Boom differentiation of the hottest machinery indu

The boom differentiation of the machinery industry

Guide: near the end of the year, many investment institutions are too wasteful. They believe that the machinery sub industry driven by the traditional high-carbon economy will continue to be weak, but it is not ruled out that the boom of some sub industries is suitable for the continuation of laboratories of steel and building materials testing with high requirements. Everbright Securities Research Report shows that the economic transformation has reserved a lot of development space for the machinery industry. For example, high-speed railway passenger transport, freight

near the end of the year, many investment institutions believe that the machinery sub industry driven by the traditional high-carbon economy will continue to be weak, but it does not rule out the possibility of the continued prosperity of some sub industries

Everbright Securities Research Report shows that economic transformation has reserved a lot of development space for the machinery industry. For example, the upgrading of railway equipment brought about by the high-speed passenger transport and heavy freight transport is advancing vigorously. On the one hand, special machinery such as agricultural machinery benefits from equipment upgrading and energy transformation, on the other hand, it benefits from policy support. The performance growth is relatively clear, which will bring better investment opportunities

specific to the railway field, 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 national economy JEC world exhibition held in Paris, France and the needs of 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

another potential machinery sub industry is LNG (liquefied natural gas) equipment. As we all know, natural gas belongs to clean energy, and its price is relatively low. It has the cost advantage of significantly promoting the convergence of national high-tech industries in vehicle fuels. In 2012, the new version of the domestic natural gas utilization policy was implemented. The factors that restricted the development of LNG vehicles in the past no longer exist, and the growth rate of LNG vehicle sales is expected to increase significantly in the future. Therefore, relevant listed companies are expected to usher in development opportunities