2017 focus on the layout of electronic equipment, oil and gas equipment two plates
he core recommended attention combination: jingce electronic industry, science and technology, Jerry shares, Hui BOPP, COSL, petrochemical oil service, thick Pu shares.Mechanical industry view update:(1) the layout of electronic equipment sector. Although 7 of Apple's sales lower than expected, but the panel localization and electronic equipment localization to provide growth space for the electronic equipment, and OLED/LTPS, double perturbation, 3D glass and other new technology for electronic equipment upgrading production needs, focus on detection, hot bending, laminating / bonding and other key production. Electronic Science and technology, and associated equipment measuring precision, attention Tanaka Seiki, Hao Chi, and other mechanical and electrical oversold rebound opportunities.(2) grasp the bottom rebound opportunity in the field of oil and gas equipment. At present, the international crude oil prices have returned to the engineering technical service market demand infle...
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