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Excavator sales in November may double the year-on-year, continued substantially more than expected: According to our latest grassroots research, it is estimated that the digging machine industry will grow by nearly 100% YoY in November. C & D continues to be out of stock, with an estimated increase of more than 90% in December. In the fourth quarter, digging machine sales will have a big market expectation. This year the whole year is expected to digging machine sales is likely to more than 130,000 units.Industry who judge the market next year is an increase of 20% -30%, estimated that the first quarter of the year-on-year increase will be higher than the average of next year, sales will continue to exceed expected.
Komatsu excavator boot hours in October remained flat: During the period of the 19 th National Congress of the Communist Party of China, limited production and environmental inspections affected the start-up of new projects to a certain extent. In October, the number of startups of the company was 130 hours, basically unchanged from last year and slightly increased from the previous quarter. Number or growth, corresponding to infrastructure, mining started still very good, leading to the current situation of large and medium enterprises out of stock continued.
Construction machinery industry leader is expected to significantly benefit from the country's 'One Belt, One Road' strategy: It is estimated that in the future, the new government will pay more attention to the manufacturing industry, especially the high-end equipment with international competitiveness. China's construction machinery industry is one of the few industries with international competitiveness and may obviously benefit from the strategy of the "One Belt and One Road" Accelerate the leading internationalization process. Benchmark global engineering machinery giant Caterpillar, has more than 80 billion US dollars market capitalization, domestic Sany Heavy Industry and other construction machinery leader, both the valuation and growth of space, there is still much room for improvement "The continuous development of the Belt and Road Initiative will open up the growth space for the construction machinery industry in the PRC and will also help enhance the valuation of domestic construction machinery. We are firmly optimistic about the construction machinery industry, especially the leading industrial enterprises with significant competitive advantages.
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