Machinery industry: to continue strongly recommended cold chain equipment

Industry News . Sharp drop in manufacturing investment growth . 2013 1-11 months, investment in fixed assets ( excluding farmers ) 39.1283 trillion yuan , an increase of 19.9% nominal growth rate and 1-10 months fell 0.2 percentage points compared ; national real estate ( market area ) development 7.7412 trillion yuan , an increase of 19.5% , 0.3 percentage points higher than the growth rate of 1-10 months . November , urban fixed asset investment grew by 18.2% , compared with October dropped by 1.1 percentage points ; real estate development investment grew 22% rise over October 7 percentage points. November fixed asset investment growth of 1.47 percent , growth picked up 0.05 percentage points more than in October .

Hot this week . Cold chain sector rose . In November, three leading companies order up to achieve rapid growth in order to verify the cold storage investment upturn judge last week, the cold chain sector a rapid rise in Yantai Moon ( market share it traded points ) , large cold shares ( market share it traded points ) , Han Zhong Seiki ( market share it traded points ) week rose 9.98 percent , respectively , 11.54 % and 11.1 %.

Follow-up focus. Cold chain sector continue to be optimistic , it is recommended Yantai Moon , large cold shares , Han Zhong Seiki ! Cold investment boom in the cyclical uptrend channel : After the 2012 trough , cold storage investment is quickly picked up the next two years will be at a high level ; mismatch between supply and demand and medium-sized refrigerator , a large structural deficit : the stock of cold storage life is too long , functional not designed for cold chain logistics demand characteristics , resulting in new capital into the trend of self-built cold storage , cold storage giant substantial growth in orders ; small and medium sized refrigerator and origin of lagging construction Delivery serious , huge freon screw machine needs space.

Huatai Machinery ( market area ) monthly portfolio outperformed the benchmark index this week . Huatai Machinery monthly portfolio weighted yield of 6.48 percent last week , significantly outperforming the -0.04 % Machinery ( CITIC ) index , the Shanghai Composite Index -1.8 % -1.9 % CSI 300 .

This week we recommend a combination of monthly , Yantai Moon and Hengli cylinder ( market share it traded points ) rose more than 9 percent , Parc and Anhui Heli ( market share it traded points ) also rose 5 percent down .

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