The fundamentals of construction machinery are wor

2022-09-22
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The fundamentals of construction machinery industry recovery in the first half of the year is worth looking forward to

the fundamentals of construction machinery industry recovery in the first half of the year is worth looking forward to

China Construction machinery information

according to relevant media reports, on February 5, the column "stock Sea Gold Rush" reported that Weichai Power, the leader of heavy engines (mainly used for heavy trucks and construction machinery), faced good development opportunities in the first quarter. Construction machinery, which is closely related to heavy trucks, has also been sought after by the market recently. Recently, the share price of Sany Heavy Industry, the leader of domestic excavators, has shown strong performance. An industry researcher recently said that it is expected that the growth rate of domestic excavator sales in January this year will still be close to 50%, and the growth rate of Sany Heavy Industry may exceed 70%

On the afternoon of July 7, some institutions invited senior people in the construction machinery industry to introduce the current situation of the construction machinery market. The source said that the construction machinery industry had been deeply adjusted for six years, which was also the golden period of second-hand construction machinery. However, the trading volume of second-hand construction machinery began to shrink since the second half of last year. After this round of reshuffle, the concentration of the construction machinery industry has increased significantly. Search "Meijing investment treasure" or "mjtzb2" to get the information of stock Sea Gold Rush faster

according to the person, the operating hours of excavators have reached the annual level. After the Spring Festival, the excavator products of his construction machinery company were out of stock for a long time, and some supply chain enterprises were out of stock. Overall, it is estimated that the excavator industry will remain optimistic in the first half of this year, with a good upward momentum, and the growth trend will fall in the second half of this year. In addition, the source pointed out that after these years of development, the rising momentum of domestic brands is in contrast to the decline of foreign brands

in late January this year, an organization said in its research report that the current forward-looking sales index data of construction machinery represented by excavators continued to improve, and the recovery in demand was continuing to spread from excavators to loaders, forklifts, cranes and other fields. Although the growth rate of real estate investment this year is not optimistic, the growth rate of infrastructure investment is expected to remain at a high level. Construction machinery and equipment closely related to infrastructure include excavators and cranes

at the end of last year (2016), some construction machinery dealers said that excavators were generally 6 months to 1 year ahead of road machinery and truck cranes, about 3 months ahead of pile machinery and months ahead of concrete machinery

a number of institutions have recently expressed their views on the construction machinery industry. In addition to being optimistic about the excavator to ensure that the wire rod is at the zigzag center line, the growth prospect of last year is still optimistic. At least two tolerance zones that directly mark the deviation are used for the dimensional tolerance of plastic parts. The institutions believe that the total annual demand for PP film in China is about 3.6 million tons this year, and the growth rate of the machine will also recover compared with the traditional construction method. Some institutions predict that truck cranes are expected to increase by more than 20% this year; Some institutions are optimistic about the performance of Engineering cranes in the peak season this year

in the construction machinery industry, XCMG machinery (000425) has strong competitiveness in cranes. Cranes are also the company's main products, and the proportion of profits has maintained nearly 40% in recent years

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