The hottest railway investment winter has passed,

2022-10-16
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The cold winter of railway investment has passed, and the manufacturing of railway equipment has ushered in a warm spring.

the cold winter of railway investment has passed, and the manufacturing of railway equipment has ushered in a warm spring.

China Construction machinery information

Guide: experts predict that: in the macro monetary environment that is still tightening at present, the fine-tuning of policy relaxation begins to be realized, and it is difficult to reverse the declining trend of profits in the machinery industry in the short term. Machinery segmentation industry, strong demand for coal machinery downstream; The construction machinery industry has a high flexibility for credit relaxation; The railway equipment manufacturing industry also

experts predict that in the current tightening macro monetary environment, the relaxed fine-tuning of the test method of the policy fatigue testing machine begins to be realized, and it is difficult to reverse the machine in the short term. 5 Metal and metal matrix composite new material preparation technology is the downward trend of profit in the machinery industry. Machinery segmentation industry, strong demand for coal machinery downstream; The construction machinery industry has a high flexibility for credit relaxation; The railway equipment manufacturing industry will also benefit from the resumption of railway investment and get out of the cold winter

in March, the sales of construction machinery continued the downward trend year-on-year, but increased significantly month on month. Considering the high base at the beginning of 2011, the decline was expected. From the cumulative situation in the first quarter, the downward trend continued, but improved month on month. In the first quarter, excavator sales fell 41% year-on-year, loader sales fell 27%, bulldozer sales fell 47%, and crane sales fell 45%. The decline rate slightly exceeded market expectations, and the main reason was the lack of downstream pull. At present, the downward trend of the whole industry shows no signs of improvement in the short term, but the year-on-year data will improve after the second quarter. We continue to be optimistic about the performance of leading concrete machinery companies

coal investment continued to grow. In 2012, the fixed asset investment in coal mining and washing industry completed 54.6 billion yuan, with a year-on-year increase of 35.1%. The continuous increase in downstream coal mining demand has stimulated the income growth of the mining equipment manufacturing industry. The mining rescue capsule that has attracted much attention is entering the actual sales stage. It is expected that listed companies will successively obtain the safety standards of the rescue capsule in the future, which will be beneficial to the whole coal machine board, not including the disturbance block of virus and crash. At present, the coal machinery industry is highly competitive, and it has become an industry consensus to cooperate with downstream coal production enterprises. The joint venture is conducive to the coal machinery enterprises to avoid market risks and achieve stable income growth

recently, the government has frequently stated that railway construction will be guaranteed. This year, it is expected to invest 500billion yuan in the din16901 standard for dimensional tolerance of plastic parts and the din16749 standard for dimensional tolerance of mold cavity specially formulated in the German national standards, of which 400billion yuan is invested in capital construction. With the gradual increase of operating mileage, the demand for locomotives and rolling stock will continue to grow, and the prelude to the restart of railway investment is about to begin. This year, 6366 kilometers of new lines were put into operation, including 3500 kilometers of high-speed rail lines. The promotion of the guarantee under construction will stimulate the demand for railway equipment in the coming years, and the expectation of the resumption of EMU bidding is increasingly strong

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