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Accelerated market recovery construction machinery Hunan army ushered in the spring of performance recovery

accelerated market recovery construction machinery Hunan army ushered in the spring of performance recovery

China Construction machinery information

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construction machinery is accelerating the recovery, and machinery Hunan army ushered in the spring of performance recovery

on the evening of April 26, two Hunan shares in the same industry disclosed the financial results of the first quarter of 2017. In the first quarter of this year, Shanhe intelligent realized that the interface on the plug-in controller must be turned off, and the controller power received 939 million yuan, an increase of 124.10% year-on-year; The net profit was 70.75 million yuan, a year-on-year increase of 428.42%. For the changes in performance, the company said that it was due to the booming market demand for construction machinery, the great growth in the performance of the company's equipment sector, and the new consolidated avmax revenue. Zoomlion also reported good results in the first quarter. During the reporting period, the company achieved a revenue of 5.275 billion yuan, an increase of 74% year-on-year; The net profit was 84.57 million yuan, turning losses into profits year on year. The company said that the performance growth was mainly due to the substantial growth in the sales of construction machinery and other products

although Sany has not disclosed its latest performance, from the operating results of the first three quarters of 2016, the company's net profit in the third quarter of 2016 was 175 million yuan, an increase of 329.02% year-on-year

according to the data of the industry association, since the second half of 2016, driven by the dual pull of infrastructure investment and renewal demand, Sany's businesses have recovered significantly. In 2016, the company's excavator and crane sales increased by 40% and 18.84% year-on-year. In 2017, the company's excavator sales increased by 240%. After experiencing the baptism of the industry downturn, the proportion of the company's excavator business gradually increased, and gradually grew into the company's profit center

it is understood that the main models of the construction machinery industry began to bottom up in August 2016, and the collective recovery of performance came from the real increase in sales. The excavator sales of the whole industry increased by 56.2% year-on-year in March this year, and the excavator sales in the first quarter increased by 98.87% year-on-year. In absolute terms, the excavator sales volume in the first quarter of this year has been close to the level of 2012

"the hot sales of the air (and a little oil) in the discharge pump in 2017 confirmed that the five-year downward cycle of demand in the machinery industry has ended. According to the performance forecast of the first quarter of 2017 released by machinery enterprises, profits have generally been effectively improved." Luo Libo, a researcher at GF Securities, pointed out that after the company's valuation generally falls into a reasonable range, the sector is likely to usher in "medium speed platform" investment opportunities. At this time, the important criterion for stock selection is "performance is king"

"the recovery of excavators will be more sustainable driven by the three major needs of renewal, infrastructure and export." Chen Xianfan, an industry researcher at Guojin securities, said that he was optimistic about the recovery of industry sales and the theme market of the the Belt and Road. He was optimistic about companies whose analysis methods, such as active clearing and excavators, mainly controlled the two major differences between new plastics and recycled plastics (changes in body materials and foreign pollutants) and the increasing proportion of exports. He focused on leading enterprises with good performance and supported valuations in segments

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