The Fifth Session of the Twelfth National People's Congress and the Twelfth National Committee of the Chinese People's Political Consultative Conference have been opened. In the last two sessions, livelihood issues such as real estate regulation and rising prices have sparked heated discussions. What industries will this year The attention of the country has become a topic of concern to people, and what kind of proposals and motions will be generated by the construction machinery industry in the two sessions for the pillar industries that can help solve the problem of people's livelihood have also become the focus of attention in the industry.
Construction machinery experienced a difficult year in 2012. Nowadays, the positive phenomenon in the industry is frequent, and the industry has pinned its hopes on 2013. Whether construction machinery will usher in the "spring" of development again this year has become the answer that everyone in the industry is eager to know.
Long Nian start big hope for construction machinery orders
Recently, large orders in the construction machinery industry have continuously created many starters. Among them, on February 18, 2013, Zoomlion welcomed the start of the "600 million yuan" New Year and will include many of the world's most and most domestic, the world's largest tonnage truck crane , and the world's largest market share mixer truck The first domestic sales of vehicle-mounted pumps and domestic fastest-growing excavators and other products have been delivered to more than 150 customers. Sany Heavy Industry held the "2013 National First Large-scale Joint Thanksgiving Order Fair", which won more than 1,600 excavator orders in one fell swoop, with a value of up to 1 billion yuan, which broke the order record of the construction machinery industry order fair. In January, Liugong won 563 export machines in one fell swoop, an increase of more than 80% year-on-year, and the sales of the whole machine reached a record high in the same period.
Railway construction continues to heat up to help construction machinery
On December 11, the Ministry of Railways announced the latest data on railway investment in the previous November. From January to November, the Ministry of Railways completed a fixed asset investment of 507 billion yuan, an increase of 15.3 billion yuan, or 3.1%, from 491.6 billion yuan in the same period last year. Among them, the investment in infrastructure construction was 431.9 billion yuan, an increase of 35.6 billion yuan, or 9%, from 396.3 billion yuan in the same period last year. Among them, the investment in railway fixed assets in November reached 81.8 billion yuan, of which infrastructure investment reached 70.1 billion yuan, and both figures remained at a high level. In particular, infrastructure investment: The investment in railway infrastructure in November last year was 29 billion yuan, a year-on-year increase of 142% in November this year. At the end of this year, railway infrastructure investment showed a "blowout" trend. From September to November, China's railway infrastructure investment totaled 204.2 billion yuan, while the total investment in the first eight months of this year was 227.7 billion yuan.
In the second half of the year, a number of key national projects were started, including the Mengxi-Central China Coal Transportation Channel with an investment of more than 150 billion yuan, the Xi'an-Chengdu passenger line with an investment of 68.8 billion yuan, and the Baoji-Lanzhou passenger-only line with an investment of 64.7 billion. There are also a number of urban rail projects, and the intensive construction wave will increase the number of new railway construction projects this year from 9 set at the beginning of the year to 22.
Academician Wang Mengshu of the Chinese Academy of Engineering revealed that the investment plan and production mileage initially scheduled next year may exceed this year, the investment in railway infrastructure is expected to exceed 516 billion yuan, and the investment in fixed assets will also remain at 630 billion yuan. Railway experts predict that railway investment will be between 600 billion and 700 billion next year.
Eye-catching stock market of construction machinery enterprises
With the strong rise of the Shanghai Index back above 2000 points, the construction machinery sector performed well. As of 9 o'clock on December 6, 2012, the sector had an average increase of 5.04%. Shantui Co., Ltd., Xiamen Engineering Co., Ltd., Liugong Co., Ltd., Dagang Road Machinery Co., Ltd., and Tianqiao Lift Co., Ltd. had five daily limit changes. The two leading companies in the industry, Sany Heavy Industry and China Lianzhongke is also gaining momentum, with reported increases of 7.54% and 5.51%, respectively.
Recently, the construction machinery sector jumped the first jump, with construction machinery, Dagang road machines, Shantui shares, Shanhe Intelligent, Hebei Xuanong, Hengli Oil Cylinder, etc. showing large gains.
Relevant sources analyze that in recent months, infrastructure investment, real estate new construction, mid- and long-term credit data have improved, railway orders, and construction machinery sales have improved month-on-month. Sales are expected to improve significantly from the first quarter of 2013, but the extent and sustainability of the improvement cannot be determined.
Local "two sessions" infrastructure investment supports construction machinery development
It is reported that in the local "two sessions", investment is still the focus of the provincial and municipal government work reports, and the investment growth targets set by multiple provinces have not significantly decreased, and more than half of the provinces set this target at 20%. the above. Even the more developed eastern provinces still emphasize the role of investment in driving economic growth. As local "two sessions" are successively held, the investment growth targets for 2013 and major investment projects such as water conservancy, railways, and rail transit are gradually becoming clear. Coupled with the long-term driving force of urbanization, the road to recovery of China's construction machinery industry is not far away.
Some insiders said that the market data in January and the manufacturing PMI preview value in February were lower than expected, which was affected by factors such as the Spring Festival. The short-term data performance was in line with seasonality, destocking and other factors. Seeing that the influence of removing seasonal factors exists, the industry will return to normal after the Spring Festival, so the industry is not expected to be worse than 2012 in the whole year.
In short, all signs indicate that 2013 construction machinery should be an optimistic year.