The hottest machinery and military industry reboun

2022-08-13
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Mechanical and military industry: pay attention to over falling stocks in the preparation of the rebound

mechanical and military industry: pay attention to over falling stocks in the preparation of the rebound

China Construction machinery information

Guide: this week, the market showed a volatile pattern, and the Shanghai Stock Exchange Index fell 0.90% in the final week. The adjustment range of the gem and the small and medium-sized board was large, falling 2.72% and 3.25% respectively in one week. The overall adjustment of the machinery industry 4. The range of sheet metal was much larger than the Shanghai Stock Exchange Index. From the perspective of the machinery industry, complete experimental reports and experimental curves can be printed immediately; The adjustment range of each plate is large, among which

this week, the market showed a volatile pattern. Finally, the Shanghai Stock Exchange Index fell by 0.90% in the week. The adjustment range of the gem and the small and medium-sized board was large, falling by 2.72% and 3.25% respectively in the week. The overall adjustment range of the machinery industry was much larger than that of the Shanghai Stock Exchange Index. From the internal perspective of the machinery industry, the adjustment range of each sector is large, of which it is worth noting that the construction machinery sector is stimulated by the news of affordable housing, and the leading enterprises have rebounded strongly, driving the whole construction machinery sector to excel and obtain positive income. The environmental protection sector benefited from the Environmental Protection Conference and the release of the 12th Five Year Plan for environmental protection, and performed relatively well

in terms of valuation, as of December 23, 2011, the overall PE (2011E, overall method) of the machinery industry was 17.58 times and the overall Pb was 2.57 times (2011q3, overall method). This week, the Shanghai Stock Exchange index showed a volatile trend, but both the small and medium-sized board and the gem have hit periodic lows. In terms of news fundamentals, the past week has been relatively calm. Although the short-term market is still in a volatile or even downward trend, and undermining the confidence of investors, we still have optimistic expectations for the rebound in the future. Although the adjustment trend is not over from the perspective of macroeconomic fundamentals and general trends, the market around the Spring Festival is still worth looking forward to

for the machinery industry, we are still concerned about the opportunity of oversold rebound in the short term; The boom of the industry is relatively good, and the leading enterprises whose share prices are close to the early lows and valuation levels are low still deserve attention; In addition, you can also focus on stocks with high distribution expectations. In the medium and long term, first, pay attention to water conservancy construction related stocks, Nachuan shares, Nanfang pump, etc; Second, we are still optimistic about the development prospects of energy equipment in the future, especially coal chemical industry, natural gas equipment, etc. we still recommend hang Yang Co., Ltd. and Hailu heavy industry, and pay attention to Furui tezhuang. In addition, it is worth noting that the construction machinery sector has rebounded to a certain extent under the stimulus of the release of the affordable housing plan next year, but we are relatively cautious about whether it can continue to rise in the short term; Although the static PE of the sector has been at a historical low, whether there will be a large-scale rebound in the future still needs the support of sales data

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