Analysis of the situation of construction machinery and the three major industries
Along with our country "The Belt and Road" policy forward, everyone on the revival of the engineering machinery have obvious expectations, but until now, the rig, excavators, loaders, bulldozers and other various types of equipment sales continued to decline and make people can not be ignored, in the end what is now the situation, here we come to analyze.
Real estate：
Real estate and construction machinery industry closely needless to say, the regulation of real estate in recent years, the construction machinery product sales continued to low-spirited, the real estate industry in 2015 will show what situation? Industry experts believe that at least from the current point of view the situation optimistic direction.
In the 2015 government work report, it was proposed that "support the residents to live in and improve the demand for sexual housing and promote the steady and healthy development of the real estate market". Compared with last year, the words "control" and "restrain" have not appeared this year, but the words "support" and "promote" have been used.
In fact, the real estate market has been warming up since March, and the optimism of the market is increasing. Some experts predict that after 18 months of long regulation, the real estate industry is expected to have a turning point this year, which undoubtedly means an opportunity for the construction machinery industry.
mining
"The global mining industry is going through a very difficult period." Sam Welsh, chief executive of Rio Tinto Group, one of the world's largest mining companies, looks like the global mining industry is still in a cyclical adjustment.
In China, because of the government's intervention, this regulation is greatly strengthened.
At the beginning of the 2015 National Conference on non coal mine safety production video conference held in the beginning of the year, a task of "rectifying and closing more than 5000 mines and decreasing the number of mines by more than 5%" is particularly striking.
In March, the national development and Reform Commission held a special meeting with many departments, and interviewed 17 coal production enterprises. It urged that efforts should be made to limit production in accordance with the law, so as to improve supply and demand relationship.
Under the dual pressure of "cold winter" and environmental constraints, coal mining and iron ore leading industries are stepping up the brakes on the expansion of production and step into the era of "control production".
Industry experts believe that in the short term the reduction of capacity will lead to a decline in the sales of related engineering machinery, such as drilling rig, excavator, loader and so on. But at the same time, the withdrawal of a large number of small and medium-sized enterprises, coupled with more stringent legal restrictions on mining safety, will also mean that the degree of mining mechanization will be higher and higher, and it is expected to release more large-scale equipment needs in the near future.
But there is also a serious problem needs attention, open-pit mining in the increasingly large scale in the process of large-scale mining machinery are increasingly high standards, but due to the factors of the core technology, product performance and other constraints, China mining machinery market had almost completely monopolized by foreign brands, so, how to get back this market will become a major test of domestic brands.
Water conservancy：
In March 5th, Premier Li Keqiang of the State Council pointed out in this year's government work report that 57 projects of major water conservancy projects have started construction, and 27 projects have been started again this year. The investment scale of major water projects under construction is over 800 billion yuan.
Specific to the local, Sichuan province in 2015 will ensure the completion of water conservancy investment 32 billion 900 million yuan, annual new recovery and storage capacity of 400 million cubic meters of water drawing, a new effective irrigation area of 1 million acres; Yunnan water conservancy investment will be completed more than 30 billion yuan, 40 new construction of key water projects; Guizhou province plans to invest 22 billion yuan, vigorously promote the construction of water conservancy "three the battle" and "water off" action plan of Jilin province water conservancy construction; strive to achieve 16 billion yuan investment, accelerate the construction of 15 major water conservancy projects; Liaoning province water conservancy plans to invest 14 billion 250 million yuan, to promote the province key water supply engineering, dam reinforcement, water saving irrigation, rural drinking water safety and other key livelihood water conservancy project construction; Xinjiang key water conservancy projects under construction and 34 new construction, plans to complete the annual investment of 8 billion 150 million yuan.
It can be expected that the water conservancy construction around the vigorous development, for the hydraulic machinery and irrigation and water conservancy construction machinery, dredging technology and equipment, mechanical equipment, environmental protection, flood control and drought relief and water treatment equipment will directly stimulate the formation of large-scale engineering machinery, and in the field of drilling rig, excavators, loaders, bulldozers, cranes and other products also. Will usher in a broad space for development, especially the long arm excavator, amphibious excavator products and other special engineering machinery will usher in more opportunities to display skills to the full.
In general, the development of hope, the challenges are still ahead, and the line and we learn, adapt to the development of the market, as soon as possible to foresee the development direction of the market, so as to take precautions, real estate is slowly warming, the mining industry innovation is the key to water saving environmental protection is very important.
