According to the statistics of the Engineering Machinery Association, in February this year, excavators sold 14530 units, sales increased by 298% year on year, the industry boom began to earth, lifting and piling machinery and other fields spread. Excavator showed accelerated growth, single-month sales were about 4 times the same period last year, close to the 2012 industry boom period over the same period.
Excavator as a barometer of the construction machinery industry, a strong pick up or will become the beginning of a comprehensive recovery of the industry, the cycle is still lagging behind other products are also ushered in the economy to accelerate recovery in January this year, bulldozers, loaders and truck crane sales year on year growth Respectively, 188%, 20% and 50%, at the same time, according to a body survey data show that in February cranes, rotary drilling rigs and other equipment work hours doubled year on year growth, other equipment work hours also increased to varying degrees.
After the high growth of excavators, earthworks and hoisting machinery in February sales growth is greatly enhanced the possibility of concrete machinery, pile equipment, etc. or will also usher in recovery. Into the second quarter, as the construction machinery industry in the traditional season, the industry is expected to continue high growth. Infrastructure support, PPP boost mine areas of force, demand is expected to continue to warm up. Compared with the previous round of real estate demand in the current round of real estate contribution has weakened, non - real estate infrastructure, PPP, mining and rural construction to become the main demand.
New project landing
This year, the two government work report mentioned, to actively expand the effective investment, and guide the funds to invest more shortcomings, adjust the structure, promote innovation, the people of the livelihood of the field. This year to complete the railway construction investment 800 billion yuan, highway water transport investment 1.8 trillion yuan, and then start 15 major water conservancy projects, continue to strengthen the rail transit, civil aviation, telecommunications infrastructure and other major projects. Investment arrangements in the central budget of 507.6 billion yuan. Implement and improve the policy measures to promote private investment.
Infrastructure investment to accelerate, PPP and "all the way" inside and outside the hair force. 2016 national fixed asset investment growth rate of 8.1%, according to the 2017 National Economic and Social Development Plan draft, 2017 is expected to grow about 9%. Recently, local governments have announced the fixed assets growth target, 24 provinces and autonomous regions in 2017 fixed assets investment target total size of nearly 50 trillion yuan, the target growth rate of 12.4%. In addition, in particular, PPP further boost infrastructure speed, as of December 2016, PPP project total storage 11260, PPP project total investment 13.5 trillion yuan, project landing rate of 31.6%. Minister of Finance Xiao Jie, an interview during the two sessions, said that as of the end of last year, has signed landed 1351 projects, a total investment of 2.2 trillion yuan, the project floor rate has more than 30%, compared with the beginning of the year, whether the project floor The number of investment, or the scale of investment, have increased more than 4 times.
According to the Development and Reform Commission recently issued a message that in order to implement the Beijing-Tianjin-Hebei coordinated development strategy, improve the national and regional highway network, improve regional traffic conditions, promote the development of the Bohai Sea Economic Zone, agreed to build the Tianjin National Expressway coastal road to long deep segment.
The total estimated investment is about 7.62 billion yuan (static investment of about 7.359 billion yuan). In addition, in order to improve the national highway network, in-depth development of the western region, to improve traffic conditions along the region to promote the development of local resources and economic and social development, agreed to build Keshiketeng Chengde highway Inner Mongolia Autonomous Region. The total estimated investment is about 6.153 billion yuan (static investment of about 5.807 billion yuan).
Industry to change the tide
Engineering machinery and equipment out of the cycle is about 8 years. From the peak of equipment sales in 2008 so far, a large number of equipment need to be replaced. Industry estimates, this year's construction machinery more than 700 million units of the market to maintain the amount of about 2.4 million old equipment will be gradually eliminated, which will serve the new machine sales market vacated an effective market space for pulling engineering machinery Of the market demand to play a positive role.
According to the relevant provisions of GB20891-2014, from April 1, 2016 onwards, the industry enterprises to stop selling the country equipped with diesel engine 9. The enforcement of the national standard will also allow a large number of existing equipment to be withdrawn from use, making room for new equipment. With the beginning of the policy market performance, engineering machinery industry will usher in a wave of "change tide."
With the strict emission standards, as well as the maturity of the user base, the market tends to be more rational and healthy direction, the purchase of equipment is no longer as the last round of explosive growth period only to pursue the number of the current market more attention to equipment cost. This phenomenon is more prominent in the second mobile phone market, what kind of purchase of two mobile phones, whether to buy two phones will be more rational. Two mobile phones in the construction machinery market is an important part of a large number of new machines in the replacement, the second mobile phone and remanufacturing market will usher in a large number of "raw materials." Under the guidance of the rational market, these "raw materials" will play a greater value.
Homeopathy and development
China's economic development has not changed for a long time, the economic toughness is good, the potential of the foot, the basic characteristics of the swing space has not changed, the economic growth of the good support of the basic conditions and conditions have not changed, the economic restructuring and optimization of the prospects situation has not changed. The implementation of the new model of supply-side structural reform and fiscal and taxation system reform, "public entrepreneurship, popular innovation" and "Internet +", "China-made 2025" and the implementation of the "one-way" The recovery of the machinery industry has brought opportunities.
From the domestic market, the "three-year action plan for major construction of traffic infrastructure" clearly, 2016 ~ 2018 will focus on promoting the national transport infrastructure major project construction, the total investment of about 4.7 trillion yuan of railway, highway, airport, city Rail transportation and other investment opportunities continue to emerge.
From the international market, with the "one by one" initiative continued to promote, based on Silk Road 65 countries along the original infrastructure is relatively weak reality, relying on the economic corridor to transport infrastructure construction as a breakthrough in infrastructure investment in Asia Banks and Silk Road funds and other related funds with the support, along the country will set off a wave of infrastructure construction.
According to the Asian Development Bank estimates that by 2020 the annual demand for infrastructure investment in Asia will be as high as 730 billion US dollars. The implementation of the above-mentioned major strategies and projects will drive the development of the construction machinery industry closely related to infrastructure construction.
The face of the market is currently showing signs of warming, can not abandon the sense of urgency, the current industry overcapacity, safety, environmental protection, rigid constraints and many other challenges, the construction machinery industry enterprises is difficult to simple large-scale production and low prices to obtain long-term Competitive advantage, enterprises focus on the quality, brand, service, market continued to improve at the same time, conform to the future development trend of construction machinery technology, and gradually from the extensive expansion of scale to the quality and sustainable development of sustainable development, from the traditional The main elements of innovation elements to lead the development of change, from the low-end value chain to the value chain in the high-end development orientation, from short-term interests to adhere to the concept of sustainable development, strengthen energy conservation and environmental protection products, technology development and promotion of use, to innovation Driven to lead the construction machinery industry transformation and upgrading. To promote the structural adjustment of China's construction machinery industry, the traditional construction machinery enterprises through the information technology and engineering machinery and equipment and construction processes in-depth integration, to promote the construction machinery products to digital, network, intelligent direction to get rid of the decline in traditional demand, Industry plight of excess capacity.
