Since the beginning of 2022, major projects in many places have been started intensively, the investment scale has been significantly increased, and infrastructure construction, especially new infrastructure construction, has become an important driving point.
Compared with the hot start in early January, about 20 major infrastructure projects were started nationwide from January 14 to January 31, with a total design investment of more than 100 billion.
According to incomplete statistics, from February 7 to February 10, major projects in at least 15 places across the country started in four days, involving 8 provinces, with a total investment of about 2.7 trillion yuan (unpublished amount in some areas)
The development of construction machinery is driven by the development of infrastructure. According to the statistics of CCTV finance and economics, in January 2022, the operating rate of frontal crane, excavator, truck crane, crawler crane, mixer truck and pump truck exceeded 50%. Truck crane, front crane and pump truck ranked among the top three, with operating rates of 73.99%, 58.04% and 54.80% respectively.
At the same time, on February 5, the national development and Reform Commission made a clear judgment on the current economic operation and the key development direction of macro-control, and mentioned two core points: first, moderately advance infrastructure investment and strive to form more physical workload in the first quarter; Second, we should step up the introduction of a series of policies and measures to implement the strategy of expanding domestic demand.
It can be seen from these signals that the construction machinery industry will develop steadily and well in 2022.
The domestic market is stable and improving, and the overseas market is no less.
It is said that the sales volume of excavators is a barometer of the construction machinery industry. In 2021, the overseas sales volume of excavators increased by 97% year-on-year, compared with the negative growth of domestic sales volume of - 6.32%, which can be described as a booster for practitioners in various construction machinery industries.
According to the data of China Construction Machinery Industry Association, the strongest growth of overseas export of construction machinery in 2021 was the lifting platform, which reached 140%, followed by crawler cranes, with a year-on-year increase of 104%. The overseas sales volume of pavers with the smallest growth rate also increased by 28%.
The overseas market of construction machinery will be a blue ocean in 2021. Will this grand occasion end in 2022? Let's look at a set of data:
15607 excavators of various types were sold in January 2022, with a year-on-year decrease of 20.4%; Among them, there were 8282 sets in China, a year-on-year decrease of 48.3%; 7325 units were exported, with a year-on-year increase of 105%.
In January 2022, 7598 loaders of various types were sold, with a year-on-year decrease of 14.8%. Among them, 6765 loaders of 3 tons and above were sold, a year-on-year decrease of 17.8%. The total sales volume in China's domestic market was 4117 units, a year-on-year decrease of 38%; The export sales volume was 3481 units, with a year-on-year increase of 52.2%.
This wave of sales data in January has made a good start, which has given a positive signal to construction machinery practitioners. When the domestic market develops steadily, perhaps the overseas market is the new growth point.
