The hottest machinery industry commented in Decemb

Comments on the machinery industry in December: focus on high-speed rail, heavy machinery, nuclear power, UHV

the machinery industry maintained a high level in the fourth quarter of 2010. According to the data of the Machinery Industry Federation, in 2010, the machinery industry increased by 34.26% year-on-year, and the growth rate rose by 0.17 percentage points month on month; Exports increased by 34.32% year-on-year, and the growth rate fell by 0.97 percentage points month on month. It is expected that the revenue of the machinery industry will increase by about 20% and the profit will increase by about 15% in 2011, which will be significantly lower than the revenue growth of more than 30% and the profit growth of about 40% in 2010

the demand for construction machinery was still strong in the fourth quarter of 2010. The sales output value of construction machinery in 2010 was 4. Mr. Li Jun, vice president of Shanghai Huayi (Group) Company and chairman of Shanghai chlor alkali, said that it was 29.9 billion yuan, a year-on-year increase of 48.23%, and the growth rate fell by 1.41 percentage points month on month. It was mainly used for experiments such as stretching, tightening, tortuosity and shearing of metal and non-metal materials, which showed that the demand was still very strong. With the continuous tightening of domestic monetary policy, the growth rate of construction machinery industry is expected to fall back to 15% - 20% in 2011

the demand for machine tools was stable in the fourth quarter of 2010. In 2010, the sales output value of domestic machine tool industry was 617.8 billion yuan, with a year-on-year increase of 41.43%. The growth rate increased by about 0.34 percentage points month on month, and the overall demand was stable

it can cut soft plastic sheets of various thicknesses within the range of 1 (6) mm

in 2011, we expect the growth rate of automobile and construction machinery, the two major downstream industries of the machine tool industry, to fall back, and the growth rate of the machine tool industry is also expected to fall to about 15%. Among them, the decline of general machine tools is large, and the heavy machine tools mainly used in heavy industry are expected to recover

in the fourth quarter of 2010, heavy mining machinery operated in the rising channel. In 2010, the sales output value of domestic heavy mining machinery industry was 697.4 billion yuan, with a year-on-year increase of 25.27%. It is operating in the rising channel. Under the intervention of policies, this round of economic cycle comes and goes in a hurry. We expect that the demand for heavy mining machinery will still recover in 2011, but the degree and duration of recovery will be less than those of previous economic cycles

electric power investment turns to UHV, nuclear power and hydropower. According to the data of China Electricity Council, the investment in power construction in China in 2010 was 364.1 billion yuan, a year-on-year decrease of 1.89%, of which hydropower and hydropower declined, while wind power and nuclear power increased. In 2010, the investment in power construction in China was 341billion yuan, a year-on-year decrease of 1%, of which 500kV fell, 220kV increased slightly, and 750kV increased significantly. In the future, power investment will turn to UHV, nuclear power and hydropower

railway equipment enters the peak period of delivery. According to railway data, the national railway infrastructure investment in 2010 was 709.1 billion yuan, an increase of 18.07% year-on-year. Dust rings were also set in the first November of 2010, and the purchase of locomotive and rolling stock was 81.1 billion yuan, an increase of 39.76% year-on-year. In 2011, the national railway infrastructure investment was 700billion yuan, a slight decline compared with the same period. In the future, railway equipment will enter the peak period of delivery

investment rating and risk factors. Maintain the recommended rating of the industry, and it is recommended to focus on leading companies in high-speed rail, UHV, nuclear power, hydropower and other subdivisions. The risk lies in macro-control

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