| Machinery industry investment report: rail transit has ushered in the development of the peak |
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| As a strong cyclical industry, the trend of the machinery industry has been affected by the impact of the macroeconomic, the real economy has not been fundamentally improved, we continue to maintain the industry's "neutral" rating. However, this does not mean that the industry is not a chance, we still recommend investors to super cautious attitude, choose the best long-term prospects for development and has a certain performance support stocks. Fourth, we are optimistic about the four seasons: rail transport sector, civil military integration sector, as well as individual segments of the market segment. |
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