Machinery Stocks Led The Way Next Year, The Overall Recovery Of Construction Mac
1 to 9 this year, month, Construction Machinery Industry is one of the industries fastest growth rate of recovery, the market performance of listed companies exceeded expectations, species is one of the largest fund jiacang. We believe that 2010 will still be mechanical engineering machinery big industry one of the most investment value of the plate.
1-8 Machinery Industry Main business income 6.27715 trillion yuan, up 7.62%, higher than the national industrial enterprises 6.06 percentage points, compared with January-May Speed 3.39 percentage points year on year; a total profit of 371.214 billion yuan, up 6.83%, while the country’s industrial enterprises decreased 10.61%. Construction machinery reached 176.4 billion yuan over the same period income, an increase of 10.89%, total profit growth rate reached 18.64%.
Strong recovery in domestic demand and stimulating
Construction machinery in China this year, domestic demand is the main driving forces of growth quarter by quarter, 1-August exports fell 51% in the case, industry revenue is still up 10.89%, 18.64% profit growth. Concrete Machinery , Truck Crane , Excavator sales hit a record high, the cumulative sales of the first three quarters rose by 39.73%, 11.76% and 7.71%. As a typical investment-pull industry, engineering machinery and fixed assets investment is closely related 1-September total fixed asset investment growth rate of 33.3%, 5.7 percentage points higher than the same period last year, the domestic construction machinery apparent consumption over the previous year from January to September growth of 23.9%.
Future space wide export elasticity 2008 Global Construction Machinery Sell Approximately 200 billion U.S. dollars, of which the top 50 sales of 162 billion U.S. dollars, accounting for more than 80%. Competition is the world’s leading construction machinery competition between the top two United States Caterpillar and Komatsu sales were 31.8 billion U.S. dollars and 192 billion U.S. dollars, accounting for 19.63% and 11.85% achieved. Exports to become the only way to play in the world, Caterpillar and Komatsu in 2008 exports were 67% of total income and 77.6%, while China’s exports and helping the most Xugong also only just over 30%.
Low proportion of Chinese Enterprises International, a large space. Into the top 50 global construction machinery construction machinery enterprises in China Xugong, 31, Zoomlion , Liugong, dragon workers, building workers, pushing Hill and the State Machine Group, the eight companies total revenue of 12.1 billion U.S. dollars, accounting for 50 shares of 7.47%. Port Machinery Shanghai Zhenhua Port Machinery and CIMC Is a model for future construction machinery in China, both in the industry are occupying more than 70% of the share.
Director cycle machinery is still the greatest potential
The decision process of urbanization and industrialization, there is still great room for development of construction machinery. China’s construction machinery in 2008 reached 279 billion yuan revenue, compared with 350 billion yuan in 1998, 7.97 times the growth rate over the same period is only 3.6 times our GDP, remove the export-led, growth in domestic demand, China’s construction machinery reached 5.19 times faster than the GDP growth still speed. 2008, China’s urbanization rate reached 45.7%, compared with 0.8 percentage points in 2007 from 67% of the standard in industrialized countries there is still more room.
We believe that the resumption of construction machinery will continue the upward trend next year, leading space company is still a great long-term growth, the three leading long-term investment is still the subject of the proposed band selection focus to benefit real estate investment and export elasticity to restore the species.
Preferred shares three leading construction machinery
After years of development of construction machinery, has been basically a clear competitive context, the industry is Xugong line varieties, Sany Heavy Industry , Zoomlion; second-line varieties, including Liugong, Anhui Heli, Hill pushed shares And other enterprises, and other products is relatively small and single Parts Class company. Our main point is the leading varieties of long-term investment, select the sub-band variety.
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