Newsletter summary
[open source securities: optimistic about investment opportunities in process industry and rail transit equipment] Securities Times websiteRocketpotcasinoAccording to the Open Source Securities Research report, the equipment update under the policy is expected to accelerate the landing, and is optimistic about the investment opportunities for the process industry and rail transit equipment. Since 2024, relevant policies have been issued intensively, or power equipment.Rocketpotcasino.Rocketpotcasino..
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[open source securities: optimistic about investment opportunities in process industry and rail transit equipment] according to the Securities Times, the open source securities research report points out that under the policy effort, equipment renewal is expected to accelerate the landing, and is optimistic about investment opportunities in process industry and rail transit equipment. Since 2024, relevant policies have been released intensively, or to accelerate the landing of equipment updates. On the one hand, equipment renewal is conducive to expanding investment and stimulating the economy.RocketpotcasinoOn the other hand, the policy is expected to accelerate industrial upgrading and supply-side reform by improving energy efficiency, technology and other standards. Central state-owned enterprises are expected to take the lead. The process industry is expected to be one of the first areas to benefit from equipment renewal. Equipment renewal is expected to transfer from complete sets of equipment to parts, general manufacturing and other upstream. With the continuous growth of railway passenger flow and the release of demand for the replacement of old internal combustion engines, the prosperity of rail transit equipment is expected to continue. Suggested attention: Kexin Mechatronics, Bolong Technology, CRRC and so on. Proofreading: Su Huanwen