Worry in the short term, long-term fearless orderly return of listed companies in the construction machinery industry

Worry in the short term, long-term fearless orderly return of listed companies in the construction machinery industry
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!  On the afternoon of February 20, He Qinghua, Chairman of Sun River Intelligent, made his live broadcast debut.In the special period, the older generation of construction machinery used new tricks.  In the live broadcast, He Qinghua walked all the way from the office to the factory area, and showed everyone the “Shanhe Intelligent Industrial City” after the resumption of work.  Not only the chairman’s live broadcast debut.In the past, sales peaks were expected after the Spring Festival (Jin Qilin analyst). Construction machinery companies often arranged a large number of promotion and scheduling activities. This year, due to epidemic prevention and control restrictions, offline promotion activities could not be organized. Construction machinery companies have been selling liveCargo sales service.  According to the investigation and interview of the reporter from Shanghai Securities News, the outbreak has greatly affected the construction machinery industry and enterprises in the short term.In the end, some upstream supply chains were blocked, and it was difficult for construction machinery companies to resume production and resume 100%; extensions, delays in engineering, and increased short-term operating pressure on downstream customers, while some new orders were on the sidelines.  However, the usual construction machinery companies generally remain optimistic about expectations.Recently, a large number of major projects in Shandong, Hebei, Fujian, Hunan and other places have resumed construction. In addition to industrial projects such as anti-epidemic materials, major new projects have started to focus on transportation, water conservancy and other infrastructure-related infrastructure areas.  According to the China Merchants Securities Research Report, if the construction industry basically resumes work in March, the construction machinery industry will be affected only a little.  He Qinghua, a construction machinery faucet who has resumed work in succession, introduced Shanhe Intelligent’s modern mini-digging and assembly workshop, rotary excavation assembly workshop and rotary excavation commissioning site during the live broadcast.According to reports, Shanhe Intelligent officially started construction on February 6 and resumed production safely and orderly.  It is impossible without stress.”In 2020, everyone will have a special New Year. All industries are under pressure. We hope that all parties will work together and Sun River Intelligent will also strive to achieve ‘three years of growth’.”He Qinghua’s novel.  Just a few days ago on February 13, 19 transport vehicles loaded with all types of intelligent equipment from Shanhe drove out of the plant and sent to Guangdong, Shaanxi and other provinces, as well as Israel, 武汉夜网论坛 India, the Philippines, Thailand, Cambodia and other places.This is Shanhe Smart recently.Part of 500 million orders.  Under the circumstances of ensuring the safety of employees’ lives and personal health, leading engineering machinery companies have focused on epidemic prevention and control in one hand, and production and operation in one hand, and have gradually resumed work.  Zoomlion resumed work and resumed production on February 5.During the special period, Zoomlion placed this year’s opening celebrations on corporate WeChat antiques.To this end, Zoomlion has formulated an outbreak prevention and control plan and adopted strict measures.On February 11th, the “State Council Working Group for the Prevention and Control of New Coronary Pneumonia of Hunan Province Working Group” went to Zoomlion to check the epidemic prevention work and confirmed Zoomlion ‘s preventive measures.  As of February 21, Zoomlion’s concrete, construction cranes, earthmoving, aerial work machinery, firefighting machinery, pile workers, industrial vehicles, agricultural machinery and other separate divisions, the subsidiaries have stepped, precision resumption, and the rate of staff reinstatement is nearly 75.%, The company’s production capacity is restored to 60% to 80%.In addition, the Zoomlion Smart Industrial City project, which Zoomlion is focusing on, has also resumed construction.  Relevant person in charge of Sany Heavy Industry reported to the Shanghai Securities Journal on the 21st that at present, Sany Heavy Industry and Sany Group have ushered in a full resumption of work. 17 domestic production parks have resumed work, and many intelligent “lighthouse factories” have been put into trial operation with more than 16,000 employees.Employees returned to work and the overall return rate was over 70%.  ”The pumping business unit resumed work early and production capacity recovered quickly.As of February 20, more than 5,800 workers have returned to the factory, with a return rate of 83%.At the same time, more than 2,500 people in Hunan Ningxiang Industrial Park have also arrived, with a return rate of over 60%.”The relevant person in charge of Sany Heavy Industry said.”On February 21, Liugong’s relevant person told the Shanghai Securities Journal that Liugong had resumed work and production.  Parts will be gradually eliminated. Generally speaking, the construction machinery industry will officially start production before the tenth day of the first month, and some key positions will enter the working state in advance according to actual needs.Affected by the epidemic this year, the resumption of work was delayed, and the company’s production capacity could not meet expectations in the short term.  ”The reason why 100% resumption of production has not yet been achieved is more important because some upstream companies and supporting enterprises have resumed production and resumed production late, coupled with factors such as difficult logistics and transportation, which have led to the full recovery of construction machinery enterprises,One problem is being solved gradually.”The relevant person in charge of an engineering machinery company said.”Affected by the epidemic, some of the accessory companies cannot start or start full-scale construction, especially in Hubei.”Facing the current situation, the company first expressed its understanding of the accessory companies, and at the same time opened up other channels to gradually minimize the impact.”” Said the above person.  According to its introduction, after the epidemic, both enterprises and upstream suppliers will pay more attention to the anti-risk capabilities and sustainable development of their own supply chains, and think more carefully about the nature of localization support, so as to make the future industrial layout more concentrated.The logistics distance is shorter.  He Qinghua was also asked “how does the epidemic affect the construction machinery industry” during the live broadcast. He Qinghua said that first of all, unplanned costs increase and “there is the issue of the supply of upstream accessories. It is expected that the industry may appear by MarchShortage of upstream accessories.”The guarantee of spare parts is the top priority of current production.On February 15, Sany ZTE, which belongs to Sany Heavy Industry, had 515 employees on duty, and all production lines resumed in a single shift.At present, it produces nearly 4,000 oil cylinders in storage, of which more than 1,400 are guaranteed for main engine shipment to ensure the smooth production chain of Sany Heavy Industry and Sany Group.  In Sany’s Changsha Park, nearly 100 intelligent robots started to operate in the intelligent “lighthouse factory” upgraded from No. 18 factory building, and the overall efficiency of the factory increased by over 30%.At the end of this month, the “Lighthouse Factory” will start producing major spare parts.The relevant person in charge of Sany Heavy Industry said that the “Lighthouse Factory” broke through some of the original technological breakthroughs and greatly improved the level of automation. By then, many core and important spare parts could be produced in-house.  Both days, Sany Heavy Industry also received the first three-car parts products from Wuhan.”The availability of goods indicates that the logistics of the whole country has basically been smooth, and the production of upstream enterprises is being resumed.”” SANY Heavy Industry said that it is currently actively communicating with suppliers to further smooth the supply chain.  In response to the upstream supply problem, Liu Gong said that its supply chain center has grasped the resumption of labor and logistics policies in various places and cooperated with suppliers to do a good job of epidemic prevention and control.At the same time, the supply chain center communicated with more than a thousand suppliers and provided necessary protective supplies and necessary production materials.  The epidemic has little impact on the highest. The more important question is: How will this wave of epidemic affect the construction machinery industry in the new year?  He Qinghua said that the current growth rate of operating rate has a certain impact on the industry.”Through the control of the epidemic and the guidance of relevant government policies, various industries are accelerating their resumption of work. It is estimated that the operating rate after April will be higher than in previous years.”With regard to the question of how quickly the after-sales service is generally concerned about customers, He Qinghua admits that there are indeed difficulties for the time being.” No matter how good the equipment is, no service is impossible.”In the live broadcast, some people paid attention to how Sunhe Intelligent’s backlog of international orders was handled. He Qinghua said,” At present, there are already products ready for delivery, but different levels of traffic stoppages in various regions have disrupted logistics.It is believed that logistics can be resumed soon to guarantee overseas customers.”Someone from the construction machinery industry reported to the Shanghai Securities Journal that the epidemic has a certain impact on the construction machinery industry in the short term, mainly involving orders, production and transportation, and downstream customers.  In terms of orders, during the epidemic period, some construction machinery companies increased orders slightly from the same period last year, and some customers are still waiting and waiting; even various construction machinery giants are located in overseas bases and local employees, but affected by the epidemic, it may be added overseasOpportunities decrease in a short time.  In terms of production and transportation, the resumption and resumption times of upstream suppliers are uneven, and due to factors such as traffic control and logistics obstruction, some production materials cannot be in place in time, some orders in hand cannot be carried out as planned, and some orders have been shortened.There are cases where customers are not in a hurry to pick up the car and propose continuous delivery; due to the impact of logistics, the driver of the logistics company is insufficient and due to the impact of some regional traffic controls, there are a few products that cannot be delivered to customers on time.  On the downstream side, affected by the epidemic, the time limit for resumption of construction work in various places, the operating pressure of downstream customers of construction machinery has increased, and they face the operating dilemma of having no income but wages, social security, and repayment, and individual customers have the risk of overpayment.  However, people in the construction machinery industry believe that due to the impact of the Spring Festival holiday around February, it is the traditional off-season of the construction machinery industry, and the sales are gradually lower.No impact on expected sales.  Some analysts believe that the overall business scale and profit of domestic construction machinery companies in 2019 will reach the best level in years. All enterprises have made adequate preparations for 2020, including production and stock planning, and domestic / foreign supplier supply.Plans, sales promotion plans, etc., sudden outbreaks interrupted business activities that should have been carried out normally after the year, but from the point of view, the peak sales season may be late, but it will not be absent.  The relevant person in charge of Sany Heavy Industry said that through the introduction of government measures to ensure growth and the urgent need for “make-up lessons” for various types of construction progress, I believe that the downstream machinery construction industry will usher in an explosive rebound.