2013年8月29日星期四

Legend of the crane industry this year will be reborn

In 2012, the overall poor performance of the  hoist gantry crane  industry fundamentals, as the industry's strong cycle property, in the context of macroeconomic downside, weaker demand and overcapacity is the main reason for the weak performance of the industry. For the full year, revenue growth at a standstill, net income continues to decline. Share price performance, the industry index greater volatility in the first half, the second half showed unilateral downward trend appears near the end of a rally.

2013, the macroeconomic getting warmer, the estimated annual GDP growth of 8.3%. Overhead crane industry is expected in the fourth quarter of 2012 appeared to stabilize recovery features, the main sub-sectors or decreases in revenues and net income began to rise,sino hoist but the range is limited to improve the profitability of the industry as a whole is difficult to see significant improvement in the operating environment. Therefore, 2013 will be reflected in the machinery industry fundamentals low recovery.

Meanwhile, although the development of emerging industries is difficult to completely avoid the downside risks to the macroeconomic cycle, but the economic transformation of progressive long-term support for the emerging industry structure, macroeconomic moderate recovery in 2013, increasing frequency of new policies issued in the context of economic gradual transformation-related sectors will also be showing a good investment opportunity.

In the investment strategy, we recommend investors to grasp the industry low recovery and gradual transformation of the dual economic investment opportunities, promising to benefit from accelerated infrastructure investment, real estate investment recovery engineering overhead  steel crane   and railway equipment sector, the overall size of the industry still shrinking but in the short restart promote nuclear power equipment sector, as well as in the process of industrial upgrading has a prominent role in intelligent equipment industry.

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