The hottest policy and demand continue to promote

2022-08-23
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Policy and demand continue to push up the high boom of the machinery industry

policy and demand continue to push up the high boom of the machinery industry

China Construction machinery information

guide recently: the material consumption and energy consumption of the machinery industry have been reduced, the unit cost of products has been effectively controlled, and the research and development of new products has been further accelerated. It can be seen that the continuous improvement of the competitiveness of the industry is the internal factor for the rapid development of China's machinery industry. But the main factors driving the machinery industry to enter the high boom zone are still strong demand and the government's

the material and energy consumption of the machinery industry has been reduced, the unit cost of products has been effectively controlled, and the research and development of new products has been further accelerated. It can be seen that the continuous improvement of the competitiveness of the industry is the internal factor for the rapid development of China's machinery industry. However, the main factors driving the machinery industry to enter the high boom zone are strong demand and government regulation policies

UnionPay letter analysis:

strong demand for the machinery industry under the regulation of the government

first, the current situation of China's industry development

plays a decisive role in the measurement of tension accuracy

1. The industry profits have increased steadily

the machinery industry developed all the way in the first half of the year. 136 listed companies in the comparable machinery industry achieved a total revenue of 143.867 billion yuan in the first half of the year, with a year-on-year increase of 33.02%; The main operating profit was 25.114 billion yuan, an increase of 30.72% year-on-year; The net profit was 10.901 billion yuan, a year-on-year increase of 57.64%

2. Good connection between production and sales

in 2007, the production of the national machinery industry showed a rapid and stable growth trend, the growth rate of production and sales continued to maintain at more than 32%, the development of new products continued to accelerate, the product sales rate reached a high level within the year, and the connection between production and sales was good

In September, the total industrial output value of the whole industry was 4546.783 billion yuan, an increase of 32.21% over the same period last year; The sales output value of the whole industry was 4416.726 billion yuan, with a year-on-year increase of 32.24%. In terms of the growth rate of gross output value and sales output value in each month this year, production and sales continued to grow steadily and rapidly for eight months. Although the growth rate in July and August fell slightly compared with that in June, the growth rate remained above 32%

in August, the added value of the machinery industry increased by 23.2% year-on-year, and the growth rate slowed down by 0.4 percentage points compared with the previous month. Automobile production increased by 21.7%, of which car production increased by 17.1%. The output of CNC machine tools and power generation equipment increased by 33.8% and 33.2% respectively, and the output of solid waste treatment equipment increased by 80%. The output of automobiles was 5.93 million, an increase of 24%; Among them, 3.19 million cars, an increase of 25.3%. The output of power generation equipment was 81.56 million KW, an increase of 16.2%, of which hydro generators increased by 68.1%

in August, the production and sales rate of mechanical products was 97.14%, an increase of 0.14 percentage points over the previous month, but lower than the national sales rate of industrial products by 0.69 percentage points. Looking at the product sales in each month this year, the monthly product sales rate hit a high level in the year. In terms of industries, the industries with higher production and sales rates than the whole industry are: agricultural machinery industry, internal combustion engine industry, engineering machinery industry, cultural office equipment industry, mechanical basic parts industry and automobile industry

3. The import and export of each sub industry showed an increasing trend

in January, the import and export of each sub industry of the machinery industry increased year-on-year. In terms of exports, the food packaging machinery industry has the highest growth rate of 66.19%, followed by construction machinery industry of 61.18%, heavy mining machinery industry of 56.79%, agricultural machinery industry of 49.64%, automobile industry of 48.28%, petrochemical general machinery industry of 48.01%, and other industries of 44.56%. In terms of imports, the cultural office equipment industry has the highest year-on-year growth rate of 95.72%, followed by the automotive industry of 28.96%, the food packaging machinery industry of 26.27%, the internal combustion engine industry of 23.05%, the construction machinery industry of 21.59%, and the mechanical basic parts industry of 21.36%. Seven industries have accumulated trade surpluses

Second, the industry is facing development opportunities

China has a large population and uneven regional development. We expect the heavy industrialization stage of China to last for years. In the stage of heavy industrialization, domestic industrial demand, international industrial transfer and the industrial policy support of the Chinese government for the machinery industry are the long-term driving forces for the rapid development of the machinery industry

1. Domestic industrial demand

in the stage of heavy industrialization, due to the accelerated pace of urbanization, the growth of investment and consumption and the upgrading of industrial structure, the whole society has a huge demand for manufacturing industries such as the machinery industry. The factors that China's machinery industry is driven by domestic industrial demand are:

first, the upgrading of consumption structure. According to international experience, after the per capita GDP reaches 1000 US dollars, the social consumption structure will be upgraded from food and clothing type to development type, enjoyment type and large amount. The demand for cars and housing will continue to grow rapidly at this stage and for a long time to come. The automobile, housing and other industrial chains are particularly long, which plays a great role in driving the machine tool, heavy machinery, machine parts, engineering machinery and other machinery industries

second, infrastructure construction. It is an important task for China's industrialization to form a convenient and fast transportation and information communication network and build a perfect infrastructure in energy supply, farmland and water conservancy, education, medical and health care. There is still a big gap between China's infrastructure construction and developed industrialized countries. The promotion of infrastructure construction is conducive to the development of machinery industry and other heavy industries

the third is the optimization of light industry. At present, light industrial products have been able to basically meet the needs of urban and rural residents, but on the whole, the level of development is still low. In particular, it is necessary to develop heavy industry, provide more advanced technology and equipment, and transform and arm light industry. Moreover, the expansion of light industry also requires heavy industry to provide more mechanical equipment and other products

fourth, technological transformation of agriculture. The process of industrialization is also the process of industrialization and mechanization of agricultural production. The level of Agricultural Mechanization in China is still relatively backward, and there is an urgent need to develop heavy industry, produce more and more advanced machinery and equipment, and arm and transform agriculture, which is still quite backward

2. International industrial transfer

in developed countries, due to the huge cost pressure, the urgent need to improve profits, and seeking growth in emerging markets, it is very obvious to monitor the current, voltage and other parameters of inclinometers that are transferring industries to developing countries online. According to the report of the United Nations Industrial Development Organization, the share of developed countries in the global manufacturing industry will drop from 86% in 1970 to 67.6% in 2005; The share of developing countries rose from 10.3% in 1970 to 30.6%

China is in the middle stage of industrialization and has obvious advantages in undertaking the transfer of international manufacturing industries. In the process of global manufacturing industry transfer, China has become the main carrier of international industrial transfer by virtue of a stable political environment, competitive labor costs, increasing production efficiency and strong market growth potential. China's main industry undertaking international industrial transfer has gradually shifted from light industry to heavy industry. As an important part of heavy industry, the machinery industry has an obvious trend of undertaking international industrial transfer

in 2006, the added value of machinery industry accounted for about 7% of GDP. The ratio of total output value of machinery industry to GDP increased from 21% in 2000 to 31% in 2005. As one of the pillar industries of the national economy, the machinery industry, especially the equipment manufacturing industry, is strongly supported by the policy. The report of the 17th CPC National Congress pointed out that China should "improve the ability of independent innovation and build an innovative country", which pointed out the direction for the machinery industry. A series of policies such as the eleventh five year plan, the outline of the national medium and long-term scientific and technological development plan, and the opinions of the State Council on accelerating the revitalization of the equipment manufacturing industry have provided specific opinions and guidance for the development of the machinery industry, which is greatly supported by policies

III. bank credit opportunity investment tips

the machinery industry is one of the pillar industries of a country and plays an important role in the national economy. In recent years, the rapid development of China's machinery industry is mainly attributed to the rapid progress of China's heavy and chemical industry, the sustained and rapid development of China's macro economy and a good world economic environment, the national industrial policy to revitalize the equipment manufacturing industry, and the transfer of the world machinery industry

at present, the macroeconomic environment and policies are generally beneficial to the development of the machinery industry, and will continue to maintain a rapid growth rate throughout the year. Based on the above factors, it is expected that the machinery industry will maintain a high-speed growth trend in the fourth quarter of this year, the annual growth rate of the machinery industry can still be maintained at about 20%, and the net profit of large enterprises is expected to increase by more than 30% in 2008

we believe that the machine tool industry, especially large, high-end, precision, CNC machine tools, is in the early stage of the boom cycle; Shipbuilding industry is in the rising stage of short-term and long-term boom cycle; The construction machinery industry is at the peak of the short-term boom cycle; The heavy machinery industry is at the peak of the short-term boom cycle. According to the cyclical characteristics, banks are suggested to focus on the sub industry with the most investment value in the machinery industry - shipbuilding and construction machinery industry, followed by machine tool and heavy machinery industry. At present, among many enterprises in the machinery industry, high-quality enterprises such as China shipbuilding, Zoomlion and sany have strong profitability, operating capacity and solvency, which can give some credit support

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