China's first crankshaft spindle neck CNC lathe

In the sub-sectors of the machinery industry, from the perspective of life cycle and investment opportunities, we classify them into four categories: 1) Stable growth of “growth companies”, with a focus on the deep dynamics and dynamics that drive long-term growth in the industry. Sustainability; representative products include: forklifts, excavators, mini excavators. 2) The giant companies that are facing transformation themselves mainly focus on the progress of the transformation. The representative companies are: CIMC Group, Zhenhua Port Machinery. 3) The industry has entered the “industry upgrading sector” of the obvious “industrial upgrading” process. The main focus is on promoting the motivation of downstream customers to upgrade their equipment. The representative products include: textile machinery, sewing machinery and machine tools. 4) Performance-based companies, mainly including “construction machinery companies” related to fixed asset investment and credit policies, and “shipbuilding enterprises” affected by cyclical fluctuations in the global shipping market; the main focus of the construction machinery industry is FAI and the central bank. The monetary policy, representative products include: concrete equipment, cranes, loaders; the main focus of the shipbuilding industry is the relationship between global maritime trade volume and capacity supply.

Growth companies: These companies are characterized by the sustainability of their deep growth drivers. The general sustainable growth drivers include: predictable and sustained domestic demand; huge export space to match global competitive advantage; or both. How to judge whether domestic demand growth is sustainable is the key.

Giant companies in transition: The characteristics of such companies are: they are already in a controlled position in the existing industry, and there is not much room for development. Relying on the financial strength of its original business, the company has entered other related fields to seek development. The success of the transformation requires special attention to the company's financial strength and cross-industry management capabilities. .. Industry upgrade type of company: The characteristics of this type of company are: its downstream customers are forced to upgrade their technical equipment for various reasons, thus bringing development opportunities to related machinery manufacturing companies. It is important to analyze the reasons why downstream customers upgrade their equipment and the sustainability of this cause.

Construction machinery: The common feature of such companies is that they have a high dependence on domestic fixed asset investment and credit in the short run. In the years of rapid investment in fixed assets and rapid growth in credit, growth has been rapid. But when the macro economy is tightening, sales will fluctuate. In the long run, the growth of specific products of different companies is different, but in general, the trend of construction machinery products is long-term in fluctuations.

Shipbuilding industry: The shipbuilding industry is a global industry, and the operating laws of Chinese companies are highly correlated with the global shipbuilding industry. The further growth of domestic shipbuilding companies depends on the continued prosperity of the global shipbuilding industry. Since the current global shipyard orders already account for 55% of global capacity, and in 2007, new orders accounted for 22% of global capacity, we believe that the possibility of new orders in 2008 is relatively large. The market may reduce the valuation of shipbuilding companies due to expected declines. .. Investment suggestion: We believe that long-term growth companies have relatively low risk before the long-term growth of the growth company is not significantly higher than other types of companies, including: Anhui Heli and Liugong. Among the companies in transition, CIMC has a relatively fast transition. It is recommended to focus on CIMC in the transition period in early 2008. Due to the industrial upgrading needs of textile, clothing, automobile and other industries, we believe that Zhongjie shares, Jingwei Textile Machinery and Shenyang Machine Tools in this category are worthy of attention. However, given the impact of the Chinese government's tax rebate on textile exports, the performance of textile and sewing machinery companies will be affected in the fourth quarter of 2007 and the first quarter of 2008. Therefore, we recommend investors to re-focus on textile machinery and sewing machinery companies at the end of the second quarter of 2008. As the shipbuilding companies that have already listed have the potential to become a platform for CSSC to integrate its own assets. Therefore, aggressive investors can consider deploying Chinese ships, GSI. However, we do not recommend that investors configure shipbuilding companies simply because they are optimistic about the shipbuilding industry. Sany Heavy Industry and Zhonglian Zhongke in construction machinery companies have excellent long-term growth prospects, but given the current global macroeconomic uncertainty and higher valuations, there is some uncertainty in the medium-term trend of its share price. Shanhe Intelligent's 2008 performance growth is more certain, but the valuation is more expensive.

EN flange is a flange system from England, which have flange type including TYPE1(Plate Flanges); TYPE2(Losses Plate Flanges); TYPE5(Blank Flanges); TYPE11(Weld-neck Flanges); TYPE12(Hubbed Slip-on Flanges For Welding); TYPE13(Hubbed Threaded Flanges)etc., pressure grade have PN2.5 PN6 PN10 PN16 PN25 PN40 PN63 PN100, Size from 1/2" NB TO 48"NB
  • Type: TYPE1(Plate Flanges); TYPE2(Loose Plate Flanges); TYPE5(Blank Flanges); TYPE11(Weld-neck Flanges); TYPE12(Hubbed Slip-on Flanges For Welding); TYPE13(Hubbed Threaded Flanges)
  • Material: Carbon steel: A105,SS400,SF440 RST37.2,S235JRG2,P250GH,C22.8, Stainless Steel: F304 F304L F316 F316L 316Ti, Copper etc.
  • Standard: EN1092-1:2001
  • Size: 1/2" NB TO 48"NB
  • Pressure: PN6,PN10,PN16,PN25,PN40,PN64,PN100,PN160
  • Packing: No Fumigate or Fumigate Plywood/Wood Pallet or Case
  • Surface Treatment: Anti-rust Oil, Transparent/Yellow/Black Anti-rust Paint,Zinc,Hot dipped Galvanized.
  • E-catalogue: Available , please visit catalogue of flange
  • Usage: Oil Field, Offshore, Water System, Shipbuilding, Natural Gas, Electric Power, Pipe Projects etc.

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