Crushed stone machinery industry will become an important area for upgrading traditional industries

From the perspective of the gravel machinery industry, in the first quarter of 2011, the value added of the stone crusher industry increased by 17.8% year-on-year, and the equipment for general and special crushers increased by 21.8% and 24.4% year-on-year, respectively; at the same time, the gravel machinery industry will also become Important areas for upgrading traditional industries. Therefore, the gravel machinery industry still has good prospects in the future, and the relative performance of the gravel machinery industry is still expected to be outstanding.

According to the relevant policies, the total output value of industry, industrial added value, and main business income of the gravel machinery industry maintained an average annual growth rate of around 12% during the “12th Five-Year Plan” period. The proportion of modern manufacturing service industry has increased significantly. The proportion of modern manufacturing service industry revenue of the top 100 companies in the gravel machinery will account for about 25% of the main business revenue. The growth of high-end crusher equipment is more than double the average growth rate of the entire industry, and the domestic market share must be significantly increased.

During the "12th Five-Year Plan" period, the gravel machinery industry should focus on promoting the work in the five major fields, namely, vigorously developing high-end stone crusher equipment, emerging industry equipment, gravel machinery equipment for people's livelihood, key basic products, basic technology and technology. Among them, high-end stone crusher equipment includes advanced high-efficiency hydraulic equipment, large-scale crusher equipment, large-scale screening and sand washing equipment. Emerging industry equipment includes new energy power generation equipment such as new energy vehicles, nuclear power, wind power and solar power generation, smart grid equipment, high-end CNC machine tools and precision machining equipment.

However, in the short term, there is a slight decline in the opportunities for the industry of gravel machinery. A securities analyst agency stated that as China's economy is currently in the middle and late stages of inflation, the increase in costs has begun to affect downstream demand, resulting in the downstream cost-shifting capability of the midstream manufacturing industry. As a result, the gross profit margin of most sub-sectors in the gravel machinery industry in the latter period began to decline, and the income growth rate also declined. This situation will continue until the end of inflation. During this period, the whole industry of gravel machinery was mainly staged and rebounded. Only some sub-sectors and companies with sub-sectors and companies with a strong downstream industry had the opportunity to basically face up.

In the second half of 2011, we will focus on the coal mill industry, the oil drilling equipment industry and the engineering crushing machinery industry. The engineering crushing machinery industry is one of the fastest-growing sub-sectors in the recovery of relative economic conditions in the crushing machinery industry. Once the regulation is relaxed, the engineering crushing machinery industry will be the first to rise. In the second half of the year, the protection of housing and water conservancy construction will become one of the driving forces for the demand for engineering gravel machinery.

In addition, the increase in operating pressure has generally brought about the momentum of industry consolidation. Therefore, in the later period of inflation, it is recommended to pay attention to listed companies that may have assets restructuring, new business development, and management improvement.

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