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Mechanical industry highlights highlights
The machinery industry is an important industry closely related to the development of macroeconomics. Under the guidance of industry demand, its annual growth rate shows a trend of highs and lows, but the overall growth will continue. There is no lack of flash in the fine-grained industry, in which the annual report performance of the leading listed companies in each segment is most worthy of investors' expectations. The expansion of industry demand The demand for the machinery industry is closely related to the development of macroeconomics. In 2004, China's gross domestic product increased by 9.1% year-on-year. The demand for mechanical products increased substantially, laying the foundation for the growth of the mechanical report's annual report. The data shows that as of September 31, 2004, China's GDP growth rate was 0.6 percentage points higher than the same period of last year. Among them, the primary industry added value was 1216.1 billion yuan, an increase of 5.5%; the secondary industry added value was 5.1631 trillion yuan, an increase of 10.9%; the tertiary industry added value was 2855.3 billion yuan, an increase of 8.5%. We noticed that the demand for the machinery industry was driven The largest secondary industry has the fastest growth rate in the entire economic structure and will significantly boost the demand for machinery industry. From the perspective of economic composition, at present, the economic private sector in China is far higher than that of state-owned enterprises, and the ratio is 28 trillion yuan to 13 trillion yuan. To a certain extent, the former is relatively less affected by policy control and is also more flexible. Since 2004, investment growth has slipped from 53% in January to 18.3% in May after macro-control. In June, it has risen to 22.7% again. In July, it rose to 31.4%, indicating that the current scale of construction is still very large. Many projects have been started, and the enthusiasm of investment in various regions is still rising. Therefore, despite the influence of the country's macro-control, the overall support factor that drives market demand has not changed, and the annual performance of the machinery industry is still expected to grow. After the high growth rate and low growth rate In 2004, the growth of the machinery industry showed a pattern of high growth and low growth. However, the full-year growth rate is expected to exceed 20%, paving the way for the performance of the mechanical sector's annual report. From the time series analysis, we found that in the first half of the year, the machinery industry realized a sales income of 373.396 million yuan and a total profit of 268.51 million yuan, an increase of 31.05% and 20.72% year-on-year respectively. From January to July in 2004, the income and total profit of the machinery industry increased by 20.92% and 10.6% year-on-year, respectively. The growth rate showed a certain degree of decline compared with the first half of the year. Excavators, loaders, bulldozers, graders, road rollers, and booths Large-scale machinery products such as paving machines, cranes, and forklifts still achieved significant growth in the first seven months of last year. We noticed that after the macro-control was relaxed in October, the total investment related to the machinery industry did not decline, and the steady growth of the machinery industry throughout the year is still worth the wait. If the state attaches great importance to the construction of railways and highways, the Ministry of Communications plans to build more than 80,000 kilometers of state-level expressways before 2030. The provinces plan to submit a total of 130,000 kilometers. Among these projects, skeleton engineering and rural engineering, road maintenance and repair in developed areas, provincial roads and national road renovation projects, and rural-to-township projects all require the use of a large number of mechanical products. As the growth of the industry in 2004 will not be reflected until the listed company publishes its annual report in early 2005, the growth rate of the mechanical sector in 2004 will remain stable. Precision molds become bright spots Mold is the basic process equipment for industrial production, and is also one of the key subdivided products in the machinery industry. With the arrival of the high-tech wave, the development speed of precision molds has further accelerated, becoming a bright spot in the machinery industry, and will also become its The highlight of the annual report results. Measured in accordance with the international machinery industry standards, the level of technology and scientific and technological content of mold production is a measure of the country's level of technology and product manufacturing. The annual production value of molds around the world is about 60 billion US dollars, and it has developed rapidly in recent years. The annual output value of China's molds exceeds 30 billion yuan, but it still cannot meet the needs of economic development, and the development space is huge. East China and South China are domestic mold production bases. At present, there are more than 8,000 production enterprises with an output value of over 10 billion yuan, accounting for 1/2 of the country's total. Due to the introduction of foreign advanced technology, China's mold has gradually developed toward high-precision direction, especially the home appliances, electronics, automotive molds, etc., facing the explosive development trend. The money-making effect of the mold industry is also rapidly fermenting. Many overseas large companies have established a worldwide mold processing base and the industry technology has been further improved. In this context, the annual reports of companies such as Sanjia Technology, which specializes in precision molds, are expected to grow to a certain degree, and the growth rate of some companies' annual reports may be higher than the average growth rate of the entire industry. Leading performance is worth looking forward to Because of the obvious scale effect of the machinery industry, leading companies in the fine-grained industries are more likely to obtain excellent annual report results. 1, Zoomlion (000157): Construction machinery industry leader, the company uses optical, mechanical, electrical, hydraulic integration of high-tech product development and manufacturing, is currently the country's major infrastructure major equipment research, manufacturing base. The company currently has more than 100 varieties of engineering machinery products in the top ten series, and the number of product categories far exceeds domestic counterparts. As the company's technology development capability is far ahead of its domestic counterparts, it will be beneficial to cooperation with international engineering equipment giants, thereby further enhancing market competitiveness and consolidating its leading position in the subdivided industries. At present, the company's earnings per share for the third quarter of last year have reached as high as 0.676 yuan, and the year-on-year increase is more than 50%. The jump in performance has caused concern. We have noticed that the company has maintained a rapid growth of more than 50% for three consecutive years. The relevant operating assets of Hunan Machine Tool Works, Zhongbiao Industrial Co., Ltd. and Hunan Puqi Engineering Machinery Company will bring new profit growth to the company in 2004. The annual report performance is most worth investors looking forward to. Zhenhua Port Machinery (600320): The port machinery industry leader, the company is the world's largest port container crane manufacturer, the vast majority of products sold to the international market, export revenue reached more than 90% of total sales revenue. The company has signed a contract for the supply of large-scale container cranes with Singapore International Port Group (PSA). The amount is about 120 million Singapore dollars, equivalent to about 580 million yuan, and these orders should be delivered to PSA by the end of 2005. At the same time, after the completion of the company's project Changxing Island Phase II, the annual capacity of the leading product Shore Bridge will increase by 50% to 150 units, further consolidating the leading position in the global industry. At the same time, the company has sufficient orders and is expected to complete 900 million and 1.3 billion U.S. dollars in the next two years. Taking into account the price increase effect (6% -10%), the gross profit margin rose steadily from the fourth quarter, and the company's financial indicators and growth base became more stable after the increase. As a port machinery manufacturer with a certain reputation in the world, the company’s products are quite competitive, and have relatively strong product pricing capabilities. After deducting issuance factors, its annual report performance will increase steadily. 3, Anhui Heli (600761): China's leading forklift machinery industry, ranked first in the industry for 13 consecutive years, is the "top of the world's top forklift manufacturing industry," advancing. At present, the market demand for forklifts in China is around 43,000 units, and it has remained at a growth rate of about 20% for a long time, while the Asian market has maintained a growth rate of 30% to 40% for the past 5 years. The forklift market in China also has With great development potential, the company has come a new round of development opportunities. The convertible bond funds of the company are mainly used for the construction of Heli Industrial Park, which will increase the scale production capacity of the company, expand the production scale and supporting fields of key components and parts, and make the company become an integrated research, development, production and export of handling machinery and storage equipment. Comprehensive enterprise group. While consolidating and improving the existing forklift business, the company has also strengthened the research and development, trial production and promotion of new electric vehicles, ZL50 loaders, tractors and other new products. These new projects will bring new profit growth points to the company. Its performance will also show a steady growth pattern.