Last week, the mechanical equipment industry won the Shanghai and Shenzhen 300, heavy machinery and construction machinery ahead of the rise: last week, the overall market rose, the gem index, small and medium index and Shenzhen stock index rose before the rise, of which the growth of the gem weekly increased by 4.53%, the Shanghai and Shenzhen 300 index rose by 0.73%. In the sub industry, steel, construction, defense and military industry and real estate industry are in the top rise, the machinery and equipment industry is up 2.67%, ranking 8/28, and winning the Shanghai and Shenzhen 300 index. Machinery and equipment in the fine molecular industry, heavy machinery and engineering machinery sector rose. This week's key news and announcements: in July 23rd, Premier Li Keqiang of the State Council convened a standing meeting of the State Council to deploy the role of financial and financial policy better, support the expansion of internal demand and promote the development of the real economy; put forward a positive financial policy, and focus on reducing tax and reducing the cost; the prudent monetary policy should be tighten and moderate to dredge the goods. Monetary credit policy transmission mechanism, and guide financial institutions to support small and micro enterprises. We believe that the positive policy is expected to land, will further drive the improvement of marginal investment in infrastructure, construction machinery sector is expected to usher in the valuation of the repair market.
This week, the investment view and combination of the machinery industry: the positive policy is added to the infrastructure construction, the construction machinery industry continues to recover; the semiconductor boom cycle continues, the domestic equipment ushered in the opportunity of historical development; the lithium electric industry has accelerated the survival of the fittest, and the high end capacity demand is still strong. It is recommended to pay attention to the constant hydraulic pressure of engineering machinery faucet, Xugong machinery, Sany and core component suppliers; semiconductor testing equipment leading Chang Chuan science and technology, semiconductor core equipment North Huachang and crystal growth equipment leader crystal Sheng mechatronics; international high-end lithium electric equipment leading intelligence.
