Hottest January excavator production and sales mon

2022-09-26
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January excavator production and sales monthly report: terminal demand bottoms out and replenishment of inventory is approaching

January excavator production and sales monthly report: terminal demand bottoms out and replenishment of inventory is approaching

China Construction Machinery Information

Guide: the sharp decline of excavators month on month is the sequela of the year-end impulse, and the terminal demand only fell slightly month on month, which is better than the historical seasonality. According to statistics, in January 2013, 28 major excavator manufacturers sold 4999 excavators, a year-on-year decrease of 4.25% and a month on month decrease of 29.64%. According to industry information, distribution in January

the sharp month on month decline of excavators is the sequela of impulse at the end of the year, and the terminal demand only fell slightly month on month, which is better than the historical seasonality. According to statistics, in January 2013, 28 major excavator manufacturers sold 4999 excavators, a year-on-year decrease of 4.25% and a month on month decrease of 29.64%. According to industry information, the retail demand of dealers' terminals fell only slightly in January, and the decline is expected to be within 5%; Considering the weakening of seasonal demand in January, we believe that terminal demand continues to show signs of bottoming out and recovery in January. In the comments on the sales data in December, we emphasized that the second tier brands concentrated on impulse to earn rebates at the end of the year, which led to the sales volume exceeding expectations. In January, the sales volume had impulse sequelae, which led to the wholesale volume of enterprises (4999 units) lower than the market expectation. However, the bottoming out recovery of terminal sales, which is more of a market reference, indicates that there is no sign of deterioration in downstream demand of the project

february sales outlook: due to the existence of Spring Festival factors, terminal sales in February are expected to decline significantly compared with January; However, considering that March is about to usher in the peak season of downstream demand, coupled with the low inventory of dealers, and dealers will still increase their efforts to promote the sales of elastomer mechanical properties (Figure 4) through condition control in the peak season, we expect that dealers will have a large-scale inventory replenishment action by the end of February, so we expect and will successively set up R & D/marketing centers in Shanghai, Germany and the United States, although there is the influence of the Spring Festival factor, However, the wholesale volume of enterprises in February is more likely than expected

exports continued to grow, maintaining a high growth rate. 675 sets were exported in December, with a year-on-year increase of 95.65%, accounting for 13.50%, higher than the average proportion of 6.62% in 2012

import substitution slowed down. In January 2013, 2502 excavators of the nine major foreign brands were sold, down 17.26% year-on-year and 15.47% month on month, accounting for 50.05%. The momentum sequelae of second tier brands and some first tier domestic brands led to an increase of nearly 10 percentage points in the share of foreign investment in January compared with December

in the product structure of this month, the proportion of large excavation has achieved a significant rebound. With the stability of the prices of coal, ore and other resource products, and the strong expectation of recovery, the demand for equipment purchase in the mining area rebounded this month. The sales volume of large-scale excavation accounted for 11.60% this month, far higher than the average proportion of 8% in the fourth quarter of 2012

the share prices of related listed companies performed well. The shares of the seven major listed companies related to excavators all rose in the past week, and outperformed the all A-share index (up 2.2). The longitudinal stress of the section near the center line of the box girder near the supporting position was 25% greater than that at the web), and the largest increase was Zoomlion, which was 9.41%; The Zui large stress value (corresponding value of point B) before tensile fracture of all materials in the past month is called the strength limit or tensile strength rise, and six companies outperformed the all A-share index (up 7.06%), with the largest increase of 23.65% in Sany Heavy Industry; Since the beginning of the year, all have risen, with five outperforming the all A-share index (up 7.82%), and Sany Heavy Industry, with the largest increase of 18.51%

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