Events: 2018 May 2018 car cranes sales of 3028, +71%, compared to -3%, 1-5 months cumulative +81%; bulldozer sales of 676, +28%, -32%, 1-5 months cumulative +36%; loader sales 11187, +42%, -5.5%, 1-5 months on the same period, 1858, 1858, -1 year period -1. -1 %, ring -33%, 1-5 months cumulative +21%.
Key points of investment
Truck cranes grew by 71% compared to the same month in May, leading enterprises took the market sales: in May, 3028 sales of truck cranes increased by 71% compared with the same period last year, compared with -3%. In 1-5, truck cranes sold 13427 units, an increase of 81% over the same period. From the brand point of view, most enterprises this month car cranes sales volume decreased than last month, leading Xuzhou heavy truck crane sales of this month 1486, around -4%, +63%, 49%, the three months of three months on the same period of more than 60%. The concentration degree of truck crane industry has been continuously improved. In May, the industry CR3 maintained at 90%, and the market was swept by Xuzhou heavy duty, ZOOMLION and Sany. Tension and shortage of construction machinery industry from the excavator to the crane and pump truck. According to our grass-roots survey, we know that the crane is the most out of stock at present, and the host factory is full of production, and the shortage is expected to last for the next few months (to 10-11 months).
Bulldozer sales continued to grow year by year, and mountain to market share remained at 70%: Bulldozers sold 676 units in May, an increase of 28% over the same period last year, and a decrease of 32% over the same period. 1-5 months bulldozers cumulative sales of 3774 units, an increase of 36% year-on-year cumulative. This month bulldozers exported 197 units, an increase of 1.55% over the same period, the growth rate dropped significantly, exports accounted for 29%, and the proportion of domestic sales dropped significantly. The single month growth rate of key enterprises and the industry are basically the same. The mountain push is the first to sell 482 units, and the market share is maintained at 71%; second is the mountain workers, 53 units and 8% of the city, and the sales of pomp, mountain workers and willow workers are increasing continuously. From the point of view of the sales area, Anhui, Hubei and Jiangsu are the big provinces of bulldozer. The proportion of Eastern, central and western cities is 23%, 31% and 16% respectively. The proportion of the central and western cities is relatively stable, and the proportion of the Eastern market rate decreases by 7.7pct.
Loading machine sales in high base steady growth, export growth continued to increase: May loader sales of 11187 units (excluding small installed), 42% year-on-year growth, the ring ratio of 5.5%, a continuous three months sales of 10 million. The total sales volume of loaders in 1-5 months was 50322, representing an increase of 35% over the same period. This month, 2034 loaders exported, an increase of 42% over the same period, an increase of 6% compared to the same period, and export sales accounted for 18%. In the region, Hebei and Shandong are the big demand for loaders; in May, the volume of the eastern, central and western regions of the loaders were 3380, 2493 and 3280 respectively, with a year-on-year increase of 47%, 54%, 31%, and the relatively high proportion of the western and eastern regions.
The sales of road roller declined and the proportion of the western region increased. In May, the sales volume of the roller was 1858, 1% fell from the same year, and the ring ratio was 33%. The accumulative sales of 9596 stations were 21% over the same period. Sales of Compactors decreased this month, but the cumulative year-on-year growth rate remained stable. The roller compactor exported 270 units, an increase of 68% over the same period, a year-on-year increase of more than 60% over the four months, and 14.53% of export sales. All enterprise sales volume decreased, from key enterprises, in May, Xugong road roller sales 500 units, 3% year-on-year, the market share maintained at 27%, still in the first place, followed by Liugong and Sany, sales were 227 and 127 respectively, the market accounted for 12% and 7%; Salix sales in other leading enterprises compared to the same period. In the case of decline, it rose by 21% over the same period. From the sales area, the sales of Henan, Jiangsu, Shandong, Shaanxi and Sichuan are high, the eastern, central and western regions are 32%, 22% and 32% respectively, and the proportion of the western region and city is up 2.4pct.
