In recent years, with the increasingly stringent global requirements for non-road mobile machinery emissions and the maturity of new energy technology, domestic construction machinery head enterprises have begun to electronize layout one after another. 2021 is a year of rapid development of electronization in construction machinery industry. Each enterprise has launched various electronization products one after another to explore the blue sea market.
After the rapid development of this year, what is the current electric construction machinery market?
Various products but low market penetration
Although various enterprises have launched various types of electric products one after another, according to statistics, the permeability of electric products for construction machinery in the first half of this year is still less than 1%. In terms of actual sales from January to October, the sales of electric engineering vehicles, especially electric heavy cards, are the highest, with about 5000 units, while the sales of electric products in excavators, bulldozers, loaders and other products are only about 100 units. The reasons are the following:
First, the price of electric construction machinery is very high. Compared with the same type of traditional machinery, although the use cost is reduced, the cost of one purchase is 1-2 times higher, which makes many users hesitate.
Secondly, the battery capacity is insufficient and it is difficult to operate continuously for a long time. Frequent charging results in slow progress of the project.
Third, the charging facilities are not perfect. At present, most of the users who purchase electric products install charging piles on the site by themselves. First, the safety can not be effectively guaranteed. Second, the equipment is difficult to transfer and can not replenish the power in time.
Therefore, in order to rapidly promote the development of electric equipment, strengthen technology research and development, reduce equipment costs, and improve the charging and replacement facilities are indispensable.
So in the face of such a situation, is it expected that the electric products of construction machinery can replace the traditional products?
Policy Requirements + Actual Demand, Great Space for Development
Recently, the State Council issued a notice on publishing the Action Plan for Carbon Peak by 2030. The document proposed that carbon peak should be run through the whole process and all aspects of economic and social development, with emphasis on implementing the "Top Ten Carbon Peak Actions". It is clearly pointed out that by 2025, the proportion of non-fossil energy consumption will reach about 20%, energy consumption per unit of gross domestic product will decrease by 13.5% compared with 2020, and carbon dioxide emissions per unit of gross domestic product will decrease by 18% compared with 2020. As a major energy consumer and carbon emitter, electric construction machinery will effectively reduce carbon emissions.
In addition, ecologically fragile areas such as Sichuan and Tibet require high environmental protection, and electrochemical products can greatly reduce the impact of construction on the environment. There are also some closed spaces and tunnels. Due to poor ventilation conditions, insufficient oxygen and low sustainability of operation, electrochemical products can effectively guarantee the construction progress and shorten the construction period.
Therefore, under the dual support of policy and actual demand, there is still much room for future development of construction machinery electrodynamics.
Leading Enterprises Add Code Layout and Accelerate Product Upgrade
At present, leading construction machinery enterprises such as XCMG, Sany and Zoomlion have successively added codes to electro-layout. Among them, Sany Heavy Industries has launched 26 electro-products, covering excavators, cranes, mixers, dumpers and road machinery. According to customer needs and emission standards of different countries and regions, more than 70 international products have been launched.
Zoomlion launched 8 series of 16 new energy engineering machines at one go. At the same time, it is also committed to independent research and development breakthroughs in system integration technology. Batteries, motors and other supporting domestic products have cooperated with major battery manufacturers including Ningde Age.
Although the permeability of electric products for construction machinery is low at present, with the encouragement of policy, improvement of infrastructure layout and maturity of technology, the pace of replacing traditional construction machinery with electric products will be accelerated. Industry insiders predict that the penetration rate of electric construction machinery will reach 25% by 2025.
