According to the latest data, the number of domestic aerial work platforms has reached about 450000, which is expected to exceed 500000 by the end of June 2022. Ten years ago, the number of aerial work platforms in China was about 10000, an increase of 50 times in ten years. Looking at the entire construction machinery industry, there are indeed not many construction machinery products that can achieve this. 500000 may be the beginning of the industry. The major league estimates that in ten years, The total number of aerial work platforms will reach 3million, and may reach the peak at that time.
Judging from the rental rate of aerial work platform equipment from January to April, except for Shanghai, where the rental rate dropped significantly due to the epidemic (from 90% in January to less than 10% in April), other regions in the country increased from February to April, especially in Heilongjiang and Xinjiang. Due to the warmer weather, the construction sites started gradually, and the rental rate increased rapidly; The rental rate in Guangdong, Hainan and other southern regions has been maintained at more than 70%. The low rental rate is mainly in the northeast and northwest, which are also areas with relatively poor domestic economy; Except Shanghai, the occupancy rate in East China is stable.
According to the domestic sales data of aerial work platforms from January to April, domestic lessors still have a strong desire to buy. In particular, in March, more than 25000 sets were sold domestically. The most important contribution should be the majority of small and medium-sized lessors. March is the time when construction sites are under centralized construction, especially in South China, which has become the focus of competition among major OEMs this year. Zoomlion, XCMG, Shanhe, etc. focused on South China before the year; With the addition of Sany in the second half of the year and many new production plants of the main engine plant have been put into use, there should be no doubt that this year's sales will exceed that of last year.
As in previous years, the export of aerial work platforms is also very popular. According to the analysis of the export data in the past three years, the export volume is increasing year by year, which also shows that the quality made in China is gradually accepted by foreign customers.
In 2022, the whole domestic construction machinery market continued to be depressed, but the data showed that the growth momentum of aerial work platforms was still unabated. The major league believed that with the continuous increase of the number, the rent continued to decline, and the backlog of accounts receivable continued. In the early stage, some lessors, especially those who had been operating for many years and enjoyed huge profits for many years, had a rapid decline in the rental profits of aerial work platforms, which fell short of their own expectations, I will choose to leave this industry, but this will not affect the rapid development of the aerial work platform industry. In the next stage, the aerial work platform will enter a small profit stage, and we should slowly adapt to it; If small and medium-sized lessors want to maintain profits, on the one hand, they should increase the scale to reduce procurement costs, on the other hand, they should strengthen internal management and reduce operating costs. Only in this way can they obtain larger profits. Otherwise, many small and medium-sized lessors' bosses may not earn as much as their employees every year.
