The effect of the hottest government investment sh

The effect of government investment shows that the sales of construction machinery has picked up

the effect of government investment shows that the sales of construction machinery has picked up

China Construction machinery information

Guide: the sales data of major listed companies of construction machinery in the first half of February has significantly picked up, and is expected to remain flat or even increase year-on-year. In addition, the demand generated by another 4trillion of government investment will be gradually released in the future, and it is expected to maintain growth throughout the year. From the second quarter of 2009, the net profit of the industry will come out of the trough. Excavator

in the first half of February, the sales data of major listed construction machinery companies significantly recovered, which is expected to be flat year-on-year, even the former is expensive to grow. In addition, the demand generated by 4trillion government investment will be gradually released in the future, and it is expected to maintain growth throughout the year. From the second quarter of 2009, the net profit of the industry will come out of the trough

in terms of excavators, the market share of domestic enterprises has increased significantly. In January, when the industry sales fell by -40% year-on-year, major domestic enterprises maintained year-on-year growth. It is expected that the sales volume of domestic companies in February will continue to maintain year-on-year growth until the consumption plant exchanges pistons and cylinders

we are optimistic about cranes, excavators and concrete machinery in the future. Benefiting from the urbanization process, the substitution of mechanization for low-end labor, and the change of modular construction mode, the demand for cranes will continue to grow, and the competition structure will be good; Excavator, as the sub industry with the largest sales of construction machinery, will speed up the import substitution process; Concrete machinery is a dominant industry in China, with a stable competitive structure. We are relatively cautious about loaders and forklifts

China's construction machinery industry with international competitive advantages is optimistic in the medium and long term. Starting from the macroeconomic development stage (industrialization and urbanization process), international competitive advantage (secondary innovation of late development advantage) and enterprise microstructure, Sany Heavy Industry, Zoomlion Heavy Industry and XCMG technology have huge growth space in the coming years