After hitting a high of 49.70 yuan at the beginning of the year, it fell all the way to the lowest point of 26.38, with the largest drop of 49.27%, which was close to the waist. The first quarter report showed that nearly 700,000 investors were trapped.
With the continuous decline of stock prices, investors have become numb from the initial continuous replenishment. Recently, however, things have begun to change. The mid-term bottom of Sany Heavy Industry has appeared, and the share price is expected to return to the upward trend.
Why do you say that? Look at this set of data and you will know the answer.
Komatsu's starting data shows that the starting hours of construction machinery in North America, Europe and Indonesia increased significantly in April, indicating that overseas demand continued to increase. With the popularization of vaccines and the implementation of the US infrastructure plan, the infrastructure in overseas markets will smooth out the off-season of the domestic infrastructure cycle.
In May, the year-on-year growth rate of domestic excavator market declined. The main reason for this result is: 1. Under the policy of celebrating the New Year on the spot, the traditional sales season in spring comes ahead of schedule, which makes the sales in February and March greatly exceed expectations and overdraws the market potential in April and May. 2. Due to the influence of raw material prices and special debts, some infrastructure projects were postponed and the growth rate of real estate investment slowed down.
However, these situations have begun to change. Recently, domestic infrastructure investment began to accelerate, and the unfavorable factors restricting the company's development began to weaken.
Second, the company has increased its investment in intelligence and digitalization. The per capita output value of the company increased from 979,700 yuan in 2065,438+065,438+09 to 4,654,380 million yuan in 2026,5438+0, which is the follow-up of the company.
In recent years, the company has increased its investment in intelligent and digital factories. 202 1 global lighthouse factory production can save the company's production costs and improve production efficiency.
The data shows that the number of employees in the company has decreased from 5 1 1800 in 20 19 to 18500 in 20 19, and the per capita output value of employees has been continuously improved, reaching 465438 in 20 19.
Third, the state intervened in the regulation of commodities, and the factors affecting the fluctuation of raw material prices began to weaken.
The National People's Congress Standing Committee (NPCSC) has made arrangements to ensure the supply and price stability of bulk commodities, and its policies have been continuously implemented. In accordance with the requirements of precise regulation and control, we will highlight key comprehensive policies to ensure the supply of bulk commodities and curb unreasonable price increases.
Not only the adjustment of policies, but also the dumping of goods by the State Reserve Bureau, the prices of rebar and thermal coal have dropped from a high level 10% and 9% respectively, and the cost pressure of the manufacturing industry in the middle reaches is expected to be alleviated.
The factors affecting the price of raw materials have begun to weaken, and the company's operating costs are expected to be controlled.
Four. In 20021year, the company's global strategic layout basically took shape, and its future growth can be expected.
In 20 19, the company sold excavators 8 1 18, but the overseas market share of excavators was only 1.9%, which was at a low level. With the basic formation of the company's global strategic layout, the company's share in overseas markets will gradually increase.
Referring to the development history of Caterpillar, the global leader in construction machinery, the company's overseas market income is expected to continue to increase in the future. In 2020, Sany Heavy Industry's overseas operating income only accounts for 14. 10% of the total revenue, while Caterpillar's is 56%. As a leading enterprise in construction machinery, Sany Heavy Industry is expected to continue to benefit from RCEP and Belt and Road construction in the future.
To sum up, the influencing factors of raw material prices are weakening, the company's intelligent and digital factories have basically reached production, and the global strategic layout has basically been realized. The mid-term bottom of the company has been formed, and the stock price is expected to return to the upward trend.