甘肃快3走势图

151 million yuan excavator big influx into 8 construction machinery concept stocks! —Liugong excavator parts

Release date:2019-01-26

Recently, Liugong excavator parts manufacturers released the latest data according to the Excavation Machinery Branch of China Construction Machinery Industry Association. In 2018, they were included in the calculation of 25 mainframe manufacturing enterprises, and the calculation of various types of excavation machinery products was 203,420 units, an increase of 45.0%. In the meantime, the sales volume of domestic shopping malls was 184,190 units, an increase of 41.1% year-on-year; the export sales volume was 19,100 units, an increase of 97.5% year-on-year.

1.51亿元挖掘机大单涌入8只工程机械概念股!_柳工挖掘机配件

Liugong excavator parts manufacturers pointed out that benefiting from real estate and infrastructure investment demand, “One Belt and One Road” export and old machinery renewal demand, engineering machinery occupation has weakly recovered since 2018。 In 2018, the annual sales volume of excavators reached 203,000 units, exceeding the extreme value of 178,000 units in 2011。 The historical record was recorded, and the mall showed new features of “the peak season is very busy and the cold season is not weak”。 In the current round of recovery, major OEMs are basically able to adhere to rational sentiment and do not present a wide range of capacity expansion and vicious competition。 The profitability of the leading companies in the profession has been continuously enhanced, the balance sheet has been gradually restored, and the professional boom cycle is expected to extend。 Under this scene, construction machinery related concept stocks are also expected to continue to be loved by the mall, once again stand on the vent。


甘肃快3走势图Liugong excavator parts manufacturers based on the same flush data calculation found that since 2019, the construction machinery professional sector represented by the excavator has performed strongly. There are 21 constituent stocks in the sector. During the period, the stock price of the 20 constituent stocks has risen. The proportion is 95.24%. Runbang shares (8.22%), China Railway Industry (8.19%), Taiyuan Heavy Industry (7.62%), Shanhe Intelligent (6.13%), Tianqiao lifting (6.10%), East China Heavy Machinery (5.69%), CITIC Heavy Industries (5.38%) ), Zhenhua Heavy Industry (5.36%) and other 8 stocks during the period of cumulative increase, all reached more than 5%, Anhui Heli (4.91%), Tianyetonglian (4.30%), Nuoli shares (4.23%), Dalian Heavy Industry Five stocks, including (4.05%) and Franktek (3.94%), followed closely, and have risen more than 3% this year.

1.51亿元挖掘机大单涌入8只工程机械概念股!_柳工挖掘机配件

甘肃快3走势图In terms of capital flow, the active layout of large-scale funds in the market has become an important driving force for the strong growth of the construction machinery sector。 A total of 15 constituent stocks have completed the net inflow of large single funds during the year。 In detail, the net inflow of large single funds in China Railway Industry during the year First, reaching 96。28 million yuan, Tianye Tonglian (15,545,600 yuan) and Liugong (1,358,800 yuan) during the two stocks have also been accumulatively received more than 10 million yuan in large single funds, in addition, Xugong Machinery (7。883 million yuan) ), CITIC Heavy Industry (546。25 million yuan), Anhui Heli (435。19 million yuan), Shanhe Intelligent (428。80 million yuan), Tianqiao lifting (424。35 million yuan) and other five stocks also exceeded the net amount of 4 million yuan in the year。 The above 8 stocks accounted for 151 million yuan。


Liugong excavator parts manufacturers saw the results, and now a total of 8 engineering machinery professional listed companies disclosed the 2018 annual report results forecast, during which five companies pre-history, Shanhe Intelligent (235.00%), East China Heavy Machinery (241.08%) The two companies are expected to double their net profit in the statement period. From the forecast of the net profit ceiling, Shanhe Intelligent (54,362,100 yuan), East China Heavy Machinery (45 million yuan), Tianqiao lifting (140.20 million yuan), Runbang The net profit of the four companies including the shares (10634.25 million yuan) in 2018 is expected to reach more than 100 million yuan.

1.51亿元挖掘机大单涌入8只工程机械概念股!_柳工挖掘机配件

Regarding the future investment strategy of the engineering machinery sector, Liugong excavator parts manufacturers pointed out that it is expected that the engineering machinery professional recovery in 2019 will enter the second half. It is expected that the investment in downstream real estate will stabilize, and the strength of infrastructure construction will be increased. The accelerated promotion of several major projects is expected to continue to promote the stable sales of excavators. Construction machinery products such as cranes and concrete pump trucks are expected to meet the demand for renewal of excavation machines. In addition, the environmental protection policy will be stricter. From 2020, excavators will fulfill the national emission standards and further promote the replacement of old equipment. The “Belt and Road” export will continue to improve. In 2019, the construction machinery industry will continue to recover with sufficient momentum. The overall career cycle is expected to extend. With the continuous improvement of concentration, leading enterprises will have more advantages in this round of recovery. It is recommended to pay attention to the related targets of Sany Heavy Industry, Hengli Hydraulics, Zhejiang Dingli and so on.

Categories of news

Product Categories

Contact us

Company Name: Kunshan Chuanna Hydraulic Fittings

Contact: Mr。 Chen

Phone: 0512-36863852

甘肃快3走势图Mobile: 15850333149

Address: No. 379, Jinjin Road, Zhangpu Town, Kunshan City

Back to top
QQAdvisory
Telephone consultation
甘肃11选5 甘肃快3 甘肃快3 甘肃快3 甘肃快3走势图 甘肃快3走势图 甘肃快3 甘肃11选5 甘肃快3 甘肃快3走势图