The annals of the dust settles, according to a quarterly periodic subdivision industry leading performance is outstanding, good electronic special equipment performance is generally positive growth, is a series of small and medium-sized growth stocks last more than expected. Looking forward to the second quarter, industry trends will continue development characteristics in one quarter, but the investment opportunities will lasts from cycle and growth can coexist steering performance than expected and the growth plate of valuation advantage.

The electronic equipment industry: the overall results of the quarter are good, and the financial data, such as prepayment and orders, indicate that the full-year performance is guaranteed. Photovoltaic equipment, lithium battery production equipment, including panel production equipment, semiconductor equipment, electronic equipment, has entered high the industry, and localization of space, including jing sheng mechanical and electrical, the forerunner of intelligent, double win us technology companies such as earnings growth, and the precision electronics, HaoZhi electromechanical coupling equipment, fast g shares, panel display equipment quarterly results continued high growth last year or much better than last year, ChangChuan micro semiconductor science and technology, the competitive semiconductor devices such as leading performance in 2017 will continue to grow rapidly.

High altitude job platform: both domestic and foreign markets fly together, the performance of the faucet keeps exceeding expectations. 1 quarter full performance of zhejiang growth hit a record high, is the high in 2015 and 2016, the annual average of 35% to 35% growth again after more than expected growth, the company in the domestic market and overseas market, flowers, aerial work platform markets around the world to support big market value. We expect high growth throughout the year.

The number of shipments doubled in the first three months of the year to a full year, and sales in April remained optimistic. The second half of the year is more likely to be driven by a delay in sales over the past six months. Zhejiang is highly recommended.

Engineering machinery: the bottom of the industry's certainty is that the bottom of the industry will return to steady growth in the first quarter. From sany heavy industry, xugong, zoomlion, liugong one quarterly earnings in line with market expectations, the industry will enter a relatively benign and healthy development of the our leading companies such as sany heavy industry, xugong is expected to maintain a long-term stable development.

Oilfield services: overall performance was lower than expected, and orders for state oil suits were improving. Despite prices continue to rebound from the second half of last year, but good to oil industry had not reflected in 2016 and 1 quarter this year, cnooc engineering, only 1 quarter petrochemical machinery orders improved markedly. In the oil industry, it is difficult to get a plate investment opportunity, with the core recommendation of the project supported by the project and the expected jerry shares.

Medical equipment: the capacity contraction is obvious, leading the leading industry. The production capacity of the medical equipment industry structural changes obviously, only chutian science and technology leading the company's performance and guaranteed orders and chutian science and technology, combining the controlling shareholder, after acquisition of German ROMACO globally competitive strength will be increased significantly. The key recommendation is the state of chu.

Coal machinery: a doubling of the number of leading orders and a rebound in performance. Is given priority to with coal zheng, chuangli group, heaven and earth science and technology of coal leading 1 quarter orders more than expected, but the uncertainty over whether the full-year results than expected growth, zheng coal valuations, heaven and earth science and technology of orders have been reflected, advice to focus on is still in the bottom of chuangli group.

Railway equipment: the impact of the bidding slowdown on performance is generally lower than expected. It is mainly a slowdown in the number of iron tenders in 2016, leading to a slowdown in the growth of railway equipment companies such as China car, dinghan and yonggui. The main recommendation is Connie electromechanical.

Other: Enoch force represented by the high quality of small and medium-sized growth stock shares, performance continued to exceed expectations, emphatically recommended attention, shares, hongya CNC, dense, star of the aiu photoelectric science and technology, etc.