In 2018, the real recovery of downstream investment continued to drive the recovery level of construction machinery. From 1 to April 2018, major products such as excavators, wheel loaders, bulldozers, truck cranes and road rollers increased rapidly.
Among them, the sales of excavators with the characteristics of early period have achieved medium speed growth on the high base number, while the relative lagging car cranes and other products have achieved rapid growth. At the same time, overseas economies have stepped out of the downturn after the economic crisis. The leading enterprises of construction machinery rely on early accumulation, and export revenue is expected to reach a new high.
Sales volume of excavators, wheel loaders and cranes continued to increase in 1-4
Sales of major engineering machinery products in April
In April, the excavator achieved sales of 26561 units, an increase of 84.5% compared to the same period, and the cumulative increase in 57.9% over the same period in 1-4 months.
Loader sales of 11836 units, an increase of 40% over the same period, a decrease of 15% compared to the same period; 1-4 months, an increase of 33% year-on-year;
Bulldozers sold 989 units, an increase of 44% over the same period, a decrease of 5% in the annulus, and an increase of 38% in the 1-4 months.
Truck cranes sold 3121 units, an increase of 70% over the same period, a decrease of 15% in the annulus, and an increase of 84% in the 1-4 months.
Roller compactor sold 2767 units, an increase of 27% over the same period, a decrease of 8% compared to the same month, and an increase of 27% in the 1-4 months.
In April, a total of 26561 excavators were sold, representing an increase of 84.5% over the same period.
According to China engineering machinery industry association mining machinery branch industry statistics data, in April 2018, the 25 mainframe manufacturing enterprises included in the statistics, a total of 26561 types of mining machinery products, the increase of 84.5%. Among them, the sales volume in the domestic market (the statistical category does not contain Hong Kong, Macao and Taiwan) 25034 units, an increase of 83.2% over the same period, and export sales of 1518 units, an increase of 109.7% over the same period.
In 2018 1-4, 25 leading manufacturers were included in the statistics, and a total of 86622 mining machinery products were sold, representing an increase of 57.9% over the same period. The sales volume of domestic market (statistical category does not contain Hong Kong, Macao and Taiwan) 80947 units, an increase of 55.3% over the same period. Export sales were 5649, up 106.3% over the same period.
Wheel loader sales growth is stable, export growth is less than the domestic market.
In April, 11836 sets of loaders were sold (excluding small ones), an increase of 40% over the same period, and a decrease of 15%. The total sales volume of loaders in 1-4 months was 39135, representing an increase of 33% over the same period. This month, 1918 loaders exported, an increase of 32% over the same period, a decrease of 8% compared to the previous month. Compared with other construction machinery and equipment, the export volume of loaders increased slowly.
According to the domestic market, the sales volume of Eastern / central / Western loaders in April was 3633/2605/3680, an increase of 46%/40%/40% over the same period last year. The distribution of sales volume in various regions was relatively stable, and sales volume in eastern and western regions was the highest, while export sales accounted for 16%, compared with the latter half of 2017. In recent months, domestic market demand has increased rapidly, and the growth rate of export sales has not been faster than that of domestic sales.
Bulldozer sales grew year on year, export growth declined slightly.
Bulldozers sold 989 units in April 2018, an increase of 44% over the same period, and a decrease of 5% in the annulus. 1-4 months bulldozers cumulative sales of 3098 units, an increase of 38% year-on-year cumulative. Bulldozers exported 199 units this month, exports grew by 39% year-on-year, and the growth rate dropped again. But from absolute value, export data are still at a historical high of nearly three years.
As for the model, 160 horsepower is the main sales model, with a total sales of about 2040 units in 1-4 months, accounting for 66% of total sales; the second is 220 horsepower, which is close to 520, accounting for 17%; 160 horsepower bulldozers are the largest, 260, 36% and 220 horsepower bulldozer exports are exported in 1-4 months.
According to the analysis of regional situation, the sales of Anhui province led the market again, the total sales volume reached 330 units in the previous April, more than 270 in Hubei, about 220 in Jiangsu and 200 in Zhejiang province.
Truck crane sales increased by 70% over the same period, industry concentration increased.
Truck cranes increased by 70% in April compared with the same period last year, leading enterprises took the market sales volume: in April, 3121 sales of truck cranes increased by 70% compared with the same period last year, compared with -15%. In 1-4, truck cranes sold 10399 units, an increase of 84% over the same period.
From the brand point of view, most enterprises in April car cranes sales volume decreased than last month, and the leading enterprise car cranes sales 1550, the ring ratio increased by 3%, 63%, and 50%, continuing the high growth trend of last month, reflecting the ability to resist the impact of cyclical fluctuations.
The concentration degree of truck crane industry has been continuously improved. In April, the industry CR3 reached 90%, and the market was swept by Xuzhou heavy duty, ZOOMLION and Sany.
The sales of Compactors increased by 105% compared with the same period last year, and the proportion in Central China increased.
In April, the sales volume of Compactors increased by 2767, an increase of 27% over the previous year, a decrease of 8% in the ring ratio, and a total sales of 7738 units in 1-4 months, representing an increase of 27% over the same period last year. The sales of Compactors this month dropped somewhat compared to March, but are still at historically high levels.
In April, the number of roller compactors exported 349, an increase of 105% over the same period, and the growth rate returned to a high level.
In China, the eastern, central and western regions accounted for 34%, 24% and 29%, and the proportion of the central region was about 5%, mainly due to the increase in the sales of Jilin, Heilongjiang and Jiangxi.
The sales volume of graders increased by 36% over the same period, increasing by more than 20% in 15 consecutive months.
The sales volume of the grader increased by 36% over the same period in April, and 15 months. According to the statistics of the China Construction Machinery Industry Association road and compaction machinery branch, 611 flat graders were sold in April 2018, which increased by 36% over the same period. The total sales of more than 2150 graders in 1-4 months increased by 45% over the same period last year. Since February 2017, the growth rate of land graders has exceeded 20% in 15 consecutive months.
Always pay attention to industry operation indicators to avoid adverse effects of market fluctuations.
As for the rapid growth of the industry sales situation since the second half of 2016, how to judge the main influencing factors and the trend of the industry market in the next year? Lv Ying, Deputy Secretary General of the China Association of Engineering Machinery Industry Association, believes that the current economic trend is not only concerned with the change trend of product sales; more attention should be paid to it. The analysis of the quality and benefit index of the economic operation of the industry should be made to analyze the changes and causes of various factors, and to make a prejudgement on the periodic changes in the market to avoid the adverse effects of the market fluctuation on the economic operation.
The parties believe that enterprises should be highly rational and respond to potential changes. The historical lessons of the 2011-2016 year downlink cycle are still profound. The engineering machinery enterprises are highly rational in the short, medium and long period operation, and make the best possible preparation for the potential risks. Since 2017, engineering machinery enterprises pay more attention to the quality of sales, consider the customer's credit status, strict payment conditions, reflect the cash flow situation far better than the same period of history; through automatic transformation, technological process optimization to meet production needs, the per capita output energy is promoted to become the forefront of the global industry; prudent safety Capital expenditure is accelerated, debt repayment is accelerated, and the balance sheet is consolidated.
According to the association, the total industry revenue in 2018 will increase by about 10% on the basis of the actual completion of 2017, and the proportion of total enterprise profits and R & D investment will keep steady growth, and the export growth is about 10% on the basis of 2017.
