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| 14/5000 Machinery manufacturing: opportunities for equipment manufacturing enterprises |
| Time: 2017-09-26 View: 559 Burst: |
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Machinery industry: the terminal demand that cannot be circumvented. Machinery industry in the first half of 2017 cycle recovery earnings improved but overall still weak, valuations remain high. As macroeconomic margins weaken, the start of the jugla cycle is fraught with uncertainty. Looking forward to the fourth quarter, we still need to pay close attention to the fine molecule industry at the forefront of the capacity expansion cycle in the downstream, and grasp the fine molecule industry whose industry fundamentals are bottoming up in 2018. 3C automation: opportunities for China's automation equipment under industrial transfer. IPHONEX is expected to lead a new wave of consumer electronics innovation. But we are more focused on a new round of industrial shifts: the rise of consumer electronics in China, and the broader shift of the panel and semiconductor industries. The strong demand of the downstream, the replacement of domestic equipment and the triple power of changing people have become the driving force of the 3C automation industry. Focus on modules, detection, welding, processing and other equipment with competitive advantages. Photovoltaic equipment: rising business cycle + increased permeability, monocrystalline silicon production cycle equipment benefits. The photovoltaic installation boom continues to exceed expectations, and the permeability of monocrystalline silicon continues to improve. It is optimistic that the penetration rate will be 50% by 2020. The global demand for monocrystalline silicon production capacity will be 74GW by 2020, and the production capacity is still on the road of expansion. Monocrystalline silicon expansion capacity cycle, equipment leading enterprises most benefit. Nuclear power equipment: short for approval and bidding, long for horizontal expansion capacity. Three generations of mature nuclear power technology, nuclear power approval is expected to be close, new equipment bidding for nuclear power units, triple impetus is expected to push forward the improvement of nuclear power equipment industry fundamentals. However, the long-term development ability of nuclear power equipment enterprises in the fields of civil and military equipment is expected to smooth the fluctuations of performance, open up market space and achieve sustained growth. Rail transit equipment: high-speed rail traffic mileage reversal in 2018, subway continued high boom. The length of high-speed rail service in 2018 is 1906 kilometers, up 30.73 percent year-on-year. The length of train service is reversed, and it will reach a peak of 4,616 kilometers in 2020. The length of metro service is maintained and flourishing, from 2018-2019:600 km, and the peak is 1836 km in 2020. Due to the fact that the number of tenders for rail delivery equipment is less than expected, as the base is raised, it is difficult for equipment enterprises to gain more growth. The focus is on the equipment enterprises with consumables attributes, and the post-market space is larger. |
