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Taizhou Union Plastic Mould Co.,Ltd

ADD:No.26, MaoFeng Street, Beicheng Development Area, Huangyan Dist., Taizhou, Zhejiang, China

Post Code: 312080

Contact:Ms vicky






Machinery Sector Investment Opportunities From Export Recovery And Annual Results
Nov 28, 2018

Under the liquidity pressure of tightening credit, thematic investment prevails and the valuation of blue-chip stocks in the market is low. In anticipation of the launch of stock index futures, the investment style may shift over the next month. With economic recovery and little inflation pressure, investment opportunities in the machinery industry will likely come from two sources: export recovery and annual results.

In addition to the negative growth of loaders and forklifts, sales of excavators, automobile cranes and concrete machinery rose more than 20 percent in 2009, far more than expected.

The overshoot in 2009 came from the increase of investment in railway, subway and urbanization construction. The second year of new construction projects is usually the year with the largest loan demand. We believe that the government's macro-control will be moderate and local, with limited impact on construction machinery. Construction machinery exports in December quarter rebound around 50%

Japanese engineering machinery monthly sales continue to rise, South Korea is relatively flat. Although the amount of Japan's construction machinery exports fell by about 64% in the january-november period, and the proportion of exports fell to 59% from 70% in 2008, the growth rate in the past six months has been around 14%. Caterpillarglobal sales declined for two consecutive months in November, with North America, the European Union not deteriorating and the recovery evident in asia-pacific and Latin America.

Global machine tool demand picks up, Chinese market leads In November, the output of metal cutting machine increased by 33.3% year on year and 10% month on month, which is expected to be the same as 2008. Manufacturing orders in Germany and the us were slow to pick up, while monthly export orders for Japanese machine tools rebounded sharply. In the january-november period, Japanese orders for metal cutting machine tools fell the least in China. In addition, orders for Japanese forging machinery from China increased 9.5 times year-on-year in December, orders from India increased 3.8 times, and orders from South Korea and Taiwan increased 11 times.

The output of locomotives and trucks has risen sharply. Rapid recovery of railway freight turnover; Production of 245 locomotives in November, up 150 percent year-on-year, up 50 percent month-on-month. Output of trucks rose by 60% year on year in November after a slump in the first half, and by 32% from the previous month.

In December 2009 the number of containers exported went from negative to positive for the first time in 16 months