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装载机提价 工程机械或迎涨价潮(附股)

2017-09-08 08:17:51   中国经济网

中国证券报记者了解到,柳工、山推等多家工程机械主机生产厂拟对装载机价格上调,涨价幅度在5%-10%之间。分析人士认为,由于原材料上涨以及市场供需关系等原因,预计其他类型工程机械价格将上调。

装载机全线提价

某装载机龙头企业相关负责人对中国证券报记者表示,公司此轮装载机调价,30型号(额定载荷3吨)及以下机型每台上涨1万元,50型号(额定载荷5吨)及以上机型每台上涨2万元。该调价原则上将于10月1日起执行。其他相关公司装载机价格基本执行同样的提价标准。

关于价格上调的原因,上述负责人表示,原材料价格持续上涨,是重要因素之一。此外,市场供需形势等也有一定影响。

中泰证券分析师指出,此次涨价系行业性提价举措,涨价幅度在5%-10%之间。一般来说,钢材占到工程机械产品成本的13%-15%;若加上液压件、发动机、外购件等配件用钢,全部钢材约占到工程机械产品成本的30%以上。

今年以来,工程机械主要使用的钢材和橡胶等价格大幅上涨,同时环保检查力度不断加大,上游钢材等行业限产造成的原材料紧缺等仍将持续。

中国钢材价格网数据显示,目前多地钢材出厂价已超4000元/吨,而去年同期市场钢材均价仅为逾2000元/吨。工程机械制造主要用的是10-20毫米中厚钢。数据显示,今年上半年中厚板平均价格相对于2016年均价约增长了30%左右。

此外,天然橡胶价格与去年同期相比上涨了约20%。

从工程机械市场需求表现来看,今年以来,挖掘机等设备销量持续高增长。中国工程机械工业协会数据显示,8月份,全国共计销售各类挖掘机械产品8714台,同比涨幅为99.5%。1-8月份,全国累计销售各类挖掘机械产品91439台,同比涨幅为101.1%。1-7月份,装载机、推土机、平地机销量均实现明显增长,同比增幅分别达到37.59%、36.89%和39.35%。

工程机械或迎涨价潮

上述装载机龙头企业相关负责人表示,公司其他种类工程机械产品未来是否涨价主要基于市场情况,如原材料价格是否会进一步上涨,市场需求是否会进一步扩大等。

中泰证券分析师认为,从原材料价格、环保因素以及上游供应的情况来看,预计继装载机之后,汽车起重机、挖掘机、叉车、塔机等板块存在提价的可能性。

三一重工相关人士对中国证券报记者表示,目前公司还没有工程机械产品全面涨价的消息,但公司工程机械涨价可能性较大。目前公司工程机械产品一般都是订单式生产,价格较为坚挺,且现货比较少。该人士认为,工程机械行业此前去产能力度较大,尽管今年的需求增长迅速,但产能不会迅速恢复,并且不会恢复到以前的规模。

某券商分析师对中国证券报记者表示,除装载机外,其他工程机械产品提价是趋势。目前这些设备还没有调整价格,或许是因为龙头企业,如三一重工、徐工机械、中联重科等公司年初有一些钢材储备,预计相关工程机械产品不久就会提价。

早在去年下半年,市场便传出了工程机械产品即将涨价的消息。今年以来,工程机械行业需求持续高位,部分主机企业甚至出现了卖断货的现象。业内人士表示,目前部分中小吨位的起重机以及挖掘机价格已经有小幅上涨。

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