In addition to industrial investment, in the first half of the year, infrastructure investment has also maintained a rapid growth, an increase of 7.8% year-on-year. With the successive construction of the infrastructure projects, the mechanical equipment such as horses, excavators, mixers, etc. also ushered in a wave of sales.
In the first quarter of this year, the railway fixed asset investment has created the highest peak in 9 years, and the investment amount increased by 29.3% year-on-year. The investment in the airport and other nail hubs is also increased. According to the national statistical bureau, in the first half of the year, the whole industry completes fixed asset investment of 43.5 billion yuan, an increase of 8.5% year-on-year. The infrastructure investment in the first half of the year increased by 7.8% year-on-year. The hot construction on the construction site has confirmed the trend of further recovery.
In addition, Shanghai, Hainan, Zhejiang and other integrated transportation development "14th Five-Year Plan" construction map will be released, and the investment investment will be further encoded. Experts said that under the abundance of the epidemic prevention and control and the economic prospects, fixed asset investment is expected to continue to rebound in the second half of the year.
The second half of the special funds in the source of capital investments will accelerate the release, and it is expected that 2.6 trillion new special debt is released.
What is the impact of special debt funds in this year?
According to estimates, in the assumption of 3.65 trillion yuan this year, the proportion of the investment is 60%, and two-thirds of funds form physical investment, and the 2021 special debt will drive about 2.75 trillion. The funds are investing in the infrastructure, and the incremental funds are 650 billion yuan compared to 2020, and the fundamental growth rate is 3.9 percentage points in the 2021 year in the case of other source funds.
Construction Machinery "145" planning to improve industry heat
With the successive introduction of the 14th Five-Year Plan, the construction machinery industry has a high level of highlights.
The "Construction Machinery Career" 14th "Development Plan" is proposed. By 2025, my country's engineering machinery professional planning approach is 900 billion yuan, and the export volume is 28 billion yuan, and the corresponding international market share is 12%. Organization believes that under the driving update and new demand, the construction machinery is still growing during the "14th Five-Year Plan" period, and advocates focusing on the priority leading enterprises in the occupational community.
In the face of the "14th Five-Year" situation and new requirements, the engineering machinery occupation will implement six major industrialized varieties: new high-tech project machinery, three-high-tech project; engineering machinery intelligent production promotion project The construction machinery 名媛直播 are firmly improved; the construction machinery testing, experiment and evaluation of digital channel construction projects; construction machinery industry chain strong bases; construction machinery industry Internet application channel construction projects.
In the second half of the year, the funds and exports or expected to give the construction machinery demand must be supported, and the sales volume of excavators in the whole year is expected to increase. The construction machinery "14th Five-Year Plan" has been introduced, 2020 construction machinery full occupation completed operational income of 775.1 billion yuan, an increase of 16% year-on-year, overseas influence is increasing, according to planned 2025 professional revenue reached 900 billion yuan, The mechanical policy includes more than 60% of domestic brand market; high-end large-scale market share breaks 55%; the localization rate of central hydraulic parts exceeds 60%; the excavator CR4 exceeds 60%. Now the whole machine leader is broadening high value-added 名媛直播 and automation intelligence direction, together with the central parts, the whole machine's cost is expected to further improve competitiveness, bringing the increase in market, the whole machine and parts enterprises Both have a growth space.
