Xinhua News Agency, Beijing, December 15 -

Title: Spring plumbing "machine" prophet - From "excavator index" to see the Chinese economy temperature

　　Xinhua News Agency reporter

　　In the early morning of the 15th, Beijing was cold and cold in the dead of night, but the construction site on the south side of the new landmark of China World Trade Center "China Zun" was in full swing. At the construction site of the sixth work zone in the CBD core area, infrastructure equipment roared.

　　At the construction site in Xiongan New Area, more than 100 kilometers away, tower cranes are brightly lit, and many crawler cranes, concrete pump trucks and excavators are busy working.

　　Thousands of miles away on the banks of the Xiangjiang River, on the big screen of Sany Heavy Industry’s “No. 18 Factory”, the big data of more than 400,000 excavators, hoisting equipment, concrete machinery and other equipment across the country are scrolled in real time. There are traces of the movement in one step.

　　With the help of the construction machinery vehicle networking system, massive construction machinery application data, from thousands of construction sites "flowing" to Sany Heavy Industry, the positioning, model, and start-up time of each equipment are clear at a glance, an index that reflects the vitality of China's economy in real time The map suddenly appeared on the screen.

　　This is the "Excavator Index" created by Sany Heavy Industry, an important reference for observing economic operations.

　　"From the real-time data returned by the machinery, the'working hours' of excavators, cranes, and concrete batching plants in the second half of the year surpassed the same period last year." He Dongdong, head of the root interconnection of the industrial Internet platform incubated by Sany Heavy Industry, said, "Excavators The "index" not only reflects economic vitality, but also clearly shows the hot picture of China's infrastructure.

　　Excavator sales are known as the "thermometer" of the Chinese economy.

　　According to the latest data from the National Bureau of Statistics, in October, my country's excavator output was 35,098 units, a year-on-year increase of 42.4%; the output of excavators in the first October was 307,284 units, a year-on-year increase of 32.7%, a record high.

　　Yang Delong, chief economist of Qianhai Kaiyuan Fund, said that the blowout of excavator sales indicates that my country's infrastructure investment has accelerated significantly, the level of resumption of work and production has continued to increase, and the economy is accelerating recovery.

　　If you compare the two curves, the answer is even more stark:

　　-11.6%, 24.8%, 33.2%, this is the growth curve of single-season sales of excavators in the domestic market in the first three quarters of this year;

　　-6.8%, 3.2%, 4.9%, this is the quarterly growth rate of my country’s economy in the first three quarters.

　　"If investment, consumption, and exports are the troikas that drive economic growth, then manufacturing, infrastructure, and real estate are the troikas that drive investment." Yang Delong said that manufacturing investment is obviously procyclical, while real estate investment Generally stable.

　　In this context, infrastructure investment is expected to become the vanguard of driving the economy.

　　SANY Heavy Industry Industrial Park, Kunshan, Jiangsu.

In the open-air parking lot, yellow-painted excavation secrets are lined up in dense rows, waiting for delivery.

It has been operating at full capacity since April, and the factory is still brightly lit at night.

Due to the large number of orders, logistics companies are busy delivering goods overnight.

　　Zhang Yang, chairman of an engineering construction company in Xuzhou Heavy Factory, bought 36 excavators in one go and was anxiously waiting for delivery.

In the first ten months, the sales of Xuzhou Heavy Industries excavators increased by 53% year-on-year, and the annual sales are expected to double from 2018, setting a new record high.

　　Parts manufacturer Jiangsu Hengli Hydraulics is also very busy.

The company's oil cylinders and pump valves are in high demand, resulting in rapid growth in revenue and profits.

The operating income in the first three quarters was 5.3 billion yuan, an increase of 39% year-on-year; the net profit was 1.47 billion yuan, an increase of 61% year-on-year.

　　In the first October of this year, the domestic sales of SANY excavators exceeded 60,000 units, which is expected to increase by about 50% year-on-year.

　　Xiang Wenbo, president of Sany Heavy Industry, believes that although the economy has been hit by the epidemic in the first half of the year, the country has introduced a series of "six stability" and "six guarantees" policies, especially increasing infrastructure investment, and the excavator industry has ushered in very good sales.

　　——Intensity of investment has increased, and new and old infrastructure construction has been advanced simultaneously.

As of the end of November, the accumulated working hours of excavators in 31 provinces across the country have achieved positive growth, and 12 provinces and cities have increased by more than 50% year-on-year, mainly in the northeast and northwest regions.

The concrete machinery used in the construction of bridges and tunnels has shown a positive increase in cumulative working hours in South China, North China and East China.

　　——The construction process has accelerated significantly in the second half of the year.

Take the crawler crane for hoisting equipment as an example. The operating time increased from January to May with a year-on-year negative growth. By June, the first positive increase occurred in the year, and it has continued to this day; the cumulative working hours from January to November exceeded the same period last year.

　　——The people's livelihood project is actively launched.

As of the end of November, the cumulative working hours of rotary drilling rigs used in transportation, municipal administration and other fields increased by 30% year-on-year, ranking first in construction machinery.

The significant year-on-year increase in single-month working hours was concentrated from March to July, with multiple increases in April, June and July.

　　——Increase in Hubei infrastructure investment.

The cumulative working hours of excavators and hoisting equipment increased by 35% and 21.7% year-on-year.

　　Infrastructure is an effective tool for counter-cyclical macroeconomic regulation, and the main financing tool for infrastructure investment is special debt.

To this end, the special debt has been accelerated and expanded.

This year, the state has allocated 3.75 trillion yuan in local government special bonds, an increase of 1.6 trillion yuan over last year.

　　Prophet of Chunjiang plumbing "machine".

　　In the excavator market, facing the large-scale decline in sales of construction machinery in Europe, America, Japan and other places, China's excavator production and sales have grown rapidly, and its share of global output is expected to rise to about 70%, becoming a strong driving force in the chill-shrouded world economy .

(Reporters Dai Xiaohe, Zou Duowei, Bai Tiantian, Xia Zilin, Zhang Xiao)