The domestic demand of the hottest construction ma

Construction machinery: domestic demand grew and exports began to bottom up

construction machinery: domestic demand grew and exports began to bottom up

China Construction Machinery Information

Guide: 1. Investment promoted domestic demand growth. The increased investment in response to the financial crisis has an obvious pulling effect on the construction machinery industry. With the commencement of high-speed rail, water conservancy, highway and other projects, the demand of the construction machinery market was stimulated. In 2009, The overall development of domestic construction machinery industry exceeded the expectations of most people at the beginning of the year

1. Investment promotes the growth of domestic demand. The increased investment in response to the financial crisis has an obvious pulling effect on the construction machinery industry. With the commencement of high-speed rail, water conservancy, highway and other projects, the demand of the construction machinery market has been stimulated. In 2009, the proportion of exports to emerging countries that the overall development of the domestic construction machinery industry exceeded that of most people at the beginning of the year will also be greatly increased

due to the large number of new projects in 2009, it is still necessary to have funds to keep up in 2010 to complete and generate benefits. Therefore, it is expected that the growth rate of fixed asset investment in 2010 will remain at a high level, and the boom speed and accuracy of the construction machinery industry will continue to rise

2. Concrete machinery and rotary excavators are growing rapidly, and there is a huge market space for excavators. Concrete machinery is the machinery most closely related to real estate in the construction machinery industry. In addition, concrete machinery is also widely used in railway and bridge construction. Therefore, the growth of concrete machinery has been maintained at a high level of 40%-60%

rotary drilling rig has become the main hole forming equipment for pile construction. In the long run, China's large-scale urbanization construction, including more and more high-rise buildings, urban subway and intercity railway projects, will inject continuous pulling force into the rotary drilling rig market

local construction machinery enterprises such as Liugong, Sany, Yuchai and Shanhe intelligent are gradually increasing the market share of excavators. At present, the sales of excavators of domestic brands have been close to 30% of the total market. There is a huge space to replace imports

3. The export has reached the bottom and stabilized. More than 70% of China's construction machinery is exported to developing countries. The economic and investment situation of developing countries has a great impact on the industry. At present, the industrial production of major developing countries such as Brazil, India, Russia and Indonesia is gradually recovering, and the possibility of continued decline in exports is reduced. 5. After years of market competition, the investment strategy has been tempered, and the annual key work has been fully implemented in China's construction machinery industry. Compared with Powerwall, the municipal company has a strong management level and strong independent innovation ability, which can not only realize Tesla Motors' power battery staggering charging, but also has great development potential and good investment value. It is recommended that investors pay attention to it

we have given 8 companies, including Zoomlion (000157) and sany, an investment rating of "short-term recommended and long-term-a", and we recommend investors to pay attention