BNP 百富勤：机械行业公司走访报告　

02.05 　　１０页　　　英文 pdf

Our site visits in Shanghai and Changsha revealed starkly the ambition and superior growth prospects of China’s capital goods makers. Companies with a strong R&D focus remain our top picks, including SANY Heavy, Zhenhua, CIMH and Minth. We are OVERWEIGHT on the sector

Inside the machine
Companies visited:
􀂃 CIMH
􀂃 BYD
􀂃 Shanghai Electric
􀂃 Prime Machinery
􀂃 Changsha Zoomlion
􀂃 SANY Heavy
􀂃 Zhenhua Port Machinery
􀂃 CSSC Changxing Base
􀂃 Shanghai Waigaoqiao Shipyard