The gas leak detection systems are majorly used in the oil and gas industry to detect leaks on drilling platforms (upstream), pipelines, trailers and tanker vessels (midstream), and refining & storage facilities (downstream). It is necessary to detect, monitor, and repair leakage immediately due to the highly combustible nature of oil and gas products. Many countries are focusing on expanding the oil and gas pipeline networks as it is considered the safest and most cost-effective mode of transportation. Pipelines enable the safe transportation of oil and gas through urban areas with minimal obstructions. Multiple cross-country oil and gas pipelines are being planned for the faster transportation of hydrocarbons and are expected to propel the growth of the lead detection and repair systems market.

需求总量：销售继续强势，下游基建项目需求旺盛。结构演化：小挖继续强势，以旧换新持续增加。

江苏41 个重大项目集中开工，今年将完成投资1370 亿元。近日江苏召开交通强省暨现代综合交通运输体系建设推进会议，当日41 个今年全省重大交通项目集中开工。今年，江苏全省将确保完成综合交通建设投资1370 亿元，开工重大项目46 个，建成重大项目43 个，建成综合交通网络5000 公里以上，以实际行动落实好“最迫切”的任务。

我们认为在基建投资提速的大背景下，2019 年工程机械下游需求有望保持整体稳定；龙头公司由业绩高增长向经营高质量转变，市场份额、盈利能力和经营现金流有望进一步改善，重点推荐内生增长性强的恒立液压、三一重工、中联重科A/H、安徽合力。

《粤港澳大湾区发展规划纲要》发布，明确提出支持发展电子信息制造业和智能制造。粤港澳的电子信息制造业，根基深厚，潜力巨大。