The future industry trend of construction machinery has been optimistic

It is understood that on September 11th, heavy machinery machinery stocks soared across the board as China Heavy Industry resumed with the word limit after resuming the good news of restructuring. As of the close, China National Heavy Industry, China Metallurgical, Taiyuan Heavy Industry, China Heavy Industry, Qinling Cement, CITIC Heavy Industry, Taier Heavy Industry, Dalian Heavy Industry, Sany Heavy Industry and many other stocks have daily limit, most engineering machinery stocks sharply pulled up. Liugong and Zoomlion all rose nearly 9%, Shantui Group and Xugong Machinery rose 6.68%, up more than 6%. This is a good news for the construction machinery industry.

According to a senior analyst in the construction machinery industry, from the perspective of excavator sales in August, excavators achieved better growth in low-tech in August, but to achieve year-on-year flat-rate targets, pressure remains high; in the macroeconomic weak In the recovery context, compared with other cyclical products, the performance of the construction machinery segment is not very flexible, and the stock price performance will mainly depend on the valuation enhancement brought about by the improvement in macro expectations.

For the future, the cycle will be lengthened and the foundation for supporting the development of China's construction machinery industry will remain firmly established, that is, the process of urbanization in an accelerated period. Relatively speaking, the market has priority for growth and sales priority. The trend of the entire industry in the next 10-20 years is relatively optimistic. After 20 years of development in the past, the real estate in the east, the infrastructure in the east is relatively saturated, and it absorbs relatively weaker engineering machinery and equipment. In the next decade or even longer, the industry depends on the great development of the Midwest.