"Affected by the epidemic, many industries around the world have also been impacted, and the construction machinery industry has also undergone changes in this context. Data from January to September 2020 shows that the sales of construction machinery manufacturers of European, American and Japanese companies have experienced a large-scale decline. , Generally more than 20%, while the sales of mainstream Chinese manufacturers have generally increased, more than 20% overall.” Recently, Sun Zhe, editor-in-chief of "China Construction Machinery" and secretary-general of the Global Construction Machinery T50 Summit Organizing Committee, was in bauma CHINA (Shanghai BMW Construction Machinery Exhibition) On the eve of the 2020 Global Top 50 Construction Machinery Summit and China Construction Technology Innovation Conference.
According to Sun Zhe, in the future, China's construction machinery products will have more room for development in the global market. In 2019, China's excavator production and sales accounted for 62% of the global market, and it may exceed 70% in 2020.
The consensus reached by the industry is that excavators are an extremely important sector and determine the pattern of the entire global construction machinery industry. The top four in the global industry rely on a strong excavator business to become the leader. According to Sun Zhe, in 2020, the total sales of the top 20 excavators in the world will account for nearly one-third of the top 50 sales. China has become the world's largest excavator market.
At bauma CHINA, Caterpillar's global vice president Chen Qihua analyzed to a reporter from 21st Century Business Herald that China's construction machinery industry, especially the excavator industry, experienced relatively strong growth in the second and third quarters after a slight growth in the first quarter. "This is the driving force of the national infrastructure construction investment. We expect the industry to continue to stabilize this year. It is worth looking forward to in the first half of next year. I am still optimistic about the entire industry in the first half of next year. With the control of the global epidemic and economic recovery, it will be on a global scale. Within, next year is definitely more worth looking forward to than 2020."
"In 2020, in the latest Top 50 Global Construction Machinery Manufacturers list, the total sales of 11 Chinese companies on the list reached 36.229 billion U.S. dollars." Sun Zhe said, European, American and Japanese companies declined, while Chinese construction machinery companies grew. In 2020, the sales of Chinese companies among the top 50 companies may surpass that of American companies and become the world's first, which will affect the entire global construction machinery industry.
According to Sun Zhe, in the past few years, excavators and aerial work equipment in China's construction machinery industry have achieved explosive growth. At the same time, products such as crushing and screening, mining equipment have also risen rapidly, and the product demand pattern of the entire industry has undergone major changes. ,
For example, in the Chinese loader market, where the annual sales volume reached 200,000 units, the current annual sales volume is only about 100,000 units. When the loaders market in China was at its best, the annual sales ratio of loaders and excavators reached 3:1, but at present it is completely flipped, and the annual sales ratio of loaders and excavators is 1:2. At present, the annual sales ratio of loaders and excavators in markets such as Japan and Europe is already 1:4. In the future Chinese market, the annual sales ratio of loaders and excavators will continue to change.
At the same time, in overseas markets, Chinese construction machinery manufacturers have achieved rapid development in the past 10 years. 10 years ago, the overseas sales of mainstream Chinese manufacturers accounted for only 3%, and in 2019 it reached 20% or even 30%. In the future, Chinese brands and Chinese products in the global market will have more room for development. At the same time, Chinese product genres are taking shape.
Sun Zhe further analyzed that the formation of this situation is mainly because Chinese products are being accepted by more overseas markets and users. In addition, not only Chinese companies, including some mainstream European and American companies, have also launched Chinese-type products, but these products are not only Sales to China will also be sold to other regions outside China.
"Chinese host companies participate in China's competition from a higher level. The formation of Chinese product genres will undoubtedly promote the breakthrough of China's local supply chain in product technology scale, and will further accelerate China's local supply chain to go overseas. At the same time, for foreign countries As far as supporting suppliers are concerned, cooperating with Chinese mainframe giants will also help foreign suppliers to further open up the global market." Sun Zhe pointed out.
Guo Xuehong, vice president of Zoomlion, also believes that the current new round of scientific and technological revolution and industrial transformation are reshaping the global economic structure. China’s construction machinery industry urgently needs to further play the role of enterprises as the main innovation player, stimulate innovation vitality with new mechanisms, and promote technological innovation. Comprehensive innovation with innovation as the core.
At the same time, Sun Zhe said that the establishment of a development pattern in which domestic and international double cycles are the mainstay and the mutual promotion of domestic and international cycles will further enhance the space of China's construction machinery market, and will also promote the penetration of China's local entire industrial chain system. Strengthen China's position in the global industry. This is not only beneficial for mainframe manufacturers, but also a historic opportunity for supporting companies, which are accelerating their transformation and further strengthening their position in China.
Chen Qihua also analyzed to a reporter from the 21st Century Business Herald that with the control of the global epidemic and economic recovery, on a global scale, next year will definitely be more worth looking forward to than 2020, and China’s investment in infrastructure construction will drive the growth of GDP next year. Will bring more opportunities. "On the one hand, next year is the first year of China's 14th Five-Year Plan, and on the other hand, it is the promotion of the dual-cycle strategy. At the same time, as the global economy recovers in the post-epidemic era, next year will be worth looking forward to as a whole. ."
In the global construction machinery industry, excavators are an extremely important sector.
According to Sun Zhe, in 2020, the total sales of the top 20 excavators in the world will account for nearly one-third of the top 50 sales. China has become the world's largest excavator market.
Chen Qihua pointed out to a reporter from 21st Century Business Herald that China's construction machinery industry, especially the excavator industry, experienced strong growth in the second and third quarters after a slight growth in the first quarter, which was mainly driven by national infrastructure investment.
"In 2011, the sales of excavators in the entire industry exceeded 170,000 units, reaching the peak of the industry's development. Then the industry entered a cyclical downward trend and hit the bottom in 2015. The sales volume that year was about 50,000 units. From the end of 2016 At the beginning, the industry began to pick up again. Last year, the entire industry exceeded 200,000 units, and the sales volume in the first ten months of this year has exceeded 200,000 units. It is expected that the industry will hit a record high this year. Such a large amount proves the customer base and applications The scope is obviously broadened, and companies need to create more competitive product series." Chen Qihua further pointed out.
From this bauma CHINA (Shanghai BMW Engineering Machinery Exhibition), it can also be seen that many construction machinery companies have launched excavator products. For example, Caterpillar exhibited the Cat? GX new classic hydraulic excavator series specially built for the Chinese region, which also made its debut at this exhibition. Among them, 320 GX adopts electro-hydraulic main control valve, and the engine and hydraulic system are synchronized. Compared with traditional models, it can save fuel up to 15%; Shandong Lingong also launched a 50-ton oil-electric hybrid excavator E6500FHB, which adopts advanced permanent magnet synchronous reluctance motor, super capacitor power regulation system, and motor-driven rotary energy regeneration Such control technology solves the problems of the safety application of 1000V high-voltage power system, and the comprehensive energy saving of typical working conditions reaches 25%
As far as the current excavator market is concerned, Shi Shengyong, deputy general manager of Shandong Lingong, analyzed that, from the perspective of product structure, small excavators currently account for 60% of the market, medium and large excavators account for 40%, and the proportion of foreign brands in large excavators Very high, over 50%. "Small excavators have a huge development space in the Chinese market, and they are basically instrumentalized. Moreover, China has a lot of rural construction and small odd jobs. In the next three years or so, the number of small excavators is still very large. There will be an excess of small excavations."
For medium-sized excavators, Shi Shengyong pointed out that medium-sized machines are fully connected to the country’s investment in urban construction and transportation infrastructure, including some projects launched by the country. The country’s demand has increased. The demand for medium-sized machines has risen relatively quickly. In terms of trends, the demand for medium-sized machines has basically risen steadily, but mainframes are completely affected by national regulatory factors, such as environmental protection and safety.
"The growth rate slowed down, and then rose steadily, with an increase of about 5%-10%." This is Shi Shengyong's overall evaluation of next year's market demand.
