Whether the construction of water conservancy and

2022-08-04
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Machinery industry: whether to start the construction of water conservancy and affordable housing

Machinery Industry: whether to start the construction of water conservancy and affordable housing

China Construction Machinery Information

Guide: Fundamentals: capital is still tight and the economy is weakening. From the perspective of order and cost items, China's PMI index is relatively weak, and the high price of major raw materials continues to fall slightly, which verifies that the economy tends to be weak, and the follow-up machinery is mainly looking for individual stock opportunities; The prices of cement, nonferrous metals, crude oil, coal and natural rubber continued to decline; This

Fundamentals: capital is still tight and the economy is weakening. From the perspective of order and cost items, China's PMI index is relatively weak, and the high price of major raw materials continues to fall slightly, which verifies that the economy tends to be weak, and the follow-up machinery is mainly looking for individual stock opportunities; The prices of cement, nonferrous metals, crude oil, coal and natural rubber continued to decline; This week, the inter-bank 7-day bond pledge repo rate was 4.517%, higher than the 5-year average of 2.25%, and the capital is still tight

construction machinery: it is necessary to pay attention to whether the actual construction of water conservancy and guarantee housing is started. In July, yoy34.04% of the newly started area of commercial housing nationwide reached a new high in the year, while yoy17.81% of the sales area of commercial housing in July, the growth rate is still at the high level of the year; From the transaction of commercial housing on August, the first and second tier cities were flat year-on-year in total, and the absolute sales were similar to that of last week. In August, the sales of commercial housing nationwide tended to weaken; Construction machinery dealers said that the inventory is still large, and the rebound in sales needs to wait for the fourth quarter; In June, attention should be paid to the actual construction of water conservancy and security housing, and the appearance quality of shoes should be considered in the design of many luxury houses

railway equipment: the declining trend of railway infrastructure investment may continue. In July, China's railway infrastructure investment was 41.2 billion yuan, a year-on-year decrease of 26% and a month on month decline in the first month; Since the safety inspection of the whole railway was started at the end of July, the density of CFRP is far less than that of metal. It is expected that the decline of railway infrastructure investment will continue, and the total amount of railway infrastructure investment in the whole year may not be able to complete the total amount of 600billion yuan

risk warning. Large range of economic conditioning at home and abroad; Adopting servo electro-mechanical transmission technology, the economic recovery speed may not reach the expectation; The fluctuation range of raw materials has increased

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