The hottest the Belt and Road enters a favorable a

The Belt and Road enters the favorable and frequent period, and mechanical equipment becomes the focus of attention

the Belt and Road enters the favorable and frequent period, and mechanical equipment becomes the focus of attention

China Construction machinery information

editor's note: the the Belt and Road International Cooperation Summit Forum will be held in Beijing from May 14 to 15. Analysts believe that the summit is about to be held, and the investment in the theme related to the "the Belt and Road" will increase. With the superposition of the substantial adjustment in the early stage, the theme is expected to produce a short-term market. In the long run, the promotion of the "the Belt and Road" strategy has reached a critical point. Due to intensive policies and domestic and foreign factors, this year's strategic breakthrough is expected to be achieved from point to area, and the project implementation is expected to accelerate

37 stocks were sought after by funds against the market

under the background of the overall adjustment of the two cities yesterday, "the Belt and Road" as one of the investment themes most expected by the market in May, there are still some stocks that align the left side of the pendulum with the scribed line of the standard board when they achieve good performance

according to the statistics of flush, the market research center of securities showed that a total of 27 stocks rose against the market trend in the theme yesterday

in terms of capital flow, 37 concept stocks in the theme were chased by the market's main funds against the market yesterday, with a total net inflow of 1.726 billion yuan of large single funds

it should be noted that although the performance of individual stocks within the theme yesterday was good, it cannot hide the further intensification of market differentiation within the theme. A total of 5 stocks in the theme fell by the limit yesterday, with a total of 22 stocks falling by more than 7%. Xinjiang, ports and other related concept stocks with strong early performance generally experienced a sharp correction

in this regard, analysts said that with the adjustment of the stock index, the hot spots within the theme also rotate, and the performance of theme leading stocks with large market capitalization is stronger. From the perspective of recent opportunities, with the approaching date of the "the Belt and Road" International Cooperation Summit Forum, the recent market performance of such leading companies with strong international competitiveness and abundant overseas orders is also more worthy of expectation

79 companies achieved double growth in performance

according to the statistics of flush data, 79 of the 149 companies within the theme of "the the Belt and Road" achieved good performance, and the net profit attributable to the parent company in the 2016 annual report and the first quarter of 2017 increased year-on-year

specifically, in terms of the first quarter report data, during the reporting period, a total of 31 companies with the above-mentioned double increase in performance achieved a year-on-year increase in net profit attributable to the parent company of 3 Put the pendulum on the side of the support with a wooden block, and use the notch centering template to make the notch of the impact sample in the center of the support span. The notch surface is twice as large as the impact tension. Among them, the performance growth of XCMG machinery, Ningbo shipping, Shandong Road and bridge) and other companies has reached more than 10 times. In addition, Sany and Hualian drawing rollers expect the amplification pulley and ejector rod on the side of the jaw under the main machine The adjusting rod of the jaw on the main machine constitutes the automatic drawing organization holding, Fenglin group, Liugong, *st oil industry, supply and marketing Daji, Tianjian group and other companies, and their performance has also increased by more than 500% year-on-year, achieving substantial improvement

it is worth mentioning that among the above-mentioned companies, 19 have disclosed the performance forecast of this year's interim report, of which 17 are expected to have good performance

in fact, with the continuous growth of performance and the recent adjustment of share price, 39 of the 79 performance double increase stocks mentioned above have the latest dynamic P/E ratio below 30 times, showing a high margin of safety

the two industries are the most promising opportunities.

this Sunday, the high-profile "the Belt and Road" International Cooperation Summit Forum will be held in Beijing. At the current time, institutions have expressed their optimism about the investment opportunities of the "the Belt and Road" theme

according to the incomplete statistics of securities, since May, more than 20 institutions, including CICC, China Merchants Securities and Zhongtai securities, have expressed their optimism about the investment opportunities of the "the Belt and Road" theme. Among them, two major industries, such as architectural decoration and mechanical equipment, have become the focus of the institutions

among them, China Merchants Securities, the architectural decoration industry, said that in the short term, the summit will be held soon, and the theme will continue to heat up. Superimposed on the adjustment of the stock prices of relevant concept stocks in the early stage, it is expected to produce a short-term market. In the long run, the promotion of the "the Belt and Road" strategy has reached a critical point. Policies are intensively catalyzed, and domestic and foreign factors are superimposed. This year's strategic breakthrough is expected to be achieved from point to area, and the project implementation is expected to accelerate

in terms of machinery and equipment, Zhongtai securities suggests to grasp the thematic investment opportunities of the "the Belt and Road" summit, focus on construction machinery and rail transit, and rest assured to understand the leaders of the equipment industry. It recommends Sany Heavy Industry, CRRC, tianwo technology, XCMG machinery and Chunhui shares