The development of engineering machinery in 2016

The new year has arrived. How to develop 2016 of the construction machinery can avoid repeating the 2015 mistakes and get rid of the trauma brought by the 2015. This is a problem that all sectors of the industry pay attention to and think about.

After 2015 of the past year's experience, the engineering machinery industry has focused its attention on the transformation and upgrading and the new industry. The cycle of traditional industry with many defects, can not adapt to the fast pace of development, such as construction machinery, heavy machinery, investment in real estate development slowed down, the manufacturing industry continued to shrink the capacity under the pressure of the background, the fundamentals are difficult to significantly improve the entire industry, our investment rating to "neutral".

But some industries still exist opportunities: we continue to benefit from attention to the transformation and upgrading of the manufacturing industry under the background of intelligent automation equipment, general aviation industry development space is expected to benefit from the policy of open open, and benefit from the domestic railway mileage increasing and expanding overseas market related fields of railway equipment expected.

General aviation field

With the promotion of the pilot program and the constant introduction of specific measures, it will stimulate the activity of our general aviation, such as private flight and official flight, and promote the development of the general aviation industry chain, such as aircraft manufacturing, navigation operation, service and maintenance. The relevant benefit from the company: aircraft manufacturing companies, such as helicopter aircraft industry's only listed company shares in manufacturing business platform; general aviation operations and maintenance of the leading companies, such as shipping operations leading CITIC sea, and aviation maintenance leading Hite; the basis of general aviation services and equipment and other segments of the leading companies, such as the air traffic control system are leading the field of Kawashio Zhisheng, aviation ground equipment and supporting leading enterprises such as Weihai guangtai.

Intelligent automation equipment

Under the guidance of "China made 2025" policy, the upgrading of manufacturing industry is imperative. Related intelligent automatic loading equipment will benefit from this trend: system integration leading SIASUN Shenyang robot has the technological background of Shenyang Automation Research Institute, and has rich experience in project development. Service robot: Robotics Institute of Harbin Institute of technology "laparoscopic surgery robot system to break the monopoly of imports, Hiromi shares can become a medical robot industry base; star technology based intelligent hand tool industry, with great potential in the field of home service robot.

Rail transportation equipment

During 13th Five-Year, China Railway will remain in the main trunk railway, West Rail and intercity rail and city subway rail to maintain a sustained investment, and in the The Belt and Road policy driven, expanding overseas market can be expected. At the same time, with the increase of the operating mileage and the increase of vehicle ownership, the maintenance market will continue to expand, and the demand for the whole railway market will remain stable. Investment targets to focus on the industry chain of high value-added locomotives, EMU vehicle equipment leading China vehicle, and have a certain competitive advantage, with import substitution is expected to related parts enterprises such as YG appliances and times new material etc..