Agricultural machinery industry:
In recent years, the state has paid more and more attention to agriculture and the support of industrial policies has been increasing. National policy subsidies have greatly promoted the rapid growth of demand for agricultural machinery. The agricultural machinery market is booming in both purchase and sales, and demand continues to grow rapidly. At present, there are three listed companies in Shanghai and Shenzhen: Su Fuma, ST Feicai, and ST Juli. The industry representativeness of these three listed companies is extremely poor, but the market reorganization has brought about investment opportunities. After Sufuma and Huayi Group were selected, the main business will be switched to high voltage switches and wind power generation equipment, which will bring a qualitative leap to the company's development.
Since April 2006, the volume of new ships in the world's shipbuilding market has begun to decline. The world's major shipbuilding companies have full orders. Although the price of ships has declined, it is still at a high level. It is expected that the prosperity of the domestic shipbuilding industry can continue until around 2008. Recommended Guangzhou Shipyard International, Hudong Heavy Machinery.
Construction Machinery Industry:
Construction machinery mainly includes shovels, road machinery, concrete machinery, and river construction cranes. It is mainly used for national key projects and infrastructure-building river real estate projects. It is highly sensitive to investment projects. From the perspective of the first half of the current year, it is mainly Corporate income and profits increased by more than 50%, which was higher than fixed investment growth. As the purchasing of construction machinery is generally concentrated in March-July, it is expected that the growth rate of the industry in the second half of this year will decline significantly, but the key companies still deserve our attention, such as Sany Heavy Industry, Relinking, and Anhui Heli.
Machine Tool Industry:
In the first half of this year, the demand for the CNC machine tool industry grew rapidly, but the industry competition became increasingly fierce, and the entire industry showed a situation of being strong and consistent. The share of leading companies in the industry has risen rapidly, which has run against other companies’ market share. From the aspects of product structure, scale, profitability, and company development prospects, it is recommended to focus on the development of Shenyang Machine Tool and Qinchuan.