The hottest machinery manufacturing continues to r

2022-08-18
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Machinery manufacturing: continue to recommend rail transit equipment and construction machinery, recommend 10 shares

last week, the machinery and equipment industry outperformed the Shanghai and Shenzhen 300 index: last week, the market continued to pick up. The Shanghai Composite Index rose 1.32%, the Shanghai Composite Index rose 1.55%, and the Shanghai and Shenzhen 300 rose 1.94% last week. The total trading volume of Shanghai and Shenzhen stock exchanges last week was 1.64 trillion, up 104.30% month on month, and the market trading volume increased significantly. Shenwanyi sub industries all rose, including the communication, electrical equipment, household appliances and electronics industries, which increased by more than 5%, and the mechanical equipment industry increased by 3.07%, ranking 8th/28th, outperforming the Shanghai and Shenzhen 300 index by 1.13 PCT. In the machinery and equipment sub industry, all sub industries recorded increases, including high-speed rail, UAV and cold chain logistics, which increased by more than 5%. In terms of (,), invec, (,), Weilong shares and Yicheng Xinneng all increased by more than 20%

industry focus and this week: 1 According to the industry statistics of mining machinery branch of China Construction Machinery Industry Association, the 25 host machine manufacturing enterprises included in the statistics in 2018 sold 203400 sets of various mining machinery products, an increase of 45.0% year-on-year. Among them, the sales volume in the domestic market (excluding Hong Kong, Macao and Taiwan) was 184200 units, with a year-on-year increase of 41.1%. In December, 2018, a total of 16000 sets of concrete performance parameters were measured and judged according to the national standard gb/t50081 ⑵ 002 "standard for experimental methods of mechanical properties of ordinary concrete", with a year-on-year increase of 14.4%. The domestic market sales volume is expected to reach 70.8 million tons (excluding Hong Kong, Macao and Taiwan) and 14300 units in 2020, with a year-on-year increase of 12.2%. The export sales volume was 1749 sets, with a year-on-year increase of 37.5%. 2. Baiyun electric (603861) announced that the company has been determined as the bid winner of the procurement project of power supply system equipment and operation and maintenance services for new lines of Guangzhou rail transit, with a bid winning amount of 7.721 billion yuan

the announcement and the bidding situation of Guangzhou Metro official station show that the project mainly includes equipment supply, supply accompanying services and comprehensive operation and maintenance services of some lines, involving Guangzhou Metro Line 3 East extension, line 5 East extension, line 7 phase II, line 10, as well as the inadequate communication of the manufacturer's salesperson to line 11, etc. From January to September 2018, Baiyun electric achieved a revenue of 1.794 billion yuan and a net profit of 111 million yuan. 3. Hagong intelligent plans to set up a wholly-owned subsidiary Haining Wuyao with its own capital of 200 million yuan

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