Construction machinery industry or will pick up data surprise
"Golden nine silver ten" is the two month of the most tight sales of construction machinery industry in one year, but in September. After years of industry downturn, the "golden nine silver ten" hot scenes also exist only in the past memories. However, in September this year, excavator sales data to the industry has brought great inspiration, the whole industry for the winter will be more realistic reality.
In September this year, the national 26 (since March 2016, Atlas, the modern capital, ZOOMLION started to withdraw from the excavator sales statistics) mainly manufacturers total sales of 5456 excavators, representing an increase of 70.66% in September 3197 year-on-year. 1~9 months excavator total sales reached 50941 units, compared with last year 1~9 months total of 47665 excavators sales, an increase of 6.87%. Excavator as a barometer of the construction machinery industry, this data is undoubtedly the most powerful booster industry.
Industry or bottoming
In September, the small excavator sales of 13 tons and below 2792 units, accounting for 51.17%; 13~30 tons of medium-sized excavator (excluding 30 tons) sales of 2015 units, accounting for more than 36.93%, more than 30 tons of large excavator sales of 649 units, accounting for 11.90% of total sales. Compared with the previous, the proportion of large excavation fell slightly. Compared with the same period in 2015, the growth rate of large, medium and small digs increased by more than 60%, of which the large excavation achieved nearly double growth.
In the first three quarters of this year (1~9 months), the main excavator manufacturers sold a total of 50941 excavators, compared with 2015 1~9 months total of 47665 excavators sales, an increase of 6.87%. Among them, 27557 small sales, 18153 dug, 5231 large digging. 1~9 month cumulative export excavator 5393 units, compared with 4501 units in 2015, an increase of 19.82%. From the overall sales point of view, the domestic brand advantage declined significantly, sales of 2718 units, with a share of 49.82%, Japan and Korea brand sales of 1775 units, the share of 32.53%, European and American brands sold 963, accounting for 17.65%.
Executive vice president of Chinese engineering machinery industry association secretary general Su Zimeng recently said: "currently, the construction machinery industry after 5 years of continuous decline, has basically bottomed." The industry's Excavator data in September strongly support this view. He said when talking in full recovery time, the whole industry, the industry will take time to fully recover, but the future will not decline.
In the first 3 months of this year, construction machinery sales also rebounded, once practitioners think engineering machinery in the continuous decline after the rebound or even reverse, but in the two quarter construction machinery sales decline again. "Sales increase in the beginning of the year, mainly due to the emission standards of diesel engine country two rise country three, some manufacturers push sales caused sales growth.". The increase in sales since 8~9 has been affected by the actual needs of the downstream." An analyst in the industry said.
He also believes that the excavator data in a single month year-on-year growth, on the one hand because of the low base last year, on the other hand is excavator start-up data continuous improvement, and by the downstream infrastructure, real estate demand, in addition, PPP (Pub - lic-Private-Partnership, public private partnerships) the promotion also has a positive effect on excavator sales driven.
In October the Ministry of Finance issued the third batch of government and social capital cooperation demonstration project analysis report shows that the third batch of PPP demonstration project through the review, a total of 516 demonstration projects with a total investment of more than 1 trillion and 170 billion yuan talent shows itself. The third batch of demonstration projects are mainly concentrated in the municipal engineering, transportation, ecological construction and environmental protection, urban comprehensive development of the four categories of industries.
This year, the real estate sales and construction gradually improved, the state finance also actively support the construction of infrastructure. "However, under the influence of the relevant regulatory policies, the real estate construction machinery demand may be weakened, for the whole industry, the weak recovery may still be the general trend." The analysts said.
From the data of the loader, the full recovery of the industry really takes time. In September this year, the 26 major loader manufacturers nationwide sold 5125 kinds of loaders, a decrease of 0.97%, basically consistent with last year. 1~9 month loader cumulative sales of 50717 units, compared with 59073 units in the same period last year, down 14.15%, in September, the industry exports a total of 1317 units, a slight decline of 1.42%. 1~9 month loader accumulative total exports 10405, glide 17.82%. Overall, the loader will be bottoming.
Industry opportunities still exist
The domestic market, "plan" action of major construction projects of transportation infrastructure three years clear, from 2016 to 2018 will focus on promoting the construction of national key projects of transportation infrastructure projects with a total investment of about 4 trillion and 700 billion yuan of railway and highway, airport, city rail transportation project investment opportunities continue to emerge.
From the international market, with the continued advance The Belt and Road "initiative, the original 65 countries along the silk road infrastructure is relatively weak based on the reality, in the economic corridor based on the traffic infrastructure construction as a breakthrough, with investment in infrastructure bank in Asia and the Silk Road Fund and other related financial support, along the country will set off a boom in infrastructure construction. According to the Asian Development Bank, the annual infrastructure investment demand in Asia will be as high as $730 billion per year before 2020. The implementation of these major strategies and projects will lead to the development of construction machinery industry which is closely related to infrastructure construction.
Domestic investment in landing, according to statistics, 1~6 months of this year, China's investment in infrastructure without electricity, heat, gas and water production and supply industry 49085 yuan, an increase of 20.9%, the growth rate of 1~5 months to speed up 0.9 percentage points, the growth rate of investment growth. In the first half of the year, intensive investment in infrastructure investment has been introduced, and the investment has been favorable. For engineering machinery, engineering machinery enterprises for good hit at the same time, more active in the transition, transfer mode upgrade, in order to obtain the survival and development in the construction boom in the subsequent space.
The railway, "13th Five-Year" period will accelerate the progress of major projects in central and Western Railway Route, high-speed railway, intercity railway, railway interoperability surrounding section construction within 5 years, 30 thousand kilometers of new railway lines, of which 11 thousand km high-speed railway, is expected to "13th Five-Year" at the end, the railway operating mileage will reach 150 thousand km.
The road, "13th Five-Year" period will focus on the implementation of the highway network flow engineering, national and provincial trunk upgrade project, smooth rural highway safety engineering, five years of new highway 430 thousand kilometers, the newly rebuilt highway traffic mileage of 30 thousand kilometers, is expected at the end of 13th Five-Year, the total highway mileage over 5 million kilometers, the total mileage of 150 thousand kilometers to reach the highway.
Water, "13th Five-Year" period will accelerate the construction of marine power, build the Yangtze golden waterway, promote the transformation and upgrading of the port. In 5 years, 500 deepwater berths have been added to the coastal ports, and 2610 are expected to be completed in 2020. 5 years, new and improved channel mileage of 4500 kilometers, the planned 19 thousand kilometers inland waterway is basically completed.
Civil aviation, "13th Five-Year" period will further improve the airport layout system, expand coverage, optimize network structure, build comprehensive national airport system. More than 50 airports have been added in 5 years, and the total number of civil transport airports in 2020 is expected to exceed 260. The future is still full of opportunities in the domestic construction machinery industry market.
In the face of market changes, the traditional leading enterprises with good manufacturing capabilities are actively introducing the concept of intelligence and opening up new markets. "Intelligent manufacturing" is becoming a new direction for the development of China's manufacturing enterprises. It is understood that in 2020, the manufacturing industry in key areas of intelligent level significantly improved, pilot demonstration projects to reduce operating costs by 30%, the production cycle is reduced by 30%, reduce the defect rate of 30%, to 2025, the realization of intelligent manufacturing key areas comprehensive pilot demonstration projects to reduce operating costs by 50%, the production cycle is reduced by 50%, bad products to reduce the rate of 50%.
