Expected fixed assets of the hottest construction

2022-08-02
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Demand side expectation of construction machinery industry: the growth rate of fixed asset investment in 2018 will pick up

on January 20, 2018, the National Bureau of statistics released the fixed asset investment data for 2017. The national fixed asset investment (excluding farmers) was 63168.4 billion yuan, an increase of 7.2% over the previous year. By industry, the investment in the primary industry was 2089.2 billion yuan, an increase of 11.8% over the previous year; The investment in the secondary industry was 23575.1 billion yuan, an increase of 3.2%,; The investment in the tertiary industry was 37504billion yuan, an increase of 9.5%

the investment difference in relevant industries closely related to the demand of the construction machinery industry is obvious

in 2017, the investment in the mining industry was 920.9 billion yuan, down 10.0%, an improvement of 10 percentage points over the previous year; Among them, the investment in coal mining industry was 264.8 billion yuan, with a cumulative year-on-year decrease of 12.3%. The investment in the construction industry was 364.8 billion yuan, down 19%. The investment in transportation was 6118.6 billion yuan, an increase of 14.8%, an increase of 5.3 percentage points over the same period last year; Among them, the investment in road transport industry was 4030.4 billion yuan, an increase of 23.1%, an increase of 8 percentage points over the same period last year; The investment in railway transportation was 800.6 billion yuan, down 0.1%. The investment in water management was 1002.1 billion yuan, an increase of 16.4%

the investment in real estate development was 10979.9 billion yuan, an increase of 7.0% over the previous year, and the growth rate was 0.1 percentage point higher than the previous year; For example, the growth rate of capital in place of real estate development investment rebounded in March. From September to December last year, the monthly growth rates of real estate investment funds were 1.2%, 2.4%, 10.8% and 12.5% respectively. With the increase of capital growth month by month, the situation of new housing construction has also improved. The year-on-year growth rate of newly started housing area (moving average in March) rose to 7.7% from less than 1% in September and October

with the deepening of agricultural supply side structural reform, agricultural investment has increased steadily. In 2017, agricultural investment increased by 16.4%. Under the background of the new round of industrial revolution, with the promotion of agricultural investment growth, rural infrastructure construction has been steadily promoted, and investment in agricultural fields such as rural road construction and rural water conservancy and irrigation projects has also been continuously strengthened

infrastructure investment grew steadily, and the western development continued to advance

in 2017, infrastructure investment reached 14000.5 billion yuan, an increase of 19% over the previous year, and the growth rate increased by 1.6 percentage points over the previous year;; Accounting for 22.2% of the total investment, 2.2 percentage points higher than that of the previous year; The newly developed Omega calender, which is composed of several cylinders, contributed 52.9% to the total investment growth, driving the investment growth by 3.8%.. Among them, the investment in water management industry increased by 16.4%, and the growth rate dropped by 0.6 percentage points; Investment in public facilities management industry increased by 21.8%, and the growth rate dropped by 1.5 percentage points; The investment in road transport industry increased by 23.1%, and the growth rate dropped by 1.5 percentage points; The investment in railway transportation industry decreased by 0.1% year-on-year and increased by 0.5% in January

in 2017, the country started the western development. In 2017, the investment in the western development was 6.85 trillion yuan, 17 new projects were started, and the investment scale was 494.1 billion yuan, focusing on the important infrastructure fields in the western region, such as railways, highways, large-scale water conservancy projects, energy and ecological environmental protection

17 new key projects are: Ningxia Zhongwei Gansu Lanzhou railway; Guizhou Duyun Anshun highway; Gansu Pingliang Tianshui highway; Jiading (Qinggan boundary) Haiyan (Xihai) section of Jiaonan Haiyan highway of g341 line; Capacity expansion project of Guizhou Chongqing Expressway; Heyang Tongchuan highway in Shaanxi; Construction of West Branch Airport; Guangli can withstand long-time high-temperature baking and extreme external conditions when it is used for coating. The first phase of the 100000 ton two-way channel expansion project of the east channel of xiqinzhou port; Water diversion project in Central Yunnan; The experimental process was all incorporated into the computer-controlled Inner Mongolia Chuo to Liao project; Sichuan Baihetan Hydropower Station; Western rural power transformation and upgrading project; Tibet central Tibet and Changdu electric power connection project; Chongqing Hubei back to back project; Power supply project of Lhasa Nyingchi section of Tibet Sichuan Tibet railway; South Xinjiang natural gas benefiting people project; Comprehensive management of water resources in key river basins in the western region

coordinated development of regional investment

in 2017, the eastern region invested 26583.7 billion yuan, an increase of 8.3% over the previous year, and the growth rate increased by 0.2 percentage points over the month; The investment in Central China was 16340billion yuan, up 6.9%, the growth rate being the same as that in January; The investment in the western region was 16657.1 billion yuan, an increase of 8.5%, and the growth rate dropped by 0.8 percentage points; The investment in Northeast China was 3065.5 billion yuan, an increase of 2.8%, and the growth rate increased by 2.7 percentage points. Investment in the western region increased by 8.5%, ranking first among the four sectors; Investment in Northeast China increased by 2.8%, and the growth rate continued to rise steadily after turning from negative to positive last month

coordinated promotion of regional investment in the "three strategies". The comprehensive promotion of the three major strategies of "the the Belt and Road", "coordinated development of Beijing, Tianjin and Hebei" and "construction of the Yangtze River Economic Belt" has effectively released the investment potential. In 2017, the investment in 18 regions covered by the "the Belt and Road" policy increased by 8.1%, 0.9 percentage points higher than the national growth rate. In the process of the coordinated development of Beijing, Tianjin and Hebei, the industrial transfer has been orderly promoted, the planning and construction of xiong'an new area has been orderly, and the construction of Beijing's urban sub center has been steadily carried out. Adhering to the concept of "ecological priority and green development", the radiation and driving role of the Yangtze River economic belt is gradually increasing. The investment in the 11 provinces and cities covered increased by 11% in 2017, 3.8 percentage points higher than the national growth rate; It accounted for 45.5% of the national investment, an increase of 1.5 percentage points over the previous year

local investment, construction projects and new projects were higher than those in the same period of the previous year

from the perspective of project subordination, the central project investment was 2355.2 billion yuan, a decrease of 5.7% over the previous year and a decrease of 0.1 percentage point over the month; The investment in local projects was 60813.2 billion yuan, an increase of 7.7% over the previous year, and the growth rate dropped by 0.1 percentage point

from the perspective of construction and new projects, the total investment of the construction project is planned to be billion yuan, an increase of 18.2% over the previous year, and the growth rate is 0.5% lower than that of the month; The total investment of newly started projects is planned to be 51909.3 billion yuan, an increase of 6.2%, and the growth rate is the same as that in January

the situation of funds in place has gradually improved

from the perspective of funds in place, the funds in place for fixed asset investment reached 62981.5 billion yuan, an increase of 4.8% over the previous year and 0.4% over the previous month. Among them, the state budget funds increased by 7.8%, and the growth rate dropped by 1.7 percentage points; Domestic loans increased by 9.0% and the growth rate dropped by 0.3 percentage points; Self raised funds increased by 2.3% and the growth rate increased by 0.6 percentage points; The utilization of foreign capital decreased by 3.1% over the previous year, and the decline narrowed by 0.7 percentage points; Other funds increased by 11.6% over the previous year, and the growth rate increased by 0.5 percentage points

the growth rate of investment in technological transformation and equipment manufacturing industry picked up significantly

in 2017, the investment in technological transformation in manufacturing industry was 9397.3 billion yuan, an increase of 16%, an increase of 1.7 and 4.5 percentage points respectively over the month and the previous year, and 11.2 percentage points higher than all manufacturing investment; It accounted for 48.5% of the total manufacturing investment, an increase of 4.6 percentage points over the previous year

in 2017, the investment in equipment manufacturing industry was 8058.2 billion yuan, an increase of 8.6%, 0.6% and 4.2% higher than that of the month and the previous year respectively; It accounted for 41.6% of the total manufacturing investment, an increase of 1.5 percentage points over the previous year

at present, the GDP growth rate in 2018 is expected to be about 6.8%, and the growth rate of China's urban fixed asset investment is expected to reach about 7.5% in 2018. Recently, many regions, such as Inner Mongolia and Tianjin, have begun to "squeeze water" from fixed asset investment and other statistical data. However, from the perspective of actual investment, there are many improvements. For example, from September to December 2017, the growth rate of real estate investment funds in a single month was 1.2%, 2.4%, 10.8% and 12.5% respectively, which rebounded in three consecutive months. With the monthly increase of capital growth, the situation of new housing construction has also improved. The year-on-year growth rate of new housing construction area has increased from less than 1% in September to 7.7%

therefore, in the medium and short term, infrastructure construction and gradually improved real estate will continue to support the steady development of China's construction machinery market

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