|
 WH78 |
| WR82 |
| WHX124 |
| WHX132 |
| WHX150 |
| WHX155 |
| WHX157 |
| WHX159 |
| SS-2184 |
| SS-800 |
| 81X,81XH |
| M315 |
| M450 |
| M630 |
| M900 |
| 9835M |
| 110M |
| 111M |
| 150M |
| 5907D |
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| BACK |
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| Strategy and management advantages bibcock enterprise |
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April RMB loan dropped sharply increased. M2 growth in fixed asset investment growth with the correlation between higher, but we tend to think of credit growth fell back is the money supply. April credit data validation of our basic already dropped, we expect with credit growth in the money supply and dropped, the fixed asset investment growth will inevitably occur highs.
With the boom of mechanical industry, the article also could affect the mechanical industry will be divided into three sections conveyor chain, engineering mechanics, in railway equipment, machine tool industry.
April PMI index to small rally. On may PMI index is expected to fall or annulus. We tend to think that the stock index is manufactured goods, the current cycle inventory level has returned to the low level of 2006, inventory continuously low volatility expansion of that enterprise is greatly to be strong for the price rise rapidly, the expected is not high.
Engineering machinery industry investment strategy
The strategic investment and management of the enterprises conveyor parts. We are expected to last year due to high base and seasonal factors, and may engineering machinery sales will appear year-on-year, annulus, so negative price rises in the short term, but the lack of catalyst on hourly earnings season still better judgment, still depends on the company profits for the price recovery, inventory management level, from the quarterly, trinity dhi, better liugong.
Railway equipment 5 ~ 6 months to run to win market
With the locomotive and bridge bracket and high in iron fastener project bid opening, we expect the ministry will restart truck in June, tender tender, about 2.8 million vehicles quantity of passenger transport construction and the benefit of China southern railway trains and new materials, but the long-term first order by van slowdown in west jin axle short term rally chance to even greater.
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