On the development of machinery industry in 2015
2015/5/21 view:
2015 two major investment themes - industry 4. To ensure the German manufacturing industry in the global competitive advantage. Led by Siemens enterprise and academic circles jointly put forward the concept of "industrial 4.0, the Ministry of industry from industrial 4.0 compiled the the made in China 2025" plan, China will help two it fusion (industrial technology and information technology), by 2025 among the modern industrial power. By 2015, the concept of industrial 4.0 will be sustained attention to the market, covering the area of investment covers not only the machine tools, automation equipment, including sensor, industrial control system, software development, networking, system integration field.
2015 two major investment themes - the area along the way strategy. In 2013, the Chinese leaders put forward to build the Silk Road Economic Belt and the 21st century Maritime Silk Road two initiatives, collectively referred to as the "along the way". We believe that the "along the way" the construction of the China to help China to resolve the domestic excess capacity at the same time, can improve the peripheral security environment and ensure the safety of energy import channels, and find new investment channels for huge foreign exchange reserves. Through the "along the way" not only can provide the impetus for the development of China in the next ten years, but also can greatly enhance China's international influence. To ensure the smooth implementation of the along the way, Xi Jinping personally to the heads of state.
2015 construction machinery sales stabilized, valuation fixes. Dragged down by the real estate, the 2014 engineering machinery sales is still poor, from January to November 2014. I between the Kuomintang and the Communist Party of China sales of excavators 85032 and Taiwan, compared to the same period fell 19.90%. After the industry rose sharply, the development of the engineering machinery industry is more robust, leverage levels, accounts receivable growth fell sharply. With the increase of infrastructure investment, and implementation of the "along the way" strategy, we expect construction machinery sales in 2015 will be stabilized in 2016 to achieve growth. Construction machinery industry in the domestic steady growth, the international along the way in the context of valuation fixes, and then the results of the company's stock price rise.
Railway equipment is expected to achieve Davies double click. When the economy is not good, the government often uses railway investment as the means to stimulate economic growth, so the railway equipment industry has a certain reverse cycle characteristics. 1) in January 2014 -11 months, the NDRC approved the new, the expansion of a total of 29 railway construction planning, involving a total of 1047800000000 yuan of investment projects, will directly drive 2015-2016 railway equipment demand growth. The accelerated growth of the railway infrastructure; 2) from January to June 2014, China Railway, China Railway except China, operating income total 217.39_yi billion yuan, an increase 19.29%, growth compared to 2013 annual high 10.45 percent, China Railway "going out" strategy for the success of the China Railway promoted; 3) the merger of North and South car will significantly increase the international competitiveness of China's railway equipment, railway sector valuations will increase. Railway equipment industry is expected to achieve Davies double click.
Intelligent equipment in a rapid growth, the future of space is huge. Due to the arrival of the aging society, the labor costs of Chinese companies continue to rise. Intelligent equipment in more areas, a wider range of alternative labor is becoming the main choice for manufacturing companies. As the trend of aging population is irreversible, the development of smart equipment is promising and determined.. The robot, for example, per 10000 workers in our country has a number of robots is only 27 sets, below the average of around 55 Taiwan, far below the South Korea, Japan, more than 300 level, the future in our country to the robot as the representative of intelligent equipment and very large space for development. Intelligent equipment is expected to represent the robot in 2015 will still grow rapidly
2015 two major investment themes - the area along the way strategy. In 2013, the Chinese leaders put forward to build the Silk Road Economic Belt and the 21st century Maritime Silk Road two initiatives, collectively referred to as the "along the way". We believe that the "along the way" the construction of the China to help China to resolve the domestic excess capacity at the same time, can improve the peripheral security environment and ensure the safety of energy import channels, and find new investment channels for huge foreign exchange reserves. Through the "along the way" not only can provide the impetus for the development of China in the next ten years, but also can greatly enhance China's international influence. To ensure the smooth implementation of the along the way, Xi Jinping personally to the heads of state.
2015 construction machinery sales stabilized, valuation fixes. Dragged down by the real estate, the 2014 engineering machinery sales is still poor, from January to November 2014. I between the Kuomintang and the Communist Party of China sales of excavators 85032 and Taiwan, compared to the same period fell 19.90%. After the industry rose sharply, the development of the engineering machinery industry is more robust, leverage levels, accounts receivable growth fell sharply. With the increase of infrastructure investment, and implementation of the "along the way" strategy, we expect construction machinery sales in 2015 will be stabilized in 2016 to achieve growth. Construction machinery industry in the domestic steady growth, the international along the way in the context of valuation fixes, and then the results of the company's stock price rise.
Railway equipment is expected to achieve Davies double click. When the economy is not good, the government often uses railway investment as the means to stimulate economic growth, so the railway equipment industry has a certain reverse cycle characteristics. 1) in January 2014 -11 months, the NDRC approved the new, the expansion of a total of 29 railway construction planning, involving a total of 1047800000000 yuan of investment projects, will directly drive 2015-2016 railway equipment demand growth. The accelerated growth of the railway infrastructure; 2) from January to June 2014, China Railway, China Railway except China, operating income total 217.39_yi billion yuan, an increase 19.29%, growth compared to 2013 annual high 10.45 percent, China Railway "going out" strategy for the success of the China Railway promoted; 3) the merger of North and South car will significantly increase the international competitiveness of China's railway equipment, railway sector valuations will increase. Railway equipment industry is expected to achieve Davies double click.
Intelligent equipment in a rapid growth, the future of space is huge. Due to the arrival of the aging society, the labor costs of Chinese companies continue to rise. Intelligent equipment in more areas, a wider range of alternative labor is becoming the main choice for manufacturing companies. As the trend of aging population is irreversible, the development of smart equipment is promising and determined.. The robot, for example, per 10000 workers in our country has a number of robots is only 27 sets, below the average of around 55 Taiwan, far below the South Korea, Japan, more than 300 level, the future in our country to the robot as the representative of intelligent equipment and very large space for development. Intelligent equipment is expected to represent the robot in 2015 will still grow rapidly
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