Recently, China Construction Machinery Industry Association released the export data of various products in the first quarter of 2022. The data of industrial vehicles are also disclosed. A few days ago, Hester Yale Forklift Group released its investment strategy report, which listed the relationship between the sales amount and quantity of forklifts worldwide. Both Kaiao group and yonghengli group mentioned in the recent investment briefing that the Chinese market of the enterprise accounts for the proportion of the global market. A few days ago, the report on the new round of financing of future robots also pointed out that the US market is still the forklift market with the largest sales in the world.
Let's calculate the output value of forklifts in the world and China from several public data? Restore the scale of the real forklift market.
What is the size of the global forklift market?
According to the statistics of the above data, the forklift sales of the enterprises counted by wits in the world are 160 billion yuan. If a part of the forklift manufacturing enterprises not included in the statistics are included, the overall sales of more than 200 billion yuan, including complete machines, accessories, post market services and financial services, with a total market scale of 300 billion yuan.
Let's take DHF magazine's global forklift ranking according to 2020 sales data published in December 2021. The total revenue of the forklift sector of the top 10 enterprises is 35.8 billion euros, and the revenue of the forklift sector of the top 20 enterprises in the world is 39.2 billion euros.
According to the calculation, the operating revenue of forklift enterprises includes new machine sales, leasing, accessories, aftermarket and financial services. Therefore, we judge that the sales of complete machines in the whole global forklift market is 200 billion yuan, which is basically consistent. The consolidation scale of the whole industrial chain is about 300 billion yuan.
What is the market scale of forklift in China?
According to the data of 33 core forklift manufacturing enterprises in China published by the industrial vehicles branch of China Construction Machinery Industry Association in 2021 and the adjustment of China's price system by comparing the global forklift sales price, we calculate that the overall forklift market sales volume in China is 46 billion people's currency, including the forklift manufacturing enterprises that are not included in the statistics. The overall forklift sales scale is about 50 billion yuan. If the whole forklift sales After the merger of accessories and post market services, the total scale should reach 70 billion yuan.
In 2022, China Construction Machinery Industry Association released the customs import and export data of industrial vehicles in the first quarter of 2022.
The average export unit price of internal combustion forklift is: equivalent to RMB 96800 / set
Unit price of hydraulic truck for export: 1500 yuan / set
The export unit price of container heavy forklift is: equivalent to RMB 1.08 million / set
Because the data of electric forklift includes various simple micro electric forklifts, the unit price cannot reflect the actual price. Due to the timeliness of Customs Statistics and a large number of reasons such as not registering with the industrial vehicle branch for statistics, the overall quantity is quite different from the data of the industrial vehicle branch. The data of the industrial vehicle branch is the summary of 33 core manufacturers.
Industrial vehicle (forklift) is an important material handling tool applied to various economic units. It is a handling tool penetrating into all links of the supply chain. With the aggravation of the shortage of human resources and the rapid development of logistics such as e-commerce. With the continuous development of industrial vehicles, the growth rate of forklift will exceed more than twice of GDP. This trend will not change in the next decade.
