Construction machinery is expected to warm up in the second half of the year

Recently, Cai Weici, executive vice president of the China Federation of Machinery Industry, said: In April of this year, the machinery industry continued its favorable momentum since the fourth quarter of last year. This year, the operating environment has seen a steady upward trend, and profits have risen faster than production and sales. Under the pressure of the market, large enterprises and private enterprises have accelerated their transformation and upgrading, and their industrial recovery momentum has increased.

In the first four months, the added value of the machinery industry increased by 9.1% year-on-year, and the main business income increased by 12.75% year-on-year, which was a slight increase over the previous year. It is worth noting that the profit growth of the machinery industry has accelerated noticeably. In 2012, profits increased by 5.18% year-on-year, and in the first four months of this year, they increased by 10.07% year-on-year.

In the first four months, the increase in profit growth of the machinery industry relied mainly on the auto industry. With the acceleration of transformation and upgrading of many companies within the machinery industry, profits of the auto industry may not continue to increase rapidly in the future, but profit growth of sub-sectors other than automobiles is also expected to rise moderately.

According to the profit growth rate of the top 100 machinery companies last year, nearly 50% of the machinery and auto companies have different levels of profit growth compared to the same period last year. The growth rate of the seven machinery companies exceeds 100%. Of these, 63 companies maintained growth in their main business income, of which 30 companies had double-digit growth. The number of ultra-thousand billion yuan companies rose from one to two. Its China Machine Group had topped 212.1 billion yuan, and Xugong Group topped 101.2 billion yuan.

In the machinery industry enterprises, the construction of R&D laboratories has received more attention. A group of large companies such as Hadian, Dongdian, Xidian, Shenji, and Jiji, under more difficult circumstances, insisted on increasing the construction of research and development laboratories, and strived to build a support platform for independent innovation. Machinery industry companies have also achieved good news in taking over high-end core technologies and developing high-end products. The Shangda Cable, Shengu, Shaanxi Drum, CITIC Heavy Industry, Taizhong, XCMG, Zoomlion, and SANY have achieved a large number of innovations in the field of high-end equipment, which has not only eased the downward pressure on the company’s own traditional products. It also changed the passive situation in which China is controlled by people in related fields.

Although the growth rate of large enterprises' production value, sales revenue, and profits declined in 2012, the situation is rather severe. However, on the other hand, the challenge is also an opportunity. The initiative of large companies in the industry to speed up the transformation of development mode is enhanced, from the emphasis on speed and scale to quality. Benefit-based development.

For this year's industry trend, Cai Weici said that the macroeconomic environment has recovered from the previous year and the demand situation is slightly better than the previous year. The pressure of rising costs, downward prices and overcapacity is still increasing. Fortunately, the current industrial policy and market environment are conducive to the transformation and upgrading of the machinery industry. It is expected that the “stable” situation will continue in the second quarter, and there is little chance of strong recovery. The situation in the second half of the year is expected to be slightly better than the first half of the year.