Expected development trend of construction machinery in the second quarter
The first quarter has passed. The construction machinery situation in China is good for the sales volume in the first quarter. What is the development trend in the second quarter?
The second quarter is the peak season for construction machinery sales, which will be the watershed that determines the direction of the construction machinery sector throughout the year. From the perspective of the industry, construction machinery is an indispensable construction machine for infrastructure, construction and various civil engineering projects, mainly including earthmoving machinery, lifting machinery, pumping machinery, pile machinery, and road machinery. The theme of construction machinery this year is driven by 4 trillion investment. Among them, rotary drilling rigs and road machinery in pile machinery are the direct beneficiaries of infrastructure construction, with the fastest growth. However, rotary drilling rigs and road machinery account for a relatively small proportion of the industry and various machinery companies, so it does not have a significant impact on the operation of each company. Hoisting machinery is used in various real economy factories, equipment hoisting in power construction, high-speed rail, urban rail transit, etc. Infrastructure construction drives the demand of cranes quickly; shoveling transport machinery is mainly used for various infrastructure construction. Is the main beneficiary of the 4 trillion investment.
Driven by the gradual emergence of infrastructure investment, real estate sales rebound and export recovery, construction machinery is expected to continue to improve in the second quarter; in the long run, the industry faces a huge domestic and sustained high growth market and a relatively large international price/performance advantage. Relatively optimistic about cranes, rotary drilling rigs, excavators, concrete equipment, bulldozers and loaders, it is recommended to focus on Sany Heavy Industry, Zoomlion and Xugong Technology, as well as the Zhenhua in the field of marine equipment, which was originally known as port machinery. Heavy work, etc.
The association expects that although China's construction machinery industry will remain at a high level in 2011, the sales revenue of the whole industry will increase by about 17% compared with 2010, and exports will increase by about 25%. It is expected to return to the pre-financial crisis, that is, the history of 13.42 billion US dollars in 2008. The best level. Secondly, it is necessary to speed up the industrialization of high-pressure hydraulic components and systems for engineering machinery; coordinate the key supporting parts enterprises of engineering machinery at home and abroad to ensure the supply of key components required for self-owned brand excavators.
