2021 is about to pass, and the aerial work platform rental market in this year is relatively calm, which can be called "adjustment year".
After three years of price war, the scale expansion of head lessors has slowed down, and the pace of volume expansion of manufacturers has been faster.
Over the past three years, the return on investment in the high-speed aircraft leasing market has continued to decline, which not only affected the confidence of small and medium-sized Lessors in continuous procurement, but also inhibited the determination of more powerful manufacturers to enter the high-speed aircraft market.
Although 2021 is calm, many important events have taken place. Let's review the inventory and judge what will happen in the future?
Key words 1: new capacity
The third phase of Shanhe intelligent Shanhe city project is started, and 25000 high-speed machines will be added.
On January 6, Shanhe intelligent ushered in the first sound of the commencement of phase III project. The construction of phase III project is a new "engine" for the accelerated development of Shanhe intelligent in the next stage. It will build an intelligent production line according to the world-class standard. The total investment of the project is 1.51 billion yuan. It is expected to be fully completed in 2022, of which 25000 aerial work platforms will be added.
Zhejiang will make great efforts to increase 1.5 billion yuan to build 4000 large-scale intelligent high-altitude platforms, and spare no effort to promote the electrification of a full range of products.
In May, Zhejiang vigorously released the additional issuance plan. It plans to raise no more than 1.5 billion yuan for the project of 4000 large-scale intelligent high-altitude platforms per year. The total investment is planned to be 2.2 billion yuan and the construction period is 36 months. After the completion of the project, the production capacity will be increased: 1500 intelligent high-level electric arm aerial platforms (36-50m), 1000 vehicle mounted insulated arm aerial work vehicles, 1000 intelligent high-level electric shear fork aerial platforms (33-36m) (please note: 33-36m shear fork) and 500 spider insulated arm aerial work vehicles.
The 44000 square meter Changzhou new generation factory of Ou Lisheng has been completed and is expected to be put into operation in March next year.
The new factory project of Ou Lisheng aerial work platform is currently under construction. The 44000 square meter main plant has been capped and will be put into operation in March next year.
Construction of 10 billion level intelligent park of Zoomlion high-tech machinery started! It is estimated that the annual output of overhead operation machinery is more than 60000.
On September 17, the commencement ceremony of the headquarters of Zoomlion smart industry city and the three intelligent manufacturing parks (intelligent aerial work machinery, concrete machinery and engineering hoisting machinery) was held. Among them, the aerial work flat machinery Park covers an area of 651 Mu and a construction area of 279000 square meters. After completion, it is expected to produce more than 60000 aerial work machinery per year with an output value of more than 10 billion yuan. After completion and operation, the product delivery period will be shortened by 55%. One shear fork product can be offline every 7.5 minutes and one arm product can be offline every 20 minutes. By the end of this year, it is planned to realize the off-line production of high-altitude manipulator products and the production of material preparation center.
Xingbang intelligent land 1800 Mu to build an international intelligent manufacturing city project, with an annual output value of more than 10 billion.
On October 29, the cooperation signing ceremony of "Xingbang intelligent International Smart manufacturing city project" was grandly held. The project plans to use 1800 mu of land, build Xingbang global headquarters center, R & D and logistics support center, and add three production bases: arm intelligent production center, vehicle intelligent production center and scissor intelligent production center, forming an industrial cluster with an annual output value of more than 10 billion.
Francotech added 100 million yuan to develop intelligent aerial work platform.
Frantec announced on the evening of November 15 that due to the needs of business development, the company plans to increase capital by 100 million yuan to Changzhou frantec, a wholly-owned subsidiary. After the capital increase, the registered capital of Changzhou francotech will increase from 120 million yuan to 220 million yuan, and it is still a wholly-owned subsidiary of francotech. The capital increase of Changzhou frantec is based on the development needs of the company's intelligent aerial work platform project.
Key words 2: listing financing
Zhongneng jointly completed round C financing, with a total financing of more than 3 billion yuan
On March 9, Zhongneng jointly announced the completion of two rounds of C2 and C3 financing. So far, the cumulative equity + creditor's rights of round C financing has exceeded 3 billion yuan.
Hongxin Jianfa will soon be listed in Hong Kong, raising US $300-500 million.
In the first half of 2021, Hongxin Jianfa was recognized by many leading enterprises and top investors in the industry, and attracted a total of US $205 million in strategic financing, including XCMG machinery, Zoomlion, Zhejiang Dingli, Lingong heavy machinery, Terex, hilling group, Zhongxin rongchuang and China Merchants Bank International. In November 2021, according to gelonghui, Hongxin Jianfa, which holds 80.95% of Yuandong Hongxin's shares, plans to seek the approval of HKEx to list in Hong Kong, raising US $300 million to US $500 million (about HK $2.34 billion to HK $3.9 billion).
Key words 3: expanding fleet
Tongguan leasing 2021 starts again! The number of high-speed aircraft exceeded 10000.
Tongguan leasing started in Henan market. In September 2018, Tongguan leasing Shanghai Branch was officially opened and located in the Yangtze River Delta, with Guangzhou operation and maintenance center, Chengdu operation and maintenance center, Haikou Tongguan leasing and East China operation center (Changzhou).
Hongxin Jianfa has a fleet of more than 70000 aircraft, ranking first in China.
The latest aircraft fleet of Zhongneng has exceeded 40000 units.
China Railway's emergency fleet exceeded 43000, an increase of 23000 over the end of last year.
On October 19, China Railway Emergency released the third quarterly report of 2021, saying that by the end of the third quarter of 2021, the number of aerial work platforms had exceeded 43000, an increase of 23000 compared with the end of the previous year, 150 outlets, an increase of 90 compared with the end of the previous year, covering more than 400 cities.
Key words 4: localization
Ou Lisheng is located in Central China, and Hubei customer support center is officially completed in Wuhan.
In June 2021, oulisheng (Hubei) customer support center was officially completed and put into operation in Wuhan, Hubei Province. The customer support center is jointly established by Ou Lisheng and Wuhan Qingtian Yizhu mechanical equipment Co., Ltd., a partner for many years. It aims to provide customers in Central China with service support such as equipment maintenance, complete machine renovation, second mobile phone sales, original parts supply and professional training.
Guinness super large load series products have all been localized and manufactured in China.
According to trexgini official sources, Genie ? SX ?- 135 XC ? (Xtra Capacity ?) The super heavy-duty straight arm aerial work platform was mass produced in Terex Changzhou factory in June this year. So far, Gini super heavy-duty series products have been manufactured locally, and Changzhou factory has become an important base for R & D and production of super heavy-duty series and supply to the global market.
Jieerjie launched a new localization strategy in China.
In October, during Asia international high altitude work exhibition, jierjie launched "jierihui" In addition, jieerjie also launched a large price reduction plan for common spare parts of scissor aerial work platform, with an average decrease of up to 30%. Gu Tao, general manager of jieerjie Asia Pacific, summarized at the event, "Jieerjie's goal is to become a Chinese enterprise, not a foreign enterprise."
Key words 5: new products
Yunxiang heavy industry completed the delivery of the first 56m straight arm aerial work platform in China. In January 2021, Suzhou tengxiu hoisting Co., Ltd. was pleased to lift the 56m straight arm gtbz56z of Yunxiang heavy industry, which was the first product of this model handed over by Yunxiang heavy industry to customers in China. The two gtbz56z sent to Singapore in 2019 were the first highest aerial work platform sold by Yunxiang.
Shanhe intelligent launched the first 5g scissor type aerial work platform in China. In May 2021, during Changsha International Construction Machinery Exhibition, swsl1412hd, the first 5g scissor type aerial work platform in China launched by Shanhe intelligent, appeared in the ipaf booth and truly staged "strategizing, winning thousands of miles away."
Xingbang intelligent has established a strategic partnership with Falcon (Falcon), a Danish professional spider cart manufacturer, to expand the spider cart field. In 2021, Xingbang intelligent will launch 33m, 43M and 52m spider carts; in 2022, it will also launch a heavy-duty 38m spider cart.
Jieerjie launched the industry's only all electric cross-country straight arm aerial work platform with a height of 18 meters. In October, during the Asian international aerial work exhibition, jieerjie launched the "jierihui" activity and released the industry's only all electric cross-country straight arm aerial work platform ec600sj with a height of 18 meters.
In October, apex Asia 2021 Asia international high altitude working machinery exhibition, the temporary heavy machine showed new products such as electric drive shear fork, crawler shear fork, straight arm high machine (pure electric), off-road ladder and so on.
XCMG fire protection, Zhongneng united and integrated CETC signed a strategic cooperation agreement, deeply cooperated with lithium iron phosphate battery aerial work platforms, and jointly promoted the development of electrification of aerial work platform industry
Key words 6: capital increase investment
XCMG invested in Hongxin Jianfa and won the only board seat in the industry.
In 2021, XCMG M & A fund invested US $95 million (about RMB 600 million) in Hongxin Jianfa and won the only board seat in the industry. The two sides took an important step in strategic cooperation.
Zoomlion advanced machinery Co., Ltd. increased capital and shares.
Upon deliberation and approval by Zoomlion on May 13, 2021, Hunan Zoomlion intelligent aerial work machinery Co., Ltd. (Gaoji company), a wholly-owned subsidiary of Zoomlion, plans to increase capital and shares, with a new registered capital of no more than RMB 125 million. Changsha xinyisheng enterprise management partnership (limited partnership) established by the parent company team and Changsha Zhicheng Goldman Sachs enterprise management partnership, a shareholding platform of Gaoji company (limited partnership), Changsha Zhicheng high tech enterprise management partnership (limited partnership) and Changsha Zhicheng GAODA enterprise management partnership (limited partnership) signed the capital and share increase agreement. Gaoji company has completed the industrial and commercial change procedures for this capital and share increase in June 2021.
Key words 7: equity change
Beijing heavy industry withdrew from the business of aerial work platform through equity transfer of Anrui company.
In 2021, Beijing heavy industry officially plans to transfer its 100% equity of Italy tegefi Co., Ltd. and 33% equity of Anrui (Beijing) aerial work machinery Co., Ltd. (hereinafter referred to as "Anrui") to the outside world, and exit the aerial work platform business through equity transfer.
Hertz equipment lease is changed to Heda equipment lease.
On May 17, 2021, "Hertz Equipment Leasing Co., Ltd." was changed to "Shanghai Liugong Heda Equipment Leasing Co., Ltd. (hereinafter referred to as Heda equipment leasing).
Guangzhou state-owned assets invested in Runbang Co., Ltd. / "panai / panaboom" aerial work platform.
In November 2021, after more than five months of planning, Guangzhou state-owned assets have made substantial progress in taking over Runbang shares (002483. SZ). Guangzhou industrial control will become the controlling shareholder of the listed company, and Guangzhou Municipal People's government will become the new actual controller of the listed company.
