Machinery Industry: It is recommended to lay emphasis on the construction machinery in the next year
Today (30th), the 5th China Securities Market Annual Conference sponsored by the Securities Daily continued its agenda at Diaoyutai State Guesthouse. In the morning of the national securities investment strategy annual meeting, Fu Caixia, an analyst of the national securities machinery industry, introduced her trend assessment of the machinery industry in 2010 and proposed to focus on the layout of low-carbon economy and construction machinery. Its statement is as follows:
Let me first talk about the trends in the machinery industry in 2010. First, the machinery industry will grow by about 20% next year. The second one is that industrial machinery will grow by about 25%, and this year it will probably grow within 10%. Third, low-carbon economy and new energy We believe that the pattern of next year will be acceleration of nuclear power, recovery of photovoltaics, and slower growth of wind power. Fourth, we are very optimistic about the UHV in the low-carbon economy. Fifth, the domestic demand for heavy mining machinery has reached a peak.
In the past few years, those companies that ran relatively quickly ran relatively quickly in the mechanical sector. For example, electric power equipment mainly corresponds to electricity, and electric power goes up to cement and steel, and then goes up to cars. The machine tool industry is a cornerstone of the entire machinery industry, so it radiates the entire manufacturing industry or the entire economy. Automobiles and real estate are still the medium and long-term driving forces for the Chinese economy in the future. However, I think there is a possibility that the new-born forces of the low-carbon economy will have a greater impact on the economy.
For construction machinery, why do we have to talk about construction machinery at this moment is based on past experience, because construction machinery is very confidential with the domestic economic cycle, and the response is very sensitive. In the morning, many economists talked about the withdrawal of Chinese policy next year. It may be a very important issue that needs attention. According to our past observations, the listed company of construction machinery may be slightly behind the A-share market, so it can give our investors some more time to invest in it. One adjustment, so we put the construction machinery in the focus of the entire machinery industry in 2010.
Today, spend more time focusing on the low-carbon economy. The two major factors driving low-carbon economy are energy and the environment. Everyone knows more about it. But what exactly is the reason for this low-carbon economy? Where does this carbon come from? How can we solve this problem and reduce carbon emissions? Last week, Premier Wen promised us to reduce carbon emissions by 40% to 45% per unit of GDP by 2020, and by what means can we achieve this goal? We have also done some research. There are three main ways to reduce carbon emissions. The first is energy conservation. This energy conservation and environmental protection is probably about 50% of carbon emission reduction. Low-carbon energy is mainly about 20% to 30% of the carbon emission reductions for hydropower, nuclear power, wind power, and solar electric vehicles.
In the past two years and more, from the earliest wind power to photovoltaics, we have expanded to low carbon, our understanding of the entire industry chain, and investment opportunities. On the two sides, the left side is a low-carbon way, non-petrochemical energy or non-petrochemical devices, and the right side is an energy-saving and environmental-friendly way to increase the efficiency of existing energy sources to achieve carbon emission reduction. The middle line is through the energy supply. The entire industrial chain of energy, energy transportation and energy use is a very complete picture of the low-carbon economy industrial chain. The boxes are related to machinery and equipment. We are optimistic about this. On the left is low-carbon energy, mainly wind power, nuclear power and solar energy. We are very optimistic about the UHV of smart grids. The energy saving and environmental protection on the right is probably not very specific. Gasification is actually very important. At one time, two companies issued an announcement and signed a coal gasification technology with Shell. Our country will use coal for some time in the future. The energy structure of the Lord is difficult to change. Therefore, how to increase the efficiency of coal use is a very important way of carbon reduction. The information I have heard is that the adoption of coal gasification technology can increase the energy efficiency of coal from 47% to 65%, which can make a great contribution to carbon emission reduction. The right image inverter and reactive power compensation all improve the efficiency of energy use. The left electric car is also mentioned in our country as a very important height.
We focus on some low-carbon sub-industries, and the future growth rate of wind power may return to the 20-30% level. The nuclear power market is starting fast. We have also written a lot of things. Indeed, the market is expanding very fast. These two figures are very illustrative. The photovoltaic market is expected to return to a rapid growth of 40% from next year. UHV, we are very optimistic, we have written two very detailed UHV exchange reports, there should be trillions of investment in the next 12 years or so, this industry is also very concentrated.
For the investment strategy of 2010, the investment strategy of the machinery industry is basically two large blocks in terms of fundamentals. The first low-carbon economy and low-carbon economy focus on UHV, nuclear power, and photovoltaic. The related companies have XJ Electric, Weibao Change, we believe that factors that will not affect Tianwei's bad performance next year should gradually slow down. The second key industry is construction machinery. The company is Sany Heavy Industry and Zoomlion. The third talks about the assets injection of the central SOEs. Here we mainly talk about two companies. One is China National Nuclear Technology Co., Ltd. The major shareholder is China National Nuclear Corporation. This is a very important investment department for the development of China's nuclear power and aviation power. From the perspective of CNAC currently This is obviously a platform to inject a large number of assets into AVIC.
Let me first talk about the trends in the machinery industry in 2010. First, the machinery industry will grow by about 20% next year. The second one is that industrial machinery will grow by about 25%, and this year it will probably grow within 10%. Third, low-carbon economy and new energy We believe that the pattern of next year will be acceleration of nuclear power, recovery of photovoltaics, and slower growth of wind power. Fourth, we are very optimistic about the UHV in the low-carbon economy. Fifth, the domestic demand for heavy mining machinery has reached a peak.
In the past few years, those companies that ran relatively quickly ran relatively quickly in the mechanical sector. For example, electric power equipment mainly corresponds to electricity, and electric power goes up to cement and steel, and then goes up to cars. The machine tool industry is a cornerstone of the entire machinery industry, so it radiates the entire manufacturing industry or the entire economy. Automobiles and real estate are still the medium and long-term driving forces for the Chinese economy in the future. However, I think there is a possibility that the new-born forces of the low-carbon economy will have a greater impact on the economy.
For construction machinery, why do we have to talk about construction machinery at this moment is based on past experience, because construction machinery is very confidential with the domestic economic cycle, and the response is very sensitive. In the morning, many economists talked about the withdrawal of Chinese policy next year. It may be a very important issue that needs attention. According to our past observations, the listed company of construction machinery may be slightly behind the A-share market, so it can give our investors some more time to invest in it. One adjustment, so we put the construction machinery in the focus of the entire machinery industry in 2010.
Today, spend more time focusing on the low-carbon economy. The two major factors driving low-carbon economy are energy and the environment. Everyone knows more about it. But what exactly is the reason for this low-carbon economy? Where does this carbon come from? How can we solve this problem and reduce carbon emissions? Last week, Premier Wen promised us to reduce carbon emissions by 40% to 45% per unit of GDP by 2020, and by what means can we achieve this goal? We have also done some research. There are three main ways to reduce carbon emissions. The first is energy conservation. This energy conservation and environmental protection is probably about 50% of carbon emission reduction. Low-carbon energy is mainly about 20% to 30% of the carbon emission reductions for hydropower, nuclear power, wind power, and solar electric vehicles.
In the past two years and more, from the earliest wind power to photovoltaics, we have expanded to low carbon, our understanding of the entire industry chain, and investment opportunities. On the two sides, the left side is a low-carbon way, non-petrochemical energy or non-petrochemical devices, and the right side is an energy-saving and environmental-friendly way to increase the efficiency of existing energy sources to achieve carbon emission reduction. The middle line is through the energy supply. The entire industrial chain of energy, energy transportation and energy use is a very complete picture of the low-carbon economy industrial chain. The boxes are related to machinery and equipment. We are optimistic about this. On the left is low-carbon energy, mainly wind power, nuclear power and solar energy. We are very optimistic about the UHV of smart grids. The energy saving and environmental protection on the right is probably not very specific. Gasification is actually very important. At one time, two companies issued an announcement and signed a coal gasification technology with Shell. Our country will use coal for some time in the future. The energy structure of the Lord is difficult to change. Therefore, how to increase the efficiency of coal use is a very important way of carbon reduction. The information I have heard is that the adoption of coal gasification technology can increase the energy efficiency of coal from 47% to 65%, which can make a great contribution to carbon emission reduction. The right image inverter and reactive power compensation all improve the efficiency of energy use. The left electric car is also mentioned in our country as a very important height.
We focus on some low-carbon sub-industries, and the future growth rate of wind power may return to the 20-30% level. The nuclear power market is starting fast. We have also written a lot of things. Indeed, the market is expanding very fast. These two figures are very illustrative. The photovoltaic market is expected to return to a rapid growth of 40% from next year. UHV, we are very optimistic, we have written two very detailed UHV exchange reports, there should be trillions of investment in the next 12 years or so, this industry is also very concentrated.
For the investment strategy of 2010, the investment strategy of the machinery industry is basically two large blocks in terms of fundamentals. The first low-carbon economy and low-carbon economy focus on UHV, nuclear power, and photovoltaic. The related companies have XJ Electric, Weibao Change, we believe that factors that will not affect Tianwei's bad performance next year should gradually slow down. The second key industry is construction machinery. The company is Sany Heavy Industry and Zoomlion. The third talks about the assets injection of the central SOEs. Here we mainly talk about two companies. One is China National Nuclear Technology Co., Ltd. The major shareholder is China National Nuclear Corporation. This is a very important investment department for the development of China's nuclear power and aviation power. From the perspective of CNAC currently This is obviously a platform to inject a large number of assets into AVIC.
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