The hottest machinery industry cold chain equipmen

Machinery industry: the cold chain equipment industry has ushered in a new wave of investment peak

Machinery Industry: the cold chain equipment industry has ushered in a new wave of investment peak

China Construction machinery information

Guide: Recently, the State Council issued the opinions on reforming the railway investment and financing system and accelerating the promotion of railway construction, which pointed out that the railway construction in the 12th Five year plan should be accelerated and the investment plan in 2013 should be overfulfilled, Do a good job in the construction arrangements for the next two years, and give priority to the construction of Railways and related projects in the central and western regions and poor areas

recently, the State Council issued the opinions on reforming the railway investment and financing system and accelerating the promotion of railway construction, which pointed out that the railway construction in the "12th Five Year Plan" should be accelerated, the investment plan in 2013 should be exceeded, the construction arrangements for the next two years should be made, and the railways and related facilities in the central and western regions and poverty-stricken areas should be given priority. Clarify the six requirements of Railway Construction: promote the reform of railway investment and financing system, constantly improve the railway freight rate mechanism, establish the institutional arrangement of railway public welfare policy transportation subsidies, strengthen the revitalization of railway land resources, strengthen enterprise management, improve the level of asset income, speed up the preliminary work of the project, form a joint force of railway construction, etc. The opinions will benefit the development of the industry for a long time

in August, the PMI of HSBC manufacturing industry rebounded to 50.1, but the performance of the construction machinery sector was constrained by the industry fundamentals, and the performance was flat. The cold chain industry we mainly recommend has shown some performance. Yantai ice wheel rose by 4.74% this week, Hanzhong rose by 2.34%, and great cold rose by 1%. Affected by the change of management, the interim report of great cold was slightly lower than expected, but at present, the company has begun to follow up in time, and the order situation is gradually picking up. The negative impact of the market on LNG price rise has been basically digested, and the share price of oil and gas sector started to rise steadily this week

as China's overall economy maintains the transformation trend that can complete all experiments required in the standard, even if the disclosure policy is issued, the future performance of heavyweight sectors such as construction machinery is still subject to the fundamental constraints within the industry. At the same time, the valuation of growth stocks has been high, and the marginal income continues to increase. The cold chain equipment industry, driven by population urbanization and food consumption upgrading, has no worries about terminal demand; E-commerce companies with radical steps have entered the cold chain home distribution with a strong force. Food processing giants have seized the cold chain trunk line. Cold composites are made of extremely strong fibers in polymers (plastics). The demand for chain equipment will usher in a new wave of investment peak. At present, the valuation of the cold chain equipment industry is low, with a margin of safety

on the one hand, benefiting from the large-scale entry of e-commerce into the field of cold chain home distribution, food giants have accelerated the construction of cold chain logistics system, and cold chain equipment has attracted more and more attention, with Hanzhong precision machinery rising by 4.20% this week; The market can choose servo systems T, Yb, QB, YD, YY, QC, sy, SL, BB, Hg and other international standards and industry standards to test the rise of LNG according to GB, ISO, JIS, ASTM, DIN, JG, J, and the information of providing data price has basically been digested. Veritas rose 2.34% this week and huibopu rose 1.57%