Construction machinery under the 2020 epidemic has grown against the trend, and the sales of excavators have increased by more than 50% for several consecutive months. China has become the only growing country in the world, with a growth rate of 2% to 2.2%. What happened this year, and what outstanding changes in the construction machinery industry? At the time that the Sixth Member Congress of the China Construction Machinery Industry Association was held, the leaders of the construction machinery industry gathered in "Dragon City" Changzhou to discuss the high-quality development of the industry.
In the high-level dialogue session held in the afternoon, under the chairmanship of the chairman of Guangxi Liugong Group Co., Ltd., guests from the dialogue enthusiastically spoke. Jiangsu Hengli Chairman Wang Liping, Caterpillar Global Vice President Chen Qihua, Sany Group Director and Sany Heavy Machinery Chairman Yu Hongfu, Anhui Forklift Chairman Zhang Dejin, Lingong Group President Yu Mengsheng, Zoomlion Vice President Guo Xuehong, Komatsu (China) General Manager Zhang Quanwang and other eight industry leaders reviewed the past ten years of the construction machinery industry and looked forward to the development direction of the next ten years.
1. Looking back at the first ten years of construction machinery, the biggest change?
Chen Qihua: In the past ten years, China's construction machinery has undergone three changes: overall innovation capability enhancement; product development capability enhancement; risk control capability enhancement, and it has developed into the world's largest construction machinery market. In the next ten years, China's construction machinery industry will certainly usher in 1-2 cyclical changes. We must think about how to achieve sustainable development; in the future, Chinese local construction machinery companies will definitely become important participants and bright spots in global competition. .
Yu Hongfu: In the past ten years, the industry has gone from one peak to another peak. There have been ups and downs in the middle. Every construction machinery enterprise that is still standing in the industry deserves our respect. In the next ten years, companies that are going global should think about what value can we bring to overseas users? There are still many uncertainties in the future.
Zhang Dejin: The overall progress of the industrial vehicle industry has accelerated in the past decade. China's industrial vehicle sales accounted for 3/4 of the Asian market's sales. In 2020, the industry sales are expected to be close to 800,000 units; the industry is fragmented and the market is further concentrated on dominant companies; electrification and new energy Technology acceleration. In the next ten years, we will also speed up our ability to innovate and go global. The sales volume of the industry will exceed 1 million units just around the corner.
Zhang Quanwang: There have been three changes in the past ten years: 1. The quality of domestic national brands has made great progress; 2. Users' recognition of domestic brands has increased significantly; 3. It is a trend for more domestic brands to go abroad.
Wang Liping: Thanks to the support of industry enterprises in the past ten years. At present, Hengli can produce 750,000 cylinders a year. In the future, it will continue to increase its innovation and contribute its own strength to the realization of new breakthroughs in key components of China's construction machinery.
2. Facing the next ten years, where is the industry development direction?
Yu Hongfu: I rarely talk about ten years. If I have to talk about it, first of all, China is the world's largest construction machinery market and it will be strengthened. The development cycle of construction machinery will certainly reappear as President Chen Qihua said.
2. Globalization, Chinese brands must go out. When going out, you must be careful not to affect the lives and businesses of the locals. You need to be prepared in all aspects to bring something to the local area, to be truly popular, and to bring benefits to the local area.
3. In the future, innovative and revolutionary technologies will certainly appear in China to change the development of the industry. What we are doing now is how durable and reliable the equipment will be, and the machinery will be smarter in the future. In terms of new technologies, China is expected to overtake in curves.
4. Three directions of future technology development of Sany Excavator:
1) Intelligentization. At present, auxiliary operations, cluster operations, and equipment applications are initially realized; construction is unmanned, because it is related to application costs, it can be developed now, but the actual application depends on the urgency of the demand side;
2) New energy, electric drive, this is an irresistible trend, Sany will follow the trend;
3) Diversified construction methods and more and more refined work. In terms of replacement of labor, more mechanization replaces labor.
Yu Mengsheng: China's construction machinery industry has changed from quantitative to qualitative in the past ten years. In the next ten years, the industry cycle will definitely come, but it is not expected to be more violent than the previous cycle; in addition to excavators, other construction machinery products such as loaders and road machinery will develop relatively smoothly. In the promotion of overseas markets, how do we enter the markets of developed countries is a test for China's construction machinery companies in the future.
Guo Xuehong: Three changes in the past ten years: 1. China is the world's largest construction machinery market, and the market concentration of major products in the industry has increased; 2. the level of manufacturing of key components has improved; 3. domestic leading companies have become more and more mature. There are more expectations for the future. The proposal of many companies' summit plans reflects the confidence of Chinese construction machinery companies, and more companies will enter the international market.
In the next ten years, for Zoomlion, some mature sectors such as cranes and concrete machinery will have limited growth, but excavators and aerial work machinery are still emerging sectors and have enough room for growth; as 5G, Internet of Things and other technologies continue to deepen , The marketing model may change; in short, no matter how the future changes, Zoomlion will be an enterprise with an Internet mindset and produce products with an extreme mentality. This is Zoomlion’s measures to respond to future changes.
Wang Liping: In the next ten years, Hengli will focus on integration, develop differentiated products for various OEMs, assist the industry in avoiding homogeneous competition, and provide support for the healthy development of the industry.
2. Excavator market forecast in 2021: steady growth, growth in the first half of the year, and decline in the second half of the year.
For the judgment of China's construction machinery market in 2021, several senior executives predicted this way. in particular:
Chen Qihua: Continued growth in the first half of next year and a decline in the second half;
Yu Hongfu: We are optimistic about moderate growth next year;
Zhang Dejin: Steady growth, but the growth rate will be lower than this year;
Yu Mengsheng: Growth in the first half of the year, and a decline in the second half of the year;
Guo Xuehong: Significant growth next year;
Zhang Quanwang: Growth in the first half of the year, but a decline in the second half;
Wang Liping: The order for oil tanks has been full by February 2021, and the order volume has increased by 20%.
However, Chen Qihua made a short comment on the speech of Hengli Chairman Wang Liping. He believes that the OEM's demand for spare parts has certain variables.
