The most popular securities companies are keen on

2022-08-03
  • Detail

Beware of intense emotional fluctuations in the market. Brokers are hot on construction machinery stocks. Guide to China Construction Machinery Information: stimulated by Zoomlion and sany's beautiful semi annual reports and generous red envelopes, the machinery sector ranked among the top five in terms of financing purchases last week. Yesterday, it soared again. Securities companies have also recently released research reports, optimistic about the machinery industry under the background of industrial upgrading, urbanization and regional revitalization

stimulated by the beautiful semi annual report of Zoomlion and Sany Heavy Industries and the big money "red envelope", the machinery sector ranked among the top five in terms of financing purchases last week and soared again yesterday. Recently, securities companies have also released research reports, optimistic about the investment prospects of the machinery industry under the background of industrial upgrading, urbanization and regional revitalization. Among them, construction machinery has become the most promising sub industry for securities companies

economic structure transformation

the machinery industry welcomes development opportunities

the national regulation and control of real estate, the rectification of local financing platforms, and the continued downturn in the international market have made the industry insiders worried about whether there will be an industry inflection point in the second half of the year after the high growth of the machinery industry. It took one or three points to analyze the concerns. Most of the research reports of securities companies believe that the machinery industry has a sustainable prospect under the background of the country's vigorous promotion of regional revitalization, urbanization and industrial transfer and upgrading

the report points out that industrial upgrading will breed huge development opportunities for the machinery industry. China has gradually entered the post industrialization stage, and the leading industries are changing. The machinery and equipment to deal with the emerging leading industries will be the future demand. 2 It is forbidden for non operators to operate the machine

the agency pointed out that in the post industrialization stage, China's leading industries are likely to be concentrated in automobile, medicine, electronics, power equipment, special equipment, real estate, railway, aviation, food and beverage, petrochemical and other industries; Accordingly, industries and related companies such as automation equipment, machine tools, large castings and forgings, engineering machinery, railway equipment, aviation equipment, food packaging machinery and some petrochemical equipment will get faster development opportunities

under the banner of economic structure transformation in the 12th Five Year Plan, some new changes have taken place in the focus of the policy. With the policy of supporting and developing emerging industries, regional revitalization has become the focus of the policy. The national strategic layout for regional revitalization will bring new opportunities to the development of the machinery industry

construction machinery is generally optimistic

with the macroeconomic expectation changing from pessimism to stability, construction machinery stocks with performance support have been warmly pursued by securities companies

data show that the year-on-year growth rate of production and sales of the construction machinery industry has been on the rise since February this year. In January, the total output value of the construction machinery industry reached 214.589 billion, an increase of 60.46% year-on-year; The export delivery value reached 8.336 billion, with a year-on-year growth rate of 49.68% from 2.68% in January. The growth rate ranked first in the machinery industry, showing the best level in history

as the market is worried that the year-on-year growth rate of the construction machinery industry in the third quarter will decline significantly, the construction machinery sector experienced a trend of sideways consolidation in August, which can be said to be an upgrade of leverage after the valuation and repair market in July. Gaohua Securities pointed out that due to the slowdown of construction activities caused by the tightening policy, the growth rate of construction machinery and equipment sales in the second half of 2010 and 2011 will slow down, but the market is overly worried about the serious decline of the industry. The broker believes that the demand for construction machinery in the next few years should continue to benefit from continued investment in railway infrastructure; With the signs of economic slowdown becoming more and more obvious, the policy is expected to be relaxed in the coming months, and infrastructure investment is the most likely area to be relaxed. Therefore, the prospect of the construction machinery industry is still good

12 next page

Copyright © 2011 JIN SHI