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2022-08-24
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Strategic view: analysis of investment in construction machinery stock market in 2013 strategic view: analysis of investment in construction machinery stock market in 2013

China Construction machinery information

Guide: the machinery industry fell by an average of 3.79% in 2012, and rose by 17.21% in a single month in December. The single month growth rate of Listed Companies in the machinery industry in December was slightly higher than that of the market, while the trend of the machinery industry in the whole year was significantly weaker than that of the A-share market. Monthly fixed asset investment increased by 20.70% year-on-year, and the cumulative investment in the previous month increased

the machinery industry fell by an average of 3.79% in 2012, with a single month increase of 17. 5% in December Help everyone use this equipment correctly 21%

listed companies in the machinery industry rose slightly higher than the market in December, and can switch dynamically in real-time graphics during the test. The trend of the machinery industry in the whole 12 years was significantly weaker than the overall A-share market. The year-on-year growth rate of fixed asset investment in September was 20.70%, which was the same as the cumulative growth rate of investment in the previous month. Infrastructure investment: the monthly growth rate of railway investment has changed from negative to positive, the growth rate of investment in public utilities such as electricity has maintained a rebound, and the growth rate of investment in water conservancy and environment has recovered. Manufacturing investment: in November, the manufacturing PMI and new order index were also above the critical point for two consecutive months. Real estate investment: the new construction area of commercial housing fell by 7.20% year-on-year, narrower than that of the previous month; The single month growth rate of new construction area in November became positive; Investment in real estate development increased by nearly 30% in November

maintain the view of industry strategy in 2013: focus on benefits. "These tests made by Valeo on automotive internal parts are carried out in accordance with DIN EN ISO 1043 ⑴/GS 93016. In the direction of innovation and domestic demand drive

we still maintain the view of industry strategy for 13 years: it is expected that rail transit equipment 13 will make the annual demand growth of mobile mobile a certain distance more deterministic, and the industry will come out of the trough. Construction machinery: focus on the opportunity of oversold rebound at the bottom of the cycle

oil and gas equipment industry: pay attention to the unconventional natural gas equipment and technical service market under the reform of the price system; Military industry: pay attention to the internal source of growth and the trend of institutional change

at the beginning of 2013, attention was paid to the rail transit equipment, military industry and other industries with strong industry growth certainty

it is expected that the subsequent launch of bidding for multiple units and locomotives, the centralized delivery of urban rail vehicles and other factors will make the rail transit equipment industry out of the trough caused by factors such as the lower than expected construction progress in 12 years and the insufficient number of equipment bidding, and continue to be optimistic about leading companies such as CSR and CNR. The development of the military industry is inseparable from technological innovation and institutional innovation. We should pay attention to areas with large derivative development space and rapid progress in institutional change, and focus on the direction of aero-engine, satellite industry and military electronics. The follow-up construction machinery industry mainly depends on the policy fine-tuning and valuation repair market that affect fixed asset investment

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