板块当前超跌机会明显：5月底以来受到短期流动性紧缩的影响和指数破位的恐慌性杀跌，地产板块发生了大幅度的回调。近一月，申万一级房地产指数下跌18.3%，相对上证指数下跌3.4%，期间板块最大下跌幅度达到28.1%，行业龙头万科达到了33.5%。目前，地产板块的PE为12.8倍，位于历史绝对低位，超跌后的修复性行情一触即发。

关键词：流动性；新政；软着路；价稳量；改革红利；投资策略

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电网投资和电源投资规模或将超出市场预期：国家电网和南方电网近几年财务状况良好，具备大规模投资的资金保障，且智能电网、特高压等领域的投资或将导致电网投资超出年初规划；煤炭价格下跌，发电企业盈利能力明显改善，具备继续扩充装机规模的动力，叠加核电重启等因素，电源投资也将保持稳定或小幅增长。

关键词：电网；电源；发电企业；用电量；投资策略

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2013年一季度，全球经济温和复苏，不确定性依然较大。美国制造业回归战略初显成效，房地产市场逐步回升，经济总体继续稳健复苏；欧元区市场信心仍较脆弱，债务问题不时爆发，经济继续底部徘徊；日本经济得益于量化宽松政策，逐步走出衰退；新兴国家在发达经济体总体改善的带动下，经济增速有望企稳，但通胀压力较大。全球经济复苏仍然受到量化宽松、自动减赤机制和欧债危机等因素的制约，持续复苏不确定性依然较大。

关键词：成品油；销量；加工量；进出口；展望

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Heating, ventilation, and air-conditioning (HVAC) equipment is used to maintain good air quality and to provide thermal comfort through adequate ventilation. Various types of HVAC equipment are available in the market such as room air conditioners, unitary air conditioners, warm air furnaces, boilers, and other heating and cooling equipment. HVAC equipment is used for both residential and commercial purposes such as in automobiles, aquariums, large industrial and office buildings, and many more.The HVAC Equipment market in China is growing steadily. The production of HVAC equipment has gained momentum, and the demand for HVAC equipment is expected to increase during the period 2011–2015. The market is highly competitive with the presence of numerous local and international players. Some of the leading vendors in the HVAC Equipment market in China are Haier Group Co., Gree Electric Appliances Inc., and GD Midea Holding Co. Ltd. The market is expected to grow at a CAGR of 9.04 percent during the period 2011–2015.

关键词：暖气；通风；空调；加热；冷却设备

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A diesel engine is a machine that converts chemical energy into mechanical energy by the method of high-pressure internal combustion. Mechanical energy enables the movement of pistons in a cylinder in the diesel engine, which in turn facilitate the movement of a crankshaft. A diesel engine is composed of several components such as fuel injector, piston, connecting rod, crankshaft, and combustion chamber. Unlike petrol engine, diesel engine does not have a spark plug for igniting the fuel. Diesel engines are used in several industries such as Automotive, Aerospace, Shipbuilding, Machinery, and Locomotive. In addition, these are increasingly used for power backup. Diesel generators are also deployed across residential, commercial, and industrial buildings for uninterrupted power supply. Diesel generators are incorporated with agenhead that produces electrical output from mechanical energy developed in the engine and works under the principle of electromagnetic induction, generating electric current from diesel engines.

关键词：柴油发动机；高压内燃方法；化学能；机械能

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Internal combustion engines convert chemical energy into mechanical energy, which can be used in several applications. For instance, in a car engine, the combustion of fuel creates mechanical energy, which enables the movement of the pistons. The movement of pistons in turn creates a rotary motion, enabling the rotation of wheels. Based on the fuel used, internal combustion engines are classified into two major categories: diesel engines and gasoline engines. These internal combustion engines are used in almost every Machine Manufacturing industry such as Agriculture Machinery, Engineering Machinery, and Marine Engineering. They are adopted by manufacturers across the industries for manufacturing various machinery such as car engines, truck engines, heavy-duty vehicle engines, cranes, marine diesel engines, and electric generators.

关键词：内燃发动机；机械制造；农业机械；工程机械

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Mining equipment is used to extract various natural resources from the earth. Transportation equipment, excavation equipment, and screening and washing equipment are some of the equipment used in the Mining industry. Mining equipment uses its mechanical energy to move rocks or heavy surfaces and drill holes in the earth's surface. Various types of mining equipment are used extensively in the Mining industry to extract a variety of minerals.The Mining Equipment market in China is growing at a rapid rate. The increasing demand for superior-quality equipment in the Energy sector and the downstream industries across China drives the Mining Equipment market in China. Some of the prominent vendors in the Mining Equipment market in China are Zhengzhou Coal Mining Machinery Group Co. Ltd., China National Coal Mining Equipment Co. Ltd., and China Coal Technology & Engineering Group Corp. The market is expected to grow at a CAGR of 14.28 percent during the period 2011–2015.

关键词：采矿设备；挖掘设备；筛选；清洗设备

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The different types of wires and cables manufactured are used for the transmission of analog and digital signals as well as for power transmission. The key raw materials required for the manufacture of wires and cables are copper and aluminum. The wires and cables manufactured in the country are used for domestic as well as foreign consumption.The Wire and Cable Manufacturing industry in China has been witnessing a positive growth over the last couple of years. This is in line with the overall development in industrial activities taking place in the country. With increasing demand for wires and cables in the domestic as well as in the international markets expected throughout the forecast period, the Wire and Cable Manufacturing industry in China is expected to grow at a CAGR of 16.9 percent.

关键词：电缆制造行业；裸露电线制造；绕组线制造；电力电缆制造

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Paper and paperboard containers are used by various industries for the packaging of materials such as food and beverages, machinery components, and electronic goods. Paper and paperboard containers include corrugated paperboard containers, folding or solid cartons, paper sacks, paper bags, file boxes, and file sacks. As a result of the wide range of applications of paper and paperboard containers, there is high demand for these products from various industries.The Paper and Paperboard Container Manufacturing industry in China is one of the fast growing industries in the country. Although currently the majority of the growth in the industry is derived from distributors and the Retail sector, other high-growth sectors such as Consumer Electronics and Engineering Components are expected to make a significant contribution to the industry during the forecast period. The industry is expected witness an improvement in its growth rate and post a CAGR of 11.23 percent for the period 2011–2015.

关键词：包装材料；纸板集装箱制造行业；销商及零售行业

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Pumps are machines that are used to transfer liquids from one place to another and also to facilitate circulation of liquid around a system to increase the operational performance of industrial plants. Thus, pumps enable operations such as circulation of coolants or lubricants throughout machines and other equipment. Pumps are divided into two main categories: dynamic pumps and positive displacement pumps. Pumps are widely used across the globe by various industries such as the Mining, Oil & Gas Production, Oil Refining, Chemical, Power Generation, Food and Beverage, Machinery, Aerospace, Shipbuilding, Automotive,Pharmaceutical, Pulp and Paper, Marine, Water & Sewerage, Agriculture, and Construction industries.The Pump market in China is one of the steadily growing engineering markets in the country. The market is highly competitive with the presence of several local and international vendors. Some of the prominent vendors in the market are FengQiu Group Co. Ltd., Shanghai East Pump (Group) Co. Ltd., Tianjin Rongheng Group Co. Ltd., and Shanghai KaiQuan Pump (Group) Co.Ltd. The market is expected to post a CAGR of 10.69 percent during the period 2011–2015.

关键词：泵机；液体循环；动力泵；容积泵

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