Machinery and equipment industry 2014 Strategic Outlook
Macroeconomic factors affecting machinery and equipment industry :
Increase in accounts receivable and bad debt rate increased problems caused by aggressive sales in 2014 are expected to basic relief, but the problem of high ownership will make the industry in the next two to three years remain under pressure
2014 GDP and M2 remained stable , macro-level industry opportunities hard to find , but the opportunity exists plate in subdivision
Urbanization will be a new emphasis on the development of small towns and small cities is expected to increase infrastructure investment efforts and promote the growth of earthmoving machinery
Development of the logistics industry, the construction of the new logistics parks and industrial upgrading existing parks are pushing up demand for forklifts
Concrete Machinery excessive trapped in troubled tenure , in 2014 hardly a surprise performance
With the slowdown in demand for coal in coal machinery industry entered a stable period , the pursuit of business growth you need to change on their own
Change can bring a breakthrough :
In addition to the macro , the company 's own strategic plan will determine the company's ability to stand out from the industry
To expand their business in different areas where we can be optimistic about the blue ocean areas and can give full play to their advantages of the company into the field
Overseas Market Development focuses on changes in market positioning, the transition from the low-end market to rely on cheap price and quality of both the mid-market
After restricting the development of the market in the short term profitability of the market and consumption habits and other factors affected the market and not quickly improved, but to enhance the customer experience and market share have great help, in the long run , it is the future trend
Picking logic:
Choose a clear breakdown of the short-term sector growth companies , recommend the Chinese Dragon (3339 HK)
Choose the initiative to expand their business in the field of long-term efforts to improve product quality and brand image, and actively carry out post- market business of the company, recommended Trinity International
