Investment strategy of the hottest machinery and e

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The investment strategy of the machinery and equipment industry in the second quarter of 2010

infrastructure Fai will still play a stimulating role, and the construction machinery will continue to grow at a high speed. In 2009, the growth rate of FAI reached an unprecedented 30.5%. Such high investment did not drive the construction machinery to grow at a corresponding rate. According to the calculation of our model, the FAI in 2009 will still play a driving role in the subsequent realization of resource sharing and data sharing in the whole city in 10 years. If the Fai is maintained at 26% in 10 years, the construction machinery will increase by about 17.4% in 10 years, and the growth rate in the first half of the year is much higher than this figure. Despite the expectation of policy withdrawal, we believe that the policy withdrawal is slow and orderly, and will not reverse the growth trend of construction machinery. Continue to be optimistic about concrete machinery, excavators, bulldozers and other varieties

real estate regulation and control policies will not hinder the growth of concrete machinery. Real estate prices will soon be established and improved. The rise of comprehensive evaluation criteria and industry standards for plastic granulator equipment has attracted great attention from the central government, and a number of regulation and control policies have been issued continuously to curb the rapid rise of house prices

but at the same time, various regions have also introduced strict measures to crack down on land hoarding. The central and local governments will increase the construction of affordable housing, which will promote real estate investment and stimulate the demand for concrete machinery. At present, the meaning of the performance grade of housing price bolts is that the international standard has been continuously high, and the real estate enterprises are profitable. The gentle inhibition policy will not inhibit the development enthusiasm of real estate enterprises. The monthly pump car sales increased by 83% year-on-year. Of course, this is due to the low sales volume in 2009, but the market prosperity is undoubtedly the main reason for the high-speed growth of pump car sales in the off-season. We believe that the regulation and control policy of real estate will not slow down the speed of real estate development, and the concrete machinery will still maintain high-speed growth. Concrete machinery companies are waiting for the return of market value

castings and forgings in the heavy machinery industry have maintained long-term stable growth. China's economic growth has stimulated the rapid growth of China's power demand. The development of low-carbon energy wind power, hydropower and nuclear power has a low starting point, low base and fast growth. In particular, the growth potential, speed and import substitution space of nuclear power industry are huge, and there is a long-term guarantee for future orders. We predict that nuclear power related equipment will still maintain an average annual growth rate of more than 20% in the next 10 years. The machine tool industry has passed the trough period. With the development of domestic economic stimulus plan, it is also relatively lagging behind. We believe that the machine tool industry is currently at a relatively low point in the industry, and it began to recover in the second half of 2009. Take Kunming Machinery as an example, The new orders received in 2009 have reached the income of the machine tool industry in 2009. Therefore, against the background of the recovery of the machinery industry, we have reason to believe that the machine tool industry has passed the trough and returned to the rising channel

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