2015 China's three major investment issues

• In 2015, China's three major investment as follows: reform dividend trades (State-owned enterprises, land reform, low-altitude), the transformation and upgrading of industry (robotics, Automation), high end outlet (rail transportation equipment, nuclear power equipment).
  Robotics and automation: industrial 4.0 is expected to rise to a national strategic level, robotic automation industry boom continues. Driven by policy, we believe that industry concentration will continue to improve in the coming years, leading enterprises ushered in a historic opportunity for development.
  Energy equipment and oil-service: haze forced gas to promote accelerated + incremental gas prices ease "reverse substitution", natural gas downstream expansion, Miss Fu Ruite outfit.
  Agricultural machinery: first, write "agricultural lease", clearly states that "large-scale farm equipment leasing pilot project" in favour of the long-term development of the industry. Land circulation, accelerate the agricultural machinery industry will bring four major changes: the rate of mechanization, changes of agricultural structure (farm machinery large features), agricultural finance, agricultural information (agricultural machinery) acceleration. Recommend jianghuai power, jifeng agricultural machinery.
  Railway equipment: start setting global railway equipment, signalling systems such as nationalization of key components of Outlook is tremendous. Optimistic about North-South truck, Haida shares, machinery and electronics, YG appliances.
  General Aviation: reforming regulatory policy is about to fall and flight at low altitude, the development industry to a new stage in favour of the industry as a whole, and related companies are benefiting. Sichuan Jiuzhou bulls, Weihai guangtai, hongdu aviation.
  Construction machinery: State-owned enterprise reform + "along the way" boosting industry boom, construction machinery sector valuations are expected to fix. In addition, sales are expected to be created next year at the bottom. Recommend xugong, zoomlion.
  Nuclear power plants: nuclear investment to restart, and is expected to achieve export concerns shares, Jiangsu Mitac Dan Fu.
  Environmental protection equipment: the continued introduction of the policy, industry prosperity maintaining high recommended Kodak cleaning, southern pump.
  Road maintenance: sum far shares benefit from the privatization of road maintenance, rental model performance caused by explosive growth.
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