The impact of the hottest snowstorm on listed cons

Introduction to the impact of the snow disaster on listed construction machinery companies: Li Rongrong, director of the state owned assets supervision and Administration Commission, said recently that although the snow disaster has caused considerable losses to central enterprises, including some listed companies, it will not affect the performance of listed companies to encourage spring * quality components; The other is the average load hydraulic cylinder that applies force to the test piece. Li Rongrong said: don't worry about this. We will make up for this loss. For the stock market, investors don't have to worry

lirongrong, director of the SASAC, said recently that although the snow disaster has caused considerable losses to central enterprises, including some listed companies, it will not affect the performance of listed companies. Li Rongrong said, "there is no need to worry about this. We will certainly make up for this loss. For the stock market, investors do not have to worry."

this is basically consistent with the judgment of some institutions on the impact of the snow disaster. However, during the snow disaster, many listed companies have issued announcements, saying that the snow disaster has brought adverse effects on their production and operation, which may slow down the performance growth of Listed Companies in the first quarter. Market participants who exclude such reasons pointed out that although Blizzard may bring some losses to the first quarter of insurance, power and agricultural stocks, the impact is short-term, and the impact should be small throughout the year

reconstruction after the snow disaster will stimulate the economy

through the statistics of the impact of major natural disasters in history such as the 1906 San Francisco earthquake, the 1998 Yangtze River flood, and the 2003 SARS on the capital market, it is found that the impact of major natural disasters on the stock market is mostly short-term and panic

after the disaster, the economy will still return to the original growth track, the reconstruction demand will even drive the short-term prosperity of the economy, and the stock market can basically rebound to the beginning of decline

some industries benefited from the snow disaster

the industries related to the snow disaster include power, power equipment, coal, transportation, agriculture, steel, insurance and tourism. We suggest avoiding the relevant affected enterprises and paying attention to the machinery that may affect the safety of food and benefit from snow removal. The phased demand for cables, steel, building materials and other products in post disaster reconstruction drives. The vulnerability of China's railways, highways and power systems exposed by the snow disaster may prompt the government to increase investment in relevant equipment, which is good for railway equipment and power equipment

from the perspective of investment strategy, coal and construction machinery will benefit slightly in the continuous stage of the disaster. At the same time, the power transmission system and railway electrification system will be rebuilt and updated after the disaster. Liang Xiaoli, general manager of the company, said that there will be a lot of infrastructure demand in the disaster area, and industries such as power equipment, railway equipment, steel and building materials will become beneficiaries

listed companies of construction machinery: some companies will directly benefit from the snow disaster. The reconstruction after the snow disaster will stimulate the demand for construction machinery products, including loaders, truck cranes, graders and bulldozers. Sany Heavy Industry and Zoomlion, listed companies in the central region, may benefit from this. With the recovery of engineering construction after the snow disaster, the industry will usher in a sales peak in March