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Machinery and equipment industry: demand for construction machinery continues to exceed demand

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  • Time of issue:2020-11-12
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(Summary description)On May 15th, the United States formally upgraded restrictions on Huawei, which will comprehensively restrict Huawei’s purchase of semiconductors produced by US software and technology, including those outside the United States but listed on the US commercial control list.

Machinery and equipment industry: demand for construction machinery continues to exceed demand

(Summary description)On May 15th, the United States formally upgraded restrictions on Huawei, which will comprehensively restrict Huawei’s purchase of semiconductors produced by US software and technology, including those outside the United States but listed on the US commercial control list.

  • Categories:News Center
  • Author:
  • Origin:
  • Time of issue:2020-11-12
  • Views:0

On May 15th, the United States formally upgraded restrictions on Huawei, which will comprehensively restrict Huawei’s purchase of semiconductors produced by US software and technology, including those outside the United States but listed on the US commercial control list. Before OEM production, you need to obtain a license from the US government. Although the domestic semiconductor industry has developed rapidly under the support of national policies in recent years, it is still lagging behind in terms of advanced process technology and semiconductor equipment. As the foundation of the entire industry chain, semiconductor equipment is also a key target of the US ban. Its localization and autonomy are urgent.

The strategic significance of domestic wafer foundries has been highlighted. SMIC has substantially increased its capital expenditure and received a capital increase of over 16 billion in the second phase of the large fund. As the most advanced wafer foundry in China, SMIC has highlighted its strategic significance. Recently, it has made frequent actions: 1) Raise the capital expenditure in 2020 to 4.3 billion U.S. dollars to use the machinery and equipment of the 300mm wafer fab in Shanghai, and mature Process production line; 2) On the 15th, the second phase of the National Grand Fund and the second phase of the Shanghai Integrated Circuit Fund injected 1.5 billion US dollars and 750 million US dollars into SMIC Southern, and the registered capital of SMIC Southern will increase from 3.5 billion US dollars to 6.5 billion US dollars; 3) Announced the return of A shares and will be listed on the Science and Technology Innovation Board. It plans to issue 1.686 billion shares. The raised funds are mainly used to invest in the 12-inch SN1 project (SMIC Phase I) and reserve funds for R&D projects. We believe that under the current situation, domestic wafer manufacturing plants such as SMIC will further accelerate the development and expansion of advanced manufacturing processes, thereby driving support for domestic equipment and materials.

Equipment localization welcomes historical opportunities, and breakthroughs have been made in all links. At present, China Micro Corporation's dielectric etching machine has entered the 5nm supply of TSMC; the North Huachuang silicon etching machine has entered the mass production of the SMIC 28nm production line; the Shengmei cleaning machine has been mass produced in the Hynix, Yangtze River Storage, SMIC and other production lines; Shenyang Tuojing PECVD entered the 28nm production line of SMIC and Huali Micro for mass production; Jingce Electronics and Shanghai Ruili broke through foreign monopoly in the measurement field and obtained repeated orders; Changchuan Technology and Huafeng Measurement and Control also achieved breakthroughs in the field of analog testing machines.

[Construction machinery] The demand for excavators continues to fall short of demand, and price increases are gradually transmitted to the terminal

According to our industry chain research, the leading companies headed by Sany and XCMG have begun to increase prices in the sales of excavator terminals, and the previously announced price increase plans have gradually spread to the terminals. We believe that the increase in the price of sales terminals will improve the profitability of agents that had previously deteriorated due to price wars, thereby improving the industry ecology. At the same time, with the start of real estate, infrastructure and other engineering projects, the shortage has spread from small digging to medium digging, and it is expected that the shortage will continue until June. Therefore, some sales personnel of Sany Heavy Industry expect to welcome the second round of price increases at the end of next month. In terms of parts and components, Hengli Hydraulics scheduled the production of 68,000 excavator cylinders in May (+74% year-on-year), and its production capacity has continued to be overloaded since March. Pump valve production schedule is also close to the limit of production capacity. Zhongda's pump valve market development is accelerating. Downstream OEMs are worried that overseas epidemics will affect the supply of Kawasaki and other companies, and cooperation with Hengli has been advanced.

At present, both upstream and downstream construction machinery are in short supply. We believe that the Q2 industry will continue to flourish. At the same time, as the infrastructure policy signals gradually become clear, the growth rate of infrastructure construction is expected to pick up, industry demand is released simultaneously, and the construction machinery boom is prolonged with certainty.

rupu

Jinhua Ruipu Machinrey Manufacturing Co.,ltd is an enterprise engaged in foreign sale business which integrating R&D,production, and marketing together, mainly specialized in the production of gear box for golf trolley, electric transaxle and dual motor.

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