[engineering machinery industry] in April, excavators increased by 85% over the same period last year. The Association released data on excavator sales in April, selling 26 thousand and 600 units in that month, an increase of 85% over the same period, and 86 thousand and 600 sales in 1-4 months, an increase of 58% over the same period. Review a few points: continue to look at the engineering machinery plate. At present, the industry prosperity is continuing, the basic level is supported, the future benefits from the scale effect, the historical burden of treatment, the industry profitability is expected to further improve, the emphasis on Sany, Hengli hydraulic, Addie precision, Xugong machinery, Liugong.
[oil clothing equipment industry] from the tracking to the oil companies and oil clothing data, the business situation in 16 years, 17 years of revenue and profit greatly improved, doubled the same year, the industry has gone. According to the continuous tracking of global data, the 17 year capital expenditure of oil companies and oil companies is basically equal to 16 years, and 18 years is about 10% growth compared to 17 years. It is proposed to pay attention to the private oil clothing and equipment enterprises, which are mainly overseas. From the micro point of view, the workload of oil clothing and engineering equipment enterprises has risen significantly, up about 20-30%. At the same time, the bidding situation of overseas projects has also increased significantly over the past 18 years. It is recommended that the standard Jerry shares and the sea oil project.
Industrial robots and automation industry] the profitability of downstream enterprises is improved, the preference of enterprises is improved, and the demand for industrial robots and the desire for automation transformation are enhanced. Labor costs rise, forcing enterprises to accelerate the process of automation transformation. The localization of core components has accelerated the cost improvement, and the cost recovery ratio of industrial robots has been shortened. The "four family" of foreign countries occupies the dominant position in the traditional industry, and the domestic enterprises are making a general industrial field. It is suggested to pay attention to eston, robot, tusta, central Germany and central China.
(semiconductor equipment industry) in May 3rd, China core international announced the joint investment in the semiconductor industry fund with the national integrated circuit fund and Shanghai Yao core. The total fund amount to 1 billion 616 million yuan. We think this move will play a demonstration role, and then pry more capital into the related industries and improve the integrated circuit collar. The investment ability of the domain, thus releasing the demand in the related equipment field. We believe that equipment leader North Huachang, Jing Sheng Electrical and mechanical testing, Cheung Chuan technology, precision electronics, Asia Xiang integrated, to pure technology is expected to lead the way.
