The income growth of the most thermal coal machine

2022-10-02
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The income growth of coal machinery enterprises slows down, and the long-term demand is still strong

the income growth of coal machinery enterprises slows down, and the long-term demand is still strong

China Construction machinery information

Guide: can Universal Machinery do impact tests in the near future? Coal prices continued to fall, and the fixed asset investment of coal enterprises also showed a downward trend, which attracted the attention of coal machinery and equipment enterprises. What the industry is concerned about is that it has laid the confidence for the development of China's experimental machine industry to a higher level. Will this situation be transmitted to coal machinery equipment enterprises, and will the boom cycle of coal machinery equipment enterprises end abruptly? Coal

recently, coal prices have continued to fall, and the fixed asset investment of coal enterprises has also shown a downward trend, which has attracted the attention of coal machinery and equipment enterprises. The industry is concerned about whether this situation will be transmitted to coal machinery equipment enterprises, and whether the boom cycle of coal machinery equipment enterprises will come to an abrupt end

fixed asset investment of coal enterprises may continue to decline

the latest Bohai Rim thermal coal price index released on August 8 was 626 yuan/ton, a year-on-year decrease of 25%. Previously, the Bohai Rim coal price has been falling for 13 weeks, and has just shown signs of stabilization

the decline of coal prices may have a certain negative impact on the fixed asset investment of coal enterprises. According to the data, the fixed asset investment in coal mines in the first half of this year was 210.1 billion yuan, with a year-on-year increase of 23.1%, while the year-on-year increase in the first quarter was 35.1%, while the growth rate in the second quarter fell to 19.3%. The industry showed a trend of monthly growth slowdown

some insiders said that the demand for coal machinery is directly related to the investment in fixed assets of coal mines. Although coal enterprises still have profit space and there is still a buffer zone for the transmission of coal demand to the construction of coal mine capacity, the capital expenditure of the whole industry may be pushed back, especially the resumption of production of some small coal mines may progress more slowly, so the demand for coal machinery may face pressure in the second half of this year

in addition, some analysts believe that the growth rate of national power consumption has declined this summer, and the capital expenditure of coal enterprises may continue to fall, and the coal machinery industry is facing certain pressure

the income growth of coal machinery enterprises slowed down

recently, China's leading coal machinery enterprise has independently developed a medium and advanced vibration experimental machine. According to the 2012 interim report released by Tiandi technology, the revenue was 6.423 billion yuan, an increase of 36.02%; The net profit was 479 million yuan, an increase of 32.04%. In the view of the outside world, it is commendable that such performance can still be achieved under the adverse environment of domestic coal price falling by more than 10% in the first half of the year

recently, A-share coal machinery listed companies have successively released interim results. However, according to the published data, most companies' revenue growth in the second quarter slowed down to varying degrees compared with the first quarter

some analysts compared the operating data of joy international, Metso and Sandvik in the coal machinery equipment industry in the second quarter of this year, and found that the growth rate of new orders of these three multinational companies was slowing down. Among them, joy International's new orders for downhole equipment in the second quarter of this year fell by 27% year-on-year and 19% month on month; New orders for washing equipment of Metso miner are also declining. Excluding the occasional data in the second quarter of 2011, the second quarter of this year fell by 13% year-on-year and 6% month on month; Sandvik's new orders for mining equipment in the second quarter of this year increased by 9% year-on-year, down 13% month on month

according to the person in charge of a multinational coal machinery enterprise, their demand from the Chinese market is changing from purchasing equipment to post equipment market services. In order to adapt to this trend, they should also change from the role of equipment supplier, and more importantly, the role of insulation layer is too thick, to the role of solution provider and service provider

however, Shenyin Wanguo recently released a report that the coal machinery industry is expected to enter an excess return period by the end of the third quarter. The report points out that the recent sharp adjustment of A-share coal machinery stocks has been triggered by both the decline in the growth rate of domestic coal demand and the negative impact of imported coal on coal prices. After the decline, it is expected that the impact of imported coal will be reduced in the third quarter. With the arrival of domestic winter coal storage season in the fourth quarter, the coal machinery industry is expected to improve

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