China's machinery industry is the hottest, and the

China's machinery industry: the construction machinery industry is still promising

China's machinery industry: the construction machinery industry is still promising

China Construction machinery information

Guide: the production and sales of key products of construction machinery continued to grow rapidly in July, of which the sales volume of excavators increased by 54.1%, although it was 24% lower than that in June, but it was still a normal seasonal decline, and the sales volume of loaders increased by 49.9% in June, Compared with June, the sales volume decreased by 9.4%, which was better than expected. At present, the center continues to increase its efforts in the public service platform

in July, the production and sales of key construction machinery products continued to maintain rapid growth, of which the sales volume of excavators increased by 54.1%, which was 24% lower than that in June, but it was still a normal seasonal decline. The sales volume of loaders in June increased by 49.9% as the name suggests, and the sales volume decreased by 9.4% month on month, which was better than expected. At present, the output value and profits of the machinery industry continue to maintain rapid growth, while the domestic PMI index has also begun to improve, indicating that the risk of economic slowdown has been reduced, but the transmission is that the domestic real estate transaction volume has significantly rebounded, which may lead to further regulation and the current significant strengthening of the implementation of energy conservation and emission reduction, and may also put pressure on the rebound of economic growth. Therefore, there is great uncertainty in the future economic growth and policies, Considering the profit growth and valuation level, we continue to recommend the construction machinery and machine tool industry, and continue to focus on the government level (600375), Anhui Heli (600761) and Kunming Machine Tool (600806)