Today the mechanical performance of the plate differentiation serious, as of the close, a total of 95 rise; there are 5 companies trading, namely Britain, Vic, intelligence, Jiangnan Jiajie Oceanpower Changsheng bearing and canatal; there are 5 companies limit, respectively, leading intelligent CNC, Yu Kodak gas, Dai Le new material and Youngy shares.
We believe that this month, continue to focus on high-end manufacturing plate and strong cycle of traditional manufacturing sector: intelligent logistics equipment, rail transportation, construction machinery, coal chemical equipment and other plates; considering the trend of oil prices, it is recommended to pay attention to oil and gas equipment and service sector. We still maintain a weekly industry portfolio recommendation.
1, the high-end smart manufacturing action plan released in 2020, re manufacturing industry will reach 200 billion (Chinese lifting machinery); 2, Wuhan ship will be built the first domestic self-propelled installation platform (Chinese lifting machinery); 3, the Expo China to a 3D vision into the "Chinese time" (high robot). 4, Hualong No.1 low pressure injection pump, emergency feed pump through the industry identification (China nuclear power inion network).
Risk warning: economic growth is not as expected; policy implementation is less than expected; company performance is less than expected;