工程机械上市公司2021年中报点评

Comments on 2021 interim report of listed construction machinery companies

1峰值销售规模翻倍,本轮景气渐近顶峰2021年中期工程机械17家A股上市公司(包括安徽合力、杭叉集团、诺力股份等叉车公司,浙江鼎力、海伦哲等高空作业车和配件公司恒立液压)营业收入大幅增长42%至2240亿元,超过2011年历史高峰期1101亿元的两倍(见图1)。这是工程机械行业一件具有有重大意义的事件,标志着我国工程机械行业上了一个新台阶。

In the middle of 2021, the operating revenue of 17 A-share listed companies of construction machinery increased significantly by 42% to 224 billion yuan, more than twice the historical peak of 110.1 billion yuan in 2011. This is an event of great significance in the construction machinery industry, marking a new stage in China’s construction machinery industry.