With the sustained and stable growth of China's economy, benefiting from the large-scale construction of infrastructure, the construction of major infrastructure such as petroleum, petrochemical, electric power, chemical industry, metallurgy and transportation, as well as the construction of new energy, China's equipment leasing industry has achieved leapfrog development.
According to relevant data, the total assets of cranes in China are more than 500 billion yuan, and the annual lease amount of cranes is more than 100 billion yuan according to incomplete statistics.
However, China's leasing industry as a whole is large but not strong. At present, there are more than 20000 domestic construction machinery leasing service enterprises, but most of them are small in scale. Single business model and low industry concentration.
From the perspective of China's market competition pattern, China's equipment operation service market is still in the primary stage of development. Although the market scale is large, there are a large number of enterprises participating in the competition, lack of leading enterprises with absolute voice, and the industry competition pattern is extremely scattered.
According to statistics, the total market share of the first three participants in 2020 is only 1.2%, and more than 15000 small and medium-sized participants account for the remaining 98.8%.
Industry transformation and upgrading is the key
Construction machinery and equipment operation services mainly include traditional equipment operation and leasing services, as well as other value-added services generated by users' increasing demand for one-stop solutions.
From the perspective of upstream scale, there is still great development space in the field of infrastructure construction in China, and the construction machinery leasing industry still has great development potential. The market scale keeps increasing year by year.
In the future, domestic leasing enterprises still need further development, and the industry concentration is expected to increase.
In this case, the original hoisting enterprises also need to complete the transformation and upgrading as soon as possible and improve the overall competitive strength of the leasing industry in order to better occupy the market and expand business.
Highly vertical, develop overall hoisting solutions
"Overall solution" means integrated service. The crane leasing industry is facing such transformation.
Generally speaking, leasing enterprises need to have two abilities: first, equipment management talents with construction experience can select appropriate products according to construction needs; The second is to establish a good channel with the main engine factory and be able to match the schemes required by users with multiple brands, which also requires the enterprise to have strong financial strength.
The "overall solution" includes not only the leasing of products, but also the transportation, maintenance and service of products. If necessary, the operators of the machinery can also be rented at the same time.
In this way, we can undertake all the business related to construction machinery. Form a one-stop service requirements for crane leasing, hoisting and transportation, crane maintenance, crane service, etc.
Expand other "blue ocean" leasing business
At present, another niche equipment leasing industry has attracted much market attention: with better safety performance and higher operation efficiency, aerial work platform has gradually replaced traditional climbing machinery such as hanging basket and scaffold. Aerial work machinery has become one of the "Blue Ocean markets" with sustained and rapid growth in China's construction machinery sub industry in recent five years.
Industry analysis China Construction Machinery Association:
01 analysis based on product sales:
The sales volume of aerial work platforms in China has increased year by year, from 45800 units in 2017 to 160100 units in 2021, with a year-on-year increase of 54.6% in 2021.
It is predicted that from 2021 to 2025, the overall leasing market scale of aerial work platforms in China will range from 58.811 billion yuan to 149.966 billion yuan, with a compound growth rate of 26.37%.
02 reference for layout of main equipment factory:
Based on the optimistic market of aerial work platform, major enterprises focused on the investment in high-altitude machinery as early as a few years ago. Around 2017, the enterprises of XCMG and Linzhong have started their business;
In 2021, a number of domestic construction machinery enterprises will expand their production of high-speed machinery projects: Shanhe intelligent high-speed machinery is expected to increase production capacity by 25000 units; Zhejiang Dingli will increase 1.5 billion yuan to build 4000 large-scale intelligent high-altitude platforms; Zoomlion's 279000 square meter industrial city is expected to produce more than 60000 aerial work machines per year after completion.
China's aerial work platform industry is undergoing a series of changes due to the entry of comprehensive construction machinery manufacturers. In other words, the aerial work platform industry has expanded from a subdivided field to the competition of the whole industry.
In the past, the time-consuming and laborious traditional scaffold mode in high-altitude operation has been replaced by high-altitude operation platform, and the value of high-altitude operation platform has been quickly recognized by the market.
For the hoisting industry with certain business overlap, upgrading and expanding aerial work equipment may obtain a higher market share, so as to enhance the overall competitive strength.
