Mechanical industry growth rate down valve industry prospects geometry

In the context of the overall growth rate of the industry, the sub-industries of the machinery industry have differentiated. According to the statistical data of the first five months, the manufacturing industry of containers, bearings and valves, agricultural machinery, metallurgical and mining equipment

In the machinery industry, basic parts such as bearing shaft, valves, general parts, etc., is the upstream industry of most machinery and equipment, macroeconomic or fixed asset investment deceleration will first lead to the deceleration of large machinery and equipment demand, and then affect its upstream basic parts industry, so generally speaking, the economic change of basic parts to lag behind the economic change of machinery and equipment.

In the context of the decline in the growth rate of the machinery industry, it is expected that the special equipment manufacturing industry, instrument and meter manufacturing industry and transportation equipment manufacturing industry will stabilize in the second half of the year; Affected by the lag effect, the general machinery manufacturing industry (including boilers, metal processing machinery, general equipment, bearings and valves, other general parts) will increase in the second half of the year, will exceed the industry average level.

Earlier due to lag and other reasons, the economy is still at a high level of the partial industries such as container, bearing and valve, motor and general instrumentation manufacturing industry is cautious, it is expected that the above sub-industries may reach a boom peak in the short term, and then there will be a certain degree of decline. The sub-industries with a larger decline in the previous period, such as construction machinery, may rebound to a certain extent due to a smaller base. The railway transportation equipment and shipbuilding industries are expected to continue their upward trend.