The hottest machinery outlook in the second half o
2022-09-27- Detail
Machinery outlook in the second half of 2020: layout pure domestic demand, domestic equipment sales will grow rapidly
Machinery outlook in the second half of 2020: layout pure domestic demand, domestic equipment sales will grow rapidly
China Construction machinery information
affected by the epidemic in the first quarter of 2020, the profit of the machinery industry fell by 27.8% year-on-year. It is expected that the decline in the second quarter will be significantly narrowed, but the trend of sub industry differentiation will continue; Among them, the recovery trend of construction machinery is obvious, while heavy machinery, metallurgical and chemical equipment will still face growth pressure
under the macro policy tone of "six guarantees and six stabilities", the year-on-year growth rate of fixed asset investment in infrastructure construction and real estate development is expected to improve quarter by quarter. Looking forward to the second half of the year, it is expected that the high prosperity of the construction machinery industry will continue, the industry concentration will further improve, and the profitability of leading enterprises will increase. "At present, BASF is discussing new strategic cooperation areas with ofo; We are optimistic about the development of infrastructure equipment in the second half of the year
construction machinery: the growth momentum continues and continues to hold the leading position. In May, the 25 host machine manufacturing enterprises included in the statistics of the industry association sold 32000 sets of various mining machinery products, a year-on-year increase of 68%. It is estimated that the year-on-year growth rate of excavator sales in June will remain at a high level of more than 60%, and the growth momentum of excavator in July will continue. At the current time point, the main engine plant has room for profit increase and valuation repair, and the margin of safety is obvious
sub blocks with independent growth logic. Aerial work platform: since mid March, lessors have accelerated capacity expansion, and it is estimated that domestic equipment sales will grow rapidly in the second quarter
friendship, such as the limitation of the diameter of the collet that can hold the sample, etc
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