The most volcano pushed the shares up sharply, and

2022-07-30
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Shantui shares rose sharply, and the outlook of mechanical stocks rose sharply

Shantui shares rose sharply, and the outlook of mechanical stocks rose

China Construction Machinery Information

Guide: in the afternoon, the machinery sector rose, and Shantui shares took the lead in launching a sharp upward attack, with a maximum increase of 8%, driving the performance of mechanical stocks to be active. It is expected that the machinery industry will be dominated by shocks before the Spring Festival. According to other stocks, Xinshi's natural bio based high molecular materials have the characteristics of green, environment-friendly, renewable and biodegradable materials that traditional high molecular materials do not have, reaching the afternoon limit. Taiyuan Heavy Industry rose 3.56%, usually talking about biomedical materials, XCMG machinery rose 3.22%, Sany Heavy Machinery

in the afternoon, the machinery sector rose, and Shantui shares took the lead in launching a substantial upward attack, with a maximum increase of 8%, driving the performance of machinery stocks to be active. It is expected that the machinery industry will be dominated by shocks before the Spring Festival

for other stocks, xinshida rose by the afternoon limit, Taiyuan Heavy Industry rose by 3.56%, XCMG machinery rose by 3.22%, Sany Heavy Industry rose by 2.10%, Liugong rose by 1.87% and Boshen tools rose by 4.45%

it is expected that the machinery industry will be dominated by shocks before the Spring Festival, and the investment strategy will stick to defense and wait for the opportunity of counterattack. As the winter construction off-season in the North has entered, the sales of the construction machinery industry is relatively flat, but it still maintains a positive growth year-on-year. During the 12th Five Year Plan period, the railway investment will reach 3.5 trillion yuan, an increase of more than 1 trillion yuan compared with 2.2 trillion yuan during the 11th Five Year Plan period; The investment in water conservancy is expected to reach billion yuan, and the investment scale of the additional installed capacity in the 12th Five Year Plan will be more than three times the actual investment in the 11th five year plan. The construction machinery industry benefited

the change in the growth rate of real estate investment next year will have a crucial impact on the demand of the construction machinery industry. Closely follow the change in liquidity indicators and grasp the band market. In the short term, under the tightening tone, the construction machinery industry is also worried about the decline in the growth rate of the railway system industry, and the market is mainly volatile; Railway equipment is a very good defensive variety. Next year, the bidding for multiple units of the Ministry of Railways and the planning of international high-speed rail lines are both catalysts. It is recommended that CSR, CNR and Shidai new realize the secularization and moderation of Islamic political parties; The post cycle energy equipment industry benefits from the rise of energy prices, its prosperity lags behind the economy, and the prosperity of oil mining equipment, offshore engineering and coal mining equipment is upward

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