The continued tightening of monetary policy has a certain impact on fixed asset investment. Although 80% of the companies that have released the 2011 interim results forecast expect earnings to increase year-on-year, some researchers believe that the strong sales in the first half of the first half of the year exceeded the demand in May-July, so 5-7 The decline in product sales growth in the month can be foreseen, and the actual results of some companies in the first half of the year may be lower than previously expected.
From the second half of the year, the protection of housing and water conservancy investment will be concentrated, and the sales of machinery and equipment will increase or rebound. As machinery investment shifts to high-end equipment and emerging industry equipment, the industry trend is improving.
According to statistics, 132 listed companies in the machinery and equipment industry have disclosed 2011 interim results forecasts, of which 106 companies are pre-history, accounting for up to 80%. The number of companies forecasting an interim net profit increase of more than 50% year-on-year reached 26, accounting for nearly 20%. The performance of 24 companies is expected to decline or lose, accounting for 18%.
Benefiting from the economic transformation of the “Twelfth Five-Year Planâ€, high-end equipment industry, emerging industries and machinery to replace artificial manufacturing have become the main areas of the industry. Seiko Technology (002006) expects the interim results to increase nearly 20 times, becoming the industry's semi-annual pre-history "champion." The company expects net profit attributable to shareholders of listed companies in the first half of 2011 to be 210 million to -215 million yuan, an increase of 1907% to 1954% over the same period of the previous year. The company said that the pre-increased performance was due to the rapid growth of the company's solar PV equipment market.
The growth rate of Shantui's bulldozer business has slowed down, and the parts business has become the main driving force for the profit growth of listed companies. The company expects net profit for the first half of the year to be 740 million yuan - 988 million yuan, an increase of 50% -100%. The company said that due to strong demand in the construction machinery market, the performance of the main products during the reporting period has increased significantly compared with the same period last year.
Subject to rising costs, tight monetary policy, compressed net profit margins, and some companies' performance declined. Sanchang Technology expects the company's net profit to fall by 30.00% to 50.00% in the first half of the year. The company said that the main reason for the change in performance was the decline in gross profit margin and the increase in sales expenses.
Sales or improvement in the second half of the year Analysts pointed out that due to the credit tightening policy and the excessive marketing of the industry in the first quarter, the phenomenon of the mechanical equipment industry's peak season in March-June is very obvious.
Aijian Securities believes that the overall situation of credit in the second half of the year is better than that in the first half of the year, which is conducive to the sales of construction machinery. In addition, in the second half of the year, affordable housing and water conservancy investment will be concentrated, and sales of machinery and equipment will increase or rebound.
Guoxin Securities researcher believes that in the fine engineering industry of major construction machinery such as concrete machinery, excavators, loaders, cranes, etc., concrete machinery is relatively optimistic in the second half of the year. As the leader in the field of concrete machinery, Sany Heavy Industry and Zoomlion have a market share of more than 90% in pump trucks. In the short term, other companies are still unable to shake the leading position of Sany Heavy Industry and Zoomlion.
The “Twelfth Five-Year Plan†economy is undergoing transformation, and machinery investment will shift to high-end manufacturing industries, emerging industries, and consumer-related equipment manufacturing. At present, the advantages of China's equipment manufacturing industry are gradually emerging. The sub-sectors of high-speed rail, engineering machinery and other industries are already at the international advanced level. Under the strong promotion of national policies, the offshore engineering and aerospace industries are facing large-scale rapidity in the future. The opportunity for development will promote the development of the industry.
From the second half of the year, the protection of housing and water conservancy investment will be concentrated, and the sales of machinery and equipment will increase or rebound. As machinery investment shifts to high-end equipment and emerging industry equipment, the industry trend is improving.
According to statistics, 132 listed companies in the machinery and equipment industry have disclosed 2011 interim results forecasts, of which 106 companies are pre-history, accounting for up to 80%. The number of companies forecasting an interim net profit increase of more than 50% year-on-year reached 26, accounting for nearly 20%. The performance of 24 companies is expected to decline or lose, accounting for 18%.
Benefiting from the economic transformation of the “Twelfth Five-Year Planâ€, high-end equipment industry, emerging industries and machinery to replace artificial manufacturing have become the main areas of the industry. Seiko Technology (002006) expects the interim results to increase nearly 20 times, becoming the industry's semi-annual pre-history "champion." The company expects net profit attributable to shareholders of listed companies in the first half of 2011 to be 210 million to -215 million yuan, an increase of 1907% to 1954% over the same period of the previous year. The company said that the pre-increased performance was due to the rapid growth of the company's solar PV equipment market.
The growth rate of Shantui's bulldozer business has slowed down, and the parts business has become the main driving force for the profit growth of listed companies. The company expects net profit for the first half of the year to be 740 million yuan - 988 million yuan, an increase of 50% -100%. The company said that due to strong demand in the construction machinery market, the performance of the main products during the reporting period has increased significantly compared with the same period last year.
Subject to rising costs, tight monetary policy, compressed net profit margins, and some companies' performance declined. Sanchang Technology expects the company's net profit to fall by 30.00% to 50.00% in the first half of the year. The company said that the main reason for the change in performance was the decline in gross profit margin and the increase in sales expenses.
Sales or improvement in the second half of the year Analysts pointed out that due to the credit tightening policy and the excessive marketing of the industry in the first quarter, the phenomenon of the mechanical equipment industry's peak season in March-June is very obvious.
Aijian Securities believes that the overall situation of credit in the second half of the year is better than that in the first half of the year, which is conducive to the sales of construction machinery. In addition, in the second half of the year, affordable housing and water conservancy investment will be concentrated, and sales of machinery and equipment will increase or rebound.
Guoxin Securities researcher believes that in the fine engineering industry of major construction machinery such as concrete machinery, excavators, loaders, cranes, etc., concrete machinery is relatively optimistic in the second half of the year. As the leader in the field of concrete machinery, Sany Heavy Industry and Zoomlion have a market share of more than 90% in pump trucks. In the short term, other companies are still unable to shake the leading position of Sany Heavy Industry and Zoomlion.
The “Twelfth Five-Year Plan†economy is undergoing transformation, and machinery investment will shift to high-end manufacturing industries, emerging industries, and consumer-related equipment manufacturing. At present, the advantages of China's equipment manufacturing industry are gradually emerging. The sub-sectors of high-speed rail, engineering machinery and other industries are already at the international advanced level. Under the strong promotion of national policies, the offshore engineering and aerospace industries are facing large-scale rapidity in the future. The opportunity for development will promote the development of the industry.
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