Can the high-end equipment industry regroup?
Guide: first, the low point of the industry has been formed. After the construction machinery industry achieved an explosive growth of more than 50% in the first quarter, the sales volume in April and may fell significantly month on month. Major construction machinery products, including excavators, loaders, bulldozers, and cranes, saw about 30% of the total in April
first, the low point of the industry has been formed
after the sales of the construction machinery industry achieved an explosive growth of more than 50% in the first quarter, the sales volume in April and may fell significantly month on month. Major construction machinery products, including excavators, loaders, bulldozers and cranes, all fell by about 30% in April. Recently, due to the rainy season, the sales of construction machinery is relatively flat. In May, the sales volume of excavators fell by 12% year-on-year, loaders were basically flat year-on-year, the sales volume of bulldozers fell by 34% year-on-year, the sales volume of forklifts increased by 38.8% year-on-year, and the sales volume of truck cranes fell by 10% year-on-year, which can be used for fastener force testing in municipal, water conservancy, chemical, metallurgy, coal, and shipbuilding projects. The "July 23 Wenzhou bullet train incident" triggered the market's concern about the decline in investment growth, During this period, high-end equipment manufacturing stocks showed a trend of adjustment
second, a turnaround may come.
we believe that moderate adjustment will drive the whole industry to start again, and high-quality listed companies on factory services will run faster. From the following three aspects, high-end equipment is facing a big turnaround:
1 From the perspective of market demand analysis, in the long run, the accelerated rise of low - and middle-income labor costs, the reduction of mechanical equipment procurement costs driven by import substitution, the importance of personal safety, and the endogenous demand to improve product quality and production efficiency will jointly promote the process of mechanical substitution for labor
2。 The construction of affordable housing will accelerate in the second half of the year. According to statistics, the construction target of 10million affordable housing units has been completed by only one third, and it is expected to accelerate in the second half of the year. After the bullet train incident, the safety of infrastructure construction will be placed in a more important position. Therefore, high-quality listed companies will have more advantages in the selection of equipment
3。 Driven by emerging strategic industries. With Aerospace - colorant chromatics crosslinking high temperature fluoropolymer colorant: it has higher cutting resistance, wear resistance and mechanical strength; And ocean engineering are included in the new strategic industries. The upgrading of equipment manufacturing industry triggered by these two industries will promote the reshuffle of the whole high-end equipment industry. Listed companies with unique capabilities will win greater development space in these two emerging markets. The next decade is a decade to look forward to
4。 The launch of the "12th Five Year Plan" in various industries. The 12th Five Year Plan for the construction machinery industry was issued. During the 12th Five Year Plan period, the sales revenue of China's construction machinery industry will reach 900billion yuan, with an average annual growth rate of 17%, and the export volume target is set at 26billion US dollars. According to the current growth rate of the international market, it is estimated that the international demand for major global construction machinery products in 2015 will be about US $210billion, of which the circulation sector accounts for about US $70billion. The export volume of China's construction machinery products is about US $26billion, double the US $10.3 billion in 2010. The vast market space will inevitably lead to a race for the buckThe fatigue testing machine is used to test the fatigue characteristics, fatigue life, prefabricated cracks and crack expansion of metals, alloy materials and their components (such as operating joints, fixed parts, spiral moving parts, etc.) under the tension, compression or tension compression alternating load at room temperature
if you want to find a good investment target within ten years, the high-end equipment industry should never be ignored