Opportunities for the hottest high-end equipment m

2022-08-13
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Opportunities for high-end equipment manufacturing to receive subsidies from emerging industries

opportunities for high-end equipment manufacturing to receive subsidies from emerging industries

China Construction machinery information

Guide: it is reported that the first batch of central special funds has been launched at the end of May this year, mainly for new energy vehicles, new materials and high-end equipment manufacturing. The three industries contain investment opportunities. High end equipment manufacturing industry high end equipment manufacturing industry should vigorously develop modern aviation equipment

it is reported that the first batch of central special funds has been launched at the end of May this year, mainly for new energy vehicles, new materials and high-end equipment manufacturing. The three industries contain investment opportunities

high end equipment manufacturing industry

high end equipment manufacturing, such as salt spray testing machine, high and low temperature testing machine and other industries, should vigorously develop modern aviation equipment, satellite and application industry, improve the development level of advanced rail transit equipment, accelerate the development of marine engineering equipment, expand and strengthen intelligent manufacturing equipment, and promote the development of intelligent, precision, green manufacturing industry and the decline of printing fastness

the CSC Research Report reiterated two main investment lines: Policy fine-tuning and stable demand growth. CSC believes that (2) accelerating the implementation of new materials in key areas and utilizing investment opportunities in the machinery industry are mainly concentrated in the following two aspects. First, investment opportunities brought by policy fine-tuning will benefit railway equipment, nuclear power, construction machinery, etc., especially construction machinery. The valuation level of major listed companies is low, while the performance of leading companies this year is still about 20%, Therefore, Sany Heavy Industry and Zoomlion, the main listed companies of construction machinery, are still the focus of attention

the second is the sub industries with stable growth in downstream demand, such as large energy equipment (such as coal machinery, oilfield equipment and marine engineering equipment), Jinan assay reciprocating tension and compression testing machine, which can be used as environmental protection equipment and consumer machinery in the range of instrument operation speed. Focus on Zoomlion, Sany Heavy Industry, Anhui Heli, CSR, Jinxi axle, China first heavy industry, Jerry, Tiandi technology, Zhengmei machinery, Linzhou heavy machinery, CIMC, China heavy industry, Shaangu power, Dongfang Seiko, Sunbird, aviation power and robots

Minsheng Securities believes that except for some post cycle industries, the risk of performance decline has basically been released, and the structural bottoming in the second quarter is a high probability event: (1) the bottom of macro policies has been basically proved, and infrastructure investment will be moderately restored to make up for the subsequent decline risk of real estate investment; (2) The industry's capacity reduction process has entered the middle and late stage, and the double squeeze of demand and cost is about to pass

Huatai United shows that it is optimistic about the core components of high-end equipment manufacturing. A special point mentioned in the 12th Five Year Plan is that "the basic supporting capacity has been significantly enhanced". This mainly includes the manufacturing capacity of key supporting systems and equipment, key components and basic parts required by high-end equipment. Historically, year was the period when the national finance supported the basic machinery and equipment of light industry. From 1999 to 2009, it was the development period of complete sets of heavy industry equipment. After 2010, it will advance to the upstream source and enter the era of core components of high-end equipment manufacturing industry. The core issue of China's modern equipment manufacturing industry is industrial upgrading, and the core issue of industrial upgrading is high-end core technology and components. According to the survey results, the promising areas of core components mainly include: CNC system and servo drive system in control system; Hydraulic pressure and bearing in power system; Key electronic materials in special materials, carbon fiber, aramid fiber, artificial diamond, etc; MOCVD, PECVD, seawater desalination reverse osmosis membrane, etc. in the equipment field of emerging industries

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