2011年11月16日星期三

Japan and south korea rebound indicates that the export sales of construction machinery market reco

Business News Japan and south korea rebound indicates that the export sales of construction machinery market reco
October Golden Week holiday, days by 6 days, the domestic machinery products Sell Performance of less prominent, but in fact the pace of global economic recovery and the Soviet Union did not hesitate. Japan, South Korea Construction Machinery Chain sales rebounded sharply, orders for machinery products in Europe North America slow recovery, a rebound in exports of Chinese machinery products soon.

Maintain the machinery industry, the "recommended" rating. Global economic recovery is a slow process, as the performance of downstream machinery industry will lead the recovery in the upstream industry. Concerns on government investment dropped prematurely; enterprise efficiency improvements will stimulate private investment recovery; Japan and South Korea rebound in construction machinery sales indicate a recovery in exports; cost significantly less than the speed of recovery in demand has picked up the fourth quarter, earnings growth accelerated machinery industry.

Investment strategy: investment will account for dominant themes. The next three months or so is the disclosure of vacuum, so the investment strategy in November compared to October to make adjustments, the investment performance of the main line from a change in subject matter and expected changes to the main line. Exports are expected to change is the main line of investment, in September, Japan, Korea, the sharp rebound in construction machinery sales, machinery orders for North America, Europe, slow recovery,Soccer Socks, a rebound in exports around the corner; concern: Anhui Heli, Shantui Shares, Longxi shares. The economy fully recovers, gradually improving economic efficiency of enterprises,Arsenal Jerseys, concern PS, PB listed companies lower, with the profits quickly rebounded, PE will be attractive; concern: Anhui Heli, Xiamen Engineering shares, Shenyang Machine tool , CIMC.

By the golden week of October, sales of construction machinery industry chain drop is normal. Start this year, demand for construction machinery is still mainly from the construction of infrastructure such as railways, highways, subways and other projects, exports slow recovery. Benefit from the municipal construction, including construction machinery products Truck Crane , Hydraulic Excavator Performance of the most prominent, significant substitution effects on the foreign brands; forklift sales and higher export-related, mild rebound.

Listed companies Sany Heavy Industry The excavator, XCMG, in Alliance Car Crane large increase over the previous year.

Japanese and Korean construction machinery sales chain to rebound sharply. South Korean construction machinery sales fell in August after a brief rise again in September sales up 40% of the chain, chain exports rose 55%. September Japanese construction machinery (excluding trucks) sales of 121 billion yen, up 50% of the chain, export 65.2 billion yen, up 41% of the chain.

Quickly picked up the domestic production of CNC machine tools, machine tool orders rebounded in Europe and the United States slow. October output of CNC machine tools in China 12,900 units, up 36.3%. October orders for chain cutting machine tools in Japan rose 8.6%, of which 30% rebound in export orders. September U.S. machine tool orders rose 18% chain, the chain index of German machinery orders rebounded 0.8%.

10 China's shipbuilding industry,Tottenham Hotspur jerseys, new orders remained weak,Valencia jerseys, container exports have rebounded,Puma Soccer Shoes, the chain increased 33%.

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