Domestic demand for construction machinery is the

2022-10-03
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Construction machinery: domestic demand growth, exports are good, and exports are good. Construction machinery: domestic demand growth, exports are good, and exports are good. Introduction: according to the statistics of the profit forecast data of more than 1800 analysts from more than 70 domestic securities companies' research institutes, last week's comprehensive earnings were among the top 25 stocks in terms of international profit forecast, machinery manufacturing ranked high, and 3 stocks were shortlisted, This has aroused great concern. Affordable housing, water conservancy and railway construction continue to benefit

according to the statistics of the profit forecast data of more than 1800 analysts from more than 70 domestic securities research institutes, among the top 25 stocks whose comprehensive profit forecast was raised last week, machinery manufacturing ranked high, and three stocks were shortlisted, which attracted great attention

affordable housing, water conservancy and railway construction continue to benefit domestic sales of construction machinery. From the recent speeches of state leaders and grassroots research, it is found that the state has not relaxed the regulation of real estate, and developers have begun to be cautious about land acquisition. The market is worried that fixed asset investment has fallen too fast due to real estate regulation. We believe that the construction area of commercial housing will indeed fall this year, but the three areas of affordable housing, water conservancy and railway construction will partially make up for some of the fall. Affordable housing is one of the key tasks of the Central People's livelihood. From the perspective of issuing the central budget, testing the Nanjing affordable housing project with the social security fund, and actively innovating to issue local bonds, the government is raising 1.3 trillion yuan in many ways. In the next 10 years, the investment in water conservancy has been reflected in the No. 1 central document in 2011. Solving the water conservancy problem can not only mobilize farmers' enthusiasm for production, but also stabilize the price of agricultural products by increasing production, thus stabilizing inflation. In terms of railway construction, the annual investment of 700billion yuan in the 12th Five Year Plan will continue. In short, three factors will continue to benefit the domestic sales of construction machinery

Japan's post earthquake reconstruction and high resource prices are conducive to the export of construction machinery. The Japanese earthquake and tsunami caused great losses to people and property in Japan. The analysis shows that after dealing with the disaster relief, Japan will invest a lot of money in post disaster reconstruction in the next step, and the huge demand for infrastructure will inevitably drive the demand for construction machinery in Japan. It is difficult to break through the capacity bottleneck in Japan for a while, which will drive the sales of Chinese construction machinery to Japan. This will also be a successful case of high-end equipment manufacturing enterprises in "Introduction digestion innovation export" after the high-speed railway. On the other hand, after the earthquake, the Bank of Japan released the liquidity equivalent to 73 billion US dollars to improve the level of green development. After the quantitative easing policy of the United States, the economy recovered steadily. The demand of the world's first and third economic powers will maintain the high price of global resource goods, and then enable resource producing countries to increase fixed asset investment, which stimulated the demand for construction machinery from another aspect

upgrading increases demand. After 2006, the sales of construction machinery in China gradually increased. The investment of 4trillion yuan in 2008 further stimulated the sales of construction machinery. According to the renewal rate of construction machinery from 5 to 8 years, there will be new demand due to the renewal gradually from 2011

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