Recently, A-share market wide shocks continued, again weakening trend over the weekend. However, Handicap showed that mining machinery and equipment stocks have emerged stronger than the trend wave. Heaven and Earth Science and Technology (600,582 market, stock it), Jiang Drilling shares (000,852 market, stock it) and other species have good combination of K-Line, north of shares (600,262 market, stock it) also changes the characteristics of volume. So, how mining machinery and equipment stocks so strong?
Economic valuation of mineral resources and promote premium
Machinery and equipment for the mining shares, because they are the service categories of mineral resources of listed companies, so with the coal, iron ore, zinc and other non-ferrous metal stocks on the same industrial chain business. Conduction from the perspective of industry chain, mining stocks tend to pass the business machinery and equipment to the mining stocks. Mineral stocks because the economy will stimulate more exploration of the industrial capital increase and expand the demand for mineral equipment. On the other hand, the expansion of mineral scale will increase the demand for mineral equipment. Therefore, the industry has been mining machinery and equipment stocks as a "water" and shares it with the relationship between mineral resources like the popular A-share market and the general relationship between the brokerage stocks.
Recently, mining machinery and equipment stocks rise ushered in a new opportunity, mainly because the Ministry of Land and Resources recently released "on the promotion of deep exploration guidance" in order to promote our country to the depth of exploration of solid mineral development, to achieve a major breakthrough in prospecting . Some media reported that the Ministry of Land and Resources in the first 28 years after the resumption of the National Mine look shows that the mining machinery and equipment stocks will face a new round of industry needs, especially in drilling, mining and other field equipment searching. This also indicates that, mining machinery and equipment industry shares is expected to continue rising economic degrees to give the mining machinery and equipment is expected to share a premium valuation.
Policy support the growth of kinetic energy into
As a result of mining machinery and equipment is a typical heavy industrial machinery products, represents the technological level of China's manufacturing industry, therefore, the state mining machinery equipment has to be of great importance to China, introduced a number of policies to support the mining machinery and equipment in China.
A few days ago, said the Ministry of Finance issued a circular on the large-scale mining of non-highway dump truck and its key components and raw materials imports to adjust tax policy.
There are two core points, first, the core components of the import tariffs and import value-added tax to implement front-end retreat for enterprises to develop and produce new products as well as the independent innovation capacity-building. Second, the quality of imports is not more than the rated load of 328 tons of non-road electric wheel dump truck, the quality of the rated load of not more than 40 tons of non-highway articulated dump truck and all the specifications of the mechanical transmission of rigid off-highway dump truck, all to stop the implementation of the import duty-free policy. This is undoubtedly related to mining machinery and equipment category of listed companies in major positive, will reinforce these listed companies in the mining equipment on the competitive edge.
At the same time, national attention on mine safety, as well as factors such as labor costs to upgrade, more and more mechanized mining operations started. This can enhance the rate of exploitation of mines, on the other hand, security risks can be eliminated. Therefore, analysis of the industry report, coal, copper, zinc and other mines have greatly enhanced the degree of mechanization, especially in some large-scale open-cut coal mine, the degree of mechanization is expected to more than 50%, making mining machinery and equipment market capacity has substantially increased, is also conducive to the relevant listed companies to enhance the size of the orders. In addition, the state made large-scale mining machinery and equipment requirements, the future of mining machinery and equipment category of listed companies in the industry is relatively optimistic about the economy would be provided to give the performance of its future growth momentum.
Concerned about the acquisition of shares is expected to
There are two types of stocks cause for concern. First, a strong asset acquisition is expected to share equipment and mining machinery. Mining machinery and equipment as a result of a number of shares the strength of the controlling shareholder, such as Heaven and Earth Science and Technology, Taiyuan Heavy Industry (600169 market, shares bar) and other species, high-quality asset securitization in the background, more and more begin to pay attention to such funds investment opportunities. In fact, the earth science and technology, such as Ohara Heavy Industries Group has acquired the assets of high-quality information may be held by bargain-hunting. Jiang shares and drilling, oil relief Chai (000,617 market, stock it) and other species can also be tracked.
Second, the company faces a turning point of the fundamentals of the stock. For example, shares in the north, in the off-highway vehicle market share of mining has been more than 70%. Related to tax policy in the Ministry of Finance after the company's fundamentals are facing a great improvement. At the same time, the company actively, such as Rotary Drilling Rig Construction Machinery direction, the future is relatively optimistic about the profitability of the proposed bargain-hunting investors to hold.
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