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In the first half of the year, the growth rate of fixed asset investment was 20.99%, a 6% decline from the same period last year. We believe that the real estate control policy has not yet been relaxed. Under the background of the current economic structure adjustment, Dongguan Zhenleili Electromechanical expects that the annual investment will drop from 25% last year to about 17%. Affected by this news, CNC cutting machines are used as The demand environment of the representative CNC machine tool industry is still not optimistic.
CNC cutting machine: pay attention to the subsequent policy aspects that affect fixed asset investment
From January to June, the total output value of CNC machine tool equipment nationwide was 326.180 billion yuan, a year-on-year growth rate of 4.63%, a significant decline from the 43% growth rate last year; the sales output value was 315.010 billion yuan, a year-on-year growth rate of 3.45%, and the growth rate was approximately 41% in the same period last year. %. According to relevant analysis data, the sales of CNC cutting machines are expected to increase by about 12% this year, which is expected to decline significantly from last year's 35% sales growth. The focus of the industry is to affect the policy side of fixed asset investment, and the subsequent changes in the scale of credit and changes in monetary policy may bring about the flexibility of the CNC cutting machine industry's stock price. Focus on leading companies in Guangdong and other regions.
Flame cutting machine: looking for profit growth points, high valuation restructuring stocks need to wait for buying opportunities
In the current market environment where the valuation center is shifting downwards, in the short term, companies with strong profitability and certain valuation advantages are selected for the flame cutting business, such as aerospace appliances, automobile processing, and shipbuilding; in the long term, they are still optimistic about the sub-development prospects. Industry: Regarding reorganization expectations, we still pay attention to the reorganization of some leading domestic CNC machine tool manufacturers, but some companies with high valuations need to wait for the opportunity to adjust. Subsequent market development will mainly rely on major national special projects and other industrial policies, surrounding situations, and event factors.
