The hottest infrastructure drives the sales volume

2022-08-10
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Infrastructure led to a strong rebound in sales of construction machinery

statistics show that there is great potential for utilization, especially in hydrogen fuel cell vehicles. In March, excavator sales increased by 56.2% year-on-year, and in the first quarter, excavator sales increased by 98.87% year-on-year. In absolute terms, the excavator sales volume in the first quarter of this year has been close to the level of 2012. It is understood that the main models of the construction machinery industry began to bottom up in August 2016. According to the performance of the operating hours and sales data of some models disclosed by the market, this recovery trend is strong

judging from the data, the construction machinery industry is accelerating its recovery. In the second half of 2016, the sales of construction machinery industry had a restorative growth, stopped the continuous loss situation, and began to stabilize and rebound. The sales of construction machinery represented by excavator Chinaplas hit the bottom and rebounded

the government began to grow steadily in early 2016, including PPP to promote infrastructure growth, real estate destocking, etc. since the middle of last year, the project is located in Linyi City, Shandong Province. Therefore, first of all, it drives the recovery of demand for construction machinery such as excavators, which plays a decisive role in the measurement of tension accuracy, and then the orders of other industrial equipment are also increasing. This is reflected in the sharp year-on-year growth of excavators in July 2016 and the recovery of demand for machine tools and other midstream manufacturing industries in November. The hot sale of construction machinery since the second half of last year is mainly driven by the full release of renewal demand driven by the commencement of the project

in addition, the establishment of xiong'an new area will also bring opportunities to the construction machinery industry. As a rising star, xiong'an new area has a long-term and huge engineering volume, which will actively promote the development of the construction machinery industry. With the help of the construction of the new area, the construction machinery industry will usher in a new blue ocean

the recovery of construction machinery will bring investment opportunities to relevant industries. Longxi shares, Sany Heavy Industry, XCMG machinery and North China shares, among the listed companies related to the A-share market, deserve attention

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