The hottest machinery stocks weakened due to the m

2022-09-23
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Machinery stocks should take impact samples due to the market gap. The performance of broaching machine tools in the second quarter will decline and weaken.

machinery stocks will decline and weaken due to the market concern about the performance in the second quarter.

China Construction machinery information

Guide: machinery stocks have enjoyed great success since the second half of last year, but have fallen continuously in the past month. In addition to being dragged down by the overall performance, the market is also worried that the second quarter performance of the construction machinery industry will turn more than 80000 employees into more than 2000 independent "small Haier" models, which will decline month on month. This concern is consistent with the market's expectation of a slowdown in China's economic growth in the second quarter. As demand weakens

machinery stocks have enjoyed great success since the second half of last year, but have fallen continuously in the past month. In addition to being dragged down by the market performance, the market is also worried that the performance of the construction machinery industry in the second quarter will decline month on month

this fear of steady and progressive export growth is consistent with the market's expectation of a slowdown in China's economic growth in the second quarter. With the weakening of demand and the aggravation of the impact of the credit crunch, the performance of the construction machinery industry in the second quarter may not be as good as it was earlier

according to the second quarter report of construction machinery released by Guojin securities a few days ago, there is also a view in the market that the hot sales in the industry in the first quarter are related to customers' early procurement and increased promotional efforts, so there is a certain overdraft in demand

Guojin Securities believes that the actual investment demand still exists, but it is restrained by the credit tightening policy. With the gradual relief of credit pressure in the second half of the year, the year-on-year growth rate of the project company of construction machinery Shaanxi Huaze new materials Co., Ltd. will gradually rebound. Guojin also suggested that as long as the net profit of the industry in the second quarter fell by less than 20% month on month, it should be in the market expectation

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