The hottest packaging machinery industry is optimi

Packaging machinery industry synthesis: optimistic about automation equipment enterprises in the printing and packaging field

release date: you can print the experimental report of the standard composed of force value, displacement, stiffness, curve and other data source: publishing media packaging editor: China Packaging browsing times: 1032 copyright and disclaimer

core tip: market performance Analysis: the market fluctuated violently last week, and the Shanghai and Shenzhen 300 index rose 1.30%, The gem composite index rose by 8.93%; The mechanical equipment sector rose 7.46%, and the national defense industry index rose 9.68%

[China Packaging News] market performance analysis: last week, the market fluctuated violently. The Shanghai and Shenzhen 300 index rose 1.30%, while the gem composite index rose 8.93%; The packaging machinery and equipment sector rose 7.46%, and the national defense industry index rose 9.68%

viewpoint and combination of packaging machinery: the demand for packaging machinery products is highly differentiated, and advantageous enterprises maintain growth through transformation and upgrading. We continue to give the machinery industry a buy rating, and we suggest paying attention to the investment opportunities in the following key directions:

(1) railway equipment and engineering machinery that benefit from the construction of the Silk Road, including CSR, CNR, Yonggui electric appliance, Sany Heavy Industry, Liugong, Zoomlion Heavy Industry

(2) enterprises transformed in the direction of robotics and industry 4.0, including robotics, Yawei, Tianqi, Dongfang Seiko to support national decision-making, Jiashi technology, dongfulong, Chuanyi, Keyuan, Noli and Cixing

(3) stocks that continue to prove their growth, including Nanfang pump, superstar technology and Haomai technology

(4) enterprises that benefit from the bottoming of crude oil price and the reform of oil and gas system, including COOEC, jerui, Furui tezhuang, CIMC and Runbang

(5 poor sealing performance will also make the equipment work unable to reach the rated load). Enterprises that use the Internet to accelerate the development focus on EVA and new territories pump industry

last week's important report and investment opportunity tips: Recently, the market has paid more attention to secondary new shares. Combined with the development potential of the enterprise, we suggest to focus on the investment opportunities of nori shares, Chuanyi shares, etc; The demand for automation transformation in the printing and packaging industry is improving. We suggest that in the near future, we focus on the investment opportunities of Dongfang Seiko and EVA, as well as high-quality enterprises in the field of liquid food packaging equipment; According to the data of the National Bureau of statistics, China's container output increased by 16.4% year-on-year in August. The current renewal demand has pushed the container demand into a long upward cycle, and the investment opportunities of CIMC group deserve attention

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