This week’s core point of view: this week, the market is highly concerned with the intelligent manufacturing sector, the robot industry chain ushered in the wave of domestically made, the double ring drive, the central Germany, Qinchuan machine tools and other listed companies have made a breakthrough in product production, and pay attention to the breakthrough of the RV reducer domestically. Following the signing of the 10 thousand supply agreement with EF, the largest robot noumenon manufacturer in China, Brant signed the 30 thousand supply agreement with the domestic robot noumenon manufacturer this week, and further boosted the market’s confidence in the localization of the localization of the core parts of the robot. We believe that the localization of the robot industrial chain will bring about a continuous decline in the cost of domestic robots, which will further stimulate the demand for automatic transformation of the downstream industry. The trend of industrial complex growth is clear, focusing on industrial chains related to double ring transmission, Elton, tusta and other industrial chains.
Industry dynamic tracking: international oil prices continued to rise this week, focusing on investment opportunities in oil service sector. This week, Brent crude oil futures hit $78 per barrel and made a certain adjustment at high levels. According to the latest report by Beck Hughes, a US oil field technology service, the number of oil fields operated in the United States this week was 844, 10 more than last week, indicating that the US shale oil producers continued to increase production, but supply was supplied. The expansion also brought pressure on the oil price. There are differences in the sustainability of the oil service sector, but some listed companies have fully benefited from the growth of oil companies’ capital expenditure caused by the recovery of oil prices, and it is suggested that Jerry shares, China’s oil and so on.
One week market review: machinery sector rose 1.93% this week and Shanghai and Shenzhen 300 rose 2.60%. Since the beginning of the year, the machinery sector has dropped by 9.45%, and the Shanghai and Shenzhen 300 has fallen by 3.92%. The top five shares of the list of mechanical plates in this week were intelligent self-control (46.36%), wilong shares (20.84%), Tianhua hospital (16.91%), Sande science and Technology (14.21%), and Chinese technology (13.50%). The last five stocks in the list were the south wind shares (-38.32%), Zha Peng Technology (-12.73%), Ningxia, and Ningxia. Bo Jing Da (-9.70%), Hongyu shares (-9.10%), * ST Baoding (-8.04%).
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