Construction and real estate projects more obvious signs of recovery, but began to focus on the cyclical stocks. Electricity consumption rose by 3.89% over the same period in April, machinery industry, growth of 19.68%, indicating a good current situation started. Machinery industry consumption growth in the downstream level in manufacturing industry, in April four major energy-intensive manufacturing electricity consumption growth rate of 4.68%, rather than the energy-intensive manufacturing consumption rose by 7.76% over the same period, part of more than 25.64%, show that in April the economy in our country is not better, high energy-consuming industry situation started to.

Chinese system of bonus stimulating economic big screen involute: rail transportation equipment, oil drilling equipment, the first benefit. The State Council decided to cancel the 71 administrative approval items, decentralization 20 administrative items, a total of 91. There are 4 favorable rail transportation equipment industry, with 3 in favor of oil and natural gas drilling and production equipment industry. Second and eighty-second for Metro and light rail trolley and other projects to accelerate progress; thirty-fourth and 35 and the abolition of special line car owned enterprise approval, business and technical conditions by the railway company control, barriers decrease. Railway and city track control relaxation, for railway operation and vehicle equipment industry such as car, car north, northern venture and Jinxi axle bring long-term opportunities. Development projects sixth, 7 to cancel the investment with an annual output of 1000000 tons /20 billion cubic meters and above the new oil / gas approval; forty-third the removal of oil, natural gas, coal bed gas contract approval. China's conventional oil and gas prospecting by PetroChina, Sinopec, CNOOC, to extend the oil monopoly, the abolition of the development of the new oil and gas field and international cooperation project approval, is conducive to the development of the progress of new oil and gas projects, and equipment and services to the new project bidding more open, fair, provide service companies more opportunities for private equipment and oil outside the system. This will be good Jerry shares, Furui special equipment, Megumihiro Pu, Hengtai EPPs, Yoshii science and technology stocks.

Rail transportation, oil and gas drilling and the military industry in the history of the industry control machine more stringent industry, the future will be accompanied by a relaxation of the gradual implementation of the system to get more dividends than other mechanical industry, long-term concern.