The hottest machinery industry focuses on opportun

Machinery industry: pay attention to the opportunities of independent high growth companies

Machinery Industry: pay attention to the opportunities of independent high growth companies

China Construction machinery information

Guide: the overall boom of the industry has fallen back, with rapid growth in 11 years. In 10 years, the boom of the industry has gradually fallen after peaking in the first quarter, with an annual growth of 30%; It is expected that the overall growth rate of the industry will decline in 11 years, but it can still maintain a rapid growth of about 20%. Engineering machinery: higher than expected increase g) automatic storage no one can shake his position: after the end of the experiment, it will return to stability for a long time

the overall boom of the industry fell back from a high level, and there was still rapid growth in 11 years.

the boom of the industry in 10 years gradually fell back after peaking in the first quarter, with an annual growth of 30%; It is expected that the overall growth rate of the industry will decline in 11 years, but it can still maintain a rapid growth of about 20%

construction machinery: return to steady and rapid growth after exceeding the expected high growth

the industry boom was high before and low after 10 years, and the annual growth rate was still as high as 50%; Considering the credit environment, the real estate boom, the approximate scale of infrastructure construction and the export situation, we judge that the growth of the industry in 11 years will fall significantly compared with that in 10 years, but it is still expected to achieve a rapid growth of about 15%-20%

shipbuilding: the recovery momentum is getting stronger, the boom is fluctuating upward

new ship orders have recovered to the level of 2006 at the beginning of the previous boom, ship prices have also rebounded after stabilizing at the bottom, and the performance of key companies has limited room for decline, The bottom of the industry has passed, and the boom will fluctuate upward

railway equipment: prosperity will run through the whole "12th Five Year Plan" period, so as to enhance the strength of composite materials. Transportation equipment is a strategic emerging industry vigorously cultivated in the 12th Five Year Plan, and national investment continues to increase. It is expected that the industry will continue to maintain a high growth rate of more than 40% in 11 years

special equipment industry: the industry boom is running at a high level, paying attention to the "three new" companies

the overall boom of special equipment is still high, involving emerging industries, and striving to expand the advantages of new business models, new products, and new technologies. Enterprises will benefit from policy support and high industry growth and achieve sustained high growth

maintain the investment rating of "prudent recommendation" in the industry

maintain the investment rating of "prudent recommendation" in the industry, and mainly recommend leading construction machinery companies XCMG, Sany and Liugong; CIMC, CNR and CSR with high performance growth next year; As well as medium - and long-term high growth growth growth companies such as hang Yang, Hailu heavy industry and yulica