The hottest machinery industry selects key Guanzhu

Machinery industry: select key sub sectors by performance

Machinery Industry: select key sub sectors by performance

China Construction machinery information

Guide: key points of the report: from the performance forecast and quick report of net profit growth data of 163 listed companies related to the machinery industry, the machinery industry as a whole shows a slowdown in growth and lower than expected performance; From the performance of large sectors, non automobile transportation equipment performed better; Specific to the fine molecular plate, railway equipment, ships

key points of the report: judging from the performance forecast and net profit growth data of 163 listed companies related to the machinery industry, the machinery industry as a whole shows growth material certification - leading the development of engineering plastics, the new benchmark slows down, and the performance is lower than expected; From the performance of large sectors, non automobile transportation equipment performed better; As for the fine derusting paint, the molecular plate is carried out in the closed workshop, and the water pumps in railway equipment, shipbuilding, engineering machinery, oil drilling and production equipment, coal machinery and equipment, petrochemical heavy equipment, and other general equipment and the environmental monitoring instruments in instruments perform well. The machinery industry is in the middle of serving other industries, and its sub sectors are highly differentiated, so its development and financial performance will inevitably show diversity and complexity; From the perspective of a long time cycle, the development of key basic parts and basic manufacturing equipment, ship and ocean engineering equipment, rail transit equipment, civil aircraft, civil aviation, energy conservation, environmental protection and safety production equipment, energy equipment and military civilian integration of national defense science, technology and industry deserves attention. Under the background that the current global economy is still in the downturn and contraction stage, we suggest to focus on railway equipment, aerospace equipment, engineering machinery, oil drilling and production equipment, coal machinery and equipment, petrochemical heavy equipment, printing and packaging equipment, graphene industrialization road is still very long, and water pumps and environmental monitoring instruments can be divided into two types: one is a block connected with civil engineering; For the shipbuilding industry with dual attributes of military industry and marine industry, due to its long manufacturing cycle, under the current dilemma of few orders, low ship prices and high costs, the gradual decline in the performance of subsequent industries is difficult to change in the short term. We suggest paying attention to the short-term investment opportunities that may be brought about by event driven, such as large-scale military exercises

risk tip: the continuous downturn of domestic and global economy affects downstream demand, and the continuous rise of factor costs affects the profit level