In 2020, the annual reports of listed companies in the construction machinery industry have been released one after another, and the listed companies that produce "big" machinery and equipment have submitted beautiful performance reports.
According to information statistics, many construction machinery companies have disclosed their annual reports, among which Sany Heavy Industry (600031), Zoomlion (000157), Liugong (000528), Sunward Intelligent (002097), Shantui (000680) All achieved high growth, *ST Xiagong also turned losses into profits, and welcomed the decapitation. Currently, *ST Xiagong has resumed trading and withdrawn the delisting risk warning.
Driven by the high prosperity of the industry, the construction machinery market will see an upward trend against the market in 2020. Industrial Securities Machinery Industry Analyst Shi Kang believes that the construction machinery industry will achieve steady growth in the future, driven by multiple effects such as recovery in domestic and foreign demand, equipment upgrading, upgrading of emission standards, and replacement of people by machines. In addition, post-cycle products such as construction cranes and concrete machinery will continue to grow, achieving a sales growth rate higher than that of excavators. At the same time, "green and smart" in the company's annual report has also become a high-frequency word. In the context of a new round of global construction machinery industrial transformation, electric, intelligent, and unmanned construction machinery has become a new trend.
Speed up the upgrade of smart manufacturing
Under the hot market sales, large-scale modern construction projects, and customers' demands for product value enhancement, the construction machinery industry is required to accelerate the transformation and upgrading of automation, digitization and intelligence.
In terms of digital transformation, various companies have "made moves" to strengthen digitalization and intelligence.
Sany Heavy Industry continues to promote the construction of lighthouse factories, and it is expected to reach 22 by 2021, and form a lighthouse factory transformation and intelligent manufacturing with Sany characteristics to help transform the industrial chain; cooperate with China Unicom in the 5G joint laboratory and use 5G technology to create full connectivity The factory fully supports the intelligent transformation of Sany Heavy Industry.
Jiang Qingbin, deputy general manager of Sany Heavy Industry Pumping Company, introduced that their No. 18 plant has 81 robots, 77 AGVs and other intelligent equipment. After the intelligent upgrade, the production capacity has doubled, the plant area has been reduced by half, and the number of personnel has been reduced. 67%, the production cycle has also been compressed by 50%.
In terms of intelligent construction, Shandong Lingong, a leading company in the industry, is also at the forefront. In 2017, Shandong Lingong formally established Lingong Zhike to focus on the production and research and development of intelligent equipment. At present, Lingong Zhike has been in the forefront of the industry in terms of AGV control algorithm, scheduling system development, and MES system development.
"Now the automation level of our workshop has reached 90%, and the welding automation has reached 85%, which is also the most advanced in the world industry." said Li Xiangzhong, director of the technical department of the intelligent manufacturing workshop for large excavators of Shandong Lingong, the innovative application of workshop automation, Not only has the work efficiency increased by 20%, the defect rate of robot welding has also been reduced to below 10%, and each production line has saved 50 workers, and the production cost has been drastically reduced.
Mature application technology and project actual combat experience have made Lingong AGV series products well received by market users. Song Kai, deputy general manager of Lingong Zhike and general manager of the marketing company, introduced that the AGV is an automated equipment designed for narrow passages. Its biggest advantage is that it saves user space in the factory and can be used in less than 2 meters of passages. Run freely within. In addition, the stacking AGV of Lingongzhike can be used alternately in multiple channels, allowing one machine to be used for multiple purposes and saving costs for users. The equipment adopts a two-way fork design, with greater storage density, higher efficiency when picking and placing materials, and a smaller steering field area required.
Zoomlion started to build its industrial big data platform in 2015. The platform can monitor the condition, location and construction route of various equipment such as concrete pump trucks, truck cranes, excavators, and tower cranes. In addition, Zoomlion integrates multi-party data into an industrial big data platform to assist scientific decision-making internally and provide intelligent services externally.
With the industrial big data analysis platform, Zoomlion not only effectively reduced its own service costs and realized a new revenue stream, but also created a 360-degree view of customer needs, effectively helping customers optimize their management capabilities and reduce operating costs.
In 2020, Sunward Intelligent will focus on the construction of intelligent manufacturing in the six directions of intelligent research and development, intelligent products, intelligent construction, intelligent services, intelligent management and intelligent production, and comprehensively promote the company to move towards an intelligent enterprise. A series of digital and intelligent projects such as Sunward Intelligent's intelligent three-dimensional warehouse have made good progress and realized the visualization of production site data.
It is understood that a spare parts company under Sunward Intelligent has opened up the upstream and downstream information flow with host companies, implemented informatization, digitalization, and intelligent transformation, and delivered parts in a timely manner from about 15 days to 8 days. The product has not been completed. It was reduced from 10% alone to close to zero.
Liugong has 24 research institutes. In 2020, Liugong's intelligent technologies such as 5G remote control loaders and intelligent shovel loaders will be officially launched on the market after a series of tests and verifications. Replace manual work and improve work efficiency.
"Green" becomes a high-frequency word
At the two sessions this year, "Carbon Peak" and "Carbon Neutrality" were included in the government work report for the first time and became the "hot words" discussed by the delegates.
In the context of stricter environmental protection policies, the construction machinery industry, which is a “larger” of carbon dioxide emissions, is facing daunting challenges. Experts in the industry said that this will accelerate the pace of upgrading new and old products of the enterprise and gradually eliminate high-consumption and low-efficiency equipment. At the same time, the green development trend of construction machinery is also unstoppable.
Zoomlion said that under the framework of the overall strategy of "equipment manufacturing + internet" and "industry + finance", focusing on the main business of equipment manufacturing, the company will accelerate the promotion of digital, intelligent, and green transformation and upgrading, and continue to create growth poles and growth points. . Develop a variety of new energy construction machinery products such as the world's first 25-ton new energy truck crane and pure electric intelligent mixer truck to promote the "greening" of construction machinery.
As a benchmark enterprise in the construction machinery industry, Lingong Group always pays attention to environmental protection and insists on green development. In terms of reducing carbon emissions, Lingong is at the forefront of the industry. In addition to meeting the current domestic non-road three-phase emission standards, its products have obtained EU CE certification and North American T4F certification as early as 2016, and released its natural gas in 2017. product. At present, Lingong Group has successfully launched E660F-Ex pure electric excavator, zero-emission pure electric mining truck MTE86, and pure electric aerial work products. Electric products are suitable for high altitude, extreme cold in the north and warm weather in the south. Once the products are introduced into the market, they are widely recognized by customers.
Under the background of "carbon neutrality", Guangxi Liugong Group Machinery Co., Ltd. stated that the company will establish a sound economic system for green and low-carbon circular development and vigorously develop new energy. Further optimize the industrial structure and energy structure, promote the development and application of new energy-saving and environmentally-friendly technologies, equipment and products, and cultivate and expand the energy-saving and environmental protection industries.
Smart and green will promote each other. Yan Lijuan, deputy director of the National Technology Center of Xugong Group, suggested that attention should be paid to the green and intelligent development of construction machinery research and development. Seizing the development opportunities of new energy construction machinery can not only reduce fuel energy consumption, but also reflect the achievement of carbon peak and carbon neutral goals.
It is certain that the energy-saving competition of construction machinery has gradually shifted from traditional driving forces to new energy sources, and the green and efficient industrial chain and supply chain will grow into new market consumption hotspots.
