The hottest machinery industry is booming, and the

The boom of the machinery industry is good, and the sub industry is worth mining

the boom of the machinery industry is good, and the sub industry is worth mining

China Construction machinery information

Guide: under the background of the continuous growth of fixed asset investment, the moderate rise of steel prices and the sharp rebound of exports, it is expected that the boom of the machinery industry will increase significantly in 2010. There are many sub industries in the machinery industry, with differentiated performance. Specifically, the downstream demand of construction machinery industry, rail transit manufacturing industry and heavy machinery industry

under the background of the continuous growth of fixed asset investment, the moderate rise of steel prices and the sharp rebound of exports, it is expected that the prosperity of the machinery industry will increase significantly in 2010. There are many sub industries in the machinery industry, with differentiated performance. Specifically, how to choose the compression and bending testing machine? Look, the downstream demand of the construction machinery industry, rail transit manufacturing industry and heavy machinery industry has significantly warmed up, and it is expected to take the lead in recovery; The comprehensive recovery of machine tool and shipbuilding sub industries still needs to wait, but there are also trading investment opportunities

the rebound in demand is greater than the increase in cost

under the background of continuous growth in fixed asset investment, mild rise in steel prices and sharp rebound in exports, it is expected that the prosperity of the machinery industry in 2010 will be significantly higher than that in 2009. First, the main driving factor of the machinery industry is the new capacity or capacity transformation of downstream manufacturing and infrastructure industries. Therefore, fixed asset investment will become the direct driving force to drive the performance of the machinery industry. CICC believes that affected by the increase in the base, the growth rate of infrastructure investment will fall in 2010, but it will remain above 10%, and the growth rate of real estate investment is expected to be%; With the gradual improvement of the profitability of the manufacturing industry, the investment in 2010 is expected to increase compared with 2009. Analysts predict that fixed asset investment is expected to maintain a growth rate of 24% in 2010, which will become a positive driver for the machinery industry, accounting for more than 1/3 of vehicle materials

secondly, steel costs account for a large proportion of the costs of machinery enterprises like other emerging industries, and the fluctuation of steel prices is an important factor affecting the profitability of the industry. The recovery of steel prices is often accompanied by the economic recovery and the improvement of the demand of machinery enterprises. Historical data show that in the stage of steady recovery of steel prices, the demand for mechanical products rebounded more than the cost, the profit margin of the machinery industry rose, and the stock prices of related companies performed better, for example, in. Analysts pointed out that due to the large capacity of the steel industry, steel prices will rise moderately in 2010. In this context, the demand growth of the machinery industry will be faster than the rise in steel prices, and the profit recovery of listed machinery companies is expected to accelerate

thirdly, with the increasing expectation of world economic recovery, the overseas demand of the machinery industry is expected to improve in 2010. CITIC Securities pointed out that there is a significant positive correlation between China's machinery industry exports and global economic growth. If the global economy grows by 1 percentage point, the machinery industry exports will increase by 8.9 percentage points. Shandong Sida is a modern high-tech company focusing on research and development, design, production and sales of experimental equipment. The international competitiveness of China's machinery products has increased day by day. The sharp rebound in exports in 2010 is a high probability event. Taking into account the exchange rate, export trade friction and other factors, CITIC Securities predicts that the growth rate of China's machinery exports in 2010 will be about 15%, and the machinery industry will usher in a thematic investment opportunity of export recovery

in 2010, the overall trend of the machinery industry was good, but the recovery time of sub industries was different. Among many sub industries, the construction machinery and rail transit manufacturing industry is expected to take the lead in recovering, with a sharp rebound in prosperity. Machine tools, shipbuilding and other sub industries are slightly inferior, and a comprehensive recovery is yet to be seen

the increased investment in response to the financial crisis has a significant pulling effect on the construction machinery industry. With the commencement of high-speed rail, water conservancy, highway and other projects, the demand of the construction machinery market has been stimulated. The overall development of the domestic construction machinery industry in 2009 exceeded the expectations of most people at the beginning of the year. Since there are many new projects in 2009, it is still necessary to have funds to keep up in 2010 in order to complete and generate benefits

therefore, it is expected that the growth rate of fixed asset investment in 2010 will remain at a high level, and the prosperity of the construction machinery industry will continue to rebound

China Merchants Securities pointed out that the current economic development has entered a dual stage of policy stimulus and internal demand recovery. It is expected that government investment in 2010 will increase slightly compared with 2009, and the rebound in real estate and manufacturing profits will lead to a sharp rebound in private investment

in this context, the real estate, mining and engineering construction industries will increase significantly, which will drive the demand for construction machinery to continue to remain strong, especially excavators, concrete machinery, cranes and other products

at the same time, China's construction machinery industry has cost advantages and scale advantages, high product cost performance and broad export space. The export of construction machinery has bottomed out in 2009, and the export growth rate is expected to reach more than 20% in 2010. In particular, the export recovery of bulldozers and forklifts is promising. In terms of individual stocks, analysts are generally optimistic about Sany Heavy Industry, XCMG machinery, Anhui Heli, etc

for the rail transit manufacturing industry, the current strong railway construction investment will continue until at least 2012, and the industry will usher in huge development opportunities in the next three to five years. With the continuous warming of railway and urban rail transit construction, the industry will maintain a rapid growth momentum in 2010. With the continuous recovery of the economy and the rise of railway traffic volume, it is expected that the order volume of passenger and freight cars will increase by 20% - 30% in 2010

in addition, China's railway equipment enterprises have a low market share in the world. With the recovery of foreign railway freight demand, China's railway equipment enterprises are also expected to gradually increase their train exports. In the long run, there is a large overseas market space