Core Viewpoint - The domestic sales of construction machinery in July showed strong performance despite being traditionally a slow season, with various equipment categories experiencing significant year-on-year growth [1][4]. Group 1: Domestic Sales Performance - Excavator sales reached 7,306 units, a year-on-year increase of 17.2% [4] - Loader sales totaled 4,549 units, up 2.48% year-on-year [4] - Grader sales were 97 units, reflecting a 7.78% increase [4] - Roller sales amounted to 544 units, with a growth of 24.2% [4] - Paver sales were 84 units, showing a substantial increase of 75% [4] - Truck crane sales reached 673 units, up 6.83% year-on-year [4] - Crawler crane sales were 62 units, marking a 72.2% increase [4] - All-terrain crane sales totaled 1,440 units, with a year-on-year growth of 9.34% [4] Group 2: Export Performance - Excavator exports reached 9,832 units, a year-on-year increase of 31.9% [4] - Loader exports totaled 4,451 units, up 13% year-on-year [4] - Grader exports were 527 units, reflecting a slight increase of 0.96% [4] - Roller exports amounted to 866 units, with a growth of 23.5% [4] - Paver exports were 25 units, showing a decline of 50% [4] - Truck crane exports reached 685 units, up 12.5% year-on-year [4] - Crawler crane exports totaled 179 units, marking a significant increase of 53% [4] - All-terrain crane exports were 347 units, reflecting an 8.1% increase [4] - The total export value of excavators in July was 6.77 billion yuan, a year-on-year growth of 33% [4] Group 3: Market Outlook - The construction machinery industry is expected to continue performing well in the second half of the year, driven by favorable policies in real estate and infrastructure, as well as the commencement of major water conservancy projects [4] - The overall trend for exports is also positive, with demand improving in European markets and sustained performance in Southeast Asia, South America, and Africa [4]
工程机械内销淡季不淡,出口景气延续 | 投研报告
Zhong Guo Neng Yuan Wang·2025-08-26 01:27