Investment within ten years: high-end equipment can not be ignored Guide: first, the industry low point has been formed. After the construction machinery industry achieved an explosive growth of more than 50% in the first quarter, the sales volume in April and may fell significantly month on month. The main construction machinery products, including excavators, loaders, bulldozers and cranes, saw about 30% of the total in April
I. the industry low point has been formed.
after the construction machinery industry achieved an explosive growth of more than 50% in the first quarter, the sales volume in April and may fell significantly month on month. Major construction machinery products, including excavators, loaders, bulldozers and cranes, fell by about 30% in April. Recently, due to the rainy season, the sales phase of construction machinery new Dow is building a new silicone resin factory in Zhangjiagang City, Jiangsu Province. In May, the sales volume of excavators decreased by 12% year-on-year, the sales volume of loaders was basically flat year-on-year, the sales volume of bulldozers decreased by 34%, the sales volume of forklifts increased by 38.8% and the sales volume of truck cranes decreased by 10% year-on-year. "July 23 Wenzhou bullet train incident" triggered the market's concern about the decline in investment growth, and during this period, individual stocks in the high-end equipment manufacturing industry showed a trend of adjustment
II. A turnaround may come.
we believe that appropriate adjustment will drive the whole industry to start again, and high-quality listed companies will run faster. From the following three aspects, high-end equipment is facing a big turnaround:
1 From the perspective of market demand analysis, in the long run, the accelerated rise of low - and middle-income labor costs, the reduction of machinery and equipment procurement costs driven by import substitution, the attention to personal safety, and the endogenous demand to improve product quality and production efficiency will jointly promote the process of machinery substitution for labor specified in the guidance
2. The construction of affordable housing will accelerate in the second half of the year. According to statistics, only one third of the target of 10million affordable housing units has been completed, and acceleration is in sight in the second half of the year. After the bullet train incident, the safety of infrastructure construction will be placed in a more important position. Therefore, high-quality listed companies will have more advantages in the selection of equipment
3. Promoted by emerging strategic industries. As aerospace and ocean engineering are included in the new strategic industries, the upgrading of equipment manufacturing industry triggered by these two industries will promote the reshuffle of the entire high-end equipment industry. Listed companies with unique capabilities will win greater development space in these two emerging markets. The next decade is a decade to look forward to
4. The launch of the 12th Five Year Plan for various industries. The 12th Five Year Plan for the construction machinery industry was issued. During the "12th Five Year Plan" period, the sales of China's construction machinery industry were controlled by microcomputer, thin film micro motion operation panel and LCD dynamic display; After being introduced to the market, it will be welcomed by customers. The revenue will reach 900billion yuan, with an average annual growth rate of 17%, and the export volume target is set at 26billion US dollars. According to the current growth rate of the international market, it is estimated that the international demand for major global construction machinery products in 2015 will be about US $210billion, of which the circulation sector will account for about US $70billion. The export volume of China's construction machinery products will be about US $26billion, double the US $10.3 billion in 2010. The vast market space will surely lead to a race for the buck
if you want to find a good investment target within ten years, the high-end equipment industry should not be ignored