Excavator sales have blown out, and the production of Changsha companies is in short supply, and the pick-up time for individual hot-selling funds is scheduled to two months later
Green intelligence: the next "outlet" of construction machinery
On the big screen of Sany Heavy Industry's “No. 18 Factory”, big data of more than 400,000 excavators, hoisting equipment, concrete machinery and other equipment across the country are flashing in real time. Every movement of these equipment can be traced. With the help of the construction machinery vehicle networking system, a large amount of construction machinery application data is transmitted here from various construction sites, and an index map that reflects the vitality of China's economy in real time is clearly visible.
This is the "Excavator Index"-not only clearly shows the fiery picture of China's infrastructure, but also reflects the vigorous economic vitality.
Reflecting the beating "excavator index" is the fiery performance of excavator sales.
The reporter learned from Sunward on the 20th that Sunward's national customer exchange meeting was held successively in Lanzhou Station in Gansu and Xining Station in Qinghai Province, and signed on-site product sales orders of up to 150 million yuan.
According to industry statistics from China Construction Machinery Industry Association, from January to March 2021, a total of 127,000 excavators were sold, a year-on-year increase of 85%; of which, 79,000 units were sold in March, a record high in a single month. In 2021, sales of excavators are expected to exceed 400,000 units, and the annual growth rate is expected to exceed 20%. Behind the leap-forward growth of excavator sales data, it reflects the enthusiasm for infrastructure construction that has continued since 2020; one digging one shovel shows the full potential of China's economy.
Many "World No. 1", the production and sales of Changsha construction machinery enterprises are booming
Industry insiders believe that the country's focus on new infrastructure and other industries, and the increase in upstream spending has effectively promoted the acceleration of demand in the excavator industry, and promoted both the production and sales of the excavator market.
Facing the current hot scene of excavator market demand exceeding supply, Changsha construction machinery manufacturers have built additional production lines to increase production capacity.
The reporter learned that the intelligent upgrade of equipment manufacturing is the current development trend of the entire construction machinery manufacturing industry. Nowadays, the production efficiency of many manufacturers has been greatly improved. But even so, in the face of the current excavator market, manufacturers are in short supply, and many models are out of stock. Some hot models are even scheduled to be picked up two months later.
Take Sany as an example. In the first quarter of 2021, Sany Heavy Machinery has a good start, with monthly sales exceeding 20,000 units, monthly sales exceeding 10 billion yuan, and international sales exceeding 1 billion yuan in a single month.
"Our production capacity and orders have been saturated for a long time. The hydraulic static pile driver, rotary drilling rig, excavator and other products developed and produced by the company are selling well, especially in the face of complex geology and complex working conditions." Shanhe Smart sales were also booming in the first quarter. The relevant person in charge said, "So far, orders are still in queue."
Both production and sales are booming, and the future can be expected.
Last year, the Changsha construction machinery cluster withstood the impact of the epidemic and rose against the trend. The annual output value increased by nearly 30% year-on-year, and the total industrial output value exceeded 250 billion yuan, ranking first in the country for 10 consecutive years.
In 2020, Zoomlion achieved operating income of 65.109 billion yuan, a year-on-year increase of 50.34%. In terms of concrete machinery, the market share of long-boom pump trucks, truck-mounted pumps, and mixing stations still ranks first in the industry; in terms of crane business, the sales volume of truck cranes of 30 tons and above ranks first in the industry, and the market share of crawler cranes ranks first in the domestic industry. , The sales of construction hoisting machinery hit a record high, and the sales scale steadily ranks first in the world.
Last year, Sany Heavy Industry achieved operating income of 99.34 billion yuan, a year-on-year increase of 31.3%. Sany Heavy Industry's excavation machinery sales have been the sales champion in the domestic market for 10 consecutive years. The output of excavators exceeds 90,000 units, ranking first in the world; concrete machinery is firmly ranked as the world's first brand; piling machinery is firmly ranked as the number one brand in China; The market share of paving machines ranks first in the country; in addition, the market share of truck cranes, graders and road rollers of Sany Heavy Industry has also increased significantly.
In 2020, Sunward Intelligent's revenue was 9.377 billion yuan, a year-on-year increase of 26.25%. In particular, the construction machinery sector performed well. Among them, the sales revenue of excavation machinery increased by 57.19% year-on-year, and the domestic market sales revenue increased by 75.05% year-on-year, ranking first in the industry.
Contribute to carbon emission reduction, green, intelligent, and unmanned development
With the "carbon peak and carbon neutrality" being written into the government work report and the "14th Five-Year Plan" outline, green and high-quality development has become the focus of attention from all walks of life.
As the construction machinery industry, what can be done in this process? That is to control the exhaust emissions of construction machinery, and to develop and mass-produce green and environmentally friendly new energy power products.
2020 is called "the first year of construction machinery electrification" by industry insiders. This year, Changsha construction machinery companies have launched electrified products and fuel-powered products, and the category and quantity of new energy power construction machinery have shown explosive growth.
On December 30 last year, Sany Group launched the world's first fuel cell mixer truck. The project completed the five key nodes of investigation, technology selection, project approval, detailed design and prototype trial production in only 50 days.
Previously, the construction of Sany Group’s "Lighthouse Factory" has also ushered in a milestone: the monthly output of pump trucks pumping the No. 18 plant has exceeded the peak value of nearly eight years, and it has successfully reached and stabilized production, becoming the first in the whole group and even in the construction machinery industry. The "Lighthouse Factory" that has reached production capacity is completed. In recent years, Sany Group has invested nearly 10 billion yuan to start the construction of nearly 30 "lighthouse factories" or smart workshop projects, and has realized the real-time interconnection of nearly 10,000 production equipment, and has basically realized unmanned operations in various key production links. , Intelligent, efficiency and productivity have been greatly improved.
In the Changsha High-tech Zone, the construction of the Zoomlion Smart Industry City built by Zoomlion with an investment of 100 billion yuan is in full swing. The project is based on an intelligent production line and an IoT platform, and uses digital technology to realize the full integration of production factors and intelligent synergistic utilization, so as to realize all-round energy saving and emission reduction in the production process and results. After the project is completed, it will become a green and intelligent ecological new city and a world-class "lighthouse factory".
Today, Zoomlion adheres to the research and development of energy-saving and emission-reduction technologies, and has launched a series of industry-leading green products. As early as 2019, Zoomlion took the lead in researching and developing the country's first national VI standard truck-mounted pump; subsequently, a series of national VI standard products such as concrete pump trucks and truck cranes have been rolled off the market one after another. In 2020, the world’s first pure electric truck crane produced by Zoomlion’s scientific research system caused a sensation at the Shanghai Bauma Exhibition that year. At the same time, pure electric mixer trucks, lithium and hybrid aerial work platforms, and pure electric and hydrogen energy industrial vehicles A series of products that combine "new energy" technologies have also been put on the market.
On March 31, the first domestic electric smart excavator was rolled off the assembly line at Sunward, which can operate continuously for more than 6 hours when fully charged. The reporter learned that the electric smart excavator uses batteries instead of fuel and motors instead of engines, which greatly reduces maintenance and repair work. At the same time, it has transplanted Sunward's mature short-range and remote remote control technology, which has the characteristics of long remote control distance, safety and efficiency.
The reporter learned from the Changsha Construction Machinery Industry Association that since the establishment of the Changsha Construction Machinery Cluster, 102 new products and 120 new technologies have been developed, of which 5 products are domestic and even the world’s first, breaking through a number of "stuck neck" bottlenecks. .
Industry experts said that as a national policy, “carbon neutrality and carbon peaking” is a severe challenge to the development of China's construction machinery industry, but it also contains huge opportunities for companies that plan ahead for green development. The green, intelligent, and unmanned strategy of Changsha's construction machinery cluster will undoubtedly usher in more room for development in this policy "outlet"!
