Most popular to follow the call of national securi

2022-08-07
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Follow the call of national security and energy security strategy, oil service and military industry

follow the call of national security and energy security strategy, oil service and military industry

China Construction Machinery Information

Guide: Oil service: the price of natural gas in the United States is soaring, and shale gas in Changning block is making great efforts, so we continue to be optimistic about the oil service sector. In the international market, the price of natural gas in the United States has risen sharply to $5/mbtu. The international oil service company predicts that the number of active drilling rigs in the North American market will increase by 10% and the number of drilling rigs will increase by about 5% in 2014. Domestic market

oil service: the price of natural gas in the United States has soared, and the shale gas in Changning block is developing vigorously, so we continue to be optimistic about the oil service sector. In the international market, the price of natural gas in the United States has risen sharply to $5/mbtu. The international oil service company predicts that the number of active drilling rigs in the North American market will increase by 10% and the number of drilling rigs will increase by about 5% in 2014. In the domestic market, after Sinopec stepped up shale gas development in 2014, PetroChina Changning block is expected to invest RMB 1.5 billion to drill 30 shale gas wells, once again boosting the upsurge of large-scale shale gas development in China. Secondly, CNOOC announced that its capital expenditure in 2014 is expected to reach RMB billion (Nixon accounts for about 19%), an increase of 16%-33% year-on-year. CNOOC successively announced that its capital expenditure in 2014 was RMB billion, continuing to maintain the high level in 2013, The third gear for the construction of 4 Jack UPS, 2 semi submersibles and other equipment: it is built and purchased according to the "gear" key on the front panel. As the oil service industry at home and abroad remains hot, we continue to focus on recommending three major oil service growth stocks, namely, Hengtai Aipu, Jerry Co., Ltd. and Furui tezhuang

military industry: driven by such events as the establishment and operation of the National Security Commission, China's mass construction of marine police ships, and the expected warming of major special projects of aero engines, we are optimistic about the rebound of the current round of military industry sector, and it is expected that the sector will reach a new high in February. As a "security shield", the National Security Commission may play a greater role than expected in coordinating domestic and international security strategies. The number of large-scale law enforcement ships of 3000 tons or above that are to be built or under construction in China has reached an unprecedented 50, which will provide unprecedented military orders for China's heavy industry. Major projects of aero-engine will subvert the previous development mode of aero-engine, implement standardized engine development and production, and completely change the old mode that the previous engine models catch up with the aircraft models. In addition, it is expected that the time point of low altitude opening and the introduction of new policies in the general aviation field is approaching. Highlight China heavy industry, aviation power and Haite hi tech

intelligent equipment: the logic remains unchanged for a long time, and robots, Boshi shares and Shanghai Electromechanical Co., Ltd. are mainly recommended. Recently, a grinding machine equipment contract of 36.61 million yuan has been signed for the precision machine, which will be delivered before August; Boshi Co., Ltd. invests in new technology development and subsequent industrialization of intelligent freight transfer equipment. Cixing Co., Ltd. and Gugao Technology (Shenzhen) Co., Ltd. jointly established Wuhu Gugao Automation Technology Co., Ltd. to jointly operate the robot drive and control system project. Robot, Boshi shares and Shanghai Electromechanical, the leading robot enterprises in the year, are recommended. In the short term, they are still the hot mechanical plates

cold chain: Yantai straightening hanger suspender; (5) The verticality of the main shaft and the test platform of the ice wheel in 2013 significantly exceeded expectations, and the cold chain industry was booming. According to the investigation and statistics of the cold chain Committee of China iota, in 2013, the high asset investment in fixed degradable substitutes of cold chain logistics exceeded 100billion yuan, a year-on-year increase of 24.2%; In 2013, China's demand for cold chain logistics reached 93million tons, a year-on-year increase of 20%. Following the upward revision of the performance of Hanzhong Precision Machinery Co., Ltd. in 2013, the performance of Yantai ice Wheel Co., Ltd. in 2013 was predicted to increase by 60%-100% year-on-year, significantly faster than the market expectation, and the cold chain industry is in a period of accelerated profit growth. We are optimistic that the outbreak of fresh e-commerce in 2014 will drive the construction of cold chain logistics, and we mainly recommend Da Leng Co., Ltd., Yantai ice wheel and Hanzhong Precision Machinery Co., Ltd., which benefit from the construction of cold chain

cycle: focus on CIMC and Chinese ships. Ping An macro group's GDP growth forecast for the United States and the world in 2014 increased by 0.5% and 0.7% respectively compared with that in 2013. The global trade industry dominated by maritime transportation is heating up, which promotes the bottom recovery of the shipbuilding and container industry. CIMC Raffles has successively received new orders for several drilling platforms. The container business model has been successfully copied to the field of offshore equipment manufacturing. The offshore sector is expected to become a profit growth point for CIMC

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