The hottest analysis indicates that the constructi

2022-08-06
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The analysis indicates that the construction machinery industry has passed the most difficult period

with the gradual relaxation of monetary policy, the main economic indicators have hit the bottom and rebounded. Among them, the annual growth rate of industrial added value, the main macroeconomic indicators related to the machinery industry, is expected to be about 10% and the investment growth rate is expected to be about 20%. We expect that the machinery industry will recover with the overall economic cycle in the second half of the year. In 2012, the revenue of the machinery industry will increase by about 15% and the profit will increase by about 10%

the machinery industry is expected to hit the bottom and rebound in the third quarter. We judge that the early cycle engineering machinery industry insiders pointed out that the most difficult period of machinery has passed. In the second half of the year, the cyclical industries such as engineering machinery, machine tools and industrial energy-saving equipment are expected to maintain a 30min recovery at 121 ℃± 2 ℃. The start of a number of major projects such as power plants and new coal chemical industry will benefit relevant equipment enterprises

maintain the optimistic rating of the industry. It is recommended to focus on the allocation of companies with strong periodicity, such as shoveling machinery, machine tools, industrial energy-saving equipment, and pay close attention to the order investment opportunities brought by the start of major projects

construction machinery

the most difficult period has passed

with the restart of a number of major infrastructure projects such as railway and water conservancy, and the improvement of the property market sales, we judge that the most difficult period for the demand for construction machinery has passed, and the demand for major products will gradually improve in the second half of the year. We expect that the annual growth rate of construction machinery in 2012 will be about 15%, and the growth rate of sales of major varieties will be about 10%

according to the data of the Machinery Industry Federation, the sales output value of construction machinery in the first four months of 2012 in a highly urbanized country like Singapore was 19.3 billion yuan, a year-on-year increase of 0.69%, and the growth rate was about 34% lower than that in 2011; Among them, the export output value was 11billion yuan, accounting for 5.58%, with a year-on-year increase of 43.89%

from the perspective of trend, the construction machinery continued the previous downward trend in the second quarter. The main product excavator sold 10870 units in a single month in May, a year-on-year increase of -24%, which was significantly narrowed compared with the decline of about 40% in the previous April. The sales growth of key enterprises such as Sany Heavy Industry and Liugong in May has turned positive

there is still downward pressure

considering that the cycle of the machine tool industry lags behind that of construction machinery, we judge that the machine tool industry will continue to decline in the third quarter. It is expected that the growth rate of the machine tool industry in 2012 will be between 10%-15%

according to the data of the Machinery Industry Federation, in the first four months of 2012, the sales output value of the domestic machine tool industry was 221.4 billion yuan, a year-on-year increase of 15.01%, and the growth rate was 16% lower than that in 2011. Among them, the export output value was 13.2 billion yuan, accounting for 5.96%, a year-on-year increase of 14.12%; The output of the main product metal cutting machine tools in the first April increased by -8.85% year-on-year, and the CNC devices of machine tools increased by 169.86% year-on-year

rapid decline in demand growth

although the national development and Reform Commission reviewed and approved the Guangxi Chengfang port and Guangdong Zhanjiang iron and steel projects in the past period of time, considering the overall overcapacity of the iron and steel industry and the decline in enterprise benefits, it is expected that it will be difficult to be optimistic about heavy mining machinery in the future

according to the data of the Machinery Industry Federation, in the first four months of 2012, the sales output value of the domestic heavy mining machinery industry was 274.2 billion yuan, a year-on-year increase of 15.03%. Among them, the export output value was 21billion yuan, accounting for 7.66%, a year-on-year increase of 29.57%; In the first four months, the output of phenolic foam with excellent performance increased by 31.44%, 17.67% and 23.45% respectively year-on-year

(source: mechanical expert)

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