The price hike that started in the early April of the excavator industry has aroused strong concern. In the past month, how is the situation going now? Has the price really increased? How does it affect agents? What will happen to future price trends? Recently, Tiejia launched a survey on the forum, interviewed many agents and users, and reached the following conclusions:
1. Brand: domestic brands rise and fall, foreign brands steadily guarantee profits;
Second, the model: mid-digging sells out of stock, small digging is still difficult to find a machine;
3. Demand: Depressed demand continued to be released in February and March. National infrastructure investment is gradually in place. Large-scale projects are expected to start construction intensively around May.
Based on the above survey results, we are cautious in making judgments. If the supply chain fills up in time in May, it is expected to continue the trend of high operation in April.
1. Fully started construction in May, and the introduction of new cars is still the main theme
The survey results show that 40 Jiayou from 24 cities participated in the survey. The users covered 17 provinces, municipalities and autonomous regions, and more than 4,000 people watched. 30 A-friends made their views clear and detailed. Among the A-friends in this survey, the owner accounted for 95%, and 33% of the A-friends introduced 13 new excavators around April. Two of the friends who mentioned the new car said that because the price is right, they can't do the work around them, even if the price is increased, one more is added. Among the newly mentioned excavators, 6 tons of small excavators are mostly, 15 tons and 21 tons, the largest one is Volvo 480, covering XCMG, Liugong, Doosan, Hyundai, Kobelco, Volvo and other brands. 33% said that there were many friends who brought cars around in 2020; 13% of Jiayou said that factors such as limited start-up work and the price of the second mobile phone affect their friends ’enthusiasm for new cars.
In the face of whether the price increase is implemented or not, only four A friends made it clear that the price increase was implemented in their area. Among them, Kobelco 130 in Shenyang, Liaoning province increased by 20,000 yuan, Xugong excavator in Yizhang, Hunan province increased by 20,000 yuan, Jiyuan excavator in Henan province generally increased by 5-10%, and Liugong 55 in Weinan, Shaanxi province increased by 5,000 yuan. The remaining A friends voted in favor, saying that if there is a shortage of accessories, the price needs to be increased. More people, 10 Jiayou made it clear that the notice did not rise, 2 Jiayou said not only did not rise, but fell a lot, but several Jiayou said that the price of the digging machine also decreased compared to last year obvious.
In terms of the distribution of tonnage, start-up conditions and start-up hours, it is consistent with the statistics of the iron armor tracking statistics: from the proportion of sales models in the first quarter of 2020, under 20 tons accounted for 73%, and the corresponding projects were basically agricultural and forestry transformation , Municipal greening, rural road reconstruction, individual projects. 20 to 30 tons of equipment sales account for about 20%, and the corresponding projects are high-speed high-speed rail and real estate projects. The sales of equipment of more than 35 tons accounted for 7%, and the corresponding projects were mainly large-scale water conservancy and hydropower and mining. Therefore, from the perspective of the distribution ratio of models, the main projects in the current market are characterized by small-scale, scattered, and random projects, and the newly established projects, or large projects at the national, government, and large workload To achieve full-scale construction, it is expected to be after May or even after the Dragon Boat Festival.
2. User: Demand continues to be released, even if the price increases
From the feedback from the forum users, we can see that the new excavator is still just in need due to factors such as demand, sufficient supply and environmental protection.
A friend @ Lee: April 2020. I mentioned the first SANY 55 excavator and got an environmental protection license. In the urban area, do small jobs such as landscaping, house foundation, trenching, loading and backfilling. Many friends around me this year went to New Sany 55, 60, 75, 135, 205, and more than a dozen units in two months. I bought Sany 55 and 60 with three friends around me. Compared with the price reduction of the excavator in 2019, one of my own is usually not enough, and I decided to start another one. Just this month, I heard that the price of the excavator has increased, and I resolutely raised the price of Sany.
A friend @ 186 **** 1860: I brought up the first Liugong 9055E excavator in March 2018 and usually do some odd jobs in the countryside. This year, I learned a lot about the price reduction of the excavator, and I usually have a lot of work. I decided to start another one. When I consulted the sales on April 15th, I found that they had already increased their prices.
A friend @ MobileUsercltz158: I ordered Liugong 60 on April 11th. On the day of the deposit, I said a price increase of 5,000 yuan, but I did n’t make any increase for him. I waited half a month for the car to come back.
A friend @! Wang Biao: In our Hebei area, 252,000 can buy Lingong 65 in 2019, and 195,000 were available two days ago. Instead of feeling the price increase of the excavator, I felt that the price was falling. The domestic small digging is really fierce, and now the price of the small digging has basically reached the bottom. Compared with 2019, the joint venture car is cheaper by 30,000 or 40,000, and the domestically made car is cheaper by 50,000 or 60,000. In 2020, the environmental protection investigation in our Hebei area is very strict, and most of the equipments will be updated. Therefore, I judge that there will be two mobile phones due to the elimination of environmental protection in the near future.
A friend @ digger's helplessness: I started work in the rural area of Yulin, Guangxi, mainly during the epidemic. I mainly do some scattered work in the village, and do it on the highway after the village is unsealed. The hours worked every day are not very uniform, sometimes 3 or 4 hours, sometimes 8 or 9 hours, and the longest day of the year is 14 hours. The real major projects started one after another in our small county. Too.
A friend @ Junlin: Hefei, Anhui started construction early, mainly for water conservancy construction. I have been busy recently and can work normally, 9 to 10 hours.
A friend @ Honghuo: By the beginning of April, some slopes in Yunnan were basically completed. Local farmers have begun to grow flue-cured tobacco, which is a pillar industry in the rural areas. In order to better planting and improve the fertility, the country has vigorously carried out the poverty alleviation project on the slopes, and hundreds of excavators have entered. It has a certain impact on the local excavator market and driver manpower supply. It is still under reconstruction, and more new bids will be set up, and more excavators will enter.
A friend @Linfei: My coordinates are in Nanchong, Sichuan. The construction started on the second day of the Chinese New Year, first to build a hospital, and then change the land and land. It doesn't rain for 11 or 12 hours a day. The local construction site has basically started. In 2020, it will basically be six or seven hundred hours.
3. Agents: A few are happy and a few are worried, some people save their lives to survive, some sell out of stock
With the gradual control of the epidemic, even Hubei, the hardest hit area, has also ushered in a late boom in resumption of production. In Wuhan, which has restarted, as more and more infrastructures are resumed one after another, the construction machinery industry has gradually entered a state, and many agents have already submitted satisfactory answers.
Wuhan Huichuan is the core agent of Lovol excavator Hubei. They said that Lovol's 20-ton and 30-ton classes have been sold out. After restarting, Wuhan also set a sales record of selling more than one unit a day.
Mr. Zhang, the head of Xiamen Dongxu Xiagong, a salesman of Xugong Machinery Hubei Wuhan, has sold 7 loaders and 2 small excavators from the New Year to the present. Compared with the sales volume of at least 30 units in the same period in previous years, it is much worse. "We are also very satisfied with such sales. After all, in a special period, everyone is saving lives."
4. Market performance: Domestic brands rise and fall, foreign & joint venture brands pursue a single profit
"The prices of excavators have risen and lowered, and competition will be even more fierce in 2020. The factory determines your right to survive, and the user also determines your right to survive." . However, he said that Xiong'an has entered the stage of full construction, which is good news for excavator sales.
Second, the impulse situation also appeared in the field of mobile phones. An industry source who did not wish to be named said: The replacement in 2020 is 50% lower than the same period in 2019. This is the time when the second mobile phone market is the highest, and it is also when the agent sprints sales. 1. XCMG, most other brands, especially joint ventures, cannot guarantee sales, manufacturers are shrinking, and agents need not subsidize users. The guiding direction of manufacturers is different from previous years. Without Sany's market share, without XCMG, the manufacturers and agents have returned to rationality. For example, CAT and Komatsu are more pursuing the profit of a single unit.
5. Summary: Many organizations predict that the rise in excavator sales in March is the demand for "super compensation rebound" of equipment. At the moment, there are favorable policies for traction and the rapid landing of projects. The booming supply and demand of the excavator market is expected to continue. It can also be seen from the user's purchase of excavators and the number of hours of operation that the sales of excavators are likely to remain at a high level in May and even longer in the future. However, the impact of spare parts brought by the global epidemic cannot be underestimated, and it is particularly important for manufacturers to supplement the supply chain. What is the future trend, Iron Armor will continue to pay attention.
