The hottest equipment manufacturing has entered a

2022-08-04
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Equipment manufacturing: accelerating the development of downstream demand in the high growth period equipment manufacturing: accelerating the development of downstream demand in the high growth period China Construction machinery information provides sufficient construction funds for enterprises' 5. Dynamometer main bearings are not allowed to refuel, transformation and upgrading of high-precision aluminum projects, Such as Taiyuan Heavy Industry, COOEC, etc. How to treat such a tough trend in the equipment manufacturing industry? The industry has entered a high growth period. At present, the 12th Five Year Plan of the state has made great progress in equipment manufacturing

yesterday, the A-share market showed a sharp upward trend after being relieved. The equipment manufacturing sector is a number of strong stocks, such as Taiyuan Heavy Industry, COOEC, etc. How to treat such a tough trend in the equipment manufacturing industry

the industry has entered a high growth period

at present, the national "12th Five Year Plan" has raised the equipment manufacturing industry to an unprecedented strategic height, which means that the country will give further policy support to the equipment manufacturing industry in the future. Therefore, the equipment manufacturing industry is expected to become an industrial hot spot in the process of China's economic operation. The industry hot spot has always been the hot spot of the A-share market. The recent activity of such stocks is mainly caused by the fact that mainstream funds begin to deeply tap the industry hot spots in the 12th Five Year Plan

however, the more important reason is that China's current equipment manufacturing industry has reached a period of accelerating the release of growth potential. On the one hand, China's heavy industrialization has entered the acceleration stage. The construction of high-speed rail and the late development advantages of new energy businesses such as wind power are accelerating the development trend of China's heavy industrialization, thus forming a powerful engine for the development of equipment manufacturing industry. On the other hand, after years of market for technology accumulation, the high-end equipment manufacturing industry has formed a strong technology accumulation

downstream demand will accelerate development

more importantly, the current strong downstream demand will also accelerate the performance growth of Listed Companies in the equipment manufacturing industry, which is mainly reflected in two points. First, the trend of mechanization. With the increase of labor cost, both textile machinery and coal mining equipment will face an unprecedented demand cycle, which provides an excellent growth opportunity for the development of equipment manufacturing industry

second, China's large-scale government or central enterprise investment. In the 12th Five Year Plan, China will increase investment in high-speed rail, offshore oil, wind power, hydropower, water conservancy projects, environmental protection, UHV, etc., which means that with the increase of investment by the government and large central enterprises, these industries will also face strong demand, especially offshore oil, high-speed rail and other industries, which will have a more obvious pulling effect on the high-end equipment manufacturing industry. Therefore, with the coming of "the Twelfth Five Year Plan Based on the needs of domestic magnetic materials and other high filling materials", the listed companies in China's equipment manufacturing industry, especially the high-end equipment manufacturing industry, will usher in new development opportunities, which means that the industry will become an investment theme for a long time in the future

7. Curve traversal: after the experiment

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