At the beginning of 2021, the country's infrastructure investment has grown rapidly, and the market demand for mining, real estate investment and other markets is strong, adding continuous impetus to the demand for my country's loader market. According to the China Construction Machinery Industry Association, from January to May 2021, major loader manufacturers across the country sold a total of 72,832 loaders of various types, a year-on-year increase of 34.3%. Among them, the domestic market sold 58,225 units, a year-on-year increase of 30.2%; export sales were 14,607 units, a year-on-year increase of 54.0%.
Major listed companies in the construction machinery manufacturing industry: At present, the major listed companies in the domestic construction machinery manufacturing industry include Construction Machinery (600984.SH), Zoomlion (000157.SZ), Weichai Heavy Machinery (000880.SZ), China Communications Construction ( 601800.SH), Leo Shares (002131.SZ), etc.
The core data of this article: loader sales, loader application market structure.
At present, in the main application areas of the domestic loader market, infrastructure construction accounts for 33%, mining industry accounts for 32%, water conservancy construction accounts for 14%, and real estate accounts for 8%. These application areas are based on the demand for medium and large tonnage loaders. the Lord.
Analysis of China's Loader Market Sales in 2021 Infrastructure Drives Rapid Growth of Loader Sales
China's main application market structure of loaders
At the beginning of 2020, due to the impact of the new crown epidemic, the national infrastructure (excluding electricity, heat, gas and water production and supply industries) construction investment has dropped significantly. By September 2020, the cumulative investment will return to the level of the same period in 2019, and the cumulative total for the whole year of 2020 A year-on-year increase of 0.9%. From January to April 2021, the cumulative year-on-year growth has been substantially restored by 18.4%.
In 2021, national infrastructure investment will continue to vigorously, and market demand for mining and real estate investment will be strong, adding continuous impetus to the demand for loaders in my country. According to the China Construction Machinery Industry Association, from January to May 2021, major loader manufacturers across the country sold a total of 72,832 loaders of various types, a year-on-year increase of 34.3%. Among them, the domestic market sold 58,225 units, a year-on-year increase of 30.2%; export sales were 14,607 units, a year-on-year increase of 54%.
In the first five months of 2021, the domestic market sales of major loader manufacturers in the country accounted for 80%, and the domestic market is still an important pillar. From the perspective of the monthly sales changes in the domestic market in 2021, the concentrated start of construction projects across the country in the first quarter led to strong market demand. Coupled with the impact of the epidemic in 2020, the base number is low, and the sales of loaders have entered a peak period until 4-5 in 2021. Monthly sales growth stabilized.
In terms of the sales types of loaders, from January to May 2021, the national sales of medium and large loaders of 3 tons and above was 67,293, a year-on-year increase of 31.2%, accounting for approximately 92% of the total sales; sales of small loaders under 3 tons were 5539 Taiwan, accounting for about 8%. Medium and large machinery is the mainstream product of loaders in the country.
