In the latest data on some engineering machinery sub-sectors, we can see the degree of construction machinery. Taking excavators as an example, in September, excavator sales exceeded 13,400 units, an increase of 27.74% year-on-year. The sales volume exceeded 10,000 units, setting a new high in the same month in the fifth consecutive month.
In addition, listed companies in construction machinery have disclosed the performance forecast for the first three quarters, and most companies have achieved different levels of growth.
The industry believes that there are only a few months left at the end of the year, and it can be expected that this year will be a bumper year for the construction machinery industry.
Sub-industry production and sales rose significantly
In the first three quarters of this year, the cumulative sales of excavators exceeded 156,000 units, a year-on-year increase of 53.27%. This sales volume exceeded the 152,000 units in 2011, a record high in the same period.
In terms of performance of various brands, in the first three quarters, Sany Heavy Industry sold approximately 35,600 excavators, accounting for 22.8% of the total sales; Caterpillar sold nearly 21,000 units, accounting for 13.4% of total sales; Xugong sold nearly 18,000 units. Accounted for 11.5%. In the first three quarters, the sales volume of domestic, European, Japanese, Japanese and Korean excavator brands was approximately 86,000 units, 27,000 units, 25,000 units and 18,000 units respectively, with market share of 55.0%, 17.6%, 15.7% and 11.7 respectively. %.
Compared with the domestic market, excavator export performance has been strengthened. Since the beginning of this year, the monthly export sales have been more than 1,000 units, and the year-on-year growth rate is above 70%. In the first three quarters, the cumulative export of excavators was 13,900 units, a year-on-year increase of 96.6%.
From January to September, the sales volume of loaders was 82,100 units, a year-on-year increase of 22.62%.
Since the beginning of this year, the cumulative sales of bulldozers has reached 5,747 units, a year-on-year increase of 27.6%. In terms of brand sales, in September, Shantui sold 197 bulldozers, accounting for 52.8% of total sales, 45 sales of Liugong, 39 sales of Xuangong, and 33 sales of Shangong Machinery. The cumulative export of bulldozers was 1,627 units, a year-on-year increase of 27.1%.
Listed company performance growth
Taking the leading enterprises of several construction machinery as an example, the third-quarter performance forecast is very gratifying. Xugong released the third quarter report of 2018, showing that the operating income in the first three quarters was 34.075 billion yuan, a year-on-year increase of 58.17%. The overall market share of XCMG's core products increased, mixed injection and injection expectations, and improved asset quality were the main reasons for XCMG's high growth in the third quarter. As a leading enterprise in the construction machinery industry, Xugong's product line spans almost all areas such as lifting machinery, road machinery, compaction machinery, and large mining machinery.
Sany Heavy Industry released the third quarter report of 2018. The first three quarters realized revenue of 41.077 billion yuan, a year-on-year increase of 45.88%, and net profit of 4.883 billion yuan, an increase of 170.90%. Benefiting from the high industry boom, Sany's product lines broke out, the company's product sales structure optimization, asset quality improved, is the main reason for the high growth in the third quarter.
Zoomlion achieved operating income in the first three quarters, an increase of 17.78% year-on-year. Due to factors such as increased investment in infrastructure construction, stricter environmental protection, and upgrading of equipment, the number of relay excavators for cranes and concrete pump trucks increased. Zoomlion has achieved strong growth in the core main engineering machinery sector. From January to September, Zhonglian Hoisting Machinery and Concrete Machinery maintained its first camp in the domestic product market. Since the second half of the year, Zoomlion Construction Cranes and Long-arm Pumps have continued to maintain their leading position in the industry.
Market expectations continue to be optimistic
The industry believes that the current stable investment series policy signal is strengthened. Under the effect of continuous refinement of relevant policies, accelerated approval of infrastructure projects and speeding up the issuance of special bonds, the growth rate of infrastructure investment in the fourth quarter will stabilize and rise, and the growth rate of new construction area of real estate will increase. .
According to the latest data released by the National Bureau of Statistics, from January to October, the national fixed asset investment (excluding farmers) increased by 5.7% year-on-year, and the growth rate was 0.3 percentage points higher than that in January-September. Among them, from January to October, infrastructure investment increased by 3.7% year-on-year, and the growth rate was 0.4 percentage points higher than the first three quarters, achieving the first rebound since this year.
From the relevant data released by the National Development and Reform Commission, domestic fixed asset investment has shown a significant growth since the third quarter of this year. In the third quarter of this year, the amount of fixed assets investment projects approved and approved by the National Development and Reform Commission was 4.8 times that of the second quarter, which was 2.6 times that of the first quarter.
A large number of fixed-asset investment projects intensively, from the current coverage of various projects, and the previously issued "Guiding Opinions on Maintaining Short-Term Strength in the Infrastructure Sector" (hereinafter referred to as "Opinions") The combination of multiple focus areas is quite close.
The "Opinions" clearly stated that "the focus will be on promoting the preliminary work of a number of international hub airports and central and western feeder airports for new construction, relocation, reconstruction and expansion projects, and strive to start construction as soon as possible, enhance the competitiveness of international hub airports, and expand the coverage of air transportation in the central and western regions. In addition, the "Opinions" also proposed for the railway construction, focusing on the central and western regions, speeding up the "eight vertical and eight horizontal" main channel projects of high-speed railways, expanding regional railway links, and further improving the railway backbone network. Accelerate the construction of a number of strategic and landmark major railway projects. Promote the planning and construction of inter-city railways in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Dawan District.
These are undoubtedly good news for the construction machinery industry.
Experts said that in the next five years, it will be an opportunity period for upgrading and upgrading the construction machinery industry, which is an opportunity period for international development and an important stage for China's construction machinery industry to move toward a strong engineering machinery. Among them, the “Belt and Road” undoubtedly plays an important role. In the Nuggets trillion market, China's construction machinery can achieve international prospects. Due to the advent of the Internet and artificial intelligence era, engineering machinery is developing in the direction of informationization and integration. With the continuous advancement of industrial transformation and upgrading, the future of the new four (electricization, network, intelligent, sharing) will be the focus of industry development.
Related Links
China's top 55 engineering machinery companies account for 9
The 2018 Global Construction Machinery Manufacturers Top 50 List (Table 2018), launched by the British KHL Group, was officially released. Among the top 50, there are nine domestic companies, which is a major breakthrough for Chinese construction machinery companies.
In the 2018 "Top 50 Global Construction Machinery Manufacturers" list, the top 10 rankings are Caterpillar, KO-MATSU_, HITACHI, Volvo Construction Equipment, and Lee. Liebherr, XCMG, DOOSAN, SANY, John Deere, JCB.
Founded in 1989, the UK KHL Group publishes a global ranking of construction machinery manufacturers each year. It is also the first magazine in the industry to be accredited by the non-profit BPA (International Media Accreditation Agency), with insight and prohibition in order to obtain advertising business. Inaccurate or exaggerated information provided. Therefore, the “KHL Yellow Table”, led by the KHL Group, is considered to be one of the most authoritative, objective and fair rankings in the world.
Judging from the list of the top 50 global construction machinery manufacturers, China's construction machinery industry is gradually developing to the highest level in the world. The top 50 companies include nine domestic companies, including Xugong (No. 6). , Sany (8th), Zoomlion (13th), Liugong (25th), Longgong (30th), Shantui (33rd), Xiagong (39th) , Shanhe Intelligent (40th), Lovol Heavy Industry (45th).
From this authoritative ranking, China's construction machinery manufacturers are growing and growing. In 2017, only the top 10 global engineering machinery manufacturers were Xugong, and this year Sany became the biggest dark horse, rising from 11 last year to the first. 8th, accounting for 3.7% of the global share, Xugong Group also rose two to the world's sixth, accounting for 4.3% of the global share, showing that China's construction machinery is constantly moving closer to the highest level in the world.
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