Machinery Industry Investment Research Report: Segment differentiation intensifies and the main line of advanced manufacturing remains unchanged


Release time:

2018-01-14

Sector differentiation intensifies, continue to be optimistic about the "scarce" target of advanced manufacturing. 2018-2020 is expected to be an important turning period for China's manufacturing industry to change from "big" to "strong". In 2018, investment in the machinery industry will focus on the main line of "advanced manufacturing", and downstream industries will be profitable The improvement brings demand for equipment upgrades, and the huge domestic market promotes the high-end upgrade of the manufacturing industry. Focus on two types of beneficiary areas. The national strategic breakthrough areas are optimistic about the integrated circuit equipment, new energy vehicle equipment, and intelligent robot industries, and the fields with global advantages are optimistic about the construction machinery and rail transit equipment industries. It is expected that the division of the plate will intensify, and the "scarce" target will have a degree of prosperity

Machinery Industry Investment Research Report: Segment differentiation intensifies and the main line of advanced manufacturing remains unchanged

Sector differentiation intensifies, continue to be optimistic about the "scarce" target of advanced manufacturing. 2018-2020 is expected to be an important turning period for China's manufacturing industry to change from "big" to "strong". In 2018, investment in the machinery industry will focus on the main line of "advanced manufacturing", and downstream industries will be profitable The improvement brings demand for equipment upgrades, and the huge domestic market promotes the high-end upgrade of the manufacturing industry. Focus on two types of beneficiary areas. The national strategic breakthrough areas are optimistic about the integrated circuit equipment, new energy vehicle equipment, and intelligent robot industries, and the fields with global advantages are optimistic about the construction machinery and rail transit equipment industries. It is expected that the division of the plate will intensify, and the "scarce" target will have a degree of prosperity

Key words:

dayuan