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This year, China's engineering equipment, especially excavators, are selling hotly, with record sales.
According to the statistics of the Mining Machinery Branch of China Construction Machinery Industry Association, 25 mainframe manufacturing enterprises that were included in the statistics from January to July 2018 sold a total of 131,246 types of excavation machinery products, a year-on-year increase of 58.7%.
From the historical data, the annual sales volume of China's excavators in 2011 reached a record high of 178,352 units. As of now, the sales volume of excavators has reached a record high of 74%.
In the second half of the year, China will deepen its efforts in the area of infrastructure construction, and a series of major infrastructure projects related to the national economy and people's livelihood will be launched one after another. This will further further 'sizzle' the excavator market, making this year's excavator sales again. A big step.
Excavator enterprise profit
From the perspective of relevant enterprise operating data, the profit level of excavator enterprises has been significantly improved, which also proves that the excavator market sales are hot.
At the end of July, Sany Heavy Industry announced the 2018 semi-annual performance pre-increment announcement. The announcement said that it is expected that the net profit attributable to shareholders of listed companies will be 3.248 billion yuan to 3.596 billion yuan in the first half of 2018, compared with the same period of the previous year. An increase of 2.008 billion yuan to 2.436 billion yuan, an increase of 180% to 210%.
In the same month, Xugong Group Construction Machinery Company also released a performance forecast that the net profit attributable to shareholders of listed companies in the first half of 2018 was 1 billion yuan to 1.15 billion yuan, compared with 550 million yuan in the same period last year. The performance in the first half of the year increased significantly.
In the first half of this year, the growth rate of solid investment has been in a downward channel. It seems that there is no sign of a significant increase in infrastructure investment. Why is the sales volume of excavators always going up? In this regard, relevant experts analyzed that the performance of the excavator market is good. It should be observed from another angle. Jia Kang, chief economist of Huaxia New Supply Economics Research Institute, believes that the momentum of the excavator index in the first half of the year is quite obvious, which shows that the front end of China's overall investment activities is still going up.
The “excavator index” mentioned by Jia Kang refers to an indicator of the running time and operational performance of the big data tracker provided by the excavator. Taking the Sany Group as an example, the group’s industrial Internet big data platform, It has access to 380,000 industrial equipments and accumulated more than 100 billion pieces of data to form an 'excavator index'. While monitoring and judging the performance of the excavator, it can also help policy makers to grasp the macroeconomic performance in a timely manner. .
From the recent Sany Heavy Industry, Xugong and other companies' attitudes on the collection of the 'excavator index', it can confirm the experts' views on the current good performance of China's economic investment front. For example, Xu Gong Information Industry Internet Division Deputy General Manager Zhang In an interview, Yi said that in some key cities in East China and South China and Central China, the overall heat of operation is very high. The overall operating rate of this year is about 5% higher than last year, and nearly 10% higher than the previous year.
Sales are expected to remain strong in the second half of the year
From the point of view of the recent decision-making level, the relevant parties have made clear arrangements for the next infrastructure 'complementary board' work, and this also provides a good guarantee for the performance of the excavator market.
For example, the Political Bureau of the CPC Central Committee held a meeting on July 31, demanding that 'the shortcomings should be used as the key task of deepening the supply-side structural reform and increasing the strength of the infrastructure sector.'
The State Council executive meeting held on July 23 also aimed at promoting infrastructure construction, and proposed to effectively protect the funding needs of projects under construction. In addition, it is necessary to dock development and people's livelihood needs, and promote the construction and storage of a number of major projects.
In the next step, where will the infrastructure supplements break through? The infrastructure in the central and western regions is weak, and these places will become the key areas for force. On July 26, Premier Li Keqiang inspected the construction site of the Lalin section of the Sichuan-Tibet Railway in Shannan City, Tibet Autonomous Region. It is said that the investment and construction of the Sichuan-Tibet Railway will drive huge economic and social benefits, and it will be an effective investment project to be built sooner or later.
In addition, excavator companies have also taken into account the positive impact of infrastructure investment on their profitability in the current stage of profitability. For example, Sany Heavy Industry mentioned in the announcement: 'Improved by downstream infrastructure demand, equipment The company's sales of machinery, concrete machinery, cranes and other equipment continued to grow strongly due to multiple factors such as demand growth, manual substitution, environmental protection, and further improvement in the company's core competitiveness.
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