Expert Opinion helped us to explore specific quantitative information related to market scenario of Global demolition equipment industry specific to regional markets. We have approached the industry experts and key decision makers in both developing and developed markets. Great amount of actionable insights have also been gathered from industry suppliers.

预计基建投资仍将保持高增。我国2022 年广义基建投资完成额同比增 长11.5%，狭义基建同比增长9.4%；2023 年1~4 月广义基建同比增长 9.8%，狭义基建同比增长8.5%。我们预计 2023 年作为贯彻二十大精神 的开局之年，稳增长政策力度仍将持续，尤其在出口、消费、地产投资 等领域贡献有限情境下，基建投资作为重要抓手预将保持高景气。

建筑央国企：“一利五率”新的考核体系下央企经营灵活度得到提升，更加注重央企经营质量和盈利能力，有利于建筑央国 企估值修复。首先推荐积极发展成长属性强、高毛利储能业务的中国电建、现金流更优的资源和矿山设计业务快速发展、增 厚业绩的中国中冶。同时建议关注受益于新疆区域基建弹性，建筑订单有望高增的北新路桥*和新疆交建*（标*为暂未覆盖）。

开工增量放缓，主体建造活跃： 在建筑工程方面，卫星路网数据显示我国三大经济带5 月建筑工程数据增长主要体现在主体建造施工阶段，京津冀地区当月主体建造施工同比增长最高，三大经济带当月正在施工面积指标5 月有所下降。5 月京津冀、长三角、珠三角新增施工面积总量同比下降81.55%，环比下降3.32%，其中：京津冀地区同比下降59.66%，环比上升309.57%；长三角地区同比下降85.20%，环比上升14.49%；珠三角地区同比下降100%，环比下降100%。

Growing interest in ready-mixed concrete produced in the materials industry are expected to drive the market. Industry - Materials The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for ready-mixed concrete by geography and historical trend. The scope of the report extends to sizing of the readymixed concrete market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

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