Infrastructure "Barometer" Excavator Sales Data Continues to Improve in September

October eleventh，The latest data from China Construction Machinery Industry Association，In September 2022, all kinds of Excavator 21187 were sold.，Year-on-year growth of 5.49%，Wherein the outlet 10667 station，Year-on-year growth of 73.3%。Since July，Domestic sales of Excavators show positive growth.，The decline in domestic sales narrowed.，Exports continue to be strong。With the rapid growth of exports、The base declined over the same period，Institutions judge that the industry has turned positive inflection point.，Small single-digit fluctuation in the second half of 2022，Annual sales showed a trend of low before and high after.。

According to the statistics of 26 Excavator manufacturing enterprises by China Construction Machinery Industry Association，In September 2022, all kinds of excavator 21187 were sold.，Year-on-year growth of 5.49%，Among them, the domestic 10520 station，Year-on-year decline of 24.5%；Export 10667 desk，Year-on-year growth of 73.3%。2022 1-September，A total of 200296 excavators were sold.，Year-on-year decline of 28.3%；Among them, the domestic 119990 station，Year-on-year decline of 48.3%；Export 80306 desk，Year-on-year growth of 70.5%。

In addition，9668 loaders of various types were sold in September 2022.，Year-on-year growth of 0.7%。Among them, 5587 units were sold in the domestic market.，Year-on-year decline of 17%；Export sales of 4081 sets，Year-on-year growth of 42.1%。2022 1-September，A total of sales of various types of loader 91908.，Year-on-year decline of 18.2%。Among them, the sales volume in domestic market is 59353.，Year-on-year decline of 31.3%；Export sales of 325,55 sets，Year-on-year growth of 25.4%。2022 1-A total of 919 electric loaders were sold in September（3 tons 1 set，5 tons 918 sets），Among them, 68 were sold in September.。

The other day，Executive Vice President of China Federation of Machinery、Chen Bin, deputy director of the expert committee, pointed out the annual trend of the machinery industry.，Generally speaking, the trend of resumption of work and production in the machinery industry is better than the recovery of the consumer market.。Optimistic estimate，On the premise that the relevant national policies are fully implemented and the epidemic situation is no longer repeated，The industrial added value of the machinery industry in 2022 is expected to reach 5.5%The growth of。

According to the latest data of the machinery industry published in recent months,，All of them reveal that the whole industry is pointing to“Bottom up”Momentum。In terms of operating rate，From January to August this year，The average monthly operating rate of construction machinery in China is 61.45%，The overall trend is stable。Among，In August, the average monthly operating rate of construction machinery in China was 63.99%，Continue the growth trend since the second quarter。The operating rate is over 60%There are four types of equipment.，Truck_crane/ 'target='_blank' style='color:blue;'>Truck Crane、Excavator、Pump Truck、Paver“Most diligent”。Truck Crane operating rate is 80.54%，The operating rate has been the first for 18 consecutive months.。

Construction industry is driven by the recovery of infrastructure demandPMIThe degree of prosperity continues to improve。September 30，The National Bureau of Statistics announcedPMIData，SeptemberPMIReturn to the line of prosperity and decline。ManufacturingPMI50.1%，Non-manufacturing business activity index and compositePMIThe output index is 50..6%And 50.9%。PMIThe main reason for the recovery is the sustained effectiveness of the package of policies to stabilize the economy.、High temperature weather affects fading and manufacturing industry“Gold Nine Silver Ten”Effect influence。

Anxin Securities believes that，Construction machinery plate at the bottom of the fundamentals，Leading companies have passed the test of the industry's upward and downward periods.，Positive layout of digitalization in the current downward stage of the industry、International transformation and upgrading，Relying on Innovation Drive to Create a Deeper Moat，Enhance the ability to resist cyclical fluctuations through new electric products and export market development，It has medium and long-term allocation value.。

Soochow Securities pointed out，Under the background of steady growth，Local governments accelerate the promotion of special debt to form physical workload，Project start-up demand is expected to be released centrally，Drive equipment demand to pick up。With the rapid growth of exports、The base declined over the same period，Analysts judge that the industry has turned positive inflection point.，Small single-digit fluctuation in the second half of 2022，Annual sales showed a trend of low before and high after.。

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