The pattern of construction machinery has shown th

2022-06-23
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The construction machinery pattern has shown that the "micro stimulus" policy is worth looking forward to

the construction machinery pattern has shown that the "micro stimulus" policy is worth looking forward to

China Construction Machinery Information

Guide: with the release of the leading enterprises' medium-term reports, the pattern of the construction machinery industry in the first half of the year has shown. As the whole industry has not yet come out of the cold winter, the interim performance of leading enterprises has shrunk significantly. Among them, the net profit of Zoomlion in the first half of the year decreased by 48.31% year-on-year to 2.906 billion yuan, and the net profit of Sany fell year-on-year

with the release of leading enterprises' interim reports, the pattern of construction machinery industry in the first half of the year has emerged

as the whole industry has not yet come out of the cold winter, the interim performance of leading enterprises has shrunk significantly. Among them, the net profit of Zoomlion in the first half of the year decreased by 48.31% year-on-year to RMB 2.906 billion, the net profit of Sany Heavy Industry decreased by 48.6% year-on-year to RMB 2.651 billion, the net profit of XCMG machinery decreased by 46.49% year-on-year to RMB 851million, the net profit of Liugong decreased by 15.77% year-on-year to RMB 261million, and the net profit of Xiagong decreased by 114.59% year-on-year to RMB -43 million

however, it is worth noting that although the net profit of the above leading enterprises has decreased significantly, the net cash flow has not increased to the same extent. Among them, the net operating cash flow of Zoomlion in the first half of the year was RMB 1.157 billion, a year-on-year increase of 97.47%; The net cash flow of XCMG machinery was relatively small, amounting to 144million yuan, but increased by 104.33% year-on-year

both revenue and profit decreased

at the end of August, listed construction machinery enterprises successively released their 2013 semi annual reports. Under the background of the overall downturn of the industry, their semi annual newspaper performance showed a decline in varying degrees

on the evening of August 27, Liugong released the semi annual report, which showed that the company achieved an operating income of 664million yuan in the first half of the year, a year-on-year decrease of 10.23%; The net profit attributable to the shareholders of the listed company was 261million yuan, a year-on-year decrease of 15.77%

on the evening of August 28, Zoomlion released its semi annual report, which showed that the company achieved an operating revenue of 20.165 billion yuan in the first half of the year, a year-on-year decrease of 30.75%; The net profit attributable to shareholders of listed companies was 2.906 billion yuan, a year-on-year decrease of 48.31%

on the evening of August 29, XCMG machinery released its semi annual report, which showed that the company achieved an operating revenue of 13.704 billion yuan in the first half of the year, a year-on-year decrease of 23.7%; The net profit attributable to the shareholders of the listed company was 851million yuan, a year-on-year decrease of 46.49%

on the evening of August 30, Sany Heavy Industry released its semi annual report, which showed that the company achieved an operating revenue of 22.085 billion yuan, a year-on-year decrease; The net profit attributable to shareholders of listed companies was 2.651 billion yuan, a year-on-year decrease of 48.6%

on the evening of August 31, XCMG released its semi annual report, which showed that the company achieved an operating revenue of 3.78 billion yuan, a year-on-year decrease of 12.66%; The net profit attributable to the shareholders of the listed company was -43 million yuan, a year-on-year decrease of 114.59%

however, it is worth noting that under the background of the cold winter of the industry, although the operating income and net profit of the above leading enterprises have decreased significantly, the net cash flow has increased to varying degrees. According to the semi annual report data, the net cash flow from Zoomlion's operating activities in the first half of the year was RMB 1.157 billion, an increase of 97.47% year-on-year; The net cash flow of XCMG machinery was relatively small, at 144million yuan, but increased by 104.33% year-on-year

industry analysts believe that the significant increase in the net cash flow of Zoomlion and XCMG machinery shows that both companies have compressed the credit sales models such as financial leasing in the construction machinery industry on a large scale, so as to control the potential sales risks of the company

according to the data, Zoomlion reduced its interest bearing liabilities by more than 2.5 billion yuan in the first half of this year. As of the end of June, the company held monetary funds of 20.642 billion yuan, and the asset liability ratio was only 52.11%, maintaining the lowest level in the industry. Especially after the release of the semi annual report, Zoomlion's share price led the industry, and hit the intraday limit on September 2, with an increase of 8.1% throughout the day

the "micro stimulus" policy is worth looking forward to.

according to the data of the National Bureau of statistics, the growth rate of China's key investment projects in the second quarter was significantly better than that in the first quarter. At the same time, according to the data of the Construction Machinery Industry Association, from January to March this year, the year-on-year sales of truck cranes and excavators showed a 32.1% and 25% drop in the power supply of information retrieval. From April to June, although the sales of truck cranes fell year-on-year, the range fell to 27%; The sales volume of excavators increased by 4.6% year-on-year, with obvious seasonal recovery

the above analysts believe that with the implementation of the domestic policy of "micro stimulation while competing with peers in these traditional packaging fields to consolidate the market" in the second half of the year, the construction of Railways in central and Western China, the transformation of shanty towns, urban infrastructure and the construction of energy-saving and environmental protection facilities will bring new development opportunities to the domestic construction machinery market. At the same time, the slow recovery of overseas markets will also drive the export growth of domestic construction machinery products

in fact, this change can be seen from the semi annual report of Zoomlion: in the second quarter, Zoomlion achieved an operating revenue of 14.202 billion yuan, a year-on-year decrease of 18.90%, but a month on-month increase of 238.17%, achieving a net profit of 2.314 billion yuan

in addition, the semi annual report data also shows that the internationalization of leading construction machinery enterprises showed a strong development momentum in the first half of the year, and the international sales revenue increased significantly compared with the same period last year, accounting for a significant increase in the company's sales revenue

Sany semi annual report shows that in the first half of the year, the company achieved an international sales revenue of 5.439 billion yuan, an increase of 66.5% over the same period last year, accounting for 24.6% of the company's total operating revenue. Among them, Sany United States increased by 55.8% over the same period last year; Sany Asia Pacific increased by 90.1% over the same period last year; After the integration, Putzmeister achieved a sales revenue of 2.66 billion yuan, with a rapid growth year-on-year

at the same time, Zoomlion's semi annual report also shows that its concrete pump truck, mixing plant and other products have begun to enter Thailand, Chile, Costa Rica, Ecuador and other countries, and lifting machinery has also begun to layout and enter the Southeast Asian market. It is particularly worth mentioning that Zoomlion's mixer truck successfully won a large order of tens of millions of dollars in Russia with its high adaptability and superior product performance in cold regions

liangwengen, chairman of Sany, once said: "by 2016, it is hoped that Sany's international sales will account for 35% of the group's sales." The 24.6% figure in this year's Sany semi annual report shows that the overseas market is not intended to boost the new growth point of the whole industry

Shen Ke, the board secretary and assistant president of Zoomlion, said: "although the second quarter of this year saw a significant improvement, the industry is still in a weak recovery state. With the implementation of the national" micro stimulus "policy in the second half of this year, it will bring new development opportunities to the construction machinery market."

suzimeng, Secretary General of China Construction Machinery Industry Association, believes that during this period, construction machinery enterprises should seize the opportunity, actively adjust the structure and mode, strive to improve product quality and brand value, consolidate the development foundation and attack the high-end market. In particular, we should make breakthroughs in accelerating scientific and technological innovation, strengthening product innovation, brand innovation, industrial organization innovation, business model innovation and other core links, so as to achieve sustainable development

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