机械行业迎来新一轮主题投资机会

• 作 者: 万璐
• 出 处: 理财
• 发表日期: 2015年06期
• 关键词: 铁路设备 上市公司市值 工业制造 海上丝绸之路 金运激光 寡头垄断 中原证券 铁路建设 零部件供应商 上海机电

近来,机械行业政策导向明显,有望迎来新一轮的发展机遇。在过去较长一段时间里,受制于经济增速放缓,机械行业的许多板块都处于经营的困境。从发布的2014年及年报2015年一季度报告来看,机械行业整体出现收入和净利润双下滑的状况。不过从子行业来看,铁路设备板块、印刷包装机械板块收入和盈利表现相对出色。近来得益于“一带一路”规划的推进以及“工业4.0”的发展,我国机械设备行业有望迎来新一轮的主题投资机会。

Recently, the obvious orientation of the machinery industry policy is expected to usher in a new round of development opportunities. In the past long period of time, subject to the economic slowdown, many sectors of the machinery industry are in a dilemma. From the release of 2014 and annual report 2015 first quarter report, the machinery industry as a whole double-income and net profit situation. However, from the sub-sectors point of view, the railway equipment sector, printing and packaging machinery sector revenue and earnings performance is relatively good. Recently, thanks to the promotion of the “Belt and Road” and the development of “Industry 4.0”, China’s machinery and equipment industry is expected to usher in a new round of thematic investment opportunities.