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财通证券研究所佘炜超:机械产业链向中国转移趋势不可逆转

She Weichao, Caitong Securities Research Institute: The trend of shifting the machinery industry chain to China is irreversible

Breakings ·  May 9 23:58
Recently, She Weichao, deputy business director of the Caitong Securities Research Institute, head of the large manufacturing team, and chief analyst of the Mechanical and Military Engineering Group, said that promoting large-scale equipment upgrades and consumer goods trade-in is an important measure to accelerate the construction of a new development pattern and promote high-quality development. It will strongly promote investment and consumption, and will benefit both the present and the long term. Judging from recent micro-order tracking in various categories, US demand has remained at a good level this year; at the same time, benefiting from problems such as local supply chains and labor shortages in Europe and the US, the overseas substitution process for domestic engineering equipment has clearly pressed the acceleration button. It is expected that offline bilateral exchanges will begin this year. The process may be further accelerated, and the trend of the machinery industry chain shifting to China is irreversible.

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