Domestic sales are expected to be 15,000 units in February
Based on grassroots surveys and market research, CME estimates that the sales of excavators (including exports) in February 2022 will be around 22,000 units, with a year-on-year growth rate of about -22%, and the decline is basically the same.
By market:
The estimated sales volume in the domestic market is 15,000 units, with a growth rate of about -38%, and the decline in sales growth in the domestic market has narrowed slightly;
The export market is estimated to sell 7,000 units, a growth rate of about 87%, and the sales volume is basically the same as that of January.
 

 

In 2022, as a typical investment-dependent and cyclical industry, the construction machinery industry will face many uncertainties such as intensified competition in complex international trade relations, rising raw material prices, tight supply chains, and escalating emissions.
From the perspective of capital, the scale of new social financing in January 2022 reached a historical high of 6.17 trillion, exceeding the most optimistic forecast. It can be said that "stable growth has achieved initial results".
From the perspective of downstream infrastructure, in the context of appropriately advancing infrastructure investment, since 2022, the scale of local bond issuance has increased significantly year-on-year. Judging from the specific details of the funds raised by local government bonds that have been disclosed since 2022, the proportion of funds used for infrastructure is relatively high. Judging from the statements issued by various places, it has become a consensus to promote the speed and efficiency of major project construction.

From the perspective of downstream real estate, since the beginning of the year, favorable real estate policies in many cities across the country have appeared frequently, constantly reversing the decline of the industry. According to a report released by the Crier Research Center, a total of 14 provinces and cities have implemented real estate rescue policies since the beginning of this year, mainly involving "relaxing provident fund loans, restarting the minimum down payment of 20% in non-restricted cities, and stimulating the underlying property market through fiscal and taxation". aspect content.
 
Regarding the development opportunities of the industry, Xiang Wenbo, the new chairman of Sany Heavy Industry, said that construction machinery is "far from reaching its peak", and there are at least several opportunities: first, the internationalization space is still very large; There is still a lot of room for the demand of China's population, and the aging of China's population will bring greater demand for labor replacement; the third is the technological cycle, traditional construction machinery based on fossil energy will be gradually eliminated; the fourth is the future intelligent It is also a very big opportunity for people to become more, less people, or even unmanned.

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