Financial reporting in 2008 has come to an end, comparing the performance of various industries, the machinery and equipment industry in general has a good instrument to other sectors of the economy, in many emerging industries net profit year-on-year decline in 30-100% of the cases, in 2008, only three sectors achieved a net profit growth, information technology, financial and insurance industry, Instrument industry machinery and equipment in 2008 net profit was 52.50% respectively, 11.30 percent, 3.22 percent of overall growth, the machinery industry by the large economic impact of small , its profitability and ability to resist risks is still more obvious, which is gathered in the capital and a strong plate varieties an important factor. Judging from the stage, as a result of industry profitability and the changes in fundamentals, and grasp the potential of varieties in which the volatility of the opportunity to still be able to. Recently, Premier Wen Jiabao chaired a State Council executive meeting to study the technological upgrading of enterprises in the Central this year mainly in the form of subsidized loans, technical arrangements for 20 billion yuan of special funds. Implementation of the project is expected to directly bring the entire 460 billion yuan of social investment. Funds for technical transformation of the involved areas can benefit from the larger machinery industry, such as the need to vigorously develop the key wind turbine components and key equipment for nuclear power, the key components; the state's key construction projects, major technology and equipment to promote independence and increase the basis of supporting pieces of art and infrastructure, as well as the development of new energy vehicles, etc. can not be separated from the machinery industry and the promotion of technological transformation. The state has increased funding enterprises a strong indication of the technological transformation of China's own emphasis on the field of intellectual property, but also show that the front line in the machinery industry to benefit from the larger. From the machinery industry many companies, the report shows that the overall better performance. By economic incentives and the domestic impact of infrastructure construction, the first quarter of the performance of a number of companies will experience substantial growth. For example, diesel-oil economy (000617) 2009 first quarter net profit of 30.71 million yuan, an increase of 518.38%. Company shares in Baoji Petroleum Steel Pipe Company Limited net profit more than last year, a substantial increase over the same period, the company's key projects for the country to provide product, with the result that growth in investment income. Other factors, such as Zoomlion (000157), Sany Heavy Industry (600031), Shantui shares (000,680), Liugong (000,528) and other leading companies not only excellent performance, but also of the more active stocks, a larger proportion of body position. At the same time, relevant data shows that: in the machine can be broken down in the theme section of the investment objectives, such as the recent A-share market in a better performance东安动力(600,178), Northern shares (600,262), etc., not only of mechanical industry, but also with a military theme. Longxi as other shares (600,592), diesel-oil economy is equally strong performance. Plate from the mechanical point of view of other investments, the leading sub-sectors, the company shares the same advantages should be obvious to focus on, such as assets to be injected into the shaft Research Science and Technology (002046), early integration of the company's assets owned Assets Supervision and Administration approval of its major shareholders will be 100 % axis Institute into the listed company shares, making detection of the business and military-related R & D business into a listed company. Overall, mechanical plate as the first annual net profit growth in the industry, in its annual report after the end of the industry should be the concern of investors to focus on one plate, from the national policy support, technical boost scientific and technological development and related fine sub-themes of factors, a good bargain concern the performance and development prospects, the share price valuation of the species is still obvious advantages of plate may be a better choice. |