Analysis of rebounding trend of construction machinery in the second half of 2012

In the first half of 2012, it was quietly passed away and left to the construction machinery industry, in addition to a gloomy market, is one after another thinking: thinking about product quality, thinking about over-marketing, thinking about overdue payment, about funds The tense thinking of the chain... In the first half of the year, the sales volume of the entire construction machinery industry was in a declining trend. In June, the agency confidence index was only 3.14, and most of the agents were also less confident about the market in the second half of the year.

In the first half of the year, the domestic market became even more gloomy. The foreign market rose against the market in spite of the fact that although the Sanyi excavator was proud of its sales volume in the Chinese market in 2011, the overall sales performance of construction machinery in the first half of 2012 The foreign construction machinery brand still occupies quite obvious advantages in the Chinese market. Take the excavator as an example. Komatsu and Doosan were the most prominent performers in the first half of 2012. In the top ten sales charts, there are only three domestic brands, namely Sany Heavy Machinery, Yuchai, and Liugong.

After China’s construction machinery industry experienced a “golden decade” of high-speed growth, the downward trend of rapid decline was once unacceptable to many manufacturers, coupled with the disappearance of four trillion yuan stimulus, the slowdown of infrastructure projects such as high-speed rail projects, and the stagnation of mining production. Under the influence of multiple unfavorable factors, the performance of the domestic construction machinery market is increasingly bleak. China Construction Machinery Industry Association Su Zimeng said that the reasons for the apparent decline in the first half of the market were mainly twofold: First, since the country's macroeconomic regulation and control appeared in the construction machinery market since last year, there has been a clear feeling in the first half of this year for companies with declining demand; Second, the market was too hot in the first half of last year, and sales and growth rates were unprecedented in the same period of history. In contrast, there was a large probability of a year-on-year drop in the first half of this year.

From the point of view of the entire construction machinery industry, after going through the frantic sales promotion in 2011, the payment has become the most troublesome thing for many companies. After painstakingly thinking, in the first half of 2012, in the face of a sluggish market, companies are gradually After calming down, it also returned to rationality. Whether it was a zero down payment or a crazy promotion, it was not seen in the first half of 2012, and even the traditional promotion activities were reduced. Instead, it is the practice of “internal skills”, the reorganization of the agency system, and the continuous improvement of services...

In stark contrast to the domestic market, the foreign markets are in a spiral of contradictions. Xugong, Liugong, Zoomlion, Sanyi, and Lingong have achieved remarkable results in the first half of the year, especially in Putzmeyer. After the top three of international concrete machinery, including Stace, Schwing, and CIFA, were returned to China’s construction machinery enterprises, the impact of Chinese construction machinery companies on overseas markets was even more impressive. Ethiopia, Russia, Bolivia, Peru, Colombia, Brazil, Singapore, Myanmar, Vietnam... Both the Southeast Asian market and the African market have become hot spots for China’s construction machinery exports.

In the second half of the year, the construction machinery industry in Dalangtaosha is expected to rebound from the scale of 40 billion yuan to 430 billion yuan, which is a brilliant achievement of the "golden decade" of the construction machinery industry. However, Shiyue Shishi, the market environment in the first half of the year made construction machinery companies clearly aware of the current development trend of the industry. There is no blind optimism for the future, but it is definitely not without confidence. The construction machinery industry, which is in the sensitive period of adjustment, is facing a new reshuffle. Whoever can stick to the end will be able to laugh in the end. In the period of high growth of the industry, enterprises have no time to lay down their feet and struggle for their internal strength. Extensive business operations are phenomenal. However, in the period of slower growth of development, enterprises can calmly focus on planning the overall development and improve internal management and research and development.

Su Zimeng, secretary-general of China Construction Machinery Industry Association, once said that the overall expectation of the association for this year is that the industry will grow by about 12%. However, a drop of nearly 20% may occur in the first half of this year. However, the construction machinery market will rebound in the second half of the year. Judging from the information currently held by reporters, the good news can be described as one after another. Under Premier Wen Jiabao’s “steady growth” call, high-speed rail and other infrastructure projects have started one after another. With the reopening of a number of major infrastructure projects such as railways and water conservancy, and the improvement in the sales of the property market, interest rates such as interest rate cuts will stimulate the project. Machinery out of the beautiful rising trend line.