Investment Rating - The industry rating is Neutral (maintained) [4] Core Viewpoints - The implementation plan for promoting the high-quality development of the ice and snow economy in Northeast China has been released, confirming the development prospects of specific equipment products related to the ice and snow industry [4] - The plan emphasizes the unique advantages of Northeast China, such as suitable snow quality, long snow seasons, and abundant natural snow resources, aiming to cultivate the ice and snow economy as a new growth point for comprehensive revitalization [4] - The plan outlines various initiatives to enhance ice and snow tourism, sports, and equipment manufacturing, which are expected to drive market expansion for related machinery and equipment [4] Summary by Sections Industry Performance - The report highlights the performance of the ice and snow industry, noting that the development of related machinery and equipment is expected to gain momentum due to supportive policies [4] Investment Highlights - The plan includes support for high-quality ice and snow tourism destination construction, promotion of local agricultural products, improvement of transportation facilities, and enhancement of service quality in tourism [4] - It also focuses on the development of ice and snow sports, including the construction of sports venues and the integration of ice and snow sports into school curricula [4] - The equipment manufacturing sector is targeted for growth, with an emphasis on enhancing the research and development capabilities of snow-making machines, ice-making machines, and other related equipment [4] Investment Recommendations - The report suggests paying attention to listed companies related to the mentioned machinery and equipment products [4]
机械设备行业:冰雪经济助力东北振兴详细方案出炉,具体设备产业发展前景落实
Jianghai Securities·2024-12-08 05:40