Three major factors of the hottest concrete machin

2022-07-29
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Concrete machinery: three factors promote the sustained prosperity of the market

concrete machinery: three factors promote the sustained prosperity of the market

China Construction Machinery Information

Guide: in the past two years, the performance of the concrete machinery sub industry has been better than that of other construction machinery sub industries. This year, it has become even more outstanding. The main reasons are as follows: (1) the demand is sinking to the third and fourth tier cities, promoting the growth of market space; (2) Product upgrading to promote the growth of market scale; (3) More flexible sales methods

in the past two years, the performance of the concrete machinery sub industry has been better than that of other construction machinery sub industries. This year, the concrete machinery sub industry is even more outstanding. The main reasons are as follows: (1) the demand is sinking to the third and fourth tier cities, promoting the growth of market space; (2) Product upgrading to promote the growth of market scale; (3) Sales methods are more flexible

market outlook for concrete machinery in June and the third quarter: it will certainly not be too bad in June, but its host system will be slightly lower than that in May due to the seasonal impact of the framework, but the decline in the ratio of lead alloy mixed with ring A1 should be smaller than that in previous years. In the third quarter, it is expected that the off-season will not be very light, and the recently approved major projects will play a driving role, with an expected growth rate of more than 30%

the impact of real estate regulation on the concrete machinery industry is controllable: the first tier cities are the most affected by real estate regulation. At present, with the demand sinking, the sales proportion of concrete machinery in the first tier cities has plummeted, and the sales proportion in the third and fourth tier cities has risen rapidly. On the one hand, the third and fourth tier cities are not affected by real estate regulation, on the other hand, the stock of concrete machinery in the third and fourth tier cities is very low

the increase in the proportion of long boom pump trucks is driven by three factors: (1) the use of high-end furniture with water-based paint; In terms of innovation of new materials and technologies, incubation and cooperation, the human cost has risen, there is a shortage of migrant workers on the construction site, and the number of long-distance vehicles requiring assistance is relatively small; (2) The long car is more efficient than the short car, and the number of stations that the long car needs to move is less; (3) The competition among customers drives the demand for long cars

the market of dry mixed mortar equipment deserves attention: it has a broad prospect and is very similar to the commercial mixed market. (1) the product composition is similar. It has stations, production equipment, logistics equipment and pumping equipment. Generally, it can only hover between 300-900 w/s; (2) The development process is similar. In the 1990s, China began to advocate developer mixing, which was initially promoted by government policies. Now, dry mixing is equivalent to commercial mixing in the 1990s. Now, the government has begun to promote dry mixing mortar and prohibit on-site mixing in large cities; (3) The market capacity of dry mixing is equivalent to 1//4 of the market capacity of concrete. The market capacity of China's concrete machinery is 120billion, and the market capacity of dry mixing is about billion

view of Guotai Junan construction machinery sub industry: the weakness of industry fundamentals has been gradually alleviated, and the design volume of real estate sales and large-scale infrastructure projects have been steadily improved. According to these leading indicators, it is expected that the industry fundamentals will rise to the bottom in June, maintaining the rating of increased holdings of construction machinery, and focusing on Zoomlion, Sany, XCMG machinery, Liugong and Anhui Heli

the overall view of Guotai Junan Machinery Industry: the market interest rate remained low, and the substantial growth of credit in may once again confirmed that the monetary policy continued to be actually loose, while the recovery of M1 and M2 growth also reflected the gradual increase of policy relaxation; Investment in infrastructure real estate will pick up one after another. Since March, the approval speed of infrastructure projects has accelerated, the amount of engineering design has increased, and real estate sales have maintained a high growth rate; To maintain the industry fundamentals, we will start to judge the bottom recovery in June, with emphasis on the construction machinery and railway equipment. Continue to recommend energy machinery and cold chain equipment, and pay attention to the event driven opportunities of ships and nuclear power equipment

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