According to statistics from the China Construction Machinery Industry Association, the 24 excavator manufacturers included in the statistics in February sold a total of 9,280 excavators of various types, down 50.5% year-on-year; the 23 loader manufacturers included in the statistics in February sold a total of various types of loaders 3632 units, a year-on-year decrease of 41.2%.
Although the numbers are ugly, they have not caused panic in the construction machinery industry. On the contrary, most companies believe that this situation is reasonable. Industry insiders generally believe that the short-term sales decline will only lead to the postponement of the peak season, and will not change the industry's annual growth trend. The reporter learned that at present, construction machinery enterprises are actively resuming production and preparing for a major market recovery in the future.
Enterprises rush to order and busy delivery
With the gradual control of the epidemic situation, all over the world ushered in the upsurge of resuming production. Various construction machinery companies have also opened online platforms, opened offline channels, and started to rush orders and busy delivery.
According to the relevant person in charge of Zhonglian Heavy Industry Concrete Machinery Branch, which is the first to promote online, starting from February 4, the company invites chief technical experts to perform live online interaction every day. The number of online viewers exceeds 2,000 every day. Orders also ushered in growth. In February, the first batch of overseas orders were sent from Weinan Industrial Park to Southeast Asia after the resumption of Zhonglian Heavy Industry ’s earth-moving machinery; Miscania chassis pump trucks were sent from Lugu Industrial Park to Beijing for delivery to customers.
According to the reporter, Xugong Group is also busy. In February, XCMG heavy truck XG90 new-generation wide-body dump trucks successively won batch orders, and achieved 200 sales in one fell swoop; XCMG loading machinery
The "one hundred and one billion" strategy has gained a lot in overseas markets, and the Indian market has won orders for 100 loaders; on February 17, four XCMG XCA60E all-terrain cranes were installed and commissioned on time and successfully shipped to the Middle East; 2 On 29th, XCMG Hanfeng Heavy Truck's official quick-hand platform conducted a live broadcast of the "ULT Ultralight Edition Four King Kong Network Press Conference and Hanfeng Special Resumption Work Day", locking more than 300 orders on the spot; at the beginning of March, dozens of DG32K2 , DG54K1 ascending platform fire truck, XG series straight arm aerial work platform, two major industrial line products were launched in batches, and went to the first line of recovery.
Sunward is not weak. On February 13th, 19 transport vehicles loaded with various equipments of Shanhe Smart “quietly” exited the gate of Shanhe Smart Factory and sent to domestic provinces such as Guangdong and Shaanxi, as well as overseas Israel, India, Philippines, Thailand and Cambodia And other places; on March 2nd, there was good news again: the sales revenue of Sunward Smart European market, in the case of a 40% increase in January, the epidemic in February went forward, an increase of 100%; March 9 Japan, Shanhe Smart SWTH634 telescopic forklift trucks were off-line in batches and sent to the United States. Subsequent dozens of orders will also be sold in bulk.
Relying on their own advantages, leading construction machinery enterprises actively fight against the epidemic, help customers overcome difficulties, and optimize supply chain facilities. Hengqiang, the strong, will have a more optimized pattern for the entire industry in the long run.
Prospects in infrastructure
According to predictions by relevant professional organizations, construction machinery, as the industry most susceptible to macro-environmental impact, will continue to maintain a relatively high growth rate in 2020 under the support of the upward forces of infrastructure construction.
The reporter made a simple statistic. Judging from the list of key projects released by various regions, seven provinces and cities have launched key infrastructure projects in the next few years. The details are as follows. In late February, the three provinces of Henan, Yunnan, and Fujian successively proposed 3.3 trillion yuan, 5 trillion yuan, and 3.84 trillion yuan. Sichuan, Chongqing, Shaanxi and Hebei have issued key project investment plans for the year, including 4.4 trillion yuan in Sichuan Province, 2.6 trillion yuan in Chongqing City, 3.38 trillion yuan in Shaanxi Province, and 1.88 trillion yuan in Hebei Province. Judging from the investment plans for key projects announced by these seven provinces and cities, the total investment is close to 25 trillion yuan. It can be seen that if infrastructure investment is accelerated as scheduled, the favorable factors for maintaining the continuous growth of the construction machinery industry still exist, and the new crown pneumonia epidemic will affect the industry's development in the short term, and the market will continue to improve in the long run.
Industry sources told reporters that while the traditional infrastructure sector is rising, "new infrastructure" is more worthy of attention. For example, from the beginning of the beginning of the year, the proportion of new-type infrastructure has been rising. For example, the cold chain logistics project has changed from scratch to the special debt investment. The scale of the parking lot project has increased by about 5 times. The distribution network project The scale increased by 10.8 times, and the scale of ecological and environmental protection projects increased by about 2.6%. In the specific direction, on the basis of complementing the traditional infrastructure such as railways, highways, and rail transportation, China will vigorously develop new infrastructure such as 5G, artificial intelligence, industrial Internet, smart cities, education, and medical care, which deserves the attention of industry companies.
Many business organizations agree that in order to accelerate the recovery of the economy, China will take the expansion of infrastructure investment as an important measure to stimulate the economy to balance the negative impact of the epidemic. Therefore, from the perspective of the overall environment, this year's engineering work will only be more than in previous years, not less than in previous years. Spring has already arrived, and 2020 is likely to be a year of engineering blowout.
