機械(xie)行業團體觀念(nian):2013年(nian)我們看好三(san)大投資主(zhu)線(xian):變(bian)革盈余(yu)(國企、土改、高(gao)空(kong))、轉型升級(機器人(42.62,-0.100,-0.23%)、自動化)、高(gao)端出口(軌交、核電)。

　　重(zhong)點(dian)引(yin)薦(jian):江淮(huai)動(dong)力(7.59,0.090,1.20%)、科達(da)(da)凈能(19.85,-0.090,-0.45%)、四川(chuan)九州、金明精(jing)機(22.40,-0.370,-1.62%)、海達(da)(da)股(gu)分(fen)(fen)(21.98,0.230,1.06%)、華昌達(da)(da)(24.86,0.780,3.24%)、海得節制(28.32,-0.010,-0.04%)、巨星高(gao)新科技(13.93,-0.120,-0.85%)、南邊泵業(25.82,-0.360,-1.38%)、金卡股(gu)分(fen)(fen)(28.50,-0.490,-1.69%)、眾合電機(23.80,-1.540,-6.08%)、森遠股(gu)分(fen)(fen)(14.88,0.010,0.07%)、潤邦股(gu)分(fen)(fen)(12.87,0.070,0.55%)、永貴電器(qi)(40.17,0.220,0.55%)、機器(qi)人、中聯重(zhong)科(6.30,0.270,4.48%)、緩(huan)工機器(qi)(13.57,1.110,8.91%)、吉峰農機(0.00,0.000,0.00%)、華光股(gu)分(fen)(fen)(0.00,0.000,0.00%)、杰瑞股(gu)分(fen)(fen)(33.90,0.780,2.36%)。

　　機器(qi)人(ren)及自動(dong)化:本(ben)周我國首臺(tai)長(chang)途醫療(liao)機器(qi)人(ren)落戶(hu)上(shang)海(hai)浦東病院,標志著效勞機器(qi)人(ren)開端進入醫療(liao)范疇。伴隨(sui)著人(ren)口老(lao)齡化的(de)持續加快(kuai),將來(lai)醫療(liao)病愈范疇的(de)機器(qi)人(ren)需求將會(hui)加快(kuai)增(zeng)加。看好(hao)全部行業的(de)增(zeng)加遠景,重點推舉華(hua)昌達、海(hai)得操縱、巨星高新科技、機器(qi)人(ren)。

　　農(nong)(nong)(nong)業機(ji)(ji)(ji)械(xie):中心一號文件(jian)初次寫入“農(nong)(nong)(nong)機(ji)(ji)(ji)租賃(lin)”,明確指出(chu)要“展開大型(xing)農(nong)(nong)(nong)機(ji)(ji)(ji)具融(rong)資租賃(lin)試點(dian)”,利(li)好行(xing)業持久展開。地盤流(liu)轉加快(kuai)(kuai)將給農(nong)(nong)(nong)機(ji)(ji)(ji)行(xing)業帶(dai)來(lai)四(si)大變(bian)革:機(ji)(ji)(ji)械(xie)化(hua)率提拔、農(nong)(nong)(nong)機(ji)(ji)(ji)布局變(bian)革(農(nong)(nong)(nong)機(ji)(ji)(ji)大型(xing)化(hua)、特點(dian)化(hua))、農(nong)(nong)(nong)業金融(rong)及農(nong)(nong)(nong)業信息(xi)化(hua)(農(nong)(nong)(nong)電機(ji)(ji)(ji)商)加快(kuai)(kuai)。推舉江淮動力(li)、吉峰農(nong)(nong)(nong)機(ji)(ji)(ji)。

　　鐵路設備(bei):中(zhong)鐵總公(gong)司建立(li)“中(zhong)國(guo)鐵路國(guo)際有限公(gong)司”,以發(fa)揚集(ji)成作(zuo)用,推進海外項(xiang)目開展。看(kan)好(hao)南北車、海德股分(fen)(13.06,0.510,4.06%)、眾合電(dian)機、永貴電(dian)器。

　　通(tong)用(yong)航空(kong)(kong)(kong):行業政策(ce)推動(dong)不休加快:1)軍方(fang)聲(sheng)明高空(kong)(kong)(kong)空(kong)(kong)(kong)域變革(ge)全(quan)面啟動(dong),《高空(kong)(kong)(kong)空(kong)(kong)(kong)域經管運用(yong)劃(hua)定》曾經脫(tuo)稿(gao);2)訂正后的《通(tong)用(yong)航空(kong)(kong)(kong)謀劃(hua)允許(xu)經管劃(hua)定》行將出(chu)臺。看好(hao)四川九(jiu)州、威海廣(guang)泰(18.70,0.150,0.81%)、洪都航空(kong)(kong)(kong)(31.63,-0.020,-0.06%)。

　　工(gong)(gong)程(cheng)機器(qi):國(guo)企改革(ge)(1510.90,24.220,1.63%)+“一帶一路”推升行業景氣,工(gong)(gong)程(cheng)機器(qi)板塊估(gu)值(zhi)有望修復。別的,銷(xiao)量(liang)底部估(gu)計將在來歲呈現。引薦緩工(gong)(gong)機器(qi)、中聯重(zhong)科。

　　能源設(she)備及油(you)(you)(you)服(fu):國(guo)際(ji)油(you)(you)(you)價下跌或致(zhi)使海內油(you)(you)(you)服(fu)鼎新提速,民營(ying)油(you)(you)(you)服(fu)大洗牌(pai)剛開始,跨國(guo)并(bing)購成為短時間推進企業放慢擴大的(de)契機。存眷杰瑞股分(fen)、吉艾高新科技(ji)(19.98,0.120,0.60%)。

　　核電(dian)設備:核電(dian)投資(zi)重啟,并(bing)有望實(shi)現出(chu)口,存(cun)眷丹甫股分(43.55,0.140,0.32%)、江蘇神通(24.41,0.210,0.87%)。

　　環保(bao)設備(bei):15年(nian)各項環保(bao)政(zheng)策有望延續出臺,看好(hao)南邊(bian)泵業的盈利模(mo)式優化。

　　公(gong)路(lu)養護:門路(lu)養護民營化利好森遠(yuan)股分,租售(shou)連系形式致(zhi)功(gong)績爆(bao)發(fa)式增加(jia)。

　　宏觀及行業新聞

　　1)外貿進出(chu)口雙(shuang)降,2014經濟殘局承壓;2)1月中國CPI同比上漲0.8%,創逾(yu)五年(nian)(nian)新(xin)低;3)央行(xing)展(zhan)開(kai)1600億逆回購,本周凈投放范圍創逾(yu)1年(nian)(nian)新(xin)高。