About the transformation of mechanical processing industry from extensive production to fine production?
The automobile industry has experienced the development process from extensive production to fine production, and has achieved great success. The mining industry should also enter this stage of development. Fine also means quality, because high-quality products can provide better functions, more reliable performance and longer service life under the condition of consuming the same amount of physical and living labor.
Energy equipment: unconventional oil and gas benefit from the adjustment of energy pattern. Breakthroughs will be made in unconventional oil and gas during the "Twelfth Five Year Plan" period, benefiting proprietary equipment manufacturers. Recommend Jerry Shares and Furui Tequipment.
Energy saving equipment: emerging energy saving technologies are expected to become more concentrated. Screw expansion power technology is one of the nine core energy-saving technologies, which can efficiently recover the low temperature industrial waste heat below 150 ℃. Kaishan Shares with core technology is recommended.
Mechanical: from extensive to fine reconstruction. Looking forward to the next decade, we believe that the macro environment we are facing will be different from that of the previous decade. Sinking demand, international market expansion, energy structure reform, environmental friendliness, enhancement of national defense forces, and deepening import substitution are the main environments we are facing. To grasp this trend, we should be optimistic about construction machinery, natural gas equipment, energy-saving equipment, Beidou navigation, basic accessories, basic processes, intelligent equipment and instruments.
Construction machinery: It is expected to regain excess earnings in the fourth quarter. In the fourth quarter, excavators are expected to continue to surpass the seasonal characteristics, driving the recovery of excess yield of construction machinery.
The basic principles of fine production include waste elimination, continuous improvement, collaborative work and communication. This is the guiding ideology of fine production. Improvement means never being satisfied with the status quo, constantly finding problems, finding reasons, proposing improvement measures, changing working methods, and constantly improving the quality of work. Improvement is a gradual progress, a subtle change, and its process is continuous and cumulative, which requires everyone's efforts.