A butterfly in the tropical rainforest of the Amazon River Basin in the South America, occasionally flapping wings, can cause a tornado in Texas in two weeks.
A series of chain reactions triggered by an insignificant little action is called the butterfly effect.
In my opinion, this is not an insignificant little action. According to several public numbers, since June, all the coal mines in the outer ring of Dongsheng have been stopped, of which the most famous three coal mines (inconvenient to mention the name of the mine) have never stopped since 2016. This shutdown is sufficient to illustrate the strength of this round of environmental supervision. The initial shutdown time is three to five days, but the concrete start time Further notice, the news has confirmed its authenticity with the local coal mine, at the same time, the usual hustle and bustle coal line also cooled down, a large number of coal cars are empty on the roadside.
In June 18, 2018, the central environmental inspector looked back at Ordos City to implement the rectification of dust pollution in some coal mines in Zhungeer.
In June, environmental inspectors set off a storm in the coal market. Affected by environmental protection inspection, the recent Shaanxi, Jin and Mondo mines have been shut down. It is reported that the ratio of coal mine production in Inner Mongolia is up to 60%.
(there is almost no car in the coal passage)
It is said that in order to further strengthen environmental supervision, Inner Mongolia has enabled unmanned aerial vehicles in some areas to investigate the key areas, which shows the strength of the environmental supervision. In addition, Shandong, Henan and other major coal provinces are also due to environmental supervision, the coal market is four.
Not to talk about environmental supervision for the time being, only talking about engineering machinery. As we all know, there are a large number of engineering machinery in coal mines, from excavators, mine dump trucks, loaders, flat bottomed machines to rock drilling machines, etc., and often choose large equipment, which are the large purchase of engineering machinery. The huge quantity of equipment procurement is evident from the large contracts signed by construction machinery enterprises in Inner Mongolia mining area in recent years.
In March 27, 2018, Huabei Xing Xing Machinery and Inner Mongolia Guang Tai coal industry group held a grand large excavator and loader procurement contract signing ceremony in Beijing. North China Star Bank machinery will provide 200 Cat (Carter) excavator equipment and 50 Taishan loaders for coal mining in the coal mine. Do.
In January 19, 2018, Hitachi built Shanxi's only designated agent, Shanxi Weili Engineering Machinery Sales Co., Ltd. to deliver 50 Hitachi ZX55USR-5A excavators for Kang Pei group.
In May 16, 2017, westward China (now "North China Xing Xing Machinery") provided 230 Cat (Carter) large excavator equipment to the coal mine for the earth and stone stripping to the wan na group.
In November 26, 2017, Shaanxi Tongli heavy industry Limited by Share Ltd sent 500 non road wide body tipper to Ordos Jinkai Energy Technology Development Co., Ltd.
How will the large scale coal mine shutdown affect the procurement of large construction machinery and equipment? Will these orders be delivered in batches? Can the following purchase demand continue?
Is the coal mine shut down for a long time? Short term? Environmental supervision for a long time or walk away?
According to the statistical data of China engineering machinery industry association mining machinery branch, the sales situation of 25 mainframe manufacturing enterprises, which were included in the sub meeting in 1-5 months of 2018, was shown as shown in the following table.
In 2018, 1-5 months increased by more than 60% in the same month, can such a high growth rate continue? Can market demand continue to remain stable for a long time?
Can coal production stop become the butterfly that fluttered its wings?
It also takes time to prove it.
