根据判断,未来两年泵车销量将持续下滑。2012年泵车销量的零增长,意味着存量增长了30%,供给增速显着高于需求增速。我们调研和测算的存量设备投资回报率,已下滑至零回报。如果明年泵车存量继续高于需求增速,增量设备冲击存量设备投资回报率,厂商过去数年已售设备分期款的回收风险加大,资产负债表将受损。 Judged that the next two years, pump sales will continue to decline. Zero growth in sales of pump trucks in 2012 meant a 30% increase in inventories and a much faster supply growth than demand growth. The ROI of our stock and equipment surveyed and measured by us has slipped to zero. If pump truck inventories continue to outpace demand growth next year, incremental equipment will impact the ROI of equipment inventories, and manufacturers’ risk of recovery of installed equipment installments in the past few years will increase, so the balance sheet will suffer.