Xugong: have connotative development opportunity plus double epitaxial
Fundamentals: companies by sector of the construction machinery industry, primarily engaged in the development of compaction machinery, earth-moving machinery, road machinery, engineering machinery products, manufacturing and sales operations. Recently the company through the acquisition of a controlling shareholder of the non-public issuance of XCMG most core businesses - XCMG heavy, which will make the company become the largest domestic sales of construction machinery enterprises, the company's leading products will also benefit from lower margin loading , rollers and other products, to expand into higher margin, higher market share cranes, fire trucks, concrete machinery, lorry cranes, mini loaders and other construction machinery products. Construction crane operations is an important new source of profit; while the company also committed to remaining at the right time to inject assets into the listed company, so that the company has connotative and denotative double opportunity for development. (And the News Finance)
Market faces: as a major downstream market construction machinery industry, the real estate market tends to rise and fall not underestimate the impact on the industry, the recent real estate market malaise of the construction machinery industry sector is also a certain repression. The market's reaction excessive suspicion, the recent state of the real estate market regulation will not have a significant impact on the construction machinery industry. There are three reasons: First, the national real estate market just regulation, rather than suppress, the purpose of the regulation is to focus on long-term health of the real estate industry and the development of macroeconomic stability; currently the main problem is the lack of supply of the real estate market, which led to a new real estate projects investment increase, in addition, the country is too speculative to combat the real estate market, and will continue to increase the intensity of ordinary housing supply, investment in new projects will undoubtedly increase the strength of a strong growing demand for construction machinery industry; last inertia into infrastructure investment will still form a stable demand for construction machinery industry. Domestic demand is still optimistic about the future of the construction machinery industry.
(And the News Finance)
Value judgments: in the secondary market, the stock gapped today, broke through all the money repression, was also significantly enlarged volume, short-term performance is very strong, is expected to impact the high point of 38.64 yuan early, you can take an active interest.
(And the News Finance)
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