The hottest performance of China's construction ma

The performance of China's construction machinery industry in the first half of the year is basically "qualified"

the performance of China's construction machinery industry in the first half of the year is basically "qualified"

China Construction machinery information

Guide: a little hanging! On July 21, an insider of a well-known domestic enterprise showed a little confusion about the annual trend of the construction machinery industry. In the first half of the year, just as China basically completed the scheduled task of GDP, the construction machinery industry also tacitly handed over the same answer sheet; And it is still difficult to maintain GDP at 8% for the whole year

"a little hanging!" On July 21, an insider of a well-known domestic enterprise showed a little confusion about the annual trend of the construction machinery industry

in the first half of the year, just as China basically completed the scheduled task of GDP, the construction machinery industry also tacitly handed over the same answer sheet; While it is still difficult to maintain GDP at 8% for the whole year, there are also many variables in the construction machinery industry in the second half of the year

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although the mid year statistical data of China Construction Machinery Industry Association has not been fully released, from the operation of the key sub industries that have been mastered from January to June this year, the effect of the national policy of 4trillion yuan to stimulate domestic demand has been shown, and the month on month decline of the construction machinery industry continues to narrow, showing a trend of gradually stabilizing. Rotary drilling rigs, cranes and other products are in short supply, which has found a strong breakthrough for the recovery of the industry. However, the recovery momentum of important products such as forklifts and loaders is not strong enough, and the overall export has not improved, which has slowed down the pace of the whole industry out of difficulties

60 points

recently, in an interview, many insiders unanimously scored 60 points on the performance of China's construction machinery industry in the first half of the year. This achievement, which has just reached the pass line, contains two meanings: one is the affirmation that China's construction machinery industry looks for opportunities in the crisis and gradually recovers under the international financial crisis; The second is the expectation and concern about whether the industry can embark on the fast track or even return to the high point in the second half of the year

considering that the first half of 2008 was the historical high point of the construction machinery industry and the huge gap caused by the continuous downturn in exports since 2009, it is reasonable to give 60 points. In addition, according to the Research Report of some institutions, "according to the sales situation from January to June, Liugong and sany basically completed 50% of the annual plan." If this data is accurate, it also proves the judgment that the industry basically "passed" in the first half of the year from a micro perspective

but obviously, 60 points is not a completely satisfactory result. According to the statistics of China Construction Machinery Industry Association, from January to May 2009, the sales revenue of the whole industry decreased by 15.8% year-on-year, and the sales volume of main engines decreased by 25% year-on-year. It is expected that this result will rise slightly after combining the data in June, but there will not be much difference in the situation that has not yet fully recovered. The failure to achieve "excellent" results lower than the previous 2.9% is largely due to the "slow heating" of leading products such as loaders and forklifts. According to the statistics of the association, in the first half of this year, the sales of forklifts fell by 36.5% year-on-year, and the sales of loaders fell by 32.6% year-on-year, still hovering at a low point. Moreover, different enterprises show great differences. According to data, Liugong achieved 14700 loader sales in the first half of the year, although it fell by 20. 5% year-on-year 3% after the experiment, but it is far less than the average decline of the industry. At the same time, the market share of the company has been increasing from 17.9% last year to 20.5% in the middle of this year

however, the first interim performance express from listed construction machinery companies this year showed that in the first half of the year, XCMG achieved an operating revenue of 2.462 billion yuan, a year-on-year decrease of 37.04%, and a net profit of 50.213 million yuan, a year-on-year decrease of 64.48%. The company attributed the decline in performance to the sharp contraction in demand and the digestion of high priced inventories in 2008

hot spot

hoisting machinery was a rare highlight in the first half of the year. The data shows that from January to June 2009, China's major manufacturers sold 1347700 truck cranes, an increase of 3.3% year-on-year. The overall market maintained a relatively stable development trend. However, this is the only one of several major products (piling machinery, concrete machinery, etc. have not yet been counted) that has achieved positive growth in the first half of the year, including excavators (48775 units sold in total, a year-on-year decrease of 6%), loaders (71603 units sold in total, a year-on-year decrease of 32.6%), forklifts (59413 units sold in total, a year-on-year decrease of 36.5%), bulldozers (4213 units sold in total, a year-on-year decrease of 17%)

in fact, with the construction needs of some infrastructure projects in the past two years, China's lifting machinery market has been booming. In particular, large-scale wind power and nuclear power projects have been launched one after another, making crawler cranes, truck cranes and other products in short supply for several times. Domestic construction machinery enterprises have entered this field one after another, and heavy lifting machinery has almost become a must for all well-known brands. However, other data show that the overall production and sales rate of China's crane market in the first half of this year was only about 60%, down nearly 6 percentage points from the same period last year. The increase of enterprise inventory has exposed the hidden worry of overcapacity in this product

another hot spot is pile machinery. "2009 may be the best year for rotary drilling rig!"

insiders have said that due to the climax of railway construction, the market demand for rotary drilling rigs is very strong. It is understood that at present, many enterprises producing this product have considerable orders. Sany Heavy machinery, XCMG group, Yutong heavy industry, Shanhe intelligent and other enterprises have greatly raised the production plan of rotary drilling rigs. So far, the sales of these enterprises in the first half of the year have been close to the level of last year, and there is a great possibility of doubling production and sales

strong demand is the direct reason for the popularity of rotary drilling rigs. On the other hand, the quality of domestic equipment has also been greatly improved, realizing the replacement of imports. Since 2004, domestic rotary drilling rigs have occupied more than 80% of the domestic market. But at the same time, data show that the market ownership of domestic rotary drilling rig equipment in 2008 has reached about 2600. "As the sales base increases year by year, the sales growth rate of rotary drilling rigs will decline in the second half of the next year."