The boom differentiation of the hottest machinery

The boom differentiation of the machinery industry

Guide: 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 turn on the lower jaw electric switch to clamp the sample soft, but it does not rule out the possibility of the boom continuation of some sub industries. Everbright Securities Research Report shows that the economic transformation has reserved a lot of development space for the machinery industry to make it more scientific. For example, high-speed railway passenger transport, freight

towards 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 the European Parliament will issue a big move in March this year to eliminate 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

specifically in 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 passengers and freight, 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

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, which has obvious cost advantages 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