Roll forming machine  power boost exports. Attention back

Author: Author    NewsSource: Site author    Hits:     Updated: 10/14/2009

Whole month, export low: 1-7 months machinery industry total sales value 5.52 trillion yuan, a year-on-year growth rate increases, the first 8.04 percent 1.25 percentage points, a month accelerated. But 1-7 months industry 23.64% the export still year-on-year drop, and half a low, finishing.

In the second quarter of roll forming machine, export growth remains positive start substantially: main products excavator, cranes, concrete machinery from the second quarter began to restore growth, bibcock companies are realizing revenues and profits are growing. July industry continued growth, is not weak characteristics; the off-season Engineering machinery is the biggest export decline during the first half of the machinery industry, the second half of the industry is expected to improve exports.

Railway equipment industry, railway equipment industry second half performance index, the second half of robust financial situation and truck locomotive, the future purchasing/procurement, city metro rail gradually entered the peak, the investment opportunity.

Machine tools, stabilize by narrow 1-7 months of machine production still showed a trend of decline, but declines, including narrow month cumulative yield metal cutting machine, 18.62% year-on-year drop 35.16 sets, a few months after drop significantly slowing. High-end large nc machine enterprises concerned.
Shipping port to ease, bottom re-warmer: first new receive orders ship year-on-year drop 78%, 7, 8 two months situation better. Major companies can guarantee future orders with two years of production, but the connecting to large, port and container and low. Due to the low valuation industry, considering the foreign trade has improved, stock trading opportunities exist.

Military for the integration of the margin of safety, military industry, but overall stability of 2 class market to grasp the main or military related events stimulation and promote the integration of stocks is expected. Suggestions for good, have fundamental margin of safety has integration of leading industry is expected.
Suggestion: consider investing in the fourth quarter and product export market boom, restore expectations and valuations, we give vanda heavy trinity xugong dhi, Chinese satellite, kunming machine, China southern railway, taiyuan caterpillar, the rockets shares, China aviation optical-electrical and liugong, hill pushed shares, tianma shares "additional" rating.