After ten years of development, the number of aerial work platforms has rapidly increased from tens of thousands to nearly 500000. The popularity of aerial working platforms has improved the construction efficiency of the construction party, strengthened the safety of the construction site, and greatly saved the costs of the equipment users. In fact, at this time, everyone is more concerned about the maximum holding capacity of high speed machines, and when will the high opportunity change from the incremental market to the stock market?
We have also cited examples before. The maximum number of forklifts is 2.6 million, and the number of excavators is about half of that of forklifts, 1.3 million. Many people predict that the number of aerial working platforms will exceed the number of forklifts, which should reach 3 million. There will be five or six times more room for growth, and some people predict that the number will be less than 2 million. In any case, it is the consensus of the industry that there is still a good growth space for high-altitude operation platforms. From the current 500000 units to the maximum inventory, the Time Use Alliance believes that there are the following determinants:
First, the production speed of the main engine factory. Several major domestic engineering machinery giants have basically participated in the production of high speed machines, and their production capacity is also increasing, especially the high-profile entry of Sany and Liugong in the second half of the year. The game in the high speed machine market is becoming more and more exciting. The most direct way to effectively seize the market is production capacity. Last year, the largest capacity of the scissors was temporary workers, and the largest capacity of the boom truck was XCMG. Who will spend the first place this year is still unknown, However, it is certain that this year's output will be much higher than last year's, which means that this year's output should exceed 160000 units.
Secondly, the purchase intention of the leasers is affected by the general environment this year. Everyone, especially some leasers who have been engaged in this industry for a long time, is very cautious in purchasing new aircraft. The rental market has indeed not performed well recently. The rental price has continued to decline, the proportion of accounts receivable is too large, and there is no cash flow in hand. Recently, it has been heard that the leasers have been locked by the main engine plant because they cannot pay off the loan, This kind of "lose and lose" is the direct consequence of vicious market competition.
Third, the intake of financial capital. If the OEMs want to expand their production capacity and the lessors want to buy more equipment, the two sides need more capital. Compared with the initial stage of the industry development, the financing cost in the past two years has been greatly improved. Capital is the booster of the continuous growth of high machine ownership, and he will directly push the number of high machines to the highest.
At present, the aerial work platform industry is still an incremental market. Although the big economic environment is not good, the sales volume of each company is still quite good. Based on the production capacity of several large domestic host machines, the big alliance believes that it will take at least five years for the high-speed machine industry to move from the incremental market to the stock market. After five years, the competition in the high-speed machine market will be more intense. We should plan ahead and find the right position, so that we can stand firm in the future competition, Healthy growth.
