Machinery industry: Construction machinery and machine tool industries still lead industry growth

Machinery output value and exports continued to maintain rapid growth in September. In September, the output value of the domestic machinery industry increased by 29.4% year-on-year, and the shipment value was 136.16 billion yuan, an increase of 36.6% year-on-year, continuing to maintain rapid growth. In terms of profitability, the value-added growth rates of the general machinery and special equipment industries in October were 18.8% and 17%, respectively, and both fell, indicating that the current machinery industry as a whole is still operating well, but the profitability is not good. Related company stock trends

Anhui Heli 17.65-0.14-0.79%, Xingma Automobile 22.69-0.21-0.92% Kunming Machine Tool 10.26-0.54-5.00% profit growth rate dropped slightly. At present, the growth rate of the total planned investment in newly-started fixed asset investment projects and the total investment in construction projects in China is still faster than the growth rate of completed investment in fixed assets, so we believe that the machinery industry will continue to maintain rapid growth?? September Construction machinery and machine tools Products continue to lead the overall growth of the machinery industry. In September, the output value growth rate of domestic construction machinery, machine tool industry and other civilian machinery industries still exceeded 40%, continuing to lead the growth of the machinery industry. Among them, the monthly sales of key construction machinery products continued to maintain 35. The rapid growth of more than% shows that the demand in the construction machinery industry is still good. In the machine tool industry, the output of metal cutting machine tools increased by 36% in October, an increase of nearly 5 percentage points from September, and the output of cnc machine tools increased by 69.8%. In October, domestic automobile sales continued to maintain the high level of September, and output continued to maintain a high level of more than 1.5 million. Therefore, we continue to be optimistic about the recovery of the machine tool industry.

Railway equipment production remained high in September. Ship orders continued to increase. In September, domestic locomotive production was 254, an increase of 35.8% year-on-year, and an increase of 70 units from the previous month. 800 units are also significantly higher than the annual average of 540 units. In terms of ships, new orders for ships from January to September were 50.71 million dwt, a significant increase of two times compared to 2009. The number of orders held in the last 4 months has also continued to rise, and it has reached 195 million dwt, the highest value since 2009. , Which shows that the shipbuilding industry is gradually coming out of the bottom.

Investment advice of this month: The domestic economy is showing obvious signs of inflation. The domestic economy may enter an interest rate hike cycle and strictly control new loans in the future, which may have some adverse effects on the growth of the machinery industry. However, the government will continue to increase We believe that the construction machinery industry will not slow down significantly with the construction of large-scale affordable housing, the vigorous development of the central and western regions, and the improvement of construction methods. The machine tool industry will also continue to recover, so there is still investment value in these two industries, and continue to focus on recommending Xingma Automobile, Anhui Heli and Kunming Machine Tool.

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