Frbiz Report – 2010 development trend of the domestic machinery industry forecast
Last year, the machinery industry production and sales of 10 trillion marks the first time, mechanical manufacturing industry 7 years, total sales to a new level of one trillion yuan.
According to Machinery Industry Federation expects up to 15% in 2010 profit growth of about 10, about 15% of export growth began to shrink to achieve policy change does not change the industry recovery,% of sales growth, but the industry does not have kinetic energy of an independent short-term market and, of course, with the gradual disclosure of annual reports, and export recovery is still not bright enough.
Strong support in the macroeconomic recovery, mechanical industry, profitability improved significantly: Since inception in 2009, bottoming out in the first quarter gross profit margin continued to improve, we believe that the 2010 gross margin will continue to further strengthen the industry as a whole.
Construction Machinery Industry
4 trillion of investment in the city and inertia-driven, real estate, a new beginning to maintain high and relatively stable domestic demand and other factors will continue to influence the region, taking into account the resumption of growth in 2010 Chukou, construction machinery industry will continue to be a good performance. The adjusted stock market, engineering machinery have significantly improved the safety plate boundaries, investment opportunities are becoming apparent.
Investment Strategies: Short-term effects, long-term look at the export. We look forward to the export of construction machinery industry in 2010 brought a surprise, but "standing is not a spring," we rely on domestic demand will remain stable. From the present situation, we still adhere to a stable domestic demand, improving export judgments. Building a strong cyclical industries as machinery industry, the credit crunch, negative factors such as short-term impact is difficult to rise in power, but in the long term, the current strategy should be to Jiancang opportunities.
Machine tool industry
Differences in demand for machine tool industry has led to the division of labor. 2009 Pension cutting machine is the 580,300 units total annual sales in the overall performance of recovery, down 5.98%, 1-month data show that recovery is more apparent. Metal-cutting CNC machine tools on a one-year 17.75 percent increase over last year and better sales, especially last year 11,12 months, more than 60% over last year's data.
Differences in the downstream industry demand has led to the differentiation of the machine tool industry, the Chinese equipment manufacturing industry constitutes trend of high-grade, heavy-duty CNC machine tools of effective demand.
Railway equipment industry
Without fear of "adjustment", the economy is still there. China Railway schedule of fixed assets investment in 2010 reached a record 823.5 billion yuan, of which the railway infrastructure investment in 2009 reached 79 percent, based on growth in 2010, nearly 17% to 700 billion yuan in the next 3 years, at least 70 billion yuan. December 2009, the national railway freight turnover of the first year of positive, which indicates that restricting the procurement of the Department of rail freight will be deleted, and macroeconomic policy adjustment will not affect investment
Ministry of Railways, "generous."
Railway obvious counter-cyclical changes in investment policy will not affect the industry's sustained prosperity. In the next few years, in addition to ordinary passenger cars, locomotives, mobile vehicles, trucks (macro-economic improvement, and greater separation of passenger and cargo space for the results) will increase, as China has gradually built the railway line, on-line equipment , in particular the European Monetary Union will be the focus, delivery period in 2010, the beginning.
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