The hottest machinery industry is optimistic about

Machinery industry: optimistic about the long-term prospects of high-end equipment manufacturing industry

Machinery Industry: optimistic about the long-term prospects of high-end equipment manufacturing industry

China Construction machinery information

Guide: the industry trend in 2011 is similar to that in 2008. In 2011, the net profit growth line of the machinery industry crossed the income growth line downward, the macroeconomic downturn, weak demand, raw material prices and CPI peaked and fell, similar to the trend in 2008. It is expected that the domestic macroeconomic environment in the first half of 2012 will be similar to that in the fourth quarter of 2008

at present, it has obtained certification licenses from general motors, Ford, Volkswagen, Audi, Fiat Chrysler and other OEMs. The industry trend in 2011 is similar to that in 2008. In 2011, the net profit growth line of the machinery industry crossed the income growth line downward, the macroeconomic downturn, weak demand, raw material prices and CPI peaked and fell, similar to the trend in 2008. It is expected that the domestic macroeconomic environment in the first half of 2012 will be similar to the trend from the fourth quarter of 2008 to the first quarter of 2009: GDP, CPI, steel price index have declined

the growth rate of net profit of the industry is expected to drop to% in 2012. On the one hand, the growth rate of investment in commercial housing and high-speed rail will decline; On the other hand, factors such as the change of government and the 12th Five Year Plan will promote the increase of investment in affordable housing, water conservancy projects, environmental protection and other livelihood projects. It is expected that the growth rate of urban fixed asset investment will drop slightly to about 20% in 2012, and the growth rate of net profit in the machinery industry will drop to%

the recovery of construction machinery industry needs to wait for the second half of next year. The prosperity of the industry is still at a low point in the short term and is expected to rebound in the second half of next year. It is still difficult for the construction machinery industry to outperform the market in the short term. Medium and long-term investors can start to pay attention to the leading companies in the industry whose valuations are near historical lows: Sany Heavy Industry, etc

the energy equipment as a whole maintains a high outlook, and the medium and long-term development prospects are promising. (1) The coal machinery industry will maintain a steady growth rate of about 20% during the "12th Five Year Plan" period, and pay attention to companies that have successfully transformed to fully mechanized and high-end Mining: Tiandi technology and zhengmeiji. (2) The coal chemical industry and natural gas industry will usher in a period of rapid development. Pay attention to companies related to coal chemical equipment: Hang Yang Co., Ltd., Shaangu power, and companies related to the natural gas industry chain: Furui tezhuang

railway equipment and nuclear power equipment pay attention to relevant national policy signals next year. The bidding for multiple units has stagnated for a short time, and the bidding for freight cars and metro vehicles is still in an upward period; Next year, we will pay attention to railway investment planning and EMU bidding. Nuclear power projects are expected to restart at the beginning of next year, which will benefit heavy machinery and other related equipment companies

industry investment strategy: focus on the segmented industries with determined growth in the short term, and be optimistic about the high-end equipment manufacturing industry in the long term. It is difficult for the industry to have systematic opportunities in the short term. Pay attention to the industries and individual stocks with certain growth. Therefore, the content of microcomputer controlled type should be displayed from a multi industry perspective: pay attention to coal machinery, oil and gas equipment, printing equipment, agricultural machinery and other sub industries with high scenery, and the medium and long-term development prospect of energy equipment is promising

realize the full digital adjustment of data collection and control process

the authenticity of this information has not been confirmed by the information of China Construction machinery. It is for your reference only. Give priority to supporting the cultivation of brand enterprises to strive for China industry award and China Quality Award. Please do not reprint without permission. If it has been used under this authorization, it shall be used within the scope of authorization, and the "source: China Construction Machinery Information" shall be indicated