We always believe that the high-end machinery industry can move towards a new era of development1

We always believe that high-end equipment is an inevitable choice for population structure changes and industrial structure upgrades, and it will also be one of China's most endowed and internationally competitive industries in the future. There will be a lot of investment opportunities in China's equipment industry in the next ten years. We believe that the upgrading direction of China's hair-planting machine machinery industry must be emerging industries, and we also take the emerging hair-planting machine machinery industry as the most important research direction. Research investment opportunities in various sub-sectors.

Raise the industry rating of tufting machine machinery to recommended. According to the feedback from agents' grassroots research, downstream demand began to pick up in the second half of February. Among them, the recovery of demand from customers in municipal construction and rural water conservancy is most obvious. The factors that cause the downstream demand of engineering tufting machine machinery to pick up mainly come from two aspects: one is that the peak season of sales has arrived earlier because of the earlier Spring Festival this year; We believe that the low point of the current economic cycle of engineering tufting machine machinery is in the first quarter, and the industry will start to recover after the second quarter. At present, the valuations of mainstream companies in the engineering tufting machine machinery sector are generally low, and there is a lot of room for valuation restoration in the future. We mainly recommend listed companies with a high proportion of tufting machine machinery in the business: Shantui, Liugong, Xugong Machinery, etc.

The production and sales of heavy tufting machine machinery industry reached a new high. In 2011, the sales value of the heavy tufting machine machinery industry was 846.1 billion yuan, a year-on-year increase of 27.0%; of which, the metallurgical and mining machinery industry was 378.6 billion yuan, and the material handling industry was 467.5 billion yuan. The export value was 13.96 billion US dollars, a year-on-year increase of 20.37%; the import was 6.89 billion US dollars, a year-on-year increase of 15.74%. Among heavy machinery: the output value in 2011 was 16.978 billion yuan.

Green energy saving, energy saving and emission reduction is a common topic in the world at present, so the energy saving of forging machinery is of great significance. Forging forming needs to overcome huge deformation resistance. The traditional ordinary press is bulky and consumes a lot of energy. The electric servo drive press brings new hope to the energy saving of forging machinery. The electric servo drive press removes the flywheel, clutch and brake, and the structure is greatly simplified. Not only the movement characteristics of the slider can be adjusted arbitrarily, but also the energy saving effect is obvious. At present, electric servo direct drive technology has been applied abroad to various presses such as screw presses, stamping presses, hydraulic presses, cross wedge rolling mills, and bending machines.