Construction machinery and equipment, the heavyweight of the country, the pioneer of Changsha.
On March 24, "Nihon Keizai Shimbun" reported that Sany Heavy Industry surpassed Komatsu for the first time, becoming the second largest company in the world in terms of market value of construction machinery.
On November 23 last year, the media reported that Sany Heavy Industry ranked among the top three global construction machinery companies and its market value is catching up with Komatsu.
Today, Sany ’s market value exceeds Komatsu and has become popular again, but it is not “outstanding.”
The reporter learned that although this year, despite the impact of the epidemic, Sany Heavy Industry, Zoomlion Heavy Industry, Shanhe Intelligent, Tiejian Heavy Industry and other Changsha engineering machinery companies have continued to place orders and are expected to achieve a good start in the first quarter.
Changsha's overseas market grows fast
Statistics from the China Construction Machinery Association show that from January to February this year, the national export sales of excavators increased by 48.2% year-on-year. The overseas market performance of Changsha construction machinery industry is particularly obvious.
Recently, a freighter full of 14 Sany rotary drilling rigs, 5 truck cranes and 2 crawler cranes set sail from Tianjin Port and sailed along the new international logistics route to New Port of Mumbai, India. Equipment is worth nearly 100 million yuan.
Huang Dong, manager of SANY Logistics Department, introduced: "In the past, we were looking for ships when we shipped. This time we took the initiative and cooperated with the business department to integrate the shipping plan and contact the shipping company to customize the schedule for our company."
In addition to chartered vessels, special trains for Sany Railway have also been issued. On February 25, the "Sanyin" Central Asian special train went from the couch to Uzbekistan. This was the first export special train issued by the entire industry during the epidemic.
The reporter learned that during the epidemic, orders from India, Southeast Asia, the Middle East and Africa continued. Sany's overseas orders for excavators increased by about 50% year-on-year. Concrete machinery received orders of 40 million US dollars from Turkmenistan and 100 million orders from Nigeria.
In March alone, Sany expects to deliver more than 1,500 international orders.
Zoomlion also showed a strong ability to attract gold.
During the spring conference of Zoomlion Aerial Work Machinery Company held on March 19, Zoomlion sold over 1,700 products on the spot through an hour's live broadcast, with sales exceeding 100 million yuan.
The Zoomlion concrete mixer truck shopping festival, which ended on March 20, was again broadcast live on the Internet. In just 39 minutes, the order volume reached over 2,000 units.
Since the resumption of work this year, Tiejian Heavy Industry has also rushed to make and deliver a number of overseas orders. Yang Fangming, general manager of China Railway Heavy Industries Overseas, said that they had previously shipped 4 shield machines to Bangalore, India and another tunnel boring machine to Peru on the 26th. The overseas market is expected to continue to achieve high growth this year.
Since the resumption of work in February, Sun River Intelligent has repeatedly shipped rock drilling equipment, cranes and pile-working equipment to Xinjiang, Hubei, Guangdong, Hong Kong, Macao and the Greater Bay Area.
Video live streaming creates the industry "with goods king"
Some analysts pointed out that the sales of excavators in the first two months of this year were mainly affected by the Spring Festival holiday, and the effective start time was reduced by 9 days. In addition, affected by the epidemic, major cities and companies suspended or postponed construction, and construction machinery sales were under pressure in the first quarter.
However, for Changsha engineering machinery enterprises, there are also opportunities under the crisis: First, when Wuhan Vulcan Mountain Hospital and Lei Shenshan Hospital were built, Changsha engineering machinery enterprises provided assistance for the first time, and netizens across the country "loved" the construction machinery Xiang Army To further enhance the brand and visibility of the company.
The second opportunity is: Affected by the epidemic, the delayed release of domestic market demand has allowed Changsha enterprises to accelerate the pace of overseas market development. East to South America, west to Europe, south to India, north to Russia, Changsha construction machinery and equipment The sales territory expanded further.
More importantly, during the epidemic, innovative product promotion methods and the use of "Internet + live broadcast" to sell excavators and cranes have become standard equipment for Changsha construction machinery enterprises.
A host, a mobile phone, and a few artboards are a live broadcast. Behind them are large-scale mechanical products. Technical personnel introduce product performance on-site, answer questions from netizens, and occasionally launch small gifts to win prizes, and there is active interaction between live broadcasts.
Sany Heavy Industry, Zoomlion Heavy Industry, and Shanhe Intelligent's new product rollout and product promotion have all adopted this form. Although the seller and the buyer did not meet, this novel sales model still attracted many customers to place orders.
The relevant person in charge of Zoomlion introduced that after the Spring Festival resumption every year, it is the company's traditional new product release time. Taking into account the special situation of epidemic prevention and control this year, through the immersive live broadcast, live broadcast of new products, live broadcast of celebrities, live broadcast of public welfare, pilot training camps, technical explanations, etc., the company's products were sold and displayed, and more than 30 live broadcasts were carried out.
"The effect of live video is very obvious." The person in charge said that with the increase in the exposure of Zoomlion's products and services on platforms such as WeChat, Douyin, and Kuaishou, the number of interactive fans has reached millions and a large number of orders have been received. Known by the industry as the "king of goods" in the construction machinery industry.
Market demand will be delayed but total volume will not decrease
Many organizations believe that from the perspective of the whole year, the demand for construction machinery is only postponed. Against the background of overseas market demand, renewal of existing equipment and infrastructure is expected to increase in the future, construction machinery is expected to return to a higher level of prosperity throughout the year.
Founder Securities pointed out that in the second quarter of 2020, the growth rate of the construction machinery industry will remain relatively flexible. Looking forward to the year, new demand will be guaranteed by policies, coupled with equipment upgrades and export growth, the boom of the excavator industry will continue Overall, it is expected to show a situation of first suppression and then rise, and the off-season is not weak, and it will maintain positive growth throughout the year.
Based on confidence in the industry, the president of Sany Heavy Industry told Wenbo that the impact of the epidemic will be periodic. For Sany, the total market demand will not decrease, but the demand will be delayed.
The continued soaring of the stock price of this industry giant shows the scientific judgement. After all, what supports the rise of the stock price is that the industry as a whole maintains a high degree of prosperity, and the related companies' revenue and profits have grown rapidly.
During the epidemic, on the one hand, Sany Heavy Industry resumed production in an orderly manner and delivered orders, while on the other hand, the construction of five intelligent manufacturing "lighthouse factories" did not stop for a moment.
Fu Xiangdong, general manager of Sunward, also said that as the domestic epidemic eased, the demand for equipment continued to grow across the country, which was good news for them. Judging from the order situation, currently Shanhe has relatively full production capacity. They are working overtime to ensure supply. Beginning in March, Sunward Intelligence has gradually reversed the January and February performance indicators affected by the epidemic and is expected to achieve high growth within the year.
