The hottest the Belt and Road creates opportunitie

The "the Belt and Road" creates opportunities, and the mechanical equipment industry takes advantage of the east wind

"the Belt and Road" creates opportunities, and the mechanical equipment industry takes advantage of the east wind

China Construction machinery information

small excavators, which can be called China's economic weathervanes. In the first half of 2017, the "excavator index" was very bright. "Excavator index" means that with the help of big data and IOT technology, every standard is the most meticulous. A machine is connected to a huge network through airborne controllers, sensors and wireless communication modules. Every shovel can leave data traces. When machines become bright spots on the screen, the latest developments in the infrastructure industry are displayed. According to the data, the cumulative sales of excavators nationwide in the first half of the year reached 70821, with a year-on-year increase of 110.3%, which has exceeded the annual sales in 2016

"excavator index" is highly consistent with the industry boom in the semi annual report of listed companies. Statistics show that among the 317 listed mechanical equipment companies in the shenwanyi industry sector, 291 listed companies have positive net profits attributable to shareholders of the parent company, accounting for 91.80%. There are 56 companies with a net profit of more than 100million yuan, including 4 companies with a net profit of more than 1billion yuan, namely CRRC, PetroChina capital, Sany Heavy Industry and Zoomlion, ranking the top four with a net profit of 3.673 billion yuan, 3.589 billion yuan, 1.160 billion yuan and 1.132 billion yuan respectively. Among the 317 listed mechanical equipment companies, 231 companies achieved year-on-year growth in net profit, accounting for 72.87%

since 2017, the domestic construction machinery market has seen rapid growth, with significant growth in loaders, excavators, rollers, graders, bulldozers, cranes, forklifts, etc. The financial report analysis of several listed companies pointed out that China's economy was stable and positive in the first half of the year, and the fixed asset investment increased by 8.6% year-on-year, faster than the growth rate of 8.1% in 2016. Among the fixed asset investments, those with rapid growth include infrastructure construction, environmental protection, public facilities, pipeline transportation, etc. these industries have increased their willingness to invest

in addition, the world economy maintained a relatively obvious recovery trend in the first half of this year, and the economic growth rate of major economies was higher than that of 2016. At the same time, the construction of a number of "the Belt and Road" projects has provided the driving force for industry growth

affected by the above factors, the international construction machinery market also showed good growth, especially the construction machinery market in emerging economies increased by 20%. Driven by this, China's construction machinery exports achieved rapid growth in the first half of the year

connectivity is one of the key areas in the construction of the "the Belt and Road". The mechanical equipment industry was the first to feel the temperature and heat of the "the Belt and Road" construction. Hu Biliang, Dean of the "the Belt and Road" Research Institute of Beijing Normal University, said that this positive performance was reflected in three aspects: first, a large number of major infrastructure projects began to accelerate after the "the Belt and Road" International Cooperation Summit Forum, showing positive results; Second, the construction of dozens of economic and trade cooperation zones in more than 20 countries of the "the Belt and Road" has also accelerated this year, which has a direct pulling effect on the industry; Third, since this year, Chinese enterprises have received more contracts for foreign contracted projects from the "the Belt and Road" countries. The newly signed contract amount has increased by nearly 40% over the same period last year, accounting for nearly 6% of the total newly signed contract amount in the same period. The cultural exchange between China and Mongolia has entered a new stage of 0%, and the implementation and completion of the contract is also relatively good

it is worth mentioning that the proportion of overseas business of leading enterprises is rising. Take Sany Heavy Industry as an example, overseas business accounts for 40%. The company is deeply engaged in the "the Belt and Road", and the overall industrial layout is highly consistent with the "the Belt and Road" region. Zhao Lei, a professor of the International Strategic Research Institute of the Central Party school, said that the research shows that it is difficult to enter the world's top 500 if overseas business does not reach 30% on the international stage. In the past, the overseas business of domestic engineering equipment enterprises accounted for less than 10%, but the high-speed export growth for many years has caused increasingly fierce trade friction. However, now it is gradually internationalized, and an important indicator is that the proportion of overseas business is rising

"in the past, we 'went out' by ourselves. Now we follow the construction of the 'the Belt and Road' and go better." Zhan Chunxin, chairman of Zoomlion Heavy Industry Co., Ltd., said. Zhao Lei believes that Zoomlion is an epitome. Chinese enterprises' participation in the construction of the "the Belt and Road" has formed a benign ecosystem. Upstream and downstream of the industry, state-owned enterprises and private enterprises are traveling together, and equipment, services and management are "going out" in complete sets

the construction of the "the Belt and Road" brings new growth space, not only in the mechanical equipment industry. In May this year, the "the Belt and Road" International Cooperation Summit Forum was successfully held, and the list of more than 270 achievements provides new opportunities for China's economy. The financial reports of listed companies show that many Chinese enterprises are integrating into the construction of the "the Belt and Road" in many industries and fields that shoulder important missions on the road to creating a better future, such as building materials, engineering machinery, high-end equipment, energy resources, transportation and so on. As an important participating force, listed companies are facing major development opportunities