Safeguarding the construction of housing or signing an army order

Recently, the Ministry of Housing and Urban-Rural Development of China has rummaged over the signing of "military orders" for the construction of affordable housing. With this news, construction machinery stocks have been strongly strengthened, and investment in water conservancy construction has become a strong support for construction machinery stocks. On the whole, the construction of affordable housing, water conservancy, and high-speed railway will ensure that the absolute sales volume of engineering machinery will remain high in 2011. What kind of concrete impact does the signing of the “military order” for the construction of social security housing bring to the construction machinery industry?

Ultra-trillion-thousand-billion-yuan investment has strongly supported the strengthening of the construction machinery industry. It is reported that in 2011, the scale of housing construction for affordable housing projects in China will reach 10 million sets, which represents an increase of 70% compared to 2010, which means that the investment in affordable housing projects in 2011 will exceed 1 One trillion yuan, accounting for 20% of the country's real estate investment scale. If 10 million units can be implemented, it can make up for the fluctuation of real estate investment and reduce the impact of real estate control policies on the construction machinery industry. According to industry sources, 40% of construction machinery is related to real estate. Real estate regulation has a negative impact on construction machinery, but affordable housing will reduce the impact of real estate regulation. At the beginning of the new year of 2011, all parts of China announced plans and measures to accelerate the construction of affordable housing in 2011. While more people will benefit, the construction machinery sector will also benefit greatly.

According to reports, the Ministry of Housing and Urban-Rural Development requires all types of affordable housing planned this year to start construction by October 30; this news may provide support for cement and engineering machinery stocks. . In 2011, under the pressure of the country’s strengthening of macroeconomic control and regulation of the real estate industry, the growth rate of the construction machinery industry will drop significantly. However, the vigorous construction of affordable housing will offset this pressure to a certain extent, coupled with the possibility of rapid growth of the export market. Due to the great nature, the demand for construction machinery will continue to grow. Industry insiders expect the growth rate of construction machinery to be around 20% in 2011. One of the most promising is the excavator industry. Despite the recent news that excavators are facing a crisis of overcapacity, the recent development of the excavator industry is still widely viewed. Followed by cranes, it is expected to face accelerated growth. At the same time, the development momentum of the main varieties of the construction machinery industry, such as loaders and bulldozers, has also attracted widespread attention.

According to industry insiders, among the top 10 measures, the most important one for the construction machinery is the housing project and infrastructure construction. In recent years, China’s affordable housing system has continued to improve. The country's policy orientation on affordable housing not only helps improve and improve our country’s living environment, but also greatly eases the restrictions on construction machinery due to limited commercial real estate. The impact of the industry. The most obvious effect of this policy will be to accelerate the recovery of China's concrete machinery industry. At the same time, it will also bring about the recovery of related earth-moving machinery and other product markets. The industry is greatly optimistic about the development of concrete machinery, excavators, and cranes. . With this large-scale investment in fixed assets, construction machinery will also benefit the most from the machinery industry.