In October, the loader data was released, and the total sales volume decreased by more than 300 units compared with the previous month, showing a negative growth for five consecutive months. Among them, the domestic sales volume fell again, but the export volume was very different. It has achieved 11 consecutive increases year-on-year. The overall trend is similar to that of excavators.
According to the statistics of 22 loader manufacturing enterprises by China Construction Machinery Industry Association, 9276 loaders of various types were sold in October 2021, a year-on-year decrease of 12.3%, with negative growth for five consecutive months.
In terms of cumulative sales, from January to October 2021, the sales volume of various loaders reached 121677, with a year-on-year increase of 11.6%. Among them, 111660 loaders of 3 tons and above were sold, with a year-on-year increase of 9.09%. 93154 sets were sold in the domestic market, with a year-on-year increase of 4%; The export sales volume was 28523 units, a year-on-year increase of 46.6%.
The domestic market demand slowed down, and the sales volume fell for five consecutive years year-on-year
In October, 6705 loaders were sold in the domestic market, with a year-on-year decrease of 19.1%. The domestic sales fell five times year-on-year. Affected by the advance of the peak season in the first half of the year, the overall trend showed "high opening and low going".
Let's look at the start-up rate. As of October 29, the start-up rate in the northwest and northeast was about 65%, the start-up rate in the southwest and South China was about 60%, and the start-up rate in the East and North China was about 54%. The start-up rate in most end markets was similar to that in the previous month, with little improvement. In addition, the impact of COVID-19, some users generally reflect the "bad connection" or "do not work" situation, the sales volume is relatively flat. At the same time, affected by upstream chains such as core parts such as raw material prices, the industry performed poorly in October.
These factors affect the overall sales of loader and other mechanical equipment.
Exports made a courageous leap forward and achieved 11 consecutive year-on-year growth
In October, the export sales volume of loaders was 2571 units, an increase of 12.3% compared with the same period last year. Although the increase was narrowed, it still achieved a gratifying 11 consecutive increases.
On the one hand, China's loader products have strong competitiveness in the world, give full play to the low-cost advantages of the industry, and successfully seize the loader market abroad in combination with customized services; At the same time, as countries are actively implementing epidemic control measures, the demand for loaders is slowly picking up.
On the other hand one belt, one road, the other 60, from January 2021 to September, in the foreign contracted projects, the 3643 contracts of foreign contracted projects were signed by the Chinese enterprises in the "one belt and one road". The new contract amount was 522 billion 950 million yuan, accounting for 50.6% of the new contract amount of the foreign contract project in the same period. One belt, one road, has a trend which cannot be halted.
At present, China's loader industry has entered a mature period. The market capacity, competition pattern, customers and application scenarios are relatively stable, and there will be no ups and downs on the whole. Although the data has declined in recent months, it is believed that with the release of the vitality of infrastructure investment, environmental catalysis and the rise of international market demand, the loader is expected to achieve an annual growth of about 10%.
