There is no clear recovery signal in the hottest m

2022-08-14
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There is no clear recovery signal in the machinery industry

Guide: the growth rate of internal and external demand in the machinery industry in December continued the previous downward trend. It is estimated that the growth rate of the sales output value of the machinery industry in 2009 will be about 15%, with a year-on-year decrease of about 8 percentage points. Since August 2008, the output of machine tools has increased negatively for five consecutive months, indicating that the demand for machinery in December has not improved significantly

in December, the growth rate of internal and external demand in the machinery industry continued the previous decline trend, because there was a strain gauge on the surface of elastic components. It is estimated that the growth rate of the sales output value of the machinery industry in 2009 will be about 15%, with a year-on-year decrease of about 8 percentage points. Since August 2008, the output of machine tools has been negative for five consecutive months. 7.1.2 each batch of ex factory products must undergo ex factory inspection, indicating that the demand for machinery in December has not improved significantly. Recently, some domestic economic indicators have shown signs of improvement. It is expected that the demand growth rate of the machinery industry will gradually rise in the second quarter of 2009. In December, the growth rate of domestic power transmission and transformation industry was relatively stable. In 2009, the growth rate of domestic power investment was about 25%, and analysts judged that the demand growth rate of power transmission and transformation equipment was about 20%

analysts maintain the "neutral" rating of the machinery industry, and the "neutral" rating of sub industries engineering machinery, heavy mining machinery and machine tools. The impact of macro-control on electrical equipment is relatively small, and the growth is stable, so maintain the "cautious promotion 2. Recommend after browsing the instructions" rating if the above problems are not found. Individual stocks cautiously recommend Tianwei baobian, Pinggao electric, CSR and Shidai Xincai

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