The construction machinery industry in the hottest

The construction machinery industry in the first quarter was more optimistic than expected about exports in April

the construction machinery industry in the first quarter was more optimistic than expected about exports in April

China Construction machinery information

Guide: the market in April will focus on the quarterly report. 3 Clean up the samples before each experiment: the intensive disclosure period of the monthly annual report is not surprising in the market expectation. Taking stock of the first quarterly report of the machinery industry, the construction machinery industry is still better than expected, with the focus on Sany Heavy Industry, Liugong, Xiagong and Zoomlion. The most direct way for listed companies to benefit from the U. S. economic recovery should

the market in April will focus on the quarterly report: the monthly annual report will be intensively disclosed, which is expected by the market and is not surprising. Taking stock of the first quarterly report of the machinery industry, the construction machinery industry is still better than expected, with the focus on Sany Heavy Industry, Liugong, Xiagong and Zoomlion. The most direct beneficiary of the U.S. economic recovery among listed companies should be CIMC group. Although the loss of 1.1 billion yuan of offshore engineering last year increased the uncertainty of the profit forecast for emerging businesses this year, we believe that the worst time for offshore engineering has passed. This year, the profit growth of building materials testing laboratory is expected to reach%, and the short-term external wall cost will increase by 180 ~ 200 yuan/square meter. After adjustment, there is a buying opportunity. Small and medium-sized stocks are still optimistic about Shanghai Jiahao and Weichai heavy machinery

the macro forward-looking indicators fell, and the machinery sales continued to improve: the forward-looking indicators of the macro economy in the past two years frequently deviated from the micro data, because it took two to three years to digest the very high new projects that lasted for a year after the financial crisis. For example, the projects started by the high-speed railway could not be stopped, and the new planning at the beginning of the 12th Five Year Plan and the construction of affordable housing. In addition, as the global economy recovers and investment in manufacturing and mineral resources picks up, the growth rate of fixed asset investment is expected to remain high this year, and real estate investment will also be better than expected! The growth of construction machinery products in September was much higher than expected, especially excavators, loaders and concrete machinery. The improvement of the U.S. economy has led to a strong rebound in the export of construction machinery from Japan and South Korea, and the sales momentum of construction machinery in Latin America is stronger than that in the Asia Pacific

South Korea's construction machinery exports showed explosive growth in January. South Korea's total export volume of construction machinery in January reached 7177 units, with a year-on-year increase of 143% and a month on month increase of 84%. Boosted by the rapid growth of market demand in Russia, Latin America and the Middle East, the excavator with the largest export volume increased by 187% year-on-year, while the forklift export increased by 99% year-on-year. The sales and exports of construction machinery in South Korea in January exceeded the highest level at the beginning of 2008

Japan's cutting machine tool order data gradually returned to the level before the financial crisis. In January, the total orders of cutting machine tools in Japan reached 112.7 billion yen, an increase of 74% year-on-year, gradually approaching the level before the financial crisis. Among them, export orders reached 75.7 billion yen, an increase of 67% year-on-year, and orders from China reached 32 billion yen, which fell slightly after hitting a record high last month, while orders from the United States rose 18% month on month, hitting a record high

the boom of deepwater drilling platforms has increased. In January, the average daily rent of drilling vessels increased by 5.2% month on month, and the semi submersible increased by 0.3% month on month. The three major shipyards in South Korea received orders for 10 drilling vessels, twice that of the whole year of 10 years