Exploring the high-speed growth of listed companies in construction machinery

In the first half of this year, the performance of engineering machinery in Hunan enterprises was very eye-catching! No matter it is the leading enterprises in Sany Heavy Industry, Zoomlion, Tiejian Heavy Industry, Shanhe Intelligent, etc., or the "new generation" SMEs in Xingbang Heavy Industry, Huimeng Heavy Industry, Xiangjian Heavy Industry, etc., they have delivered brilliant transcripts. . Is this just caused by the market recovery? Can this high growth continue?

On July 18th, Sany Heavy Industry's stock soared, adding another fire to the company's market value of 100 billion yuan reached in March.

According to the results disclosed by A-share machinery and equipment sector, the proportion of companies with pre-winning performance in the first half of 2019 exceeded 55%, and the performance of listed machinery enterprises in Hunan was particularly bright:

1. Sany Heavy Industry, the net profit attributable to shareholders of listed companies is expected to be 6.5 billion yuan to 7 billion yuan, an increase of 3.1 billion yuan to 3.6 billion yuan compared with the same period of the previous year, an increase of 91.8% to 106.6%;

2. Zoomlion, the net profit attributable to shareholders of listed companies is estimated to be 2.4 billion yuan to 2.7 billion yuan, an increase of 171% to 212%;

3. Shanhe Intelligent, it is estimated that the net profit attributable to shareholders of listed companies will be 300 million yuan to 329 million yuan, which will maintain upward growth year-on-year;

4. China Railway Construction Industry Manufacturing Co., Ltd. has signed a new contract amount of 9.853 billion yuan this year, and Tiejian Heavy Industry contributed a lot;

Behind the growth in the performance of construction machinery companies is the continued prosperity of the entire industry. Excavators have always been regarded as the weather vane of the construction machinery industry and a barometer of economic development.