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4江蘇雙軸撕碎機哪家好月挖機銷量28410臺 同比僅增長7%,增速放慢釋放了什么信號?
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挖(wa)(wa)掘機(ji)(ji)(ji)(ji)(ji)(ji)(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)在經歷一季度(du)較高(gao)(gao)(gao)(gao)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)后(hou),其(qi)(qi)4月(yue)(yue)(yue)表現有(you)所(suo)(suo)放緩(huan)(huan),增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)恒興撕碎(sui)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)放慢至(zhi)個撕碎(sui)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)價(jia)格(ge)優勢位(wei)數。其(qi)(qi)中(zhong)(zhong)(zhong)有(you)何(he)緣(yuan)由?釋放了(le)什(shen)么市場(chang)(chang)(chang)信號?   根據(ju)工(gong)(gong)(gong)程(cheng)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)械協會統計(ji)數據(ju),2019年(nian)4月(yue)(yue)(yue)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)行(xing)業銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)28410臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)7%。其(qi)(qi)中(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)(guo)內銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)26373臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)5%,出口合計(ji)約(yue)2037臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)34%。1-4月(yue)(yue)(yue)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)行(xing)業合計(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)103189臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)19%,其(qi)(qi)中(zhong)(zhong)(zhong)1-4月(yue)(yue)(yue)國(guo)(guo)(guo)(guo)(guo)(guo)(guo)內合計(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)95702臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)18%。   基建地產(chan)(chan)投(tou)(tou)資(zi)(zi)(zi)(zi),支(zhi)(zhi)撐中(zhong)(zhong)(zhong)小(xiao)(xiao)挖(wa)(wa)需(xu)(xu)求(qiu)   產(chan)(chan)品(pin)(pin)(pin)(pin)結構分析(xi):4月(yue)(yue)(yue),大(da)挖(wa)(wa)(30t以(yi)(yi)(yi)上)、中(zhong)(zhong)(zhong)挖(wa)(wa)(13-30t)、小(xiao)(xiao)挖(wa)(wa)(13t以(yi)(yi)(yi)下(xia)(xia))分別銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)3795臺(tai)(tai)(tai)(tai)、9851臺(tai)(tai)(tai)(tai)、14764臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)為(wei)(wei)+3%、+8%、+8%。   為(wei)(wei)何(he)中(zhong)(zhong)(zhong)小(xiao)(xiao)挖(wa)(wa)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)高(gao)(gao)(gao)(gao)于大(da)挖(wa)(wa)?   基建穩(wen)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)+環(huan)保(bao)趨嚴(yan),下(xia)(xia)游需(xu)(xu)求(qiu)影響(xiang)(xiang)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)結構變(bian)化(hua)(hua)。   1-3月(yue)(yue)(yue),基建累計(ji)投(tou)(tou)資(zi)(zi)(zi)(zi)2.65萬(wan)億(yi),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)2.95%;全(quan)國(guo)(guo)(guo)(guo)(guo)(guo)(guo)房地產(chan)(chan)開(kai)發投(tou)(tou)資(zi)(zi)(zi)(zi)2.38萬(wan)億(yi)元,增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)11.40%。   地產(chan)(chan)開(kai)發、基建投(tou)(tou)資(zi)(zi)(zi)(zi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)上行(xing),加快了(le)鄉村振興及城(cheng)鎮化(hua)(hua)建設(she)步(bu)(bu)伐。使(shi)得(de)主要用(yong)于小(xiao)(xiao)型土(tu)石方工(gong)(gong)(gong)程(cheng)、市政(zheng)工(gong)(gong)(gong)程(cheng)、鋪設(she)自來(lai)水(shui)管道、園林(lin)栽(zai)培等(deng)建設(she)的(de)(de)(de)中(zhong)(zhong)(zhong)小(xiao)(xiao)挖(wa)(wa)保(bao)持不俗的(de)(de)(de)市占(zhan)率。用(yong)戶對中(zhong)(zhong)(zhong)小(xiao)(xiao)挖(wa)(wa)需(xu)(xu)求(qiu)景氣度(du)延(yan)(yan)續(xu)。   隨著環(huan)保(bao)政(zheng)策(ce)(ce)趨嚴(yan),近期,國(guo)(guo)(guo)(guo)(guo)(guo)(guo)家(jia)發布了(le)礦山環(huan)境(jing)治理(li)的(de)(de)(de)工(gong)(gong)(gong)作(zuo)任務,關閉不達(da)標的(de)(de)(de)礦山10撕碎(sui)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)系列 四軸撕碎(sui)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)00處。此(ci)項政(zheng)策(ce)(ce)無疑造(zao)成了(le)礦山開(kai)工(gong)(gong)(gong)率下(xia)(xia)降,使(shi)得(de)用(yong)戶對與礦山開(kai)工(gong)(gong)(gong)相(xiang)關的(de)(de)(de)大(da)挖(wa)(wa)設(she)備需(xu)(xu)求(qiu)放緩(huan)(huan)。   外(wai)資(zi)(zi)(zi)(zi)品(pin)(pin)(pin)(pin)牌(pai)疲軟(ruan),國(guo)(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)品(pin)(pin)(pin)(pin)牌(pai)日漸(jian)強勢   品(pin)(pin)(pin)(pin)牌(pai)格(ge)局(ju)分析(xi):   國(guo)(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)品(pin)(pin)(pin)(pin)牌(pai)表現強勢,三(san)一再次獨占(zhan)鰲(ao)頭(tou)(tou)。4月(yue)(yue)(yue)份(fen):   ◆三(san)一重工(gong)(gong)(gong)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)6734臺(tai)(tai)(tai)(tai),位(wei)于第一,同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)10%;   ◆徐工(gong)(gong)(gong)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)4099臺(tai)(tai)(tai)(tai),同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)10.9%;   ◆柳(liu)工(gong)(gong)(gong)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)23%;   ◆臨工(gong)(gong)(gong)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)68%。   1-4月(yue)(yue)(yue),三(san)一重工(gong)(gong)(gong)累計(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)量(liang)(liang)(liang)2.63萬(wan)臺(tai)(tai)(tai)(tai),市場(chang)(chang)(chang)份(fen)額為(wei)(wei)25.51%,相(xiang)比(bi)去年(nian)全(quan)年(nian)提高(gao)(gao)(gao)(gao)2.44%;徐工(gong)(gong)(gong)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)的(de)(de)(de)累計(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)1.41萬(wan)臺(tai)(tai)(tai)(tai),市占(zhan)率13.70%。   外(wai)資(zi)(zi)(zi)(zi)品(pin)(pin)(pin)(pin)牌(pai)均出現下(xia)(xia)滑(hua)現象(xiang)。4月(yue)(yue)(yue)份(fen),卡特彼勒(le)、小(xiao)(xiao)松、斗山、日立(li)建機(ji)(ji)(ji)(ji)(ji)(ji)(ji)分別同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)-3%、-18%、-12%、-19%。國(guo)(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)品(pin)(pin)(pin)(pin)牌(pai)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)份(fen)額達(da)58.4%,相(xiang)比(bi)2018年(nian)的(de)(de)(de)53.1%提高(gao)(gao)(gao)(gao)4.6%。   1-4月(yue)(yue)(yue)國(guo)(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)品(pin)(pin)(pin)(pin)牌(pai)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)份(fen)額達(da)58.4%,相(xiang)比(bi)2018年(nian)的(de)(de)(de)53.1%提高(gao)(gao)(gao)(gao)4.6%。近三(san)年(nian)看,國(guo)(guo)(guo)(guo)(guo)(guo)(guo)內市場(chang)(chang)(chang)格(ge)局(ju)基本平穩(wen)。在國(guo)(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)品(pin)(pin)(pin)(pin)牌(pai)在競爭中(zhong)(zhong)(zhong),受益銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)政(zheng)策(ce)(ce)和(he)(he)服務體系不斷完(wan)善、靈活,國(guo)(guo)(guo)(guo)(guo)(guo)(guo)產(chan)(chan)品(pin)(pin)(pin)(pin)牌(pai)市場(chang)(chang)(chang)占(zhan)有(you)率穩(wen)步(bu)(bu)提升,牢(lao)牢(lao)占(zhan)據(ju)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)市場(chang)(chang)(chang)半壁(bi)江(jiang)山! 2016年(nian)以(yi)(yi)(yi)來(lai)基建投(tou)(tou)資(zi)(zi)(zi)(zi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)變(bian)化(hua)(hua)   雖然(ran)2019年(nian)一季度(du)基建投(tou)(tou)資(zi)(zi)(zi)(zi)延(yan)(yan)續(xu)低位(wei)企穩(wen)回升的(de)(de)(de)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)態勢。但對比(bi)全(quan)部投(tou)(tou)資(zi)(zi)(zi)(zi)仍有(you)所(suo)(suo)下(xia)(xia)滑(hua)。隨著環(huan)保(bao)政(zheng)策(ce)(ce)和(he)(he)社會融資(zi)(zi)(zi)(zi)約(yue)束,若后(hou)續(xu)無強有(you)力的(de)(de)(de)政(zheng)策(ce)(ce)支(zhi)(zhi)撐,全(quan)年(nian)基建投(tou)(tou)資(zi)(zi)(zi)(zi)或(huo)(huo)出現放緩(huan)(huan)趨勢。 2016年(nian)以(yi)(yi)(yi)來(lai)中(zhong)(zhong)(zhong)國(guo)(guo)(guo)(guo)(guo)(guo)(guo)對美國(guo)(guo)(guo)(guo)(guo)(guo)(guo)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)械設(she)備部分出口名單   由于外(wai)部環(huan)境(jing)復雜嚴(yan)峻,美國(guo)(guo)(guo)(guo)(guo)(guo)(guo)在全(quan)球鐵刨花撕碎(sui)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)廠家(jia)制(zhi)造(zao)貿易摩擦、美國(guo)(guo)(guo)(guo)(guo)(guo)(guo)貨幣政(zheng)策(ce)(ce)持續(xu)收緊、地緣(yuan)政(zheng)治沖突(tu)頻發和(he)(he)大(da)國(guo)(guo)(guo)(guo)(guo)(guo)(guo)博弈(yi)加劇等(deng)多(duo)因素的(de)(de)(de)影響(xiang)(xiang),全(quan)球經濟增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)或(huo)(huo)出現放緩(huan)(huan)趨勢,進而導致制(zhi)造(zao)業固定(ding)投(tou)(tou)資(zi)(zi)(zi)(zi)疲軟(ruan),民(min)間投(tou)(tou)資(zi)(zi)(zi)(zi)趨于謹慎。對涵蓋(gai)工(gong)(gong)(gong)程(cheng)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)械等(deng)產(chan)(chan)品(pin)(pin)(pin)(pin)的(de)(de)(de)制(zhi)造(zao)業發展或(huo)(huo)產(chan)(chan)生不利影響(xiang)(xiang)。   4月(yue)(yue)(yue)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)行(xing)業進入了(le)淡季。4月(yue)(yue)(yue)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)較1月(yue)(yue)(yue)、2月(yue)(yue)(yue)、3月(yue)(yue)(yue)分別為(wei)(wei)10%、65%、15.7%,增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)速(su)(su)大(da)幅放緩(huan)(huan)。   鑒(jian)于此(ci):專(zhuan)家(jia)預計(ji)5月(yue)(yue)(yue)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)銷(xiao)(xiao)(xiao)(xiao)(xiao)售(shou)(shou)(shou)或(huo)(huo)存在壓力,需(xu)(xu)謹慎對待(dai)挖(wa)(wa)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)市場(chang)(chang)(chang)。骨(gu)頭(tou)(tou)撕碎(sui)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)   (資(zi)(zi)(zi)(zi)料來(lai)源:華爾街(jie)見(jian)聞;圖片來(lai)源:海(hai)通證券研究所(suo)(suo)、高(gao)(gao)(gao)(gao)端(duan)裝備新視(shi)角,并由慧聰工(gong)(gong)(gong)程(cheng)機(ji)(ji)(ji)(ji)(ji)(ji)(ji)械網整理(li)撰寫)責任編(bian)輯:張慶(qing)

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