Focus on the high-end equipment sector in the firs

2022-10-18
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Welcome to the high-end equipment sector in the first year of the 12th Five Year Plan

welcome to the high-end equipment sector in the first year of the 12th Five Year Plan

China Construction machinery information

Guide: in the strategy report at the end of the year, many institutions focused on the high-end equipment manufacturing sector, and the high-speed rail sector is one of the important sub industries. Some analysts pointed out that on Wednesday, the high-speed rail sector bucked the trend and strengthened, showing that at this stage of the market in the coming year, the activity of the sector has begun to show

in the strategy report at the end of the year, many institutions focused on the high-end equipment manufacturing sector, and the high-speed rail sector is one of the important sub industries. Some analysts pointed out that on Wednesday, the high-speed rail sector bucked the trend and strengthened, indicating that at the current stage of the market in the coming year, the activity of the sector has begun to increase significantly

significant changes in the high-speed rail sector

from the perspective of capital flow and fund position structure, in order to meet the first year of the 12th Five Year Plan, the high-end equipment manufacturing industry has obviously attracted the attention of more institutional investors recently. On Wednesday, there were obvious changes in the high-speed rail sub industry in the high-end equipment manufacturing sector

due to the continuous trouble of the expectation of raising interest rates, the A-share market as a whole remained depressed this week, and the Shanghai Composite Index fell 27.31 points again on Wednesday. However, when the market fluctuated and adjusted, the high-speed railway plate gradually showed signs of strengthening against the trend. Statistics show that the high-speed rail concept index rose 2.63% on Wednesday, the largest increase among the concept indexes, making the equipment more suitable for school teaching and scientific research, and significantly stronger than other concept stocks. From the perspective of specific constituent stocks, among the 27 high-speed rail concept stocks, only three stocks fell slightly by less than 2%, while as many as 6 stocks rose by more than 5%. Among them, the share prices of Jinxi axle and East China CNC rose by the limit, and Jinyi industry, CSR China and CNR china all rose by more than 5%. What is more noteworthy is that when the heavyweight stocks were in a collective downturn, as a typical large cap blue chip stock, the shares of CSR and CNR both hit record highs on Wednesday, and the strong characteristics of the high-speed rail sector can be seen at a glance

sufficient upward momentum in the medium term

the inflow of funds into the high-speed rail sector is not simply conceptual hype. In fact, no matter from the macro background or industry fundamentals, the high-speed rail industry has obvious growth space

from the macro background, in the case of limited real estate investment and the gradual expiration of 4trillion policy investment next year, in order to maintain the stability of economic growth, the policy is bound to maintain the stability of investment growth, which is also proved in the policy planning of fiscal easing. Therefore, those areas with strong capital absorption capacity deserve special attention next year, and railway construction is one of them

in addition, from the perspective of industry fundamentals, the high-speed rail sector also has strong growth momentum. Changjiang Securities pointed out that the boom of domestic high-speed railway equipment industry is expected to continue under the dual impetus of higher than expected high-speed railway planning and higher train density

first of all, as an emerging industry with priority development, high-speed rail will continue to develop vigorously during the "12th Five Year Plan". The "railway medium and long term development plan" originally planned to reach the high-speed railway mileage by 2020, and it will not jump at this time; With more than 16000 kilometers, plus other new railways and existing speed-up lines, the rapid passenger transport of railway will reach more than 50000 kilometers, connecting all provincial capitals and cities with a population of more than 500000, covering more than 90% of the mainland population. According to the current construction situation, it is expected that the mileage of high-speed rail will reach 13000 kilometers in 2012, and the construction of high-speed rail will far exceed expectations

secondly, as the main direction of future passenger transport development, high-speed rail is bound to continue to develop vigorously. With the increase of the number of high-speed rail passengers, the increase of train ownership density is the second driving force for the growth of the railway equipment industry. At present, the high-speed railway is still in its infancy in China, and the train frequency of the operation line is low, and there is still huge room for improvement in the train ownership. It is expected that in the future, with the increase of high-speed railway passenger flow, the increase in the train ownership will further promote the growth of the high-speed railway equipment industry

in terms of specific investment opportunities, GF Securities reported that it was optimistic about the investment opportunities of CSR in six months and CNR in the long term. In addition, in terms of accessories companies, they are optimistic about the investment opportunities of Xinzhu shares, Zhongding shares, Shidai new materials, East China CNC, Jinyi industry and other companies

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