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2012工程机械行业投资分析

Construction machinery industry investment analysis in 2012
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摘要 过去的2011年注定是不平凡的一年,机械行业成为证券市场跌幅前三的行业.受“黑天鹅”事件的影响.股价下跌的幅度远超过业绩下调的幅度,在宏观调控和货币紧缩下,龙头公司股价最大调整幅度高达50%,这是市场预期与基本面的背离。 2011 was destined tO be an extraordinary year. The machinery industry became a decline in the first three industries.Affected by the'black swan'events.The rate of fall in share prices is far more than the magnitude of the performance down.Under the macroeconomic regulation and monetary tightening,the performance of leading companies was much better than that of industry. Meanwhile the stock aajustment up to 50%. which was a departure from market expectations and fundamentals.
作者 刘毅 曹震
出处 《建筑机械》 2012年第2期32-37,6,共6页 Construction Machinery
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参考文献2

  • 1刘荣,蔡宇滨.寻找隐性的制造业冠军-机械行业2012投资策略报告.
  • 2刘荣.市场预期与基本面背离的估值修复行情[J].机械行业,.

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