On the previous day, the Opinions on Promoting the Development of Remanufacturing Industry jointly issued by the 11 departments of the National Development and Reform Commission (hereinafter referred to as “Opinionsâ€) listed automobile parts, construction machinery and machine tools as key areas for promoting the development of the remanufacturing industry. Analysts from brokerage institutions analyzed that the industries and companies involved in the remanufacturing theme were stimulated by policies and thematic factors, and the stock price is expected to show significant performance. However, some analysts said that in the medium and long term, it is definitely good, and it is difficult for certain industries to show up in the short-term, such as the auto parts industry.
Automotive parts, construction machinery, etc. are the focus
The opinions released on the previous day clearly pointed out: deepening the pilot of auto parts remanufacturing. Focusing on the remanufacturing of auto engines, gearboxes, generators and other components, increase capital investment, eliminate system bottlenecks, improve the recycling system, standardize the circulation market, and strive to become bigger and stronger. On this basis, the scope of the pilot will be extended to the transmission shaft, compressor, oil pump, water pump and other components. At the same time, continue to promote the renovation of large old tires.
At the same time, promote the remanufacturing of construction machinery and machine tools. Organize the remanufacturing of construction machinery, industrial electromechanical equipment, machine tools, mining machinery, railway locomotive equipment, ships and office information equipment.
"Since 2009, the National Development and Reform Commission and the Ministry of Industry and Information Technology have stepped up their efforts to promote the pilot work in the remanufacturing of auto parts and electromechanical products. It is expected that further policies will be introduced in the future to promote the rapid and healthy development of the remanufacturing industry." Guo Guodong, strategist of Everbright Securities, analyzed.
The opinion pointed out that compared with manufacturing new products, remanufacturing can save 60% energy, 70% material saving, 50% cost saving, almost no solid waste, and reduce air pollutant emissions by more than 80%.
"In the medium and long term, the policy is in line with the development direction of these industries, but it is difficult to estimate how much impact in the short term." Yesterday afternoon, Liu Lixi, an analyst of Northeast China Securities' optional consumption and auto parts industry, said.
A large decline in the valuation of low stocks can be concerned
On the 1st market, the auto-related stocks, such as the double-money shares, Fengshen shares, and the tires A, were outstanding.
“The industries and companies involved in the remanufacturing theme mainly include automobiles, construction machinery, machine tools, etc. They have already experienced large declines in the early stage, and they are relatively cheap in valuation, and they have the demand and motivation to rebound. With the stimulation of thematic factors, the stock price is expected to show significant performance." Everbright Securities strategists analyzed in the research report.
In Liu Lixi's view, the impact on auto parts is mainly in the medium and long term, and it may take five years later. According to the data in the opinion, in 2008, the number of cars held reached 49.57 million (excluding low-speed cars), the number of machine tools reached more than 7 million, and the number of construction machinery of 14 major models reached 2.9 million.
"As far as the car is concerned, the overall stock is not high. 80% of the people are buying cars for the first time. After five years of remanufacturing of parts and components, the industry's positive is medium and long-term. At present, it may have more impact on machine tools and home appliances. Liu Lixi analyzed that in fact, China's auto parts industry has been double squeezed by joint-venture parts manufacturers and automakers. "In terms of investment value analysis, the overall industry is general, but individual companies are good, such as Ningbo Huaxiang." Liu Lixi said.
Shenzhen privately-financed Huangshu said that based on the overall market is not optimistic this year, the adjustment space may be very large, this year for quite a period of time, it is difficult to have optimistic expectations for some industries that have policy support, can only say that in the trend relative It may be stronger in other industries. Investors are still less likely to do more.
Automotive parts, construction machinery, etc. are the focus
The opinions released on the previous day clearly pointed out: deepening the pilot of auto parts remanufacturing. Focusing on the remanufacturing of auto engines, gearboxes, generators and other components, increase capital investment, eliminate system bottlenecks, improve the recycling system, standardize the circulation market, and strive to become bigger and stronger. On this basis, the scope of the pilot will be extended to the transmission shaft, compressor, oil pump, water pump and other components. At the same time, continue to promote the renovation of large old tires.
At the same time, promote the remanufacturing of construction machinery and machine tools. Organize the remanufacturing of construction machinery, industrial electromechanical equipment, machine tools, mining machinery, railway locomotive equipment, ships and office information equipment.
"Since 2009, the National Development and Reform Commission and the Ministry of Industry and Information Technology have stepped up their efforts to promote the pilot work in the remanufacturing of auto parts and electromechanical products. It is expected that further policies will be introduced in the future to promote the rapid and healthy development of the remanufacturing industry." Guo Guodong, strategist of Everbright Securities, analyzed.
The opinion pointed out that compared with manufacturing new products, remanufacturing can save 60% energy, 70% material saving, 50% cost saving, almost no solid waste, and reduce air pollutant emissions by more than 80%.
"In the medium and long term, the policy is in line with the development direction of these industries, but it is difficult to estimate how much impact in the short term." Yesterday afternoon, Liu Lixi, an analyst of Northeast China Securities' optional consumption and auto parts industry, said.
A large decline in the valuation of low stocks can be concerned
On the 1st market, the auto-related stocks, such as the double-money shares, Fengshen shares, and the tires A, were outstanding.
“The industries and companies involved in the remanufacturing theme mainly include automobiles, construction machinery, machine tools, etc. They have already experienced large declines in the early stage, and they are relatively cheap in valuation, and they have the demand and motivation to rebound. With the stimulation of thematic factors, the stock price is expected to show significant performance." Everbright Securities strategists analyzed in the research report.
In Liu Lixi's view, the impact on auto parts is mainly in the medium and long term, and it may take five years later. According to the data in the opinion, in 2008, the number of cars held reached 49.57 million (excluding low-speed cars), the number of machine tools reached more than 7 million, and the number of construction machinery of 14 major models reached 2.9 million.
"As far as the car is concerned, the overall stock is not high. 80% of the people are buying cars for the first time. After five years of remanufacturing of parts and components, the industry's positive is medium and long-term. At present, it may have more impact on machine tools and home appliances. Liu Lixi analyzed that in fact, China's auto parts industry has been double squeezed by joint-venture parts manufacturers and automakers. "In terms of investment value analysis, the overall industry is general, but individual companies are good, such as Ningbo Huaxiang." Liu Lixi said.
Shenzhen privately-financed Huangshu said that based on the overall market is not optimistic this year, the adjustment space may be very large, this year for quite a period of time, it is difficult to have optimistic expectations for some industries that have policy support, can only say that in the trend relative It may be stronger in other industries. Investors are still less likely to do more.
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