Although the overall agricultural machinery market increased slightly in 2021 according to the statistical data, according to the actual sales data and the settlement progress of agricultural machinery purchase subsidies, there was a slight structural decline in 2021, especially for tractors and combine harvesters.
This is related to the adjustment of the subsidy policy for the purchase of agricultural machinery every three years. In 2021, as the first year of a new round of agricultural machinery purchase subsidies, local policy changes have been introduced one after another, which has had a great impact on the filing, sales and subsidies of new machinery.
1. Domestic large agricultural machinery to be upgraded
After the "ten-year golden period" from 2004 to 2014, China's agricultural machinery industry has been in a high-quality development stage of stock structure adjustment since 2015. With the improvement of China's overall industrial level, the upgrading of user demand and technological progress, the R & D and manufacturing level of domestic agricultural machinery has been continuously improved.
In recent years, the reporter has seen at various agricultural machinery fairs that the power of domestic large agricultural machinery is getting larger and larger, the appearance is becoming more and more fashionable, the product reliability is continuously improving, and the high-end market share is gradually increasing. The 400 HP continuously variable speed tractor developed by China Yituo has ended the history of importing tractors with more than 350 HP in China. Weichai Lovol heavy industry has broken through the core key technologies of tractors such as power shift wet clutch technology, and solved the key "neck sticking" problem in the development of large intelligent tractors. Many products have filled the gap of similar products in China.
Relying on the R & D resource advantages of CAAMS, modern agricultural equipment Technology Co., Ltd. carried out research on the weak links of agricultural machinery in China, and made breakthroughs in the R & D of large-scale high-end agricultural machinery products such as large-scale green feed harvesters, cotton pickers and corn precision seeders.
Compared with imported large-scale agricultural machinery, domestic large-scale agricultural machinery has prominent price advantages. The price of a domestic cotton picker is half cheaper than that of an imported cotton picker. However, there is still a significant gap between domestic large-scale agricultural machinery and foreign brands in terms of design, materials, components and processes, and it is still at the middle and low end of the global value chain.
Domestic large tractors are widely criticized by users because of their high failure rate and low operation efficiency; It is difficult for large-scale green fodder harvesters to enter large-scale livestock farms because of their low intelligence, low efficiency and no intelligent control during operation; The knotter of the baler is "stuck", which makes it difficult for many enterprises to compete with foreign brands
Facing the gap, domestic agricultural machinery manufacturing enterprises must catch up and change this situation in order to achieve Phoenix Nirvana.
2. Urgent need to break through key core technologies
Agricultural diesel engine high-pressure common rail injection technology, power shift and stepless speed change technology, agricultural machinery equipment hydraulic system technology and other key technologies, core parts and high-end agricultural machinery equipment mainly rely on imports, which has posed a threat to the safety of China's agricultural industry. Only by firmly mastering these core technologies in our own hands can we get rid of the "bottleneck" situation, ensure national food security and promote agricultural modernization.
Wangyurong, general manager of modern agricultural equipment Technology Co., Ltd., believes that domestic large agricultural machinery needs to focus on many aspects in order to reach the level of imported agricultural machinery. First, it is necessary to increase R & D investment, improve R & D capability, make major breakthroughs in the research of key core technologies, manufacturing processes, basic parts and basic materials, and in the construction of test and detection devices, build a national common detection platform, and improve the level of test verification and detection. Second, we should strengthen the transformation of agricultural machinery manufacturing technology and equipment and improve the level of agricultural machinery manufacturing technology and equipment. Third, actively learn from foreign agricultural machinery manufacturing enterprises and strengthen the research on foreign agricultural machinery technology.
Wangfengde, Deputy Secretary General of China Association of agricultural machinery industry, believes that in order to achieve breakthroughs in key core technologies and high-end agricultural machinery and equipment, domestic large agricultural machinery must aim at the structural reform of the agricultural supply side and the demand for modern agricultural production, take the integration of agricultural machinery and Agronomy and mechanization and informatization as the entry point, and take the combination of market regulation and government guidance as the means to improve the innovation mechanism, promote collaborative innovation, and comprehensively improve the manufacturing capacity and level, Narrow the gap, fill the gap and replace imports. We should do a good job in top-level design, set up a special agency, coordinate and promote the key core technology research work of China's agricultural machinery and equipment, and carry out multi-disciplinary and multi industry centralized research. Set up major projects to tackle key and core technologies of agricultural machinery, led by a number of domestic agricultural machinery equipment enterprises that have the foundation, conditions and motivation to tackle key and core technologies, with the participation of institutions of higher learning and scientific research institutions, to jointly make key breakthroughs.
In the medium and long term, China's agricultural machinery industry is facing good development opportunities. In the next three to five years, relying on the strong domestic demand market support, China's agricultural machinery manufacturing industry will strengthen its advantages in the global supply system by virtue of its complete industrial chain, enhance its global competitiveness, and drive "made in China" to "made in China".
3. The industry faces a reshuffle, and the three enterprises will be reshuffled
From the market point of view, with the upgrading of the Fourth National Congress, enterprises will certainly increase sales promotion and empty the inventory of the third National Congress. When people buy the products of the third National Congress, who will pay for the Fourth National Congress? As a result, after the enterprise has spent a lot of money on studying the four products abroad, no one will pay for them, and the losses will only be borne by the enterprise itself. These three enterprises will be eliminated.
1. enterprises unable to bear the pressure of rising costs. Upgrading the Fourth National Machinery Co., Ltd. is bound to face an increase in cost. In terms of price, the product cost of the Fourth National Machinery Co., Ltd. is expected to increase by 15%-30% compared with that of the third National Machinery Co., Ltd. In addition, the requirements for technical personnel in upgrading the fourth national standard will also be increased. In the past two years, due to the decline in the interests of the agricultural machinery market, many enterprises have changed their leadership, and many excellent technical personnel have left the agricultural machinery industry, which will also cause great pressure on enterprises to develop the fourth national standard products.
2. enterprises with insufficient technical reserves. There will be a qualitative leap in the technological complexity of the four countries compared with the three countries. Many small and medium-sized agricultural machinery enterprises can not keep up with the requirements in technical reserves, lack core competitiveness, and are easy to be eliminated. Faced with this problem, these agricultural machinery enterprises may find another way. In addition to independent innovation, they can also cooperate with universities and research institutes to overcome technical problems and enhance their core competitiveness.
3. enterprises that are conformist and lack of innovation. "Technological innovation" will always be the core driving force for the development of agricultural machinery enterprises. Only innovative enterprises will have a foothold in the agricultural machinery industry. This time, agricultural machinery enterprises should seize this opportunity to transform, upgrade and transform their products in combination with the real needs of farmers. It can combine agricultural mechanization and informatization, develop and create intelligent agricultural machinery, and meet economic and environmental benefits at the same time.
With the policies of all regions on track in 2022, the industry is also looking forward to the hot trend of 2020 in the new year. However, the enhancement of epidemic prevention and control has had varying degrees of impact on the logistics, supply chain, manufacturing, distribution and purchase of the agricultural machinery industry.
Since 2022, the supply cycle of many key core components has been prolonged, and many components are still out of stock, "realizing the dream of changing from the original inventory system to order operation".
Some enterprises in Hebei and Jiangsu also said they were short of supply.
First, there is a lack of raw materials and workers in the production process. Even if there are both, there are still many problems in logistics. "Everyone is paying attention to risks and would rather earn less than lose more" is almost the common aspiration of the industry.
When it is transmitted to the host enterprises, it also faces a big test. Except for large enterprises with high self-control rate and able to lock the supply chain in advance, many small and medium-sized enterprises have been in the state of shutdown for a long time.
The person in charge of a machine tool enterprise in Hebei said that they were short of parts some time ago, but later they were short of workers. Now it is not easy for people to come and have parts. Now they are short of orders, afraid that they will not be able to sell their products.
Some enterprises in Shandong and Henan also encountered the same problem.
I am afraid that the industry's dream of eliminating small and medium-sized enterprises for many years will come true, but this way is a little too tragic!
Many people in the industry are pessimistic about the current agricultural machinery market.
In the same sentence, in the current crisis, seizing the opportunity is the danger.
The agricultural machinery market may continue to decline in 2022, but those who seize the opportunity will grow faster. The same is true for agricultural machinery parts enterprises, agricultural machinery enterprises and complete machine enterprises; This is true of agricultural machinery enterprises, agricultural machinery dealers and agricultural machinery end users.
The agricultural machinery industry has shuffled again, and has been quietly carried out.
