Japanese construction machinery enterprises are showing signs of bottoming out in China 缠绵交易总裁大人别太坏

Signs of Japanese construction machinery enterprises in China is the bottom of U.S. stock market center: exclusive national industry sector stocks, premarket after hours, ETF, real-time quotes Sina warrants stocks 8, Nikkei news Beijing Chinese network said, the Japanese construction machinery manufacturer Komatsu the Chinese business appeared signs of bottoming. The monthly operating hours of construction machinery sold by Komatsu in China reached the highest growth rate in 5 months in August. In addition, Hitachi sales also increased by 42%. The reason is that China has begun to promote infrastructure construction in a wide range of Railways and ports. Due to the appreciation of the yen and resource prices, the Japanese construction machinery enterprises this year expected sales and profits double down, but Chinese business recovery or to support performance. Using the global positioning system of engineering machinery enterprises in Japan (GPS) real time control of the operation of each device, through large data independent analysis, strengthen customer upgrading, maintenance and repair demand forecast and sales management of loans. The monthly running time of engineering equipment sold by Komatsu in China has increased year by year since February 2016. In August, the growth rate reached 11%, reaching a new high since March 2016 (29%). Sales are also recovering. Komatsu 4~8 hydraulic excavator sales growth of 14%, Hitachi built machine is also doing well, in August sales growth of 42%, Kobelco construction machinery also rose 29%. China’s economy still lacks strong momentum, but local governments are implementing policies to expand investment locally. 1~8 month’s fixed assets investment increased by 8%. Saito Koshi, of Nomura Securities, says the recovery trend of large machinery is particularly evident in hydraulic excavators". In addition, the price rebound of coal and crude oil is also good. GPS analysis data has also become a leading indicator of performance. Komatsu in fiscal year 2016 (ending March 2017) with forecasts for $1 105 yen for the premise, operating profit fell 28%, fell to 150 billion yen, sales fell 9% to 1 trillion and 685 billion yen. In the field of construction machinery business, the proportion of sales in China market is 4%. With the increase of machinery operating time in China, the demand for customer replacement, maintenance and repair may be higher than expected. The profit margin of Chinese market is considered to be higher than that of developed countries, and its contribution to the overall performance is greater. Komatsu chief financial officer (CFO) Totsuka Koo said, "judging Chinese engineering machinery market has bottomed out is still too early, but the shares have more than Komatsu lows in February rose by about 50%. September 23rd is a new high since the beginning of the year. Hitachi construction machinery stock price also rose 50% over the July lows. In the field of construction machinery, Japanese enterprises in other business in China also bottomed out. Orders for MITSUBISHI electric plant automation equipment are recovering. In addition, also for CNC FANUC beyond device demand is expected to increase this fiscal year performance expectations. Toshiba’s semiconductor sales are also on the rise. On the other hand, the Japanese machine tool industry association lowered the expected annual orders. In non-ferrous metals industry, copper market downturn will produce a negative 3

日本工程机械企业在华业务现触底迹象 美股行情中心:独家提供全美股行业板块、盘前盘后、ETF、权证实时行情   新浪美股讯 北京时间8日日经中文网称,日本工程机械制造商小松的中国业务出现了触底迹象。小松在中国销售的工程机械的每月运行时间在8月创出5个月以来最高增长率。此外,日立建机的销量也增长了42%。原因为中国重新开始在铁路和港口等广泛领域推进基础设施建设。由于日元升值和资源价格走低,日本各工程机械企业本财年预计出现销售额和利润双下降,但中国业务的复苏或将对业绩构成支撑。   日本的工程机械企业利用全球定位系统(GPS)实时掌握每台设备的运行情况,通过自主的大数据分析,加强客户在更新换代、保养和维修方面的需求预测和销售贷款管理。   小松在中国销售的工程设备每月运行时间自2016年2月起转为同比增长。8月增长率达到11%,创出2016年3月(29%)以来的新高。销量同时也在复苏。小松4~8月液压挖掘机的销量增长14%,日立建机也表现不俗,8月的销量增长了42%,神钢建机也增长29%。   中国经济仍欠缺强劲势头,但地方政府正在实施在地方扩大投资的政策。1~8月的固定资产投资增长8%。野村证券的斋藤克史表示,在液压挖掘机中“大型机械的复苏趋势尤其明显”。此外,煤炭和原油等资源价格反弹也构成利好。   GPS的分析数据也成为了业绩的先行指标。小松2016财年(截至2017年3月)合并业绩预测以1美元兑105日元为前提,营业利润同比下降28%,降至1500亿日元,销售额也下降9%,降至1.685万亿日元。在工程机械业务领域,中国市场所占销售额比率为4%。通过机械在中国的运行时间增加则显示出客户更新换代、保养和维修的需求有可能高出预期。中国市场的利润率被认为高于发达国家,对业绩整体的贡献度较大。   小松首席财务官(CFO)藤塚主夫表示,“判断中国工程机械市场已经触底仍为时尚早”,但小松的股价已比2月的低点上涨了约50%。9月23日更是创出年初以来新高。日立建机股价比7月的低点也上涨50%。   在工程机械领域以外,日本企业在华的其他业务也出现触底迹象。三菱电机的工厂自动化设备订单正在复苏。此外,发那科也因机床数控装置需求超出预期,上调了本财年的业绩预期。东芝的半导体销量也在增长。   另一方面,日本机床工业协会下调了全年订单额预期。在有色金属行业,铜的行情低迷将产生负面影响。本财年的各行业或将出现不同程度的复苏。 责任编辑:王永生 SF153相关的主题文章: