The hottest machinery industry is rising and falli

The machinery industry is rising and falling behind in the era of financial crisis

the machinery industry is rising and falling behind in the era of financial crisis

China Construction machinery information

Guide: 2009, which recovered rapidly from the impact of the financial crisis. In the context of concerted efforts to cope with the financial crisis, the machinery industry has seen a big decline and rise along with the macro-economy. The stress of the wedge-shaped mouth of the industry sales is far beyond the data's compliance intensity. The growth rate of sales output value was 2.11% in 2009, 14.01% in January and November, and the annual growth rate is expected to be about 16.42%. Focus on coverage

2009, which recovered rapidly from the impact of the financial crisis. In the context of concerted efforts to cope with the current financial crisis, the machinery industry has seen a big decline and rise along with the macro-economy. The growth rate of the industry's sales output value was 2.11% in 2009, 14.01% from January to November, and the annual growth rate is expected to be about 16.42%. Among the 12 listed companies mainly covered, 6 have the potential to grow by more than 20%, including CSR, CNR, Qinchuan development, Hanzhong precision machinery, Sinovel cast steel, and Yantai ice wheel. Among them, two have the potential to grow by more than 30%, including Qinchuan development and Yantai ice wheel, of which the growth rate of Yantai ice wheel is expected to reach 109.26%

2010 of "healing" in the post financial crisis era. With the economic recovery, 2010 will enter the "healing" stage of the post financial crisis era. The machinery industry, together with the macro-economy, will face many uncertainties. The industry will show a trend of high before low. It is expected that the annual sales output growth rate will be about 17.01%: the lag effect of investment pull, export recovery, asset foam (c) when experimenting with spiral springs, parameters such as material, winding direction, wire diameter, median diameter, etc Pressure from high growth rate to low growth rate, overcapacity, etc

the choice of investment strategy in 2010: on the basis of focusing on the lag effect of investment pull, take export recovery as the main line to grasp the band opportunities of the industry. The first quarter (before May) is over configured, the second quarter is standard configured, the third quarter is low configured, and the fourth quarter is standard configured

investment target choice: the primary goal of advanced non-ferrous materials is to explore the certainty premium in the uncertainty, then grasp the band opportunities in the fluctuations of the industry, and finally find companies that can resist the cycle and maintain high growth from the bottom up, as well as companies with themes such as asset restructuring, mergers and Acquisitions:

railway equipment: low carbon economic premium under the certainty of high growth, the main listed companies: CNR CSR, Shidai Xincai, Jinyi industry, Jinxi axle, Nanfang Huitong

construction machinery: explore the export elasticity in the lag effect of investment pull. The main listed companies are Shantui Co., Ltd., Sany Heavy Industry, XCMG machinery, Zoomlion Heavy Industry, Liugong, Anhui Heli, Longxi Co., Ltd., Xiamen Industrial Co., Ltd., and Shanhe intelligent

heavy machinery industry: value return elasticity driven by equipment upgrading. Main Listed Companies: Taiyuan Heavy Industry, Sinovel cast steel, China heavy industry, Zhenhua heavy industry

themes and others: excavate hyperelasticity driven by high growth and themes from the bottom up: key listed companies: Qinchuan development, Hanzhong precision machinery, Leo, CNR, CSR, Erdogan and Putin said heavy industry, Shanghai Electromechanical, Weihai Guangtai, Longxi, Tianqi and CIMC

considering the industry factors and the growth potential of the company in the next three years, the top eight investment value of the 12 listed companies we focus on are: CNR, CSR, Qinchuan development, Hanzhong precision machinery, Shanghai Electromechanical, Sinovel cast steel, Tianqi shares, Zhenhua heavy industry