The hottest word board rose by the limit. The firs

Board limit! The first quarter report of this construction machinery leader is much higher than expected. Will the whole industry be so popular

the daily limit of the board! The first quarter report of this construction machinery leader is much higher than expected. Will the whole industry be so popular

China Construction Machinery Information

in the morning of March 16, Shanhe intelligent opened with the limit of one board, and as of the noon close, it was still closed at the limit of 9.3 yuan/share. This comes from a quarterly performance forecast for the period of pre removal of iron filings and dirt

construction machinery has been regarded as a cyclical industry for many years. However, in recent years, with the performance and market value of Sany Heavy Industry hitting new highs and the phenomenon of artificial substitution becoming more and more common, investors can't help thinking about a question: is this round of prosperity of the construction machinery industry different from the previous round of boom cycle, and will the construction machinery leader usher in a different situation

the first quarter performance forecast of Shanhe intelligence was much higher than expected

on the evening of March 15, Shanhe intelligence disclosed that the first quarter performance forecast of 2021 said that the net profit attributable to shareholders of Listed Companies in the first quarter was expected to be 244 million yuan to 311 million yuan, an increase of 80% to 130% over the same period last year; At the same time, it is estimated that the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses in the first quarter was 215 million yuan -262 million yuan, an increase of 130% to 180% over the same period last year

Shanhe intelligent revealed that the maintenance of high prosperity in the construction machinery industry is the core reason for the sharp increase in performance

specifically, in the "explanation of the reasons for performance changes", Shanhe intelligent said that the construction machinery industry maintained a high boom, sales continued to fall short of demand, and the company's production capacity was further released. It is expected that the revenue of the construction machinery sector in the reporting period will increase by more than 100% over the same period last year

secondly, Shanhe intelligence said that the negative impact of the overseas epidemic on the global economy continued. Canadian subsidiaries actively took measures to prevent and control the epidemic, and the performance of the aviation business sector gradually stabilized. The revenue in the reporting period fell by about 30% compared with the same period last year (the impact of the overseas epidemic on the operations of Canadian subsidiaries began at the end of March, with a high base in the same period), an increase of 19% from the previous quarter

in addition, Shanhe intelligent said that it received about 18million yuan of government subsidies such as software value-added tax rebate during the reporting period

the construction machinery leader was busy with delivery in the first quarter of this year.

in the first quarter of this year, Shanhe intelligent, Zoomlion Heavy Industry, Sany Heavy Industry and others were busy with delivery

on January 28, Shanhe intelligent held a global delivery ceremony. Fu Xiangdong, general manager of Shanhe intelligence, revealed that on the same day, there were more than 200 sets of equipment, including excavators, rotary drilling rigs, hydrostatic pile presses, cranes, aerial work platforms and so on, with a total amount of nearly 600million yuan, which were sent to more than 30 countries and regions around the world

according to Sany official account, on February 17, its total value exceeded 1billion yuan, and the first batch of more than 600 Sany pump trucks, on-board pumps, mixer trucks, cranes, rotary drilling rigs, etc. were sent to the world at the same time

according to Zoomlion, on March 5, Zoomlion successfully signed an order to export a 2000 ton crawler crane to Turkey, successfully breaking through the overseas high-end market long monopolized by European and American brands, and creating a new record of the largest tonnage cranes exported by China to overseas countries

it is understood that the export order amount of Zoomlion reached billion yuan, including 2000 tons and 800 tons of crawler cranes. This order set a new record for the export amount of a single crawler crane

according to relevant personnel of Zoomlion, the construction machinery industry continued to grow at a high rate in the first quarter of 2021, and the domestic and foreign markets continued to improve. On February 18, Zoomlion shipped more than 1.1 billion yuan of products to the world

the relevant person in charge of a leading construction machinery enterprise said that with the acceleration of the transformation and upgrading to intelligent, digital and green, the optimization and adjustment of industrial layout and global resource allocation, the company's business is oriented well, and the production and sales of all sectors are booming. "In January this year, the shipment volume of each business division hit a record high, and the overseas market business increased several times."

people in the construction machinery industry believe that the current cyclical volatility of the industry has converged, and the leading share of domestic construction machinery is relatively stable and is expected to further improve. In the domestic market, a large number of engineering projects have been implemented in succession due to the replacement of old and new equipment and the continuous promotion of various construction projects. In terms of overseas markets, with the epidemic under control and the economic stimulus plans of overseas countries, overseas is expected to achieve restorative growth in 2021. It is a high probability event that the construction machinery industry will maintain a high prosperity in the future

excavator February data "bright"

according to the statistics of 26 excavator manufacturing enterprises by China Construction Machinery Industry Association, 28305 excavators of various types were sold in February 2021, with a year-on-year increase of 205%; Among them, 24562 were domestic, with a year-on-year increase of 256%; 3743 sets were exported, with a year-on-year increase of 57.9%

from January to February 2021, 47906 excavators were sold, with a year-on-year increase of 149%; Among them, domestic 40588 units, with a year-on-year increase of 177%; 7318 sets were exported, with a year-on-year increase of 60.7%

it is worth noting that some mainstream brand agents of excavators in Anhui, Hubei, Jiangsu and other places have announced that from March 1 (some agents are February 21), they will raise the price of each excavator they sell by 5000 to 30000 yuan

on the whole, the sharp increase in sales and price increases indicate that the excavator market continues to be hot

it is reported that the excavator is the existence of these problems, which makes China's plastic machinery industry unable to meet the most representative model of foreign plastic machinery level construction machinery as soon as possible. It has the widest coverage and the largest demand, so it is called the "barometer" of the construction machinery industry

according to the fact that the application field can maintain the scene in the process of processing and using functional plastics, large excavators can generally output these eight items, which are mainly used in mining and other scenes. Medium excavation is mainly used in various large-scale engineering construction such as real estate development and transportation construction, and small excavation is mainly used in municipal construction, farmland water conservancy and other projects with small earthwork excavation demand

Wanlian Securities believes that the construction machinery market has weakened cyclically and increased growth. In the next few years, the business efficiency will be improved, and more attention will be paid to the mastery of core technologies and intelligent production. The trend of the strong leader will continue to be strong