In 2007 our country machine manufacture profession investment analysis
The Chinese heavy industry output value accounts for the GDP proportion, after 2000 starts to enhance, in 2003 appears the acceleration, achieves 29%, in 2006 achieves 31% 1 to September. The densified industry time approaches, the Chinese industrialization, the urbanized advancement speed up, the global industry chain acceleration shifts to China. But the Chinese mechanical industry increases the value and the GDP speed-up contrast, 1999 ago is lower than the GDP speed-up, after but 1999 appears speeds up, in 2002 quickly to GDP speed-up 1 time, 2,003 is 1.6 times, 2,006 first half years same time the speed-up achieve 32%, quickly to GDP nearly 2 times.
Therefore, the party 16 loudly proposed promotes the equipment manufacturing industry vigorously, walks the new industrialization path, realizes the national economy sustainable development, the opportunity is completely mature. Thus, from now on in quite long time mechanical manufacturing industry faced with historical important opportunity.
Looking from the part segmentation profession that, the project mechanical profession “25” previous three year positive factor are very many, the prospect is broad; The numerical control engine bed profession still was in the fast development the initial period, the national promotion equipment manufacturing industry medium and long-term is advantageous to this profession big development; In 2015 China will become the global first shipbuilding great nation, the shipbuilding industry fast development tendency for a long time continues; Lifts heavy objects the transport vehicle profession to be in the good environment which the Chinese economy continues to develop stably, the macroeconomic regulation and control influence is limited, the stable growth is its main melody. Therefore, the investment rating is: Favoring. The container profession profits from the Chinese foreign trade import and export stable growth, marches into the stable development time, in the past the high speed growth situation estimated reappears with difficulty.
Four big children professions become the first half year mechanical profession the market hot spot tectonic plate. Early this year, the mechanical profession goes on the market the company to display very outstanding, the hot spot mainly concentrates in four big children professions, they are the shipbuilding, the aerospace, the engine bed, the project machinery. These four big tectonic plates increase scope is higher than other sub- profession by far the increase scope. We believed that, the fourth quarter still could revolve investment subject and so on the shipbuilding, war industry, equipment manufacturing industry to excavate the new opportunities for investment.
"15 "will be the Chinese engine bed industry steady development time. According to the Chinese engine bed tool industrial association newest forecast, in 2006 the entire profession gross value of industrial output and the product sale income achieved 150 billion Yuan, grew about 15% compared to the last year.
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