According to the latest industry data, it is expected that in June, domestic excavator sales are about 12 thousand and 500, plus about 1500 exports, an increase of about 50%-60%, and the growth rate in the two quarter is expected to exceed 70%. The sales volume of excavators has reached 105 thousand and 900 in 1-5 this year. In the light of past experience, sales volume is expected to exceed 190 thousand in 2018.
On the morning of June 20th, at the fifteenth China (Beijing) international engineering machinery, building materials machinery and mining machinery exhibition and technical exchange conference ("BICES2019"), the president of the China Engineering Machinery Industry Association, Qi Jun, entitled "the construction machinery industry transportation" at the fifteenth China (Beijing) news Conference on the theme of "the world of think union world and the future of green painting". A report on the analysis of the status and trend of the line. He said that after five years of full adjustment in China's construction machinery industry, the sales revenue in 2017 was 540 billion 300 million yuan, up 12.7%, and the total export volume was 20 billion 105 million US dollars, with a year-on-year increase of 18.5%. The key products of the association increased by 45.6% in 2017, and sales in 2018 and May increased by 35.6% from 1 to May. The volume of exports increased by 40% over the same period last year, exceeding expectations. At the same time, the relevant data on construction machinery and equipment retention by the end of 2017 were released, and the forecast of the industry trend in 2018 was also given. President Qi Jun predicts that the industry will maintain a steady and good development trend in 2019. The BICES exhibition will continue to be hot. We hope that we will continue to support BICES 2019 and welcome more enterprises and users to participate in the exhibition.
As one of the important branches of the construction machinery industry, the sales volume of excavators not only reflects the development of the construction machinery industry, but also calls the "economic barometer". Understanding the data of the production and sale of excavators is of great significance to the important decisions of enterprises or individuals.
The establishment of high growth in the whole year
The annual commencement of the construction period is shortened from 6 to August, which is affected by the rainy season. However, according to the feedback of many mainframe factories, the number of hours of excavator startup in June 2018 is flat, which is slightly higher than that in May.
As we all know, the industry began to recover in the second half of 2016. Qi Jun, President of the China Engineering Machinery Industry Association, also said that after five years of full adjustment, China's construction machinery industry has sold 540 billion 300 million yuan in 2017, up 12.7%, the total export volume of 20 billion 105 million US dollars, and a year-on-year increase of 18.5%. The key products of the association increased by 45.6% in 2017, and sales in 2018 and May increased by 35.6% from 1 to May. The volume of exports increased by 40% over the same period last year, exceeding expectations. So far, the industry still has a lot of undelivered orders, so it is expected to continue to maintain a relatively high growth rate in 7-8 months. In the 9-10 quarter, the growth rate of the peak season may be reduced, but this year, the sales volume of excavators has been basically established. Referring to past experience, sales volume of over 190 thousand units this year is not a big problem.
Increase the demand of excavator to increase the demand of objective factors
At present, the demand for construction machinery industry is strong. There are two main sources of support.
1. Investment in infrastructure is increased
In recent years, investment in fixed assets has played a great role in promoting China's economic growth. In the 1-5 month of this year, investment in fixed assets increased by 6.1% and investment in real estate development increased by 10.2%. In the Ministry of transport recently announced the deployment of the work, it is clear that by 2020, the mileage of the high speed railway reached 30 thousand kilometers, and the total mileage of the highway reached 150 thousand kilometers. These external factors provide a driving force for steady growth of excavators, and the excavation will benefit more.
In addition, the prices of commodities and major raw materials continued to rise, which led to a high level of mine excavation and operation. The control of explosives in China has been strengthened year by year, resulting in a large number of mine blasting work completed by "heavy excavator heavy crushing hammer", and the demand continues to grow.
2, equipment renewal and replacement
Generally speaking, 8-10 years is an economic cycle, and also a cycle of upgrading of engineering machinery and equipment. At present, the outbreak period from the previous industry is just a cycle, that is to say, the equipment sold in 2009-2011 years will be upgraded in 2017-2019 years.
At the same time, the State Council has also issued a policy document on the fight against the environment in the near future, in which the opinion of "encouraging and eliminating the old ships, construction machinery and agricultural machinery" is clearly proposed, and the technical requirements for the emission control of non road mobile machinery and its installed diesel engine have been drafted by the Ministry of the ecological environment. In the draft, "from January 1, 2020, the non - road mobile machinery and the diesel engine installed, which are not satisfied with the requirements of this standard, shall not be produced, imported, sold and put into use." It can be said that the environmental protection policy is vigorously promoting the upgrading of excavators.
Although the industry is growing rapidly, it is gratifying that the previous industry downturn has greatly tempered the minds of construction machinery enterprises. Facing the good industry situation, the engineering machinery enterprises are more cautious, the industry keeps rational and the cash flow reaches the best level of history. It is expected that the performance of the leading enterprises in the industry will be over expected.
