CCTV said: Choose "White Horse Stocks" and look for the leading Sany!

Investment, * important is to have a vision.On May 11, the "Market Analysis Room" column of CCTV Financial Channel focused on China's high-end equipment manufacturing industry and explored "white horse stocks" along the "Belt and Road". The program focused on the industry leader - Sany Heavy Industry, analyzed the future trend of Sany stocks in an all-round and long way, and gave a very high evaluation, and users bluntly said that they were "optimistic" about Sany!

Sany Heavy Industry: "The Belt and Road" Sector "Big One"

CCTV financial data reporter Wang Bingying:Since its proposal more than three years ago, the Belt and Road Initiative has received the response and support of more than 100 countries and international organizations, and has now entered the stage of intensive cultivation. It can be said that in the past two years, domestic construction machinery enterprises have "many orders like snowflakes, and the signing hands are soft".

Let's pick up an important company and talk about it, it is Sany Heavy Industry, which is the "big one" of this sector.In the first quarter of this year, Sany Group's overseas sales increased by 30% year-on-year, of which the growth of Russia has exceeded 400%, Latin America has increased by more than 300%, and other regions have also grown very rapidly. Looking at Sany's global layout, 70%-80% of the current overseas market is in the "Belt and Road", the world's longest economic corridor.

Sany overseas income accounts for 40% of the investment to find leading enterprises

Wang Huajun, general manager of Zhongtai Securities Research Institute:Taking Sany as an example, its overseas revenue accounted for 40% last year, which is a very large proportion, and Sany's future goal is definitely to move closer to 50%. At the same time, we saw that at the end of April this year, Sany India just had a grand ceremony, that is, Sany rolled off the assembly line of the 4,000th equipment in India, and they even hope to build another Sany Heavy Industry in India in the next 5 years, which is also very shocking. Therefore, on the whole, our expectations for Sany's overseas market are still very high.

Looking for white horse stocks along the "Belt and Road", our view of investment is still to find industry leaders.From the perspective of excavators, Sany Heavy Industry is undoubtedly the leader of the domestic construction machinery industry, with a market share of more than the sum of the second and third places. In addition, the performance of Sany Heavy Industry continues to improve, and the company's current valuation has reached between 20 and 25 times, entering the performance realization period, and the investment of the "Belt and Road" has also entered the current stage of "looking at valuation" from the previous few years. Therefore, we believe that leading stocks such as Sany have sustainable investment value.

The annual growth rate of construction machinery is expected to exceed 50% The performance is confirmed

Wu Hao, Deputy General Manager of Investment Research Department of China AMC:*The data for the past four months also happened to come out, * new data showed that excavator sales increased by 101% year-on-year. We believe that the industry's annual data will still look good, and the market has no problem with the certainty of a sharp rebound in construction machinery companies in 2017.

Construction machinery industry as the "Belt and Road" beneficiary target, the future development of the market space is relatively large, in the medium and long term, the future performance and valuation elasticity of these listed companies are upward, positive. In the short term, due to the recent correction of the market, the valuation of the leading stocks in the current sector has also entered a reasonable range, which is worth paying attention to. In addition, in the future, there will be differences in the industry stocks, and the performance of different companies will be very different, so it is necessary to grasp the leading stocks, conduct in-depth research, and do not blindly pursue sector fluctuations.