According to reports, the first batch of funds for the central government was launched at the end of May this year, mainly for the three aspects of new energy vehicles, new materials and high-end equipment manufacturing. The three major industries contain investment opportunities. The high-end equipment manufacturing industry of high-end equipment manufacturing industry should vigorously develop modern aviation equipment, satellite and application industries, upgrade the development level of advanced rail transit equipment, accelerate the development of marine engineering equipment, enlarge and strengthen intelligent manufacturing equipment, and promote intelligent and precise manufacturing. Green development. The CITIC Construction Investment Research Report reiterated two main lines of investment: fine-tuning of policies and steady increase in demand. CITIC Jiantou believes that investment opportunities in the machinery industry are mainly concentrated in the following two aspects. First, investment opportunities brought about by fine-tuning of policies, railway equipment, nuclear power, construction machinery, etc. will benefit, especially for construction machinery, valuation of major listed companies. Lower, and the leading company's performance this year is still about 20% growth, so the major listed companies of construction machinery, Sany Heavy Industry and Zoomlion are still the focus of attention. Second, sub-sectors with stable growth in downstream demand, such as large energy equipment (such as coal machinery, oilfield equipment and offshore equipment), energy-saving and environmental protection equipment, and consumer machinery. Highlighted Zoomlion, Sany Heavy Industry, Anhui Heli, China South Locomotive, Jinxi Axle, China Yizhong, Jerry, Tiandi Technology, Zhengzhou Coal, Linzhou Heavy Machinery, CIMC, China Heavy Industry, Shaanxi Drum Power , Oriental Seiko, Sunbird, Aerodynamics and Robotics. Minsheng Securities believes that except for some post-cyclical industries, the risk of performance decline is basically released. The structural bottoming in the second quarter is a high probability event: (1) The bottom of the macro policy is basically proven, and the infrastructure investment will be moderately restored to make up for the subsequent downside risks of real estate investment. (2) The industry's de-capacity process enters the middle and late stages, and the double squeeze of demand and cost is about to pass. Huatai United has shown that it is optimistic about the core components of high-end equipment manufacturing. One point specifically mentioned in the “Twelfth Five-Year Plan†is “significant enhancement of basic supporting capacityâ€. This mainly includes the key supporting systems and equipment, key components and basic parts manufacturing capabilities required for high-end equipment. Historically, from 1979 to 1999, it was the period in which the state financed the basic mechanical equipment for light industry. From 1999 to 2009, it was the development period of heavy equipment, and after 2010, it will advance to the upstream source and enter the high-end equipment manufacturing. The era of the core components of the industry. The core problem of China's modern equipment manufacturing industry is industrial upgrading. The core issue of industrial upgrading is high-end core technology and components. According to the survey results, the core components are mainly including: CNC system and servo drive system in control system; hydraulic and bearing in power system; key electronic materials in special materials, carbon fiber, aramid fiber, synthetic diamond, etc.; MOCVD, PECVD, seawater desalination reverse osmosis membranes, etc. in the field of industrial equipment.
Wireless Temperature Transmitter
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