industries, construction machinery, railway equipment, etc. will benefit from the rebound in the growth rate of investment in infrastructure construction, and the energy equipment industry such as coal machinery and oil and gas equipment will maintain a higher degree of prosperity. Construction machinery, railway equipment, and energy The equipment industry gave a rating that outperformed the trend. Taking into account factors such as industry growth and valuation, attention was paid to companies such as Sany Heavy Industry, Zoomlion, Liugong, Zhengjiji, Robotics, COOEC and Zhongnan Heavy Industry. Risk factors: The macro economy continues to decline, the growth rate of investment in fixed assets is lower than expected, and raw material costs such as steel products fluctuate significantly.
The purpose of this article is to disseminate more information, and it is not related to the position of this website and declined to be reproduced! PanoramaNet does not guarantee the accuracy, reliability and validity of its content. The originality of this version of the article and the text and content stated in the text have not been verified by this site. The authenticity and completeness of this article and all or part of the content and text are not verified. Nature, Timeliness, Accuracy of Data and Charts This site does not make any guarantees or promises. The reader is for reference only, and is not intended as a recommendation for any purchase or sale. Please verify the contents yourself. According to this operation, it is at your own risk.
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