"In 2021, the mining machinery industry will give an excellent answer against the trend in overcoming difficulties." Huang Min, President of excavation machinery branch of China Construction Machinery Industry Association, recently commented on the past year.
LV Ying, Deputy Secretary General of China Construction Machinery Industry Association, said that after the baptism of the last cycle, the construction machinery industry has become more mature and more adaptable. There is a unified understanding in the whole industry that the total scale is relatively stable and there can be no drastic changes. Therefore, in expanding the market, the industry enterprises have done something and have not done something, which ensures that there is no cliff decline in the industry, and the overall level is still the highest in history.
The total sales are basically in line with expectations
According to the industry statistics of China Construction Machinery Industry Association, from January to December 2021, the 25 main engine manufacturing enterprises included in the statistics sold 342800 sets of various mining machinery products, including 274400 sets in the domestic market, a year-on-year decrease of 6.3%; The export sales volume was 68400 units, a year-on-year increase of 97.0%.
Although the sales volume has decreased year-on-year for many consecutive months, the total sales volume of excavators in 2021 still increased slightly compared with that in 2020, and reached a new high for four consecutive years, and the overseas sales volume also reached a new record.
"In the first few months of 2021, the sales volume of excavators maintained growth, but in the second half of the year, the sales volume fell continuously, which once aroused the concern of the industry." LV Ying said that from now on, the sales of excavators in 2021 is good, and the total sales are basically in line with expectations.
Excavator sales are regarded as the wind vane and economic barometer of the construction machinery industry. LV Ying said that in the construction machinery industry, not only the sales volume of excavators increased, but also loaders increased, and only truck cranes and pavers decreased. It can be said that the overall situation of the construction machinery industry is not bad, which is completely different from the cycle from 2012 to 2016.
Specifically, construction machinery enterprises have made market research and judgment in advance, reduced expectations, unified ideas, and made corresponding adjustments in capital investment, feeding, procurement of purchased parts and so on. The operating conditions of enterprises, especially inventory, accounts receivable and other indicators, are better than those in previous years, and their growth rate is far lower than that of revenue.
Not only the sales volume has increased steadily, but also the industrial toughness of construction machinery has been effectively improved, the industrial structure has been continuously optimized, the product quality has been significantly improved, the background of intelligent and green development has become stronger, and the determination and ability to resist risks and develop steadily have been strengthened.
More than ten years ago, super large excavators with more than 200 tons had to be purchased from abroad; Today, China can manufacture super large excavators ranging from 200 tons to 700 tons. XCMG group successfully developed and trial installed the 700 ton super large hydraulic excavator "four wheel belt" with independent intellectual property rights, completely got rid of the situation of being controlled by others in the past, realized the tonnage "jump" in just a few years, and created a miracle of industry development.
"Three modernizations" become the general direction of the industry
Enterprises will accelerate their transformation in 2022. Just at the beginning of the year, Sany Heavy Industry threw out its own reform plan. The choice of "working behind the scenes" has changed to "working behind the scenes" for another 10 years. Liang Wengen resigned as the chairman of the company and the special committee of the board of directors, and Xiang Wenbo served as the chairman of the company. Liang Wengen said that his energy investment in Sany Heavy Industry will not be reduced, but will focus more on the company's long-term strategy and development opportunities, especially digital transformation. This also means that the leading enterprise in the field of construction machinery will pay more attention to enterprise transformation and innovation in 2022.
Liang Wengen's expectation of the latest reform can be seen in the new year's message in 2022. He said that Sany group's operating performance hit another record high, and its overseas sales increased by 65% year-on-year; Breaking through a number of key technologies of intelligent manufacturing, Beijing piling machine factory was rated as the first "lighthouse factory" in the global heavy industry; The intelligent and unmanned products were accelerated, and the electric transformation was fully started.
He proposed that the "super technology window" brought by the superposition of the fourth industrial revolution and the third energy revolution. In 2022, Sany group will fully implement the "three modernizations" strategy of digitization, electrification and internationalization.
Digitization, electrification and internationalization, the reform key words of Sany Heavy Industry are also the general direction of the current development of the construction machinery industry.
Throughout the development of the industry, the competition in the electrification process of China's construction machinery is more intense than expected. At present, Zoomlion, Sany Heavy Industry, XCMG machinery, Liugong and other construction machinery companies actively layout electrification and intensively launch a variety of electrification products, lest they fall behind at a slow pace. In 2021, the sales volume of electric engineering machinery products such as loaders, excavators and bulldozers has reached thousands. In 2021, Sany Heavy Industry launched a total of 26 electric products, including more than 2000 orders for engineering vehicles such as electric mixer and dump truck; Zoomlion has released 8 series of pure electric pump trucks, off-road pure electric wide body dump trucks and 16 kinds of new energy engineering machinery; Including XCMG, Liugong, Lingong, Shanhe intelligent, Shantui, Tongli heavy industry and other industries, enterprises have also increased their electric layout one after another.
Overseas markets are the focus
Time waits for no man. At the beginning of 2022, many enterprises continued to launch new electric products. The first pure electric micro excavation 2-ton pure electric excavator swe20fed independently developed by Shanhe intelligence was successfully offline. Sany Heavy Industry also launched sw956e Electric Loader a few days ago.
In addition, the overseas market is still the focus of construction machinery enterprises in 2022. The weak domestic market corresponds to the rising overseas market. The overseas performance of excavators is strong. The export sales volume of excavators has been "stable and progressive" for 12 consecutive months in 2021, with a minimum year-on-year increase of 57.9% and a maximum of 166%.
In the past 10 years, the export amount of China's construction machinery has increased significantly. From 2009 to 2019, the export amount increased from US $7.7 billion to US $24.3 billion, especially the overseas income of leading enterprises. In 2021, the export growth of construction machinery is nearly doubled, which is expected to reach US $34 billion, with a surplus of about US $30 billion.
Digital development has become the standard configuration of enterprise production. Through the multi-dimensional combination of full value chain digital operation, intelligent production scheduling, industrial AI, digital twin, whole process intelligent logistics and industrial Internet big data platform, industry leaders including Zoomlion and XCMG have launched their own "smart factories", In order to win the first opportunity in the fierce market transformation competition.
