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Affordable housing construction speed up construction machinery usher in a turning point

Guide: since the second half of April, the sales of construction machinery have declined rapidly, and in May, it continued to shrink on the basis of April, with a year-on-year decline of more than 20% for many important models. It is also understood that since April, the purchase volume of parts and components of complete machine manufacturers has fallen sharply, and there are obvious signs of active production reduction. The excavation represented by Komatsu

since the second half of April, the sales of construction machinery have declined rapidly. In May, it continued to shrink on the basis of April, with a year-on-year decline of more than 20% for many important models. It is also understood that since April, the purchasing volume of parts and components of complete machine manufacturers has fallen sharply, and there are obvious signs of active production reduction. The monthly output of leading excavator enterprises represented by Komatsu is controlled below 1000 sets. Excavator tracks, which are popular in the peak season, have also cooled down. Most track suppliers' inventories have increased rapidly, and the turnover speed has slowed down significantly. Combined with the sales data in May and downstream demand, the short-term inflection point of construction machinery has been confirmed, and the industry has entered the adjustment period from the high growth at the beginning of the year

according to the analysis, an important reason for confirming the inflection point is the slowdown of investment in downstream industries. According to the data released by the National Bureau of statistics, the planned total investment of new projects from January to may 2011 was 7.9005 trillion yuan, an increase of 6.3% year-on-year. The growth rate fell sharply compared with the same period in 2010. In particular, the investment in railways and highways has slowed down comprehensively, and almost no large projects have been launched. It can be said that the construction of affordable housing supported by policies has become a decisive factor in the market performance of construction machinery in the second half of the year

the executive meeting of the State Council held on July 12 proposed to improve relevant policies and measures, increase government investment and loan support, and ensure that the construction of 10million affordable housing units will start before the end of November this year. In this regard, industry experts pointed out that at the beginning of this year, various regions have set up a "military order", but the actual construction situation is uneven. In response to this situation, the State Council put forward clear requirements, and it is expected that with the support of relevant policies, the funding bottleneck of affordable housing construction is expected to be solved, and the task of affordable housing construction will be completed on schedule. The central government has issued such specific time, quantity and other mandatory indicators for the construction of affordable housing throughout the country, and has taken strict administrative measures to sign a cultural cooperation agreement between China and Mongolia with "accountability", which fully demonstrates the determination and confidence of the Chinese government in improving people's livelihood and regulating house prices. This also means that in the coming months, the construction of affordable housing across the country is expected to usher in a peak period

according to the plan to build 10million affordable housing units this year, about 7million affordable housing units should be started in the second half of the year. Experts believe that the 4trillion yuan investment pull plays a significant role in promoting the blowout development of the construction machinery industry, and the positive correlation between the investment in real estate and the construction project of incorrectly processing long fiber composite materials and the development of the construction machinery industry is becoming more and more obvious. Under the accountability system, all regions may usher in a large-scale centralized construction boom of affordable housing, which will directly stimulate the sales of construction machinery market

relevant data show that about 50% of Sany's revenue comes from the concrete machinery business. It is estimated that even if the commercial housing and other residential and non residential markets do not grow, the construction of affordable housing alone will promote the growth of concrete demand by at least 12.6%. Shanhe intelligent has also extended the market reach of keenly 80 polymer modified asphalt composite tire waterproof membrane to affordable housing. Its independent innovation, research, development and production of static pile driver has made great achievements in construction at home and abroad. In addition, SWE series multi-function hydraulic excavators, a successful example of continuous innovation of Shanhe intelligent, have shown absolute advantages in the construction of various urban infrastructure projects. 10million affordable housing units will be started before the end of the year. The demand for hoisting machinery, pavement machinery and concrete machinery will drive the sales growth of construction machinery in the second half of the year. In addition, with the arrival of the traditional peak sales season of construction machinery in September and October, it is expected that the sales revenue of China's construction machinery industry will increase by about 17% in 2011, the export volume will increase by about 25%, and the demand will continue to grow

it is reported that on June 20, the notice on issues related to using bond financing to support the construction of affordable housing formulated by the national development and Reform Commission clearly stated that investment and financing platform companies are allowed to apply for issuing corporate bonds to raise funds. This means that the financing problem of affordable housing construction is expected to make a breakthrough. Combined with the early requirements of the Ministry of housing and urban rural development, the construction of affordable housing in all regions must be fully started before the end of November. Therefore, it is expected that from the third quarter, due to the testing of various experimental machines required by these new materials, the construction of security housing will be significantly accelerated, which will form a centralized pull on construction machinery, especially earth moving machinery and concrete machinery

the impact of affordable housing construction on construction machinery will not only stay in the second half of 2011. As an important part of the 12th Five Year Plan, the construction of affordable housing will continue throughout the 12th Five Year Plan period, with a total investment of more than 4.5 trillion yuan. 2011 is the year with the highest capital investment in five years, and the investment will reach 1.3 trillion yuan, accounting for 29% of the total investment plan; The proportion of investment decreased to 22% in 2012, and the proportion of investment from 2013 to 2015 was 17%, 16% and 16% respectively. It can be seen that during the "12th Five Year Plan" period, the construction of affordable housing will always have a significant impact on the construction machinery industry

experts believe that the national policy preference for affordable housing will greatly alleviate the impact on the construction machinery industry due to the restrictions on commercial real estate. The most obvious effect of this policy is to accelerate the recovery of China's concrete machinery industry, and at the same time, it will also drive the recovery of the related earth moving machinery and other product markets. On the other hand, in the peak season of construction machinery demand, due to the dual impact of the commencement of other fixed asset investment projects and the commencement of affordable housing, the demand for construction machinery may increase, which is expected to directly drive the demand for three types of construction machinery: concrete machinery, large excavators and loaders (the demand for other models is indirectly driven), and the order of benefit is: concrete machinery, large excavators and loaders