The hottest industry prospects the machinery indus

2022-08-21
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Industry Outlook: the machinery industry is optimistic about emerging sub industries

Industry Outlook: the machinery industry is optimistic about emerging sub industries

China Construction machinery information

Guide: as of December 31, 2011, the machinery equipment index had a cumulative decline of 38.48% for the whole year, which is the second largest decline since 2000, second only to 2008. The main factor leading to this trend in the machinery industry in 2011 is the concentrated release of market risk, industry risk and corporate risk. Outlook

as of December 31, 2011, the machinery and equipment index had a cumulative decline of 38.48% for the whole year, which was the second largest decline since 2000, second only to 2008. The main factor leading to this trend in the machinery industry in 2011 is the concentrated release of market risk, industry risk and corporate risk

looking forward to the future, from the perspective of short cycle, we expect that the machinery industry will still be in the period of cyclical decline in the first half of 2012, which will affect the valuation improvement and profit growth of cyclical companies such as construction machinery, and then suppress the stock price performance of related stocks. In the second half of the year, as the economic bottom picks up, cyclical stocks will regain the opportunity to buy. In the medium term, after the rapid growth in the past 10 years, the scale of domestic automobile, real estate, steel, electricity, coal and other industries has expanded to varying degrees. The scale expansion of important products in the machinery industry, such as power generation equipment, steel equipment, large-scale power transmission and transformation equipment, engineering machinery, heavy mining machinery and so on, is more obvious, and they have jumped to the first place in the world, This marks that the common physical properties of spring testing machines are classified as follows according to the characteristics that can be completed: China's industrialization and urbanization have entered the middle and late stage

we believe that the space for the continued expansion of the scale of these major industrial industries and the machinery products they serve will be limited to varying degrees, and the industrial economy will enter the transition stage of new and old growth drivers. At this stage, the decline in the growth rate of the machinery industry will be a high probability event, and some sub industries whose demand has met the ceiling in succession will face the risk of falling behind in the new cycle in the future. Correspondingly, some emerging sub industries that are still in the growth stage are expected to achieve greater success in the future cycle and make their due contributions to the development of enterprise local integration

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