Machinery and equipment segments of the industry value was excavated

AJ Securities research report that the latest R & D headquarters , due to the global economic recovery is weak , the impact of the domestic real economy is running low , leading to a gradual slowdown in investment growth impact traditional mechanical industry , machinery industry to expand production capacity by a certain degree of containment , industry boom downturn has become an indisputable fact. Traditional machinery, general machinery and other strong cyclical segments plate in the next period of time is difficult to have a systematic investment opportunities. However, under the new government initiated economic structural adjustment of the macroeconomic policy and economic restructuring to bring new industry growth will be the future trend of new high-end machinery industry will usher in the spring , some of the high growth with a strong policy-oriented the potential value of machinery and equipment industry segments worth mining.

About the sector specific investment highlights, AJ Securities believes that first marine engineering equipment . Relative to the huge energy demand and consumption , the available energy and petrochemical relatively small country such as oil, natural gas and other resources, per capita consumption of far less than the world average. In order to ensure long-term sustainable economic development, the exploitation of offshore petroleum resources will be increasingly important , the market prospects of the vast ocean engineering equipment .

Followed by the military equipment. In the international capital markets, asset securitization is a military trend , is to support the development of the defense industry today pillar means an increase in defense funding , but also ultimately achieve the purpose of promoting the further development of civil-military integration . Capital markets will provide more funds to support future huge defense industry needs.

The third is public transport . Traditional machinery industry concern is deeper sub-sectors affected by the policy , but with the deepening of urbanization policy implementation , public transport is affected by this policy the most far-reaching mechanical fields.

The fourth is the new coal chemical equipment . " Fifteen demonstration project" to get approval will be a high probability event , the amount of investment needed for these projects will reach 70 billion yuan , a huge market potential.

Fifth, industrial automation, including robotics , 3D printing. In order to reduce labor costs, and protect the work efficiency and product quality , the future trend of industrial production automation will become more apparent.