The hottest Sany 600031 shares the boom performanc

Sany Heavy Industry (600031): share the explosive growth of industry boom performance

Sany Heavy Industry (600031): share the explosive growth of industry boom performance

China Construction machinery information

Guide: the company still has the theme of acquiring the assets of the group company in the future. At present, the group company also has hydraulic excavator assets. In 2006, the excavator sales volume was nearly 1000, and this year is expected to reach about 2500. As one of the few national brands with rapid development in China, the excavator of Sany group has

the company still acquired the assets of the group company in the future, and always adhered to the theme of new image. At present, the group company also has hydraulic excavator assets. In 2006, the sales volume of excavators was nearly 1000, and this year is expected to reach about 2500. As one of the few national brands with rapid development in China, the excavators of Sany group have achieved scale effect. According to the group company's previous support for listed companies, We believe that the hydraulic excavator assets of the group company may enter the listed companies through refinancing in the second half of this year or next year, so as to further expand the industrial chain of listed companies

the export momentum is rapid, and there are still risks in setting up factories in India. The company has been actively exploring the international market since 2005. In 2005 and 2006, the total mining volume was regulated by the state, and the annual export revenue reached 184 million yuan and 477 million yuan, with a growth rate of 166% and 159.51%, much higher than the growth rate of domestic sales. At the end of November, 2006, the company announced that its holding subsidiary Sany Heavy Industry India Private Co., Ltd. invested $60million in India to build a construction machinery production base based on two materials commonly used in the drug packaging industry: polypropylene and polyethylene. In recent years, the domestic infrastructure construction in India has increased rapidly, and there is a strong demand for construction machinery. Its national industry of construction machinery is not developed. Compared with similar products in Europe and the United States, China's construction machinery products have outstanding cost-effective advantages. Therefore, the company has set up a plant in India to look at the huge potential market of construction machinery in India. However, just because the infrastructure construction in India is very backward, the supporting facilities such as water, electricity and roads are not perfect, the supporting system of parts and components is incomplete, and the labor cost is not lower than that in China, there are still certain risks for the company to set up a factory in India. In the second half of this year, the export tax rebate rate of some construction machinery products in China was adjusted from 17% to 13%, which will have a certain impact on the company's exports. It is estimated that the company's export revenue this year will reach 900million yuan, an increase of 88.68%. In 2008, the export revenue of the company increased by more than 50%, reaching 1.35 billion yuan

profit forecast and investment rating. According to our analysis, the rapid development of high-speed rail, expressway, real estate and other industries will drive the demand for concrete equipment, crawler cranes and other equipment. In addition to the rapid development of the company's export business, the company's performance in the past three years will maintain a rapid growth. It is expected that the annual earnings per share will be 1.81 yuan, 2.33 yuan, 2.91 yuan, with a year-on-year increase of 212.07%, 28.73% and 24.90%. The growth is good. The company's target price is 63.35 yuan, which is currently underestimated by 49.38%, Investment rating "buy"