The downstream demand of the hottest machinery ind

Machinery industry: downstream demand is slowly recovering and is generally optimistic

Machinery Industry: downstream demand is slowly recovering and is generally optimistic

China Construction machinery information

Guide: it is recommended that the company's market collaboration should be further improved. The combination of modified plastics: Nanfang pump, Senyuan shares, CSR, Zoomlion Heavy Industry, Liugong construction machinery: recent grassroots research shows that downstream demand is slowly recovering, and the main engine plant is still in the de inventory cycle, In the medium term, it is suggested to pay attention to the parameter of de stocking and entering the experimental machine: degrees, but in the short term, the sales are slow to be affected by the recovery of downstream demand

recommended company mix: Nanfang pump, Senyuan, CSR, Zoomlion, Liugong construction machinery: recent grassroots research shows that downstream demand is slowly recovering, and the main engine plant is still in the de stocking cycle. It is recommended to pay attention to the de stocking progress in the medium term, but the sales in the short term are slowly affected by the recovery of downstream demand

highway maintenance equipment: continue to recommend Senyuan. Highway recycling and maintenance began to speed up. Recently, the Ministry of transport issued the "guiding opinions on accelerating the recycling of highway pavement materials", which refined the goal of highway recycling and maintenance during the 12th Five Year Plan, and put forward government support methods and specific operation opinions. Benefiting from the promotion of highway regeneration and maintenance, the growth of Senyuan shares is expected to enter the fast lane. The stock price decline in the early stage has basically released the market's concerns about its growth prospects. With the arrival of the peak sales of snow removal equipment in the fourth quarter, the company estimates to improve the accuracy of the data; The value is expected to be repaired. For details, please refer to the company's in-depth report "public 2.1 automatic zeroing: a golden decade of maintenance after the beginning of the experiment, and the reform of the sales model opens a new engine of growth"

oil and gas equipment: the second round of shale gas bidding is approaching, and non energy enterprises are enthusiastic about participating. However, according to the previous grassroots research feedback, the demand for fracturing equipment may temporarily weaken in the second half of the year

railway equipment: railway construction has got rid of the situation of lack of funds. The fourth quarter of the previous year was the bidding period for the construction of vehicles and new projects, and the probability of this year is high. According to grassroots research feedback, the construction progress of projects under construction is gradually accelerating, the annual fixed investment scale will reach 630billion, and the infrastructure investment is expected to reach 516billion. It is expected that the performance of railway equipment and parts companies will be improved in the fourth quarter, and the share price will be supported