Under the background of market downturn and great inventory pressure, whether the "fourth five year plan" will be postponed has become the focus of the industry. The latest news obtained by China industry news at the first press conference recently held by China Construction Machinery Industry Association (hereinafter referred to as the Association) is that the time for the "national three" emission standard of construction machinery to be switched to the "national four" emission standard is December 1, 2022, and the switch will not be postponed.
By December 1, 2022, it will be less than 4 months before the "Fourth National Day" switch. Under the pressure of environmental protection and the impact of the epidemic, the standard switching time is tight and the task is heavy. It is urgent to upgrade technology and clear inventory. It is gratifying that industrial enterprises have made preparations for the "national four" standard.
The industry is actively preparing for the "fourth five year plan"
In December 2020, the Ministry of ecological environment and the State Administration of market supervision and Administration jointly issued the revised list of emission limits and measurement methods of exhaust pollutants from diesel engines for non road mobile machinery (phase III and IV of China) (gb20891-2014) and its supporting technical specification technical requirements for emission control of pollutants from non road diesel mobile machinery (hj1014-2020). According to relevant requirements, from December 1, 2022, all non road mobile machines below 560kw (including 560kw) produced, imported and sold and their diesel engines shall meet the "national four" standards.
Qi Jun, honorary president and special adviser of China Construction Machinery Industry Association, said that the "national four" emission phase switching of non road mobile machinery is the most important work in the current industry. Since the official release of the "national four" emission standards, the entire industrial chain has been actively making various preparations from the main engine to the engine enterprises and the upstream and downstream of the industry.
The association has always paid close attention to and followed up the work related to the emission of construction machinery, organized offline and on-line activities of the "national four" emission standards, built an exchange platform for the discussion of the "national four" emission, coordinated the supporting organization work related to the "national four" emission, and timely fed back the problems and demands of industrial enterprises in the implementation process. It is hoped that the enterprise will strictly implement the national standards according to the established objectives and requirements, achieve compliance production, and pay close attention to the preparation of emission upgrading and scheduled switching.
Li Jin, Secretary General of the small and medium-sized enterprises Service Committee of the association, said that the implementation of the "four stage" emission standard for non road mobile machinery will have a great impact on the cost of enterprises. Especially under the current situation of being troubled by the epidemic, it will be a very difficult decision for small and medium-sized enterprises to build their own data reporting platform. In order to solve the problem of small and medium-sized enterprises implementing the "national four" standards, the small and medium-sized enterprise service committee of the association will provide thoughtful services to the large number of small and medium-sized enterprises based on the sharing platform established by the complete set of companies.
The market is recovering rapidly
Although the implementation of the "fourth national plan" will bring a certain impact to the market, the market is entering a recovery state from the industry situation in the second half of the year. From the latest official wechat news of the association, it can also be seen that the construction machinery market is recovering rapidly.
According to the association's statistics on 26 excavator manufacturers, 17939 excavators of various types were sold in July 2022, with a year-on-year increase of 3.42%; Among them, there were 9250 domestic units, a year-on-year decrease of 24.9%; 8689 sets were exported, with a year-on-year increase of 72.8%. From January to July 2022, 161033 excavators were sold, a year-on-year decrease of 33.2%; Among them, there were 100374 sets in China, a year-on-year decrease of 51.3%; 60659 sets were exported, with a year-on-year increase of 72.3%. In the overall market, starting from the first week of July, the national commencement data improved, and the industry inflection point in the second half of the year may be taking shape.
Wu peiguo, Secretary General of the association, said that according to the annual report of 2021, the operating income of the whole industry reached 906.5 billion yuan, with a year-on-year increase of 17%; The key statistical enterprises were 573.8 billion yuan, an increase of 18.3% over 2020. In the first half of 2022, the related host, supporting and service enterprises that were greatly affected by the epidemic made efforts to overcome the difficulties such as limited personnel flow in some areas, blocked cross regional logistics, and poor port transportation, and realized the orderly resumption of work and production. In June, the decline narrowed, and the industry generally realized stable operation.
At the same time, Wu peiguo pointed out that he hoped that relevant enterprises would conduct rational analysis on the market demand of various product lines and set reasonable expectations. It is necessary to reasonably arrange and organize production according to market needs for the purpose of meeting user needs. We will strengthen fund management and channel management, and take multiple measures to improve business quality and profitability. The "14th five year plan" period is a critical period for the construction machinery industry to transform from a manufacturing power to a manufacturing power. It is necessary to focus on the innovation driven development strategy and strive to complete the key tasks of comprehensively improving the industrial basic capacity, improving the quality of construction machinery products, and comprehensively promoting green development.
Enterprises have launched new products one after another
In order to fully meet the requirements of the "national four" standard, the mainstream projects of engineering machinery and equipment such as port construction, urban construction and mining have taken the lead in the development of electric power. Large mechanical equipment such as excavators have also started product upgrading and have developed electric products.
On August 5, Shantui excavator released 11 "national four" excavators including se17sr-10 and se25sr-10.
Recently, more than 60 construction machinery and equipment equipped with Guangxi Cummins "national four" engine have been successfully put on the market, including graders, excavators, loaders and other construction machinery and equipment, which are distributed in northwest, North China, central China, South China and other regions.
In June, Weichai Lovol engineering machinery's first "national four" excavator fr700f was launched in the company's general assembly workshop, marking the official launch of the company's first "national four" 70 ton excavator.
Chai Wenjun, senior deputy general manager of Sany Heavy Industry Co., Ltd. and general manager of Road Machinery Co., Ltd., said that the "national four" emission standards will soon be implemented. Faced with the problems of conversion of new and old kinetic energy, production and manufacturing, and green transformation, Sany will comprehensively increase investment in the field of new energy development and equipment manufacturing, devote itself to the innovation and development of the industry, and create more environmentally friendly and energy-saving construction machinery.
In view of whether the imminent implementation of the "national four" will cause certain pressure on the current market, the Secretary of Liugong said at a recent press conference that the company will take the lead in launching the "national four" standard products, and the original inventory of "national three" products will not suffer large losses.
According to the current market situation, some people in the industry said that it is expected that the price of "national four" products is at least 10% higher than that of "national three" products, and even 20% - 30%. Generally speaking, with the arrival of the time node for upgrading the emission standards, manufacturers will also reduce the price of "national three" products to speed up the inventory clearance. In addition, the price increase of "national four" products will also stimulate the demand of users to purchase "national three" equipment in advance, and construction machinery is expected to usher in a new round of machine purchase.
