Mechanical Equipment: Industry Growth Is Regulated Not Affect The Valuation Of Benefits
2009 high of FAI will continue to play an important role in 10 years
, 10 months FAI growth rate of 1,2, as we expected down to 26%, still able to support Construction Machinery Market, we believe that 10 years of engineering machinery can still have considerable growth than in 2009. Heavy machinery industry, electrical equipment, casting and forging import substitution space significantly, long-term growth potential.
Investment Highlights: Infrastructure FAI will continue to play a stimulating role, engineering machinery FAI continued growth in 2009 reached an unprecedented 30.5% growth rate, did not pull such a high investment of construction machinery to the appropriate rate. According to our model calculations, in 2009 the FAI will continue to pull in the 10-year follow-up role to play, if the 10-year FAI remained at 26%, construction machinery in the 10-year growth of about 17.4%, and the first half of the growth rate is much higher than this figures. Despite the policy out of expectations, but we think that policy is a slow and orderly withdrawal will not reverse the trend of growth of construction machinery. Continue to be optimistic Concrete Machinery , Excavator , Bulldozer Other varieties.
Real estate control policies did not prevent the growth of concrete machinery rising real estate prices has caused the excessive emphasis on the central high, continuous introduction of a number of regulatory policies to curb excessive price increases. But around the same time also issued a stern measures against hoarding to act, the central and local increase construction of affordable housing will contribute to real estate investment, boost the demand for concrete machinery. As the current high prices continued, profitable real estate enterprises, moderate inhibition of policy will not inhibit the enthusiasm of the real estate development company. January-February truck sales rose 83%. This is of course low sales volume from January to February 2009 of factors, but truck sales boom is undoubtedly the rapid growth in the low season from January to February the main reason. We believe that the regulation of real estate real estate development policy and will not slow down the speed, concrete machinery will maintain rapid growth. Concrete Machinery Company wait for the market value regression.
Heavy machinery industry, casting and forging long-term stable growth of China's economic growth has stimulated the rapid growth of China's electricity demand, low-carbon Energy Wind power, hydropower, nuclear power industry development from a low, low base, growing fast. In particular, the growth potential of nuclear power industry, speed and space for a huge import substitution, long-term guarantee of future orders, we expect the next 10 years nuclear power related equipment will continue to maintain an average annual growth rate of over 20%
Machine Industry has been through the valley of the domestic economic stimulus plan with the commencement also is lagging behind, we think that in industry, machine tool industry is relatively low recovery in the second half of 2009, to Kunming Machine, for example, new orders in 2009 reached 09 machine tool industry in the year of income, so the recovery in the mechanical industry background, we have reason to believe that the machine tool industry has been through the valley and return upward.
Investment advice: Recommended southerly shares, shares of building work, Sany Heavy Industry Kunming Machine Tool, Shantui Shares of.
Mechanical Equipment: Industry Growth Is Regulated Not Affect The Valuation Of Benefits
By: blairzhang
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Mechanical Equipment: Industry Growth Is Regulated Not Affect The Valuation Of Benefits Atlanta