Machinery industry: Both traditional and transformational multi-point layout machinery industry

The machinery and equipment index closed at 1,362 points, down 2.20 percent for the week. Zhou's views and investment advice. In 2016, we propose to lay out the machinery industry from the following aspects: intelligent equipment: "Made in China 2025" as the first "decade" strategy of the 30-year strategy of manufacturing power, the relevant key manufacturing areas will receive greater policy and financial support, supporting documents will be landed one after another, and the production automation field will usher in great development opportunities. It is recommended to pay active attention to: Helenzhe (300201), Tianqi shares (002009). Special equipment: special equipment belongs to the more subdivided field of machinery industry, the company itself has the characteristics of small fast spirit, such companies extend to specific services, special equipment industry itself has a higher barrier advantage, to provide more professional services, through the service can also occupy the card advantage in the peer, stand out, increase market share, open up new revenue growth points. Attention Weihai Guangtai (601038), Jiangnan Jiajie (603789), New Territories Pump industry (300145), Longxin General (603766), Su test (300416). Energy and energy-saving environmental protection equipment: Recently, haze in various regions is frequent, and the environmental protection plate has once again attracted attention. Environmental protection Minister Chen Jining pointed out that the "13th Five-Year Plan" period of environmental protection to improve the quality of the environment as the core, focus on air, water and soil pollution prevention and control of three major battles. Nuclear power, as a clean energy and national key development industry, benefits from the nuclear power restart policy expectations, and the performance of related equipment is expected to explode. Suggested concerns: Huibopu (600526), Yingliu shares (603308), Longjing Environmental Protection (600388), etc.