The hottest machinery industry focuses on clear po

Machinery industry: focus on the policy to clarify the expected good opportunities

Machinery Industry: focus on the policy to clarify the expected good opportunities

China Construction Machinery Information

Guide: under the main tone of steady growth and structural adjustment, the growth rate of fixed asset investment will slow down. The significant decline in investment in railway construction and real estate will drive the growth rate of fixed asset investment to slow down in 2012; But at the same time, fields such as agricultural construction, energy conservation and emission reduction, affordable housing and urban rail transit will be structured

under the main tone of steady growth and structural adjustment, the growth rate of fixed asset investment will slow down. The significant decline in investment in railway construction and real estate will drive the growth rate of fixed asset investment to slow down in 2012; But at the same time, agricultural construction, energy conservation and emission reduction, affordable housing, urban rail transit and other fields will receive structural support. The overall investment idea of the industry: focus on the sub sectors with sustained prosperity such as agriculture, coal and oil and gas development, pay attention to the policies of construction machinery and railway transportation equipment, and clarify the investment opportunities brought by the expected improvement

coal machinery: the downstream demand is stable. Driven by factors such as the integration of the coal industry and the renewal and replacement of equipment, there is still room for improvement in the mechanization rate of coal mining, and the demand for equipment is stable. The length of glass fiber can generally reach 15mm to 30mm. It is expected that the compound annual growth rate of the coal machinery industry will reach about 22% during the 12th Five Year Plan period. We can pay attention to industry leaders with competitive advantages and enterprises that actively expand product chains and complete sets of equipment, such as Zheng coal machinery [24.87 4.58%], Linzhou heavy machinery [11.04 1.56%], etc

agricultural machinery: policy support. The output value of China's agricultural machinery industry has maintained an increase of more than 20% for four consecutive years, and the continuous increase of financial subsidies for machine purchase is the main reason. We can pay attention to the fields of rice seeders, corn harvesters and other varieties, which are still in a low mechanization rate, have great potential and are in a period of rapid growth; Choose enterprises that benefit from the financial subsidy policy and have competitive advantages and rapid growth potential in the segmented fields, such as Xinyan Co., Ltd. [28.90 1.12%]

oil and gas energy equipment: under the background of broad prospects for the LNG industry, relevant application equipment enterprises with technical advantages and other competitiveness, such as low-temperature storage and transportation and application equipment enterprise Furui tezhuang [40.70 2.11%], will be released first; Enterprises that benefit from the development of unconventional energy, such as coalbed methane and shale gas, equipment products are competitive in development activities such as cementing and fracturing, and continue to expand to new products and provide technical services, such as jerui [70.00 1.79%]

rail transit equipment: the construction of high-speed railway has changed from leap forward to stable, and the general direction of railway construction will remain unchanged; The construction of urban subway will still maintain a rapid development trend. We can pay attention to the enterprises that benefit from the stable demand of railway locomotives, bullet trains, freight cars and other urban rail transit construction with great benefit potential, and whose performance is determined, such as CSR [4.33 0.23%], CNR [4.25 0.47 internal air can be discharged%] after circulating for a period of time

construction machinery: affected by the slowdown of real estate and railway construction investment in the short term, the continuous promotion of urbanization and the improvement of export competitiveness support the long-term growth of the industry. We can pay attention to the opportunities brought by the relaxation of monetary policy, the rapid growth of infrastructure such as water conservancy construction, and the better than expected downstream demand such as the construction of affordable housing, and choose leading enterprises with strong financial strength, technology and service capabilities and strong export competitiveness, such as Sany [12.54 1.21%], Zoomlion [7.69 1.18%], etc

risk tip: macro policies such as monetary policy continue to tighten; Investment in fixed assets is lower than expected; The intensification of industry competition and the continuous increase of human costs have reduced the profitability of enterprises. With the enhancement of the economic strength of the countries in the above two regions