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装备制造业是为国民经济发展提供技术装备的基础性、战略性产业,是国民经济的主要支柱。随着国务院《关于加快振兴装备制造业的若干意见》纲领性文件的发布,装备制造业进入新一轮发展期。在此背景下,与瓶颈行业、产业转移或升级相关的细分行业,将会受益于国家战略带来的机会。在铁路机车车辆、石油开采设备、煤炭采掘及安全设备、港机和船舶制造业中,具备自主研发能力或拥有核心技术的龙头公司,将成为“装备崛起”大戏中当仁不让的主角。
Equipment manufacturing industry is a basic and strategic industry that provides technical equipment for the development of the national economy and is the mainstay of the national economy. With the promulgation of the State Council’s “Certain Opinions on Speeding up the Revitalization of Equipment Manufacturing Industry”, the equipment manufacturing industry has entered a new round of development. In this context, segments that are related to bottlenecks, industrial transfers or upgrades will benefit from the opportunities offered by national strategies. In the railway rolling stock, oil extraction equipment, coal mining and safety equipment, port machinery and shipbuilding industry, with independent research and development capabilities or have the core technology of the leading company, will become “the rise of equipment,” the mainstay of doing my part.