The hottest machinery industry has structural oppo

2022-09-19
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The machinery industry has structural opportunities in the third quarter and is optimistic about high-end equipment

the machinery industry has structural opportunities in the third quarter and is optimistic about high-end equipment

China Construction machinery information

Guide: the performance differentiation of each sub industry of machinery is obvious. In August, affected by the European and American bond crisis, the market fluctuated downward, and the sub industries of machinery differentiated around the theme investment and the market trend of the interim report. Although the global economic outlook is unclear and domestic tightening policies are not loose, we believe that there are still structural opportunities in the third quarter

the performance differentiation of each sub industry of machinery is obvious. In August, affected by the European and American bond crisis, the market fluctuated downward, and the sub industries of machinery differentiated around the theme investment and the market trend of the interim report. Although the two partners unswervingly implement the sustainable development and operation strategy in the production field, the global economic outlook is unclear, and the domestic tightening policy is not loose, we believe that there are still structural opportunities in the third quarter

it is recommended to pay attention to energy in the process of quarterly maintenance and high-end equipment. 1) Energy machinery: oil drilling and offshore engineering, oil and gas exploration and services and other sub industries that benefit from high oil prices, shale gas development and LNG industry development. 2) High end equipment: we are optimistic about CNC machine tools with import substitution space, and the robot industry that benefits from the disappearance of demographic dividends and the upgrading of industrial structure. 3) Other industries: optimistic about water conservancy equipment industry and air separation equipment industry

the cost of oil is relatively low compared with the portal structure, and the drilling and offshore engineering industry is getting better. 1) Oil extraction is still profitable. Affected by the European and American bond crisis, the crude oil price once fluctuated downward, but it is still high relative to the oil production cost; 2) The international drilling platform rate is in the recovery period, and the daily rate is stable and rising; 3) Although China's deep-sea development has been lower than expected since 2010, we expect that it will gradually enter a climax in; 4) The valuation of relevant listed companies is in a safe area

construction machinery has entered the off-season, and pay attention to data changes. Entering the traditional off-season, the sales of major products continued to decline in July. The sales volume of road rollers, pavers and truck cranes in that month has been close to or at the historical low point since the same period in 2009. It is suggested to pay attention to leading enterprises, such as Sany Heavy Industry and Zoomlion Heavy Industry

the machine tool industry remains strong, with both production and sales booming. Especially metal forming machine tools, since this year, the sales growth rate has remained above 43%. The operability and protectability of imported instruments and meters, and even the main equipment equipped with instruments and meters, and the main system are mainly completed by human-machine interface technology. High end machine tools rely on imports, and the volume and price rise together. In July, 1910 CNC machine tools were imported, with a year-on-year increase of 35.65%

it is difficult for the railway equipment industry to perform in September. With the emergence of more problems, such as the railway equipment industry is facing the impact of investment reduction, the need for free maintenance or replacement of sold equipment, and tight capital flow. As a result, although the overall plate is close to the historical low, the upward trend is far away. At the same time, the cumulative investment in railway fixed assets in 2011 showed a negative growth year-on-year for the first time, which seriously affected market confidence

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