Recently, the major listed enterprises in the construction machinery sector have successively released the performance reports for the first quarter of 2022. Among them, the revenue and net profit of traditional construction machinery and parts enterprises such as excavators have generally declined seriously, but the enterprises in the subdivided product field have achieved a double increase in revenue and net profit, showing a double heaven of ice and fire in the product category!
In addition to traditional engineering machinery products, forklifts, high-speed machines, mining vehicles, underground equipment and other product enterprises, except that the net profit of Hangcha group decreased by - 13.82% (mainly due to accounts receivable, the company's accounts receivable at the end of the first quarter was 1.282 billion yuan, an increase of 16.97% compared with the end of 2021), the accounts receivable and net profit of Anhui Heli, railway construction heavy industry, Noli Co., Ltd., Tongli heavy industry, Zhejiang Dingli and other enterprises increased, It also highlights the deep development potential of products in subdivided fields.
According to the statistics of China Construction Machinery Industry Association:
From January to March 2022, 280580 forklifts were sold, with a year-on-year increase of 16%; Including 200642 sets in China, with a year-on-year increase of 8.99%; 79938 units were exported, a year-on-year increase of 38.4%.
From January to March 2022, 45431 lifting platforms were sold, with a year-on-year increase of 42.7%; Among them, there were 29368 sets in China, with a year-on-year increase of 26.9%; 16063 sets were exported, with a year-on-year increase of 85%.
From January to March 2022, 1149 aerial work vehicles were sold, with a year-on-year increase of 41.9%; Including 1140 sets in China, with a year-on-year increase of 42.5%; 9 sets were exported, a year-on-year decrease of 10%.