In 2020, under the sudden impact of the new crown pneumonia epidemic, China’s economy pressed the “pause button” in the first quarter, and China’s GDP growth rate was “-6.8%”, the first negative growth since the quarterly statistics in 1992. Macroeconomic indicators have all declined significantly, and many industries have suffered heavy losses.
However, as the second quarter enters, the national epidemic prevention situation continues to improve. The resumption of work and production, and the resumption of business and markets have accelerated. Under the background of normalization of epidemic prevention and control, the overall planning of epidemic prevention and control and economic and social development has been accelerated. In the first half of the year, the economy fell first and then rose. In the second quarter, GDP grew by 3.2%, a growth rate of 10 percentage points higher than the -6.8% in the first quarter. In mid-July, various economic data were released intensively in the first half of the year. After experiencing the "squat" in the first quarter, the recovery from the "epidemic" was accelerated in the second quarter, and the Chinese economy delivered a valuable report card of rising against the trend. China's forklift industry is no exception. Judging from the sales data from January to June 2020 just released by the Industrial Vehicle Branch of the China Construction Machinery Industry Association, the total sales volume is as high as 337,213 units.
1. The situation of electric counterbalanced ride-on forklifts (Ⅰ)
From January to June of 2020, the sales volume of electric counterbalanced ride-on forklifts was 30,552 units. Compared with 30,458 units from January to June 2019, it was basically the same with a slight increase of 0.31%. Among them, the domestic sales volume was 23,818 units. Compared with the 23,487 units in the first six months of 2019, an increase of 1.41%, the export sales volume was 6,734 units, which was a negative growth of -3.40% compared with the 6,971 units in the first six months of 2019. The growth of domestic sales was much better than export sales. The export situation is not optimistic.
Brief analysis: The domestic market demand is steadily rising, and the overseas market is seriously affected by the epidemic. Actively developing the international market with the most competitive products is the direction of the joint efforts of Chinese forklift companies.
2. Situation of electric ride-on storage forklifts (Ⅱ)
From January to June 2020, the sales volume of electric ride-on storage forklifts is 4601 units, which is a negative increase of -1.31% compared with 4662 units from January to June 2019. Among them, the domestic sales volume is 3649 units, compared with the 1- Compared with 3589 units in June, an increase of 1.67%, export sales volume was 952 units, a negative growth of -11.28% compared with 1073 units from January to June 2019. The growth of domestic sales volume was much better than that of export sales. There has been a significant decline in sales.
Brief analysis: With the domestic economy stabilizing, market demand has steadily increased. However, the new crown epidemic is still raging in overseas markets. In addition, domestically produced electric ride-on storage forklifts still have a big gap compared with foreign products, and they lack competitiveness. , We need to continue to work hard, the overseas market space is still very large, there are still many opportunities.
3. Situation of electric walking storage forklifts (Ⅲ)
From January to June of 2020, the sales volume of electric pedestrian storage forklifts is 12,2091 units, which is an increase of 18.95% compared with 102,639 units from January to June 2019. Among them, the domestic sales volume is 77613 units. Compared with the 65,942 units, the export sales volume was 44,478 units, which was an increase of 21.20% compared with the 36,697 units from January to June 2019. The domestic sales volume and the export sales volume increased simultaneously.
Brief analysis: Affected by various factors in the first half of this year, exports fell across the board. Only electric walk-in storage forklifts grew against the trend, and accounted for 58.58% of all exported products. This also fully proves the electric power made in China. Pedestrian warehouse forklifts are becoming more and more competitive in the world. In time, it is very possible to realize a global monopoly model, just like the manual pallet truck of the year. The gradual recovery of the domestic economy has accelerated the progress of machine replacement, especially the replacement of manual pallet trucks with economical electric pallet trucks has become an inevitable trend.
4. Total situation of electric forklifts (Ⅰ+Ⅱ+Ⅲ)
The total sales volume of electric forklifts from January to June 2020 is 157,244 units, which is an increase of 14.14% compared with the 137759 units from January to June 2019. Among them, the domestic sales volume is 105,080 units, which is higher than the sales volume from January to June 2019. Compared with 93018 units, an increase of 12.97%, export sales volume was 52,164 units, an increase of 16.59% compared with 44741 units from January to June 2019, and both domestic sales and export sales increased.
Brief analysis: It is undeniable that the proportion of domestic electric forklifts is increasing year by year, reaching 46.63%. Among them, electric walking storage forklifts have obvious competitive advantages, and the proportion of electric forklifts is as high as 77.64%. , The growth rate is also relatively large, and in terms of reach forklifts, high-position forklifts and electric counterbalance forklifts, there is still a lot of room for foreign brands to improve.
5. Situation of internal combustion counterbalanced forklift (Ⅳ+Ⅴ)
The sales volume of internal combustion counterbalanced forklift trucks from January to June 2020 is 179,969 units, which is an increase of 6.58% compared with 168,865 units from January to June 2019. Among them, the domestic sales volume is 156,203 units, which is higher than that from January to June 2019. Compared with the 142020 units, the export sales volume was 23766 units. Compared with the 26845 units from January to June 2019, it was a negative growth of -11.47%. Domestic sales increased, while export sales showed negative growth.
Brief analysis: Although the importance of environmental protection in China has been significantly increased, under many working conditions, such as in the field of engineering construction, it is difficult to replace internal combustion counterbalanced forklifts in a short period of time. Through this year’s epidemic, active in Vulcan Mountain and Raytheon The internal combustion forklifts on the construction site of Shan Hospital can be seen. Electric forklifts are the general trend in the future. There is a long way to go. The correct development direction is to use the concept of positive design, and gradually through technological innovation, research and development suitable for market needs In order to increase the market share in a gradual manner, the products are intensively cultivated from multiple dimensions such as product cost, product performance, product positioning, and marketing model.
6. Total situation of counterbalanced forklifts (Ⅰ+Ⅳ+Ⅴ)
The total sales volume of counterbalanced forklifts from January to June 2020 is 210,521 units, which is an increase of 5.62% compared with 199323 units from January to June 2019. Among them, the domestic sales volume is 18,021 units, which is compared with January to June 2019. Compared with the 165,507 units, the export sales volume was 30,500 units, which was a negative growth of -9.81% compared with the 33816 units in the first six months of 2019. Both domestic and export sales volume showed negative growth.
Brief analysis: Because China’s counterbalanced forklifts are currently dominated by internal combustion vehicles, from the data point of view, domestic sales of internal combustion vehicles have grown well in the first half of the year. Although electric counterbalanced forklifts have increased slightly, electric counterbalanced forklifts have increased slightly. The proportion of only 14.5%, there is a lot of room for growth. The overall domestic sales of counterbalanced forklifts increased, and the export increased negatively.
7. Total situation of warehouse forklifts (Ⅱ+Ⅲ)
The total sales volume of warehouse forklifts from January to June 2020 is 126692 units, which is an increase of 18.07% compared with 107301 units from January to June 2019. Among them, the domestic sales volume is 81262 units, which is higher than the sales volume from January to June 2019. Compared with 69,531 units, an increase of 16.87%, export sales were 45,430 units, an increase of 20.28% compared with 37,770 units from January to June 2019, and both domestic sales and export sales achieved double growth.
Brief analysis: The trend of electric storage forklifts replacing manual pallet trucks is irreversible. Coupled with the increase in costs in all aspects, it will inevitably promote the market demand for storage forklifts. The monopoly of China's electric storage forklifts in the international market is gradually being established. The external economic and political environment is becoming increasingly complex, and product exports are still growing.
8. Lithium battery forklift situation
From January to June 2020, a total of 45,370 lithium battery forklifts were sold, which is an increase of 63.22% compared with 27,796 during the same period from January to June 2019. Among them, 6622 electric counterbalanced forklifts and 659 electric ride-on storage forklifts , 38,280 electric walking storage forklifts, domestic sales of 27,745, export sales of 17,625, domestic sales growth is greater than export sales. The growth rate is very obvious.
Brief analysis: As the application of lithium batteries in the field of forklifts has been widely recognized, more and more companies are participating in the production of lithium battery forklifts, and the types of models are also increasing. In particular, lithium battery storage forklifts account for a high proportion of lithium battery forklifts. 84.37%, it can be seen that the current situation of the oil-to-electricity conversion in China's forklift industry is not optimistic, and there is still a lot to do.
9. Total situation of industrial vehicles (Ⅰ+Ⅱ+Ⅲ+Ⅳ+Ⅴ)
The total sales volume of industrial vehicles from January to June 2020 is 337,213 units, which is an increase of 9.98% compared with the 306624 units from January to June 2019. Among them, the domestic sales volume is 261,283 units, compared with 235038 from January to June 2019. Compared with Taiwan, an increase of 11.17%, export sales volume was 75930 units, compared with 71586 units from January to June 2019, an increase of 6.07%, domestic sales volume growth was greater than export sales volume growth.
Brief analysis: Although the overall domestic macroeconomic performance was poor, the GDP in the second quarter turned from negative to positive and achieved a year-on-year growth rate of 3.2%, becoming a bright spot in the global economy. As for the forklift industry, the market demand for material handling will always exist. Although the overseas market is affected by many uncertain factors such as the international situation and the epidemic, as China gradually forms a domestic cycle as the main body, the domestic and international dual cycles promote each other It is believed that the sales volume will increase further.
2020 has passed halfway, and the international and domestic macro environment is still extremely severe. It is self-evident that many uncertain factors such as the new crown epidemic, natural disasters, diplomatic frictions, military conflicts, and Western sanctions against China have negative effects on the economy. . In order to cope with this complex and ever-changing domestic and international environment, China has proposed to gradually form a new idea of gradual formation of a domestic large cycle as the main body and mutual promotion of the domestic and international double cycles. For China's forklift industry, how do risks and opportunities coexist in a dual-cycle pattern, especially in a pattern with internal circulation as the main body. Beginning in 2020, China's forklift industry has entered a bloody, life-and-death Warring States era from the relatively mild Spring and Autumn Period. A drastic industry reshuffle will be inevitable. Although the total sales volume of China's forklift industry from January to June 2020 is as high as 337,213 units, the sales amount has not increased at the same time, and profits have shrunk or lost substantially. The development after Mr. saves will be the future of Chinese forklift companies. Issues commonly faced in the year. If you want to do well, you must first sharpen your tools. Only by practicing your internal skills and having a solid foundation can you gain a solid foundation and be proud of it.
