Economic globalization is one of the important characteristics of the contemporary world economy and an important trend of world economic development. In the supply chain system of Chinese construction machinery mainframe manufacturers, Cummins, Rexroth, Kawasaki and others have played an important role and become an important part of China's construction machinery supply chain. Europe, America, East Asia and other regions are more affected by the epidemic. This is also the most concentrated and developed region in the global industrial chain. In order to prevent and control the epidemic, many factories have adjusted their production plans, and some even directly participated in the production and research and development of epidemic prevention materials. .
During the most serious domestic outbreaks in January-February, the outbreaks in Europe and the United States have not yet erupted, and production is in a relatively stable state. During the outbreak of outbreaks in Europe and the United States, China ’s outbreaks have been effectively controlled. The current domestic production It is in a stable and orderly state, and many mainframe manufacturers and accessory suppliers have prepared materials in advance, so that the current production can be carried out in an orderly manner. The author's knowledge in the interview also confirmed this.
A few days ago, Nathan Stoner, vice president of Cummins in charge of business in China, said in an interview that Cummins' manufacturing in China is mainly to meet local user needs. Similar to other industries, some special materials for product manufacturing depend to some extent on overseas imports, such as electronic control components. In view of the development of overseas epidemic situation, the supply of this part of materials has indeed been affected to a certain extent. But compared with other industries, the impact of the epidemic on Cummins supply chain is very limited. He also emphasized that China is a key operating market for Cummins. Cummins has been adhering to the localized business strategy in China for many years: employees, supply chains, production and sales are all in China. Many products and services are designed and developed for the Chinese market. It will change the long-term strategy in China due to the epidemic.
As a representative of high-end hydraulics, Kawasaki Hydraulics plays a pivotal role in the global supply chain system, and it is the core supporting supplier preferred by many mainframe manufacturers in China. According to Chen Aimin, general manager of Kawasaki Precision Machinery Trading (Shanghai) Co., Ltd., Kawasaki Hydraulics has not been affected by the global epidemic. The production of two domestic factories has been fully resumed. According to the company ’s current production capacity, it can fully meet the Chinese host. The needs of manufacturers. He further explained that Kawasaki has started local production since 1995, and the localization rate has reached a relatively high level. This year's supply level of the company is better than that of the same period in previous years, and the global supply chain is also in normal production operation. At the same time, the company is prepared to prepare for the deterioration of the epidemic.
Speaking of the impact of the global epidemic on Yanmar's engine supply chain, Manager Liang, who is in charge of technical support for Yanmar China, said that Yanmar has made sufficient preparations to respond to the global epidemic. , No obvious difference from the past, basically meet the needs of users around the world. He deliberately emphasized that the Chinese market is in great demand and may not be able to meet the needs of all users, especially some new users. He said that Yanmar will ensure the orderly operation and stable supply of the global supply chain according to the pre-designed plan, and give priority to meeting the needs of key customers in key regions.
Zhuang Rongzhen, marketing director of Pumanpu Transmission System (Taicang) Co., Ltd., said that due to the delay in the first quarter of the domestic closure of the "closing city", the normal production and delivery of orders could not be delivered from February to March. The situation abroad is affected by late March. The global epidemic affected Pumanpu's production and delivery plans, but there were no customer refunds. Following the resumption of production in China in late March, the Pumanpu Taicang and Changzhou factories are in full swing. Due to the stocking plan of more than 6 months and the delay of production from February to March, the current material inventory is abundant and there will be no shortage of goods. But if you want to keep the subsequent production smooth, you need to add substances as soon as possible.
As one of the agents of Rexroth in China, Tian Anshun Great Wall Hydraulic Co., Ltd., deputy general manager Yang An said that the company has not received the price adjustment notice from the headquarters and the supply of various products is in a normal state.
From the interview, we can see that although the global epidemic has affected the production and supply of foreign mainstream accessory manufacturers, due to the fact that most manufacturers have followed the stocking plan for more than 6 months, and due to the impact of the domestic epidemic, the production has been delayed. At present, the material inventory is sufficient, and there will be no shortage of goods for the time being. However, with the strong demand in the second quarter, after a large amount of inventory consumption, if the global epidemic continues, it may affect the production and supply in May and June. By then, the actual delivery capabilities of the enterprise may be truly tested.
Prosperous production and sales
In late February, China Pavement Machinery Network conducted an investigation on the resumption of domestic accessory parts companies. At that time, due to the fact that the domestic epidemic situation had not yet been fundamentally controlled, it was difficult for the main engine manufacturers, including accessory parts companies, to resume work. At the end of February, with the effective control of the domestic epidemic situation, the progress of the company's resumption of work was greatly accelerated, and the construction machinery enterprises gradually entered the normal operation track.
Ever since the end of February, the factory has been in full production. Zhou Jiali, the representative of Hengli Hydraulic Securities, told the author that due to the impact of the domestic epidemic, the delayed delivery of orders in February brought a certain pressure to the current production. As a large number of factories resumed production in the previous period, the current market demand is very strong. The orders received by the company from March to May have exceeded the factory's production capacity. They can only work overtime and arrange production to ensure the needs of core customers.
Facing the hot market situation after the Spring Festival, in order to meet customer needs and deliver products as soon as possible, Yuchai has been in full production for 24 hours since it officially resumed work on February 10. According to Wu Yong, deputy general manager of Yuchai General Machinery Division, except for a small number of core components in the construction machinery power sector, the production and supply of Yuchai shares are in a normal state and can basically meet market demand.
Lectra Hydraulics currently supports main engine manufacturers such as Sany, Xugong, Shanhe Intelligent, Yuchai Heavy Industries, Hengte, Lovol Heavy Industries, and Kubota. The chairman Wang Jinbo said that starting from January 18 (February 11), each The production line has been in a state of oversupply and overtime. The spread of the global epidemic has a certain impact on the company's production and supply, but it is not large. It is mainly because the supply of some imported non-standard bearings and other core components is slightly behind, but it does not affect normal production.
In the last interview, Shu Wei from Longying Jintan Market stated that the initial order for the company to resume work was not full. A few days ago, when the author contacted Shu Wei again, he said that the company's orders had returned to normal levels, which was basically the same as the same period in previous years.
Eddie Precision Machinery is an important supplier of Sany, Xugong and Liugong. Chen Hailong, director of its Guangzhou office, said that the company's production is currently in a very tight level, and the production orders have been arranged in June.
Wu Saizhen, chairman of Sykes Hydraulics, said that the factory's production capacity has been completely restored. Although the main engine companies are increasing prices, they have not increased prices. Affected by the epidemic in the first quarter, the company's performance has declined, but later performance can make up for it.
Under the nest, there is a complete egg. From the interview, we can see that the outbreak and spread of the global epidemic have more or less affected the normal operation of China's supply chain, especially the supply of high-end hydraulic and electronic control-based core components such as imports. Impact, but due to the high degree of localization of China's supporting parts and the global supply chain system has not fallen into stagnation, the production and supply of most supporting parts companies are in normal operation.
Seeing the crisis, speeding up the localization process
The widespread outbreak of the global epidemic has caused a heavy blow to global trade, and of course the supply chain is no exception.
Speaking of the impact of the global epidemic on the domestic accessory parts industry, Zhou Jiali said that it will accelerate the process of domestic substitution imports. Taking domestic-made hydraulic parts as an example, he pointed out that hydraulic parts are still a highly monopolized industry globally. Except for China, they are basically dominated by a few suppliers. Only Heng who can break through the barriers of high-end hydraulic parts in China Li hydraulic. This is because high-end hydraulics is an industry with high technical difficulty and large investment in the early stage, as well as a capital-intensive and technology-intensive industry. After more than thirty years of development, the company has reached the international leading level. In the past, the domestically produced Zhongda excavated hydraulic parts were mainly supplied by some core parts manufacturers in Japan and Europe. In recent years, many Zhongda excavated main engine companies have chosen to cooperate with Hengli Hydraulics. Although it will not completely replace the share of imported brands in the future, it is the company's future development goal to become the largest supplier in the domestic market.
In Wu Yong's view, the spread of the global epidemic has led to increased logistics costs and blocked supply chain operations. Of course, it is not conducive to the development of the construction machinery industry, but objectively, it will also stimulate the progress of the domestic accessory industry. There are three reasons for this: First, it will allow more OEMs to turn their attention to the field of domestic parts and components, and accelerate the process of localization. Second, it will speed up the progress of domestic power supply. Third, it will help to improve the quality and performance of domestic components.
Speaking of the difference between domestic engines and imported engines, Wu Yong said that the manufacturing level of domestic power has been fully verified in the field of trucks and buses. In the past, most of the trucks and buses were equipped with imported power. After more than ten years of development, they are basically based on domestic power. He emphasized that domestic power is fully capable of replacing foreign power. At the same time, the service response speed of domestic manufacturers is faster, and the supply of spare parts is sufficient, which is conducive to the popularization and promotion of domestic power.
Wang Jinbo, chairman of Lectra Hydraulics, stated bluntly that this is a good opportunity for domestic hydraulic parts companies. He admits that the current export of Lectra's hydraulics has also been restricted, but more domestic manufacturers' choice of supporting equipment has suddenly opened the door to the market for the company.
Wang Jinbo analyzed the progress made by domestic hydraulic parts in recent years. He said: "In terms of the overall practicability of the product, including reliability and efficiency, we are basically on the same level as Europe, America and Japan. The gap is mainly in the standards and strength of raw materials. Even so, this gap is rapidly narrowing. China's hydraulic parts are only lacking in technical accumulation, and are moving from imitation to independent innovation. "He confidently stated that if the current trend is followed, China will reach world-class standards in another five to ten years. So as to get rid of the situation of being constrained by people.
In Shu Wei's view, after decades of development in China's construction machinery industry, with the overall progress of China's manufacturing industry, the domestic matching rate has been greatly enhanced. Except for a few fields such as high-end engines and hydraulic parts, China's matching parts can be almost completely replaced by imports, which reflects the great progress of China's manufacturing industry.
The relevant person in charge of Hangzhou Qianjin Gearbox Group pointed out that when the supply of imported accessory parts is not timely or the price rises due to the epidemic, some OEMs have to seek domestic substitution in order to shorten the delivery cycle, which will objectively speed up the process of domestic substitution. At the same time, due to the profitability of the high-end parts and other fields or the shortage of supply, it will prompt more accessory parts manufacturers to increase investment, thereby promoting the breakthrough and progress of domestic accessory parts in the field of high-end hydraulic parts.
Yang An, deputy general manager of Tianshun Great Wall Hydraulic Co., Ltd., also agrees with this statement. He said: "The global epidemic caused the supply of imported accessory parts to appear to be unfavorable to us. In fact, it may also be an opportunity: first, the supply of imported parts is not timely, forcing the mainframe manufacturers to look for domestic accessories; The price advantage of domestically produced parts is also conducive to the popularization and application of domestically produced matching parts. "
According to Chen Hailong, director of the Edison Precision Machinery Guangzhou Office, the price increase will not directly lead to changes in the market supply and demand relationship. When the imported accessory parts cannot be delivered in time because the supply cycle becomes longer, domestic host manufacturers will inevitably The effort to invest in the domestic accessory market has two consequences: one is to promote the consumption of the domestic accessory market; the second is to promote the domestic accessory market to transition to the mid-to-high-end market faster.
Postscript: The continuation and spread of the global epidemic has caused some impact on the supply of some imported core components, but due to the sufficient inventory in the early stage, it has not affected the normal production and supply of the domestic accessory market. However, with the strong market demand in the second quarter, the original inventory will soon be depleted. If the global epidemic cannot be controlled in time and the European and American factories cannot resume work in time, the tension in the global supply chain will become acute. It may even affect the stability of the construction machinery market in the second half of the year. To avoid this situation, on the one hand, we must unite together to fight against the epidemic and relieve the threat of the epidemic to the supply chain as soon as possible. Second, we must accelerate the process of domestic substitution imports. Only by controlling our own destiny can we get rid of the embarrassment of being controlled by others. For now, companies should try their best to advance their production plans as early as possible and make preparations early.
