Sany's 17 domestic industrial parks have started the epidemic on the construction machinery industry is only a short-term impact

At 3:18 p.m. on February 5, sany heavy industry changsha industrial park no. 18 workshop — & ndash; Sany, Asia's largest digital factory, held a brief ceremony to resume work.

sany industrial park reopening ceremony

This marks the global engineering giant officially announced the resumption of production. Sany revealed that the group's 17 domestic industrial parks have done a good job in prevention and control measures, with conditions for resumption of work, will be started in the near future.

epidemic prevention and production

The second day, the reporter saw in sany changsha industrial park, no. 18 intelligent workshop, splashes of steel, machine tool roar, a pair of hot production scene.

On the production line, “ Armed to the teeth. The workers are methodically busy, engrossed in operating a variety of machinery, one hand to catch epidemic prevention and control the other hand to catch production.

Previously, sany heavy industry changsha park has been strictly in accordance with the requirements, the deployment of safety inspection in advance. Pump Truck assembly class monitor pu mingjun introduced, before entering the plant to take temperature, after entering the plant to wear protection, every day in the plant disinfection, but also provide Chinese medicine drinks, to ensure safety.

March is the peak season for concrete equipment sales, and orders for some products have been booked into the middle of the year. But as far as you can see, there are far fewer workers on duty than in previous years because of the outbreak.

Pu mingjun introduced, if there is no epidemic, in previous years on the seventh day of the full resumption of production. At present, more than 200 employees have arrived at the factory no. 18. They are stepping up production of a batch of orders from the United States and Indonesia, which are expected to be shipped overseas before the end of the month.

& other; Despite the small number of people in the production line, there are more machines, great energy and high output. . Mr Pu says they are confident of speeding up the delivery of fallen orders, thanks to smart, informationised production lines and improved technological processes.

analysis: the outbreak was only a short-term shock

In 2019, for Chinese construction machinery enterprises, the development momentum is good. Sany group equipment sales historically exceeded 100 billion yuan.

how much impact will the outbreak have on construction machinery?

On the evening of Jan. 20, sany said in a pre-announcement that it expects a full-year net profit of 10.8 billion yuan to 11.8 billion yuan in 2019, up 77% to 93% from a year earlier. During the reporting period, the company's sales of Excavating Machinery, Concrete Machinery, hoisting machinery, Piling Machinery and other equipment continued to grow, and the level of profitability increased significantly.

& other; The six stability measures have been a positive factor for China's construction machinery industry in the long run. In 2020, this year's development area will be first suppressed and then increased, and the total demand for the whole year will not decrease. Compared to 2019, there is still confidence. Throughout the &; Start the site, sany heavy industry pumping division chairman to ruan interview with CCTV reporters said.

Northeast securities research report believes that the epidemic is only a short-term impact, the core variable of the industry is fixed asset investment, as long as the index is not affected, the impact of the industry is limited, coupled with the industry's good cash flow, cheap valuation, leading and large development opportunities, the epidemic brings short-term stock price adjustment is an opportunity.

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