Machinery: adhere to the undervalued giants, optimistic about new industrial high-end equipment
Machinery: firmly hold the oil delivery valve, optimistic about new industrial high-end equipment
China Construction machinery information
Guide: 1. The prosperity of Aerospace Military Industry, energy-saving and environmental protection equipment, cold chain equipment is going down, but the small cycle is up; The cycle boom in shipbuilding is declining; The boom of coal machinery continued; Aerospace and national defense boom, aviation and aerospace boom; The prosperity of railway equipment is declining; The boom of nuclear power equipment has declined
1. The prosperity of aerospace military industry, energy conservation and environmental protection equipment, and cold chain equipment is good.
the prosperity of construction machinery is downward, but the small cycle is upward; The cycle boom in shipbuilding is declining; The boom of coal machinery continued; Aerospace and national defense boom, aviation and aerospace boom; The prosperity of railway equipment is declining; The boom of nuclear power equipment has declined; Agricultural machinery and water conservancy equipment, energy conservation and environmental protection, and intelligent equipment are booming; The boom of cold chain equipment industry is rising; The prosperity of marine engineering equipment is on the rise
2。 Portfolio: Join St gaotao this week
large market value (Zoomlion, Sany, China heavy industry, aerospace information, Tiandi Technology) medium market value (hang Yang, Dunan environment, Shanghai Electromechanical, China satellite, Shenyang Machine Tool) small market value (Ankai bus, Zhongding shares, Leo, robot, Zhang chemical machinery, Ruiqi shares, AVIC optoelectronics, St gaotao)
3。 Continue to be optimistic about new industries, high-end equipment
the equipment manufacturing industry involves five sub industries: we are optimistic about aviation, aerospace and intelligent equipment, and continue to be optimistic about Aerospace Military Industry: last week, aerospace military industry stocks showed a downward trend, we believe that there are two main reasons: first, the trend of military industry stocks in the early stage is obviously strong, and in the case of continuous market decline, it is inevitable for strong stocks to fall; Second, with the successful launch of "Tiangong-1", the realization of this positive factor played a role in triggering the fall of Aerospace Stocks. The aerospace information and AVIC optoelectronics we recommended slightly corrected last week, and China Satellite corrected to close to the stock price level when major shareholders increased their holdings in June. At present, the fall of Aerospace Military stocks has come to an end
the basic logic of our early optimism about military stocks has not changed, and the market environment faced by Aerospace Military stocks will continue to improve in the future. We believe that the engine, satellite and electronic information fields are facing the opportunities of rapid growth and large-scale restructuring, and will become the most investment worthy fields in the aerospace and military industry sector, and the relevant listed companies will continue to maintain the "recommended" rating
new energy bus and key parts: Ankai bus
water conservancy equipment: theme investment opportunities: Leo shares, Dayu water saving
construction machinery: the month on month data continues to improve, and the purchase restriction in second and third tier cities will have a negative impact on the real estate construction; The growth rate of railway investment will decrease due to the impact of railway operation events, which will reduce the demand for construction machinery. In the future, the concentration of the industry will be further improved, and the leading enterprises will further improve their market share in the process of the downturn of the industry boom. It is suggested to stick to Zoomlion and oneortwo giants
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