December 15, 2011 Guosen Securities held the "2012 annual investment strategy meeting" at the Sheraton Chongqing Hotel. Guo Xin Securities analyst Zheng Wu made the 2012 investment strategy for the machinery industry at the meeting. The title is "risk, such as the opportunity to spring."
He said that overall, the general machinery industry's revenue dropped, and the sub-industry's economy was different. He is optimistic about industrial fan, refrigeration equipment and water pump fine molecular industry. Industrial wind turbines have been promoted by the upstream coal chemical industry. Refrigeration equipment has benefited from cold chain planning. The pump industry has benefited from water conservancy planning and the demand growth has been determined. The machine tools, smart equipment, and bearing and valve industries are affected by the slowdown in the growth rate of downstream automobiles and construction machinery. The growth rate will slow down and there will be little short-term investment opportunities.
He said that overall, the general machinery industry's revenue dropped, and the sub-industry's economy was different. He is optimistic about industrial fan, refrigeration equipment and water pump fine molecular industry. Industrial wind turbines have been promoted by the upstream coal chemical industry. Refrigeration equipment has benefited from cold chain planning. The pump industry has benefited from water conservancy planning and the demand growth has been determined. The machine tools, smart equipment, and bearing and valve industries are affected by the slowdown in the growth rate of downstream automobiles and construction machinery. The growth rate will slow down and there will be little short-term investment opportunities.
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