The machinery stocks introduced by the first startups rose by 2.72% overall, which was significantly better than the performance of the Shanghai and Shenzhen 300 Index and the Machinery Industry Index. The key recommendation stocks that rose the most this month were Tiandi Technology, which rose by 5.4%. The biggest decline was Siyuan Electric, which fell by 13.11%.
Fourth, February investment strategy and investment portfolio
The overall price level of the machinery industry this month is not obvious relative to the increase in the market. The sales and profitability of the machinery industry have not slowed down, so we continue to maintain the “Buy†rating for the industry. In terms of the recommended stocks, our recommended portfolio is still Tiandi Technology, TBEA, Siyuan Electric and Sany Heavy Industry.
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