ZHEJIANG SENLEI MECHANICAL & ELECTRICAL CO.,LTD
ADD：Pengjie Industrial Park of Luqiao District of Taizhou City，Zhejiang province China.
Machinery industry needs to stabilize, external demand decline. China's machinery and equipment revenue hit a new high in 2008, becoming the first in the world. In the first quarter of 2009, domestic revenues increased by 9%, but exports fell 21.4%, resulting in overall growth of 4.5%. The second half of the infrastructure is still able to protect the overall situation, export and real estate pull role to look forward to. Infrastructure, new projects are more basic to ensure the stability of the overall situation, if real estate investment and exports in the second half recovery, the industry will have more than expected performance. Construction machinery sub-sectors and railway equipment industry in the second half of the relatively determined. Construction machinery to benefit from a greater degree of infrastructure of rotary drilling rigs, cranes, excavators and other products within the domestic demand to stabilize the former low after the high growth pattern determined. Railway equipment prospects clear, leading opportunities obvious.
Expansion policy is an opportunity. Machinery industry, especially the construction machinery industry in the macroeconomic policy expansion period rise probability, and in the economic overheating or policy tightening is at risk, the second half of the opportunity is greater than the risk.
Concerned about the long-term growth of industry leaders and opportunities for mergers and acquisitions. Industry in the past few years after the rapid expansion, leading the company's strength and status is more prominent. The future industry growth will slow down, but the leading company opportunities become larger, the second half of the asset injection and acquisition opportunities worthy of attention.
To give the synchronization market rating, optimistic about the construction machinery leading and railway equipment: the beginning of May to May 25 machinery and equipment leading company outperformed the Shanghai and Shenzhen 300 Index 4.8 percentage points, the current industry overall valuation is slightly lower than the historical average, but higher than the international Comparable to the company, consider the growth, the basic reasonable.