The smart manufacturing industry deserves long-term investment

The Davos Summit was held recently, and the fourth industrial revolution has become the focus of public opinion. Intelligent machinery manufacturing will become the mainstream of the market and is worthy of long-term investment in rail transit. The editor has taken stock of the recent developments in several major modules in the machinery industry. The content is as follows:

smart manufacturing

The Davos Forum focuses on industrial upgrading and transformation, and intelligent manufacturing is in the strategic period of strategy, market, technology and industry development. The theme of the 2016 Winter Davos Summit is "Mastering the Fourth Industrial Revolution", focusing on how the Fourth Industrial Revolution changes human production, distribution and consumption patterns, and how to deal with the challenges it brings. Intelligent manufacturing is an important part of "Industry 4.0" and the main direction of my country's "Made in China 2025". It is an important measure to implement the strategy of manufacturing a strong country. Our country's industry is at a critical stage of transformation and upgrading from large to strong. The current status of automation development in various industries and regions is different, presenting a pattern of coexistence of traditional industries, 2.0, and 3.0. In the early stages of the development of Industry 4.0, leading companies in all aspects benefited.

general aviation

The construction of general-purpose airports in various places continues to advance, stimulating the launch of the general aviation blue ocean market. The Henan Provincial Government recently issued the "Opinions on Further Accelerating the Development of the Civil Aviation Industry", which will accelerate the preliminary work of the general airport project and strive to initially build a general airport system covering the provincial municipalities by 2020, and build more than 15 second-class or above general airports. Airport. We believe that as the domestic low-altitude reform enters the substantive operational stage, the trillion-dollar market is expected to start, and the general aviation industry chain will usher in a golden development period.

Rail

Thanks to internal and external efforts, the rail transit sector continues to prosper. Internally, the 800 billion investment in railways has helped the country start its 13th Five-Year Plan; externally, the Asian Infrastructure Investment Bank has officially opened, and the Indonesian high-speed railway has officially started construction. We believe that the rail transit sector will act as a stabilizing force in stabilizing the economy during the economic downturn, and railway investment will remain high during the 13th Five-Year Plan period. During the 13th Five-Year Plan period, the focus is on “going out” + “aftermarket”. The overseas high-speed rail construction market is vast, and the international competitiveness of China's high-speed rail technology has been repeatedly verified. Driven by "high-speed rail diplomacy", it continues to expand overseas markets. The domestic rail transit market is growing steadily. As the number of units increases year by year, the rail transit equipment aftermarket will also usher in a period of explosive demand.

National defense industry

A 145 billion aircraft engine company will be established within this month and will receive capital injections from multiple parties. According to reports, China will establish an aerospace engine group, which will be officially listed and announced as soon as this month. The related assets of the aero-engine company involve more than 40 units, including almost all aero-engine-related research and development units in China, with an asset scale of 110 billion yuan. The Chinese government and many state-owned enterprises, including AVIC, will inject capital into the newly established company. , the amount will reach 35 billion yuan, and the total assets of Guofa Group may reach 145 billion yuan. This will basically cover most domestic units involved in engine research and development, including companies up and down the engine industry chain and the research institutes behind it.

Source: Plate rolling machine www.tldyjc.com