Investment suggestions for the machinery industry

Investment suggestions for institutional machinery industry: grasp the opportunities in the transformation

investment suggestions for institutional machinery industry: grasp the opportunities in the transformation

China Construction machinery information

Guide: looking forward to next year, the possibility of investment growth is small, and the machinery sub industry driven by the traditional high-carbon economy will likely continue to be weak, while the investment opportunities for sub industries with prosperity in downstream industries brought by economic transformation will gradually appear, Among them, the upgrading of railway equipment brought by the high-speed railway passenger transport and heavy freight transportation is

looking forward to next year, there is little possibility that the growth rate of investment will rise. The machinery sub industry driven by the traditional high-carbon economy will likely continue to be weak, while the sub industry investment opportunities of downstream industry boom brought by economic transformation will gradually appear. Among them, the upgrading of railway equipment brought by the high-speed railway passenger transport and freight reloading is in full swing, while agricultural machinery, LNG equipment and other special machinery benefit from equipment upgrading and energy transformation on the one hand, On the other hand, benefiting from policy support, the performance growth is relatively clear, which will bring better investment opportunities

lng equipment: transformation to clean energy. Natural gas is a clean energy without discount. Under the same calorific value, the sulfur dioxide emission of natural gas is 1/700 of coal and 1/400 of oil. And its price is relatively low, which has obvious cost advantage in vehicle fuel. It turned out that due to the prohibition of domestic natural gas manufacturing LNG, LNG trucks did not have a fixed gas source and failed to develop in a large amount. 201 the acetylene flame temperature can reach 3000 ° C2. Since the implementation of the new version of natural gas utilization policy, the factors restricting the development of LNG vehicles have disappeared, and the growth rate of LNG vehicle sales is expected to exceed 70% in the future. As the industry leader, Ruike has high technical barriers and scale advantages, and will fully benefit from the high prosperity of downstream industries

agricultural machinery: the upgrading trend of agricultural mechanization is obvious. In the long run, agricultural production mechanization is the fundamental measure to solve the three major problems of land resource shortage, rising human costs and improving the quality of agricultural products in China. It is in line with the development trend of agricultural production, supported by the national long-term policies, and has a broad market prospect. Relatively backward fields such as corn harvest are clearly supported by national subsidies and other policies in recent years, and are entering a high-speed growth period. In addition, the import substitution space in new fields such as pepper harvest and cotton harvest is also very huge. Xinyan Co., Ltd. is mainly recommended

railway equipment: high-speed passenger transport and heavy freight transport. For a long time, China's railway transportation, whether passenger transport or freight transport, continues to have insufficient transport capacity. In order to solve the shortage of transport capacity, the Ministry of Railways began to develop by leaps and bounds in 2003. According to the medium and long term railway plan, by 2020, the national railway business mileage will reach more than 120000 kilometers, the double track rate and electrification rate will reach more than 50% and 60% respectively, the main busy trunk lines will realize the separation of passenger and freight lines, the transportation capacity will meet the needs of national economic and social development, and the main technical equipment will reach or approach the international advanced level. Therefore, the recovery of the railway industry, the resumption of orders for railway equipment and the upward boom are natural. As a government department, the repayment capacity of the Ministry of Railways is guaranteed by the national finance, and the funds for railway construction are guaranteed. From our tracking of policy and information changes in the railway industry, the recent trend of the industry is improving and the boom is improving. Recommend CSR, CNR and new materials of the times