Tower crane (hereinafter referred to as "tower crane"), one of the subdivided fields of construction machinery industry, is entering the "big tower era".
"Thanks to the continuous development and maturity of the heavy lifting industry and the industrialization of the construction industry, the sales proportion of medium and large tower crane products has increased, and the average sales price has risen sharply at the same time." Tang Shaofang, vice president of Zoomlion and general manager of construction hoisting machinery company, disclosed at the big tower lifting forum a few days ago, The world's largest turret crane w12000-450 specially built by Zoomlion for Changtai Yangtze River Bridge has reached the level of hundreds of millions of yuan.
In addition, many industry insiders said that because the carbon emission target of carbon peak and carbon neutralization was proposed, the growth power of super large tonnage tower cranes driven by wind power, nuclear power and other industries was strong.
Big tower structural market growth
According to the data of the National Bureau of statistics, since March this year, the growth rate of real estate development investment has narrowed in July since February this year. However, people in the construction machinery industry believe that the decline of real estate development investment will not affect the scale of the tower crane market.
"The reason is that with the rise of prefabricated buildings, small tower cranes have been gradually replaced, resulting in the growth of medium and large tower structural market," said Yue Zhiguo, deputy general manager of Southwest leasing company of China Construction Second Bureau.
According to the report of the Ministry of housing and urban rural development on the development of prefabricated buildings in 2019, the market space of PC components continues to expand, with a compound growth rate of 38% from 2019 to 2025. In 2020, prefabricated buildings will account for 15%; It is estimated that by 2025, prefabricated buildings will account for more than 30%.
Yue Zhiguo introduced that with the large-scale development of PC building components, the selection of PC building construction in first tier cities shows a trend towards 200tm-400tm series medium and large tower cranes. Since 2018, the small tower cranes of 40tm-63tm series have decreased by more than 80%, while the share of large tower cranes has doubled. Since 2020, with the industry gradually entering a stable development stage, the share of large and super large tower cranes has further increased.
In 2021, the sales of large tower cranes of 600tm and above of Zoomlion, the leader of tower crane, increased by more than 100%, and the development trend of large-scale equipment is obvious.
Tang Shaofang introduced that the trend of large-scale PC in foreign countries is also evolving. For example, the prefabricated building hoisting in Singapore is the hoisting of the whole or whole apartment building, using 600tm to 1200tm tower cranes.
Tang Shaofang believes that the construction industrialization will cause a new revolution in tower crane equipment. The promotion of prefabricated buildings will make real estate still an important position for tower crane products, and the big tower will usher in a high-speed development stage.
New energy construction assistance
In addition to the promotion of construction industrialization, the growth of super large tonnage tower crane driven by wind power, nuclear power, photovoltaic and other industries is still strong.
Fan Youtian, general manager of China energy construction Tianjin power construction hoisting company, said, "in the future, the single unit capacity of onshore fans will tend to be large, and the development of large offshore units will bring benefits and broad space to the growth and development of heavy tower crane machinery and equipment enterprises."
According to fan Youtian's analysis, from the current user's use situation, the mechanical use efficiency of the heavy tower crane is basically the same as that of the crawler crane. The crawler crane has broader and stricter requirements for the ground site, and the heavy tower crane makes up for this disadvantage. At the same time, the heavy tower crane has stable performance, high safety, ultra-high cost performance, higher lifting height Stronger wind resistance and other advantages, "therefore, the demand for heavy tower crane will occupy an important position."
On the other hand, Tang Shaofang revealed that 1 million KW nuclear power has also begun to be promoted. Zoomlion has a layout in the field of nuclear construction related products, "new energy construction will be an important field of tower crane product layout in the future."
In addition, in 2020, the state proposed to focus on supporting the "two new and one heavy" construction, which not only promotes consumption and benefits the people's livelihood, but also adjusts the structure and increases the aftereffect. In 2020, the investment is expected to exceed trillion yuan. It is expected that by 2025, the total social investment driven by new infrastructure will reach 400000-60 trillion yuan.
Industry insiders believe that various key infrastructure projects will also greatly drive the demand for large tower cranes. Taking the Changtai Yangtze River Bridge under construction as an example, it will be the largest long-span highway railway cable-stayed bridge in the world. According to the design scheme, the bridge needs super large tower crane to meet its construction method.
In the face of such lifting requirements, traditional tower cranes are difficult to meet. Therefore, Zoomlion has specially built the world's largest upper turret crane w12000-450 for Changtai Yangtze River Bridge. With a weight of 4000 tons and a rated lifting moment of 12000 ton meters, the product is the world's first super 10000 ton meter up slewing super large tower crane, with a maximum lifting weight of 450 tons and a maximum lifting height of 400 meters.
Shi Zhiyong, deputy general manager and chief engineer of CCCC second navigation bureau, said that with the continuous breakthrough of bridge span, the height of bridge main tower has also set a new record at the same time, and the rapid installation of main tower by large tower crane has gradually become the mainstream trend.
Weak period of construction machinery
On October 25, Su Zimeng, President of China Construction Machinery Industry Association, said that in recent years, China's construction machinery industry has continued to maintain rapid growth, and the sales of some products have repeatedly hit record highs.
The data show that the 12 main products counted from January to August this year have increased significantly, with production and sales of more than 1.32 million units, a year-on-year increase of 44%; According to statistics, the operating revenue of 12 key enterprise groups increased by 34.3% year-on-year, and the total import and export of the whole industry increased by 49.7% year-on-year in 2020.
However, the rapid development of the construction machinery industry in recent years can not hide investors' concerns about its periodicity, especially when the sales growth rate of the industry declined in the third quarter.
According to the latest industry statistics of China Construction Machinery Industry Association, in September 2021, the 25 host manufacturing enterprises included in the statistics sold 20085 sets of various mining machinery products, a year-on-year decrease of 22.9%. Among them, 13934 units were sold in the domestic market, a year-on-year decrease of 38.3%. However, the export sales of excavators remained strong in September, with 6151 units sold, a year-on-year increase of 79.0%.
An executive of a construction machinery enterprise said that after five consecutive years of high growth since 2016, the industry has also entered a stable stage. "However, from the perspective of domestic market volume, artificial substitution and renewal, China's construction machinery market has great potential in the future." the person also believes that the weak cycle characteristics of the construction machinery industry are becoming more and more obvious.
Tang Shaofang also believes that for the tower crane industry in subdivided fields, the market pattern, demand and product technology iteration will help the industry fight the cycle. At the same time, the competitiveness of the company's products has been greatly improved, driving the significant growth of overseas sales.
Zoomlion said that there are many manufacturers in the domestic tower crane industry, about 300 enterprises registered by the association, and few enterprises above designated size. Over the years, the growth rate of the industry in the second half of the year will be lower than that in the first half of the year. "However, the Matthew effect of the tower crane industry is becoming more and more obvious. The products have also undergone structural changes, mainly from small to medium-sized, and the market is also sinking. Before, the price of head enterprises was high and concentrated in first tier cities. Now they have gradually penetrated into prefecture level cities and even county-level cities, and the company's market share still has room to improve."
