According to the statistics of the Ministry of transport, by the end of 2020, the traffic mileage of roads was about 5.2 million kilometers. With the increase of infrastructure investment and attention in China, the construction of Expressway also shows a steady growth trend. The total mileage of expressway will reach 161000 kilometers by the end of 2020, with a year-on-year growth rate of 7.62%. This figure is expected to increase to 170000 kilometers by the end of 2021. From January to November 2021, the total investment in fixed assets of highway construction in China was about 2392.6 billion yuan, a year-on-year increase of 6.00%.
In 2021, driverless has become a hot word in the road machinery industry. The driverless pavers, rollers and other products launched by XCMG, Sany, Liugong, Shantui, Tianshun great wall and other enterprises, as well as high-energy shock scenes such as the operation of driverless aircraft groups on high-grade roads, swept away the haze of the epidemic, injected a booster into the development of the road machinery industry, and also revealed that the industry continues to be electric, green After intellectualization and large-scale, it is a new development trend.
Roller: export sales volume is expected to exceed 5000 sets
1) The domestic sales volume decreased slightly, and the total sales volume was basically the same as that of the previous year
From 2016 to 2021, China's road rollers showed a fluctuating upward trend, and the rising space was mainly due to the rapid development of domestic highway industry.
According to the statistics of 23 major roller manufacturers by China Construction Machinery Industry Association, 18470 rollers were sold from January to November 2021, with a year-on-year increase of 1.89%. It is expected that the total sales volume of 2021 is expected to approach 20000, which is the same as or slightly increased or decreased from the previous year.
The monthly sales trend of road rollers in 2021 is roughly similar to that of excavator products, just like a "roller coaster": from January to March, they all started with a year-on-year growth rate of more than 30%, of which the year-on-year growth rate in February was as high as 105.31%, while in March, 3331 sets set a new record of monthly sales, breaking the 3000 mark for the second time, 324 more than the previous 3007 sets in March 2018. However, after a slight increase in April (with a year-on-year increase of 0.11%) and may (with a year-on-year increase of 3.68%), the year-on-year growth rate of roller from June to November experienced a wave of "six consecutive declines" of - 3.97% - 26.84%, and is likely to end with "seven consecutive declines".
In the domestic market, affected by the epidemic situation and the rise in the price of bulk raw materials and other adverse factors, the construction process of some road projects was blocked. From January to November 2021, the sales volume of domestic rollers decreased by 10.91% year-on-year to 13522 sets, and the annual sales volume is expected to be about 15000 sets.
2) From January to November, the cumulative export increased significantly by 67.80%
Since 2015, the export sales volume of road rollers in China has shown an upward trend year by year. From January to November 2021, 4948 road rollers were exported, with a year-on-year increase of 67.80%. The proportion of exports increased from 14.72% in 2016 to 26.79% in 2021 (January to November), an increase of nearly 12 percentage points. It is expected that the export sales volume of 2021 will exceed 5000 units, a record high.
3) Mechanical single steel wheel, hydraulic single steel wheel and light roller are the main requirements
Overall, from January to November 2021, the sales volume of roller is mainly mechanical single steel wheel, hydraulic single steel wheel and light roller. Among them, hydraulic single steel wheel roller accounts for the largest proportion, up to 29.52% (5453 sets), mechanical single steel wheel roller and light roller account for 24.61% (4545 sets) and 24.16% (4463 sets) respectively.
Hydraulic single drum roller has the advantages of excellent efficiency, convenient operation and stability. In addition, in recent years, the price of all hydraulic products has become more and more close to the people, and its sales volume accounts for more than that of mechanical single drum roller. In the future, the roller will continue to develop in the direction of technological innovation, humanization, intelligence and green environmental protection.
Paver: sales volume decreased slightly year-on-year
1) High open and low go, four consecutive rises and eight consecutive falls
From 2020 to 2021, due to the impact of the epidemic, domestic engineering projects were shut down to varying degrees, and the sales volume of pavers was affected to a certain extent. From January to November 2021, the sales volume of pavers was 2270, with a year-on-year decrease of 8.25%. The total sales volume of the whole year is expected to be about 2400, with a year-on-year decrease of about 8.00%.
From the monthly sales trend in 2021, pavers are still similar to excavators and rollers, with year-on-year growth rates of 20.21%, 88.16% and 46.01% from January to March respectively; In April, the year-on-year growth rate slowed down but remained positive (8.88%); Since then, the year-on-year decline has hovered between 16.99% ~ 36.32% for seven consecutive months, and the year-on-year sales volume is expected to decline in December.
2) Crawler pavers and hydraulic pavers are the mainstream market demand
Classified by transmission mode, hydraulic pavers are the absolute main force of market demand. The sales volume from January to November 2021 was 2261, accounting for 99.60%; The sales volume of mechanical pavers is only 9, accounting for 0.40%. Classified by walking mode, the sales volume of crawler pavers is 2139, accounting for 94.23% of the total sales volume of pavers; The sales volume of wheeled pavers is 131, accounting for 5.77% of the total sales volume of pavers.
According to the statistics of China Customs, in 2019, the international trade of China's pavers changed from trade deficit to trade surplus, with an export amount of US $65.118 million and an import amount of US $34.984 million; In 2020, the export value of pavers in China was USD 63.678 million and the import value was USD 35.61 million.
From January to November 2021, the export sales volume of pavers was 113, with a year-on-year increase of 20, with a growth rate of 32.94%. As can be seen from figure 8, the export sales volume of pavers has shown a wavy upward trend in recent years. In particular, it is expected to reach a new high in export sales volume in 2021, which is expected to be about 120 sets. However, at the same time, the export sales from January to November 2021 accounted for only 4.98% of the total sales. To further open the international market, Chinese paver enterprises still have a long way to go.
Milling machine: make progress in stability and have broad prospects
With the continuous expansion of highway mileage and the continuous improvement of urbanization level in China, in order to meet the requirements of safe and fast traffic, the demand for highway expansion and maintenance is increasing day by day. As an important asphalt concrete pavement maintenance and construction machinery, the market demand of milling machine is increasing.
According to the data of China Construction Machinery Industry Association, from January to November 2021, the sales volume of milling machines in China was 1037, with a year-on-year increase of 0.39%, basically the same as that of the previous year, with a large increase compared with 2016-2019.
From the monthly sales trend in 2021, there is a slight difference in the curve of "front high and rear low" between milling machine, roller and paver: the year-on-year growth rate of sales from January to march is more than 30%, and there is also a year-on-year growth of 19.05% in April; After entering the decline of negative year-on-year growth in May, the sales volume reached the bottom in September, with only 49 Units, a year-on-year decrease of 51.98%; From October to November, there was a "late climax", with a year-on-year growth rate of - 2.56% and 25.00% respectively.
According to the structural characteristics, milling machines can be divided into two categories: Tire milling machines (suitable for small and medium-sized roads) and crawler milling machines (suitable for large-area roads). In the sales of milling machines from January to November 2021, 2000 ≤ B < 2100 crawler milling machines accounted for the highest proportion, reaching 39.73% (412 sets).
In terms of export market, 37 sets were exported from January to November 2021, with a year-on-year decrease of 21 sets, down 36.21%. Although at this stage, domestic products are in the leading position in China's milling machine market, and the market share of foreign brands is relatively small, the broader global market in the future is the highland that domestic production enterprises need to occupy.
According to the national highway network plan, by 2030, there will be 26000 kilometers of national highways to be built and 100000 kilometers of ordinary national and provincial trunk roads to be upgraded, which provides a broad market space for road machinery. On the other hand, with the continuous innovation and improvement of highway construction technology and technology, there will be more stringent requirements for the reliability, durability, accuracy and fineness of road machinery.
