The boom of construction machinery are high Leading shares the strong stronger

\/ internship reporter NiuZhongYi yesterday cycle varieties continue to remain active, including construction machinery sector for stranger rose, plate within reach just road machine, such as sany heavy industry to rise significantly.Analysts pointed out that the strength of the recovery of the engineering machinery demand rise and strength, corporate profits gradually return to normal, as the center daily news revealed approached, industry for repair the window.On the other hand, with the optimization of industry competition, leading companies reflect long-term competitiveness and performance of elastic after balance sheet repair, provide support for the stock.May sales hit a record high, according to data in May 2018, included in the statistics of host all kinds of mining machinery products have already been sold 19313 units, up 71.3% from a year earlier, the monthly sales hit a record high, more than 16318 units in May 2010.The domestic market sales of 17780 units, up 69.6%;Export sales of 1523 units, up 95.3% from a year earlier.In January 2018, total sales of all kinds of mining machinery products in May 105935, up 60.2% from a year earlier, before the may sales volume has reached 2017, 75.50% in the year and the domestic market sales of 98727 units, year-on-year growth of 57.7%;Export sales of 7172 units, up 103.9% from a year earlier.The personage inside course of study is expected to drivers for the whole year sales growth at around 30%.Data further shows that in May 2018, the leading enterprises in the domestic sales of sany heavy industry, xugong construction machinery, liugong drivers respectively 4331 units, 2501 units, 1284 units, year-on-year growth is 91.55%, 105% and 73.28%, respectively, are higher than the industry average growth rate of 71.3%, the industry concentration bottoming out since 2012, so far, CR3, = 47%, CR4 = 55%, the first four companies accounted for half of CR10 reached 85%, leading enterprises in the city for ascension, further optimize market pattern.Lv Juan founder securities analyst said that under the macroeconomic pessimistic expectations, drivers in sales will continue to innovation, it shows that construction machinery industry and macro economy exist & other;The scissors & throughout;.Over the next three years, on the basis of the palm in the update demand, as the engineering mechanical permeability ascending, export proportion increasing, industry structure optimization, restore elasticity, leading enterprises statements is expected to surpass cycle.Focus on leading enterprises in the whole machine you can see, in the recent market volatility environment, sany heavy industry, xugong construction machinery, liugong industry leading stocks against fall, but on the other hand, although represented by drivers of engineering machinery sales and utilization data exceed market expectations for months, but due to market uncertainty concerns more demand for engineering machinery follow-up, also makes it hard for engineering machinery plate produce trend.& other;Based on the two aspects of demand structure and market behavior, industry development is expected to remain stable.Throughout the &;Changjiang securities analyst zhi-yong zhao said, first of all, is different from the previous cycle is given priority to with the new demand of demand structure, due to the current cycle is given priority to with updated demand, and updated release of demand will be gradual and rhythmic, renewal of demand structure is expected to be held steady power industry development;Secondly, the last round of cycle peak, enterprises aggressive sales policy to stimulate the market demand, a large number of new customer comes into play, thus for the later industry continuous decline and historical burden.And market the lesson in this cycle, improve enterprise credit conditions, competition benign and give priority to with old customers, industry development is more rational.Founder securities believes that the palm in the update demand, on the basis of the construction and export constantly bring new increment.Stock because of two aspects of environmental protection and age to enter for a period of 5 to 6 years renewal period, upgrading demand is still the main demand, it guarantees the stability of growth.At the same time, the infrastructure, although new PPP project is restricted, but the stock of the PPP projects gradually fall to the ground, the PPP rate in the ascent to the ground and in the stock of the PPP project has brought the new demand of drivers, landing and innovative high export sales.The brokerage also points out that engineering machinery leading enterprises in the next three years is expected to maintain rapid growth of net profit.First, with the artificial replacement, unit investment continued growth in the number of engineering machinery, engineering machinery permeability continued ascension;Second, stock because of two aspects of environmental protection and age to enter for a period of 5 to 6 years renewal period, upgrading requirements to ensure the sustainability of growth;Third, export growth, especially export accounts for a significantly higher than the industry leading enterprises export proportion;Fourth, leading enterprises repair, industry competition pattern optimization benefit statements, profit elasticity is enormous.(after)