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Make efforts across the board in the infrastructure field and pay attention to machine substitution spurred by intelligent manufacturing
2021-11-12
The infrastructure sector may be fully developed. We are concerned that under the background of increasing downward pressure on the machine-substitute economy spurred by the epidemic, infrastructure is expected to be fully developed. Construction machinery has gradually been in short supply since March. The historical sales of excavators in March exceeded expectations, and April is expected to hit a record high. OEMs have begun to raise prices to varying degrees across many categories. Counter-cyclical adjustment policies such as rail transit have been stepped up, and Zhejiang has launched a trillion-dollar ultra-high-speed maglev plan. Before the overseas epidemic reaches an inflection point, we are still optimistic about the infrastructure industry chain as the main line of investment. Pay attention to machine substitutions catalyzed by the epidemic. The epidemic has made business owners pay more attention to robots and automation. Against the background of relatively weak industries such as automobiles, home appliances, and 3C, robot output in March was 17,200 units, bucking the trend and growing by 12.9%.
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