China Construction machinery business network news, in January, the statistics included 25 main Chinese materials handling equipment production enterprises in China, together with 9036 sales loaders, compared with 4495 in January 2017, an increase of 101.02%, and continued to maintain a rapid upward trend. Industry analysts believe that a huge increase in the sales of loaders in January has made a good start for the whole year, and it is expected that the sales data of the loader will increase substantially in 2018.
Since 2017, by the macroeconomic recovery, the superposition of the growth of real estate investment, PPP project landing, periodic updates of multiple factors such as growth, China construction machinery market demand, coupled with the impact of the first half of the low base effect in 2016, the market to maintain rapid growth over the same period, sales volume record. Under the high growth of the main products such as , and cranes, China's construction machinery industry has recovered steadily, and the situation is very good. In addition, with the "The Belt and Road construction to further promote the internationalization development of Chinese engineering machinery products to further speed. According to the statistics of the General Administration of customs, the export volume of China's construction machinery reached 20 billion 100 million US dollars in 2017, the first time to break through 20 billion US dollars, an increase of 18.5% compared with the same period last year, and the trade surplus reached 16 billion 19 million dollars.
Statistics show that as of February 6th, 20 listed companies in the construction machinery industry disclosed the 2017 annual performance notice, and the performance preview company reached 17, accounting for more than 80%.
Everbright Securities said, by the superposition of macro economic recovery and infrastructure investment, increase the recovery of overseas market demand and other factors, the construction machinery industry boom gradually rose in 2018, the global economy is expected to continue to recover, North America and Asia investment opportunities continue to grow, positive export, the domestic construction machinery industry, the profitability of listed companies is expected to further uplift, with the high valuation of the space target is at the leading blue chip configuration. It is suggested that we should focus on Sany's (600031.SH), Xugong machinery (000425.SZ), Connie electromechanical (603111.SH) and Jack stock (603337.SH).
