Real estate regulation does not relax construction machinery need to shift perspective and then look for opportunities

It is understood that the impact of policy regulation, the first 10 months of this year, the new real estate nationwide to start construction of 146,800 square meters, down 8.5% year-on-year, October new start of 11,800 square meters, down 6.43% year-on-year since March this year, The number of new construction starts in the country has been negative for the seventh consecutive month. For the construction machinery industry, which is closely related to the real estate boom, this is obviously not a message that people would like to see.

However, “the east side of the sunrise is raining on the west”, while the real estate continues to be regulated, the construction of the protection house on the other side is being vigorously promoted, which can bring a lot of comfort to the construction machinery industry. Jiang Weixin disclosed that China’s urban affordable housing construction target during the “12th Five-Year Plan” period is 36 million sets. In 2011, 10 million sets have been started. More than 7 million sets have been started this year, and the planned number of starts next year will not fall below 5 million sets. About 6 million sets. Therefore, the construction machinery industry is expected to find opportunities.

In addition, to get rid of the low growth and development, construction machinery needs to shift its perspective and look for opportunities, such as water conservancy construction and railway infrastructure investment.

In terms of water conservancy construction, in the report of the 18th National Congress, Hu Jintao explicitly proposed to speed up water conservancy construction. Hu Jintao proposed to vigorously promote ecological civilization construction, accelerate water conservancy construction, strengthen the construction of disaster prevention and reduction systems, advance comprehensive management of soil erosion, improve the most stringent water resources management system, strengthen water source protection and total water management, and build a water-saving society.

In terms of railway infrastructure, the data show that the country’s railway investment in fixed assets completed 81.013 billion yuan in October, an increase of 141.2% year-on-year, the highest growth rate since March 2009. According to the annual investment plan, railway investment in the final two months of this year must be close to 200 billion yuan, a year-on-year increase of 30%. As for next year, the preliminary plan for railway infrastructure investment will reach 600 billion yuan. Obviously, vigorously stepping up China’s railway infrastructure has provided a vast space for development for the construction machinery industry.