减速机制造测试未来强势传动行业之首

 农机行业：
　　近几年，国家对农业日益重视，产业政策的扶持力度越来越大。国家政策补贴极大促进了农机需求的快速增长。农机市场购销两旺，需求继续保持快速增长。目前沪深两市有相关上市公司三家：苏福马、ST飞彩、ST巨力，此三家上市公司行业代表性都极差，但市场重组带来了投资机会。推荐苏福马，华仪集团入主后，主营业务将转为高压开关、风力发电设备，给公司发展带来质的飞跃。
　　船舶制造业：
　　2006年4月份以来，世界造船市场新船成交量开始回落，世界主要造船企业订单饱满，船价虽然有所回落但依旧处于高位，预计国内造船业的景气都可以持续到2008年左右。推荐广船国际、沪东重机。
　　工程机械业：
　　工程机械主要包括铲运机械、路面机械、混凝土机械河工程起重机，主要用于国家重点工程、基础建设河房地产项目，其对投资项目具有高度敏感性，就从本年度上半年情况来看，其主要企业收入和利润增长超过50%，增长幅度高于固定投资增长。由于工程机械采购一般比较集中在3－7月份，所以预计今年下半年行业增长幅度将有较大幅度下降，但重点公司仍然值得我们关注，如三一重工、重联重科、安徽合力等。
　　机床行业：
　　今年上半年，数控机床行业需求快速增长，但行业竞争日益激烈，整个行业呈现一种强者恒强的状况。龙头企业在行业内的份额快速上升，挤兑了其他企业的市场份额。从产品结构、规模、盈利能力和公司发展前景等方面考虑，建议重点关注沈阳机床和秦川发展。

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.
Shipbuilding industry:
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.