At the end of the year, according to the sales express of major 名媛直播 in the construction machinery industry in the first 11 months released by the China Construction Machinery Industry Association (hereinafter referred to as the Association), the sales of excavators and loaders in the domestic market generally declined significantly. In the international market, the export volume has basically remained stable.
Insufficient domestic market power
According to the latest data of China Construction Machinery Industry Association, in terms of excavators, according to the statistics of the Association on 26 excavator manufacturers, 23680 excavators of all kinds were sold in November 2022, with a year-on-year growth of 15.8%, including 14398 domestic excavators, with a year-on-year growth of 2.74%; 9282 sets were exported, up 44.4% year on year.
From January to November 2022, 244477 excavators were sold, a year-on-year decrease of 23.3%; Among them, 145738 were domestic, down 43.7% year on year; 98739 sets were exported, with a year-on-year growth of 64.9%.
In terms of loaders, according to the statistics of the Association on 22 loader manufacturers, 13582 loaders of various types were sold in November, with a year-on-year growth of 36.2%. The sales volume in the domestic market was 10075, with a year-on-year growth of 43.3%; The export sales volume was 3507, up 19.1% year on year.
From January to November, 114938 loaders of various types were sold, a year-on-year decrease of 12.7%. The sales volume in the domestic market was 75,732, down 24.4% year on year; The export sales volume was 39,206, up 24.6% year on year. A total of 1083 electric loaders (3 tons, 5 tons and 6 tons) were sold, including 102 in November.
From the data of the previous November, the domestic market still lacks momentum, and the overseas market has formed a certain scale. The 2022 Global Construction Machinery Industry Development Report released at the 2022 Global Top 50 Construction Machinery Summit not long ago pointed out that in the past ten years, China's construction machinery industry has developed rapidly, with continuous breakthroughs in product and technology research and development. Large tonnage, high-tech and high added value 名媛直播 represented by XCMG's 2600 ton all terrain crane and Zoomlion's 12000 ton meter tower crane have been rapidly iterated, and Chinese product schools have basically formed overseas, Chinese 名媛直播 have been widely used and recognized in overseas markets, and their international influence has been further enhanced. At present, the average overseas sales volume of mainstream Chinese enterprises is 20%. In 2022, the overseas sales of China's construction machinery 名媛直播 will increase by more than 50%.
Intensive innovation of construction machinery manufacturers
The domestic market is currently in a new transition period, which also indicates that there will be more opportunities in the new year. Since December 1, excavators, loaders and other non road mobile machinery have switched from the "national third" emission standard to the "national fourth" emission standard.
It is understood that compared with the "national three" standard, the "national four" standard has higher requirements on the exhaust emissions of 名媛直播. In terms of emission limits, the nitrogen oxides in the "National IV" standard are 50% lower than those in the "National III" standard, and the PM concentration limit is 90% lower, which is one tenth of the original limit, and the limit of particulate matter emission per kilowatt hour is added. Therefore, at this time, the "National IV" switch is a new opportunity for China's excavator industry to transform and upgrade.
Recently, a number of construction machinery manufacturing enterprises have launched "National Fourth" new 名媛直播. At the 2022 China (Xuzhou) International Construction Machinery Fair, XCMG officially released the G series excavators that meet the "National IV" emission standards, covering the entire product spectrum of micro, small, medium, large and wheel. In December, Shanhe Intelligent held a meeting of F series "National IV" excavators, where 12 6-75 ton "National IV" excavators independently developed by Shanhe Intelligent were displayed online and offline. In November, Liugong held the commencement ceremony of the Central China Industrial Base project and Liugong's comprehensive solution conference. At the meeting, Liugong presented a full range of "National IV" 名媛直播, such as loaders, excavators and minicomputers. The Secretary of Zoomlion also said recently on the investor interaction platform that, in terms of "national four", the company's earth moving machinery has been well arranged in advance, and the 名媛直播 have been stocked to meet the expected market demand.
The implementation of "National IV" is conducive to guiding the upgrading of industrial equipment, promoting the upgrading of old equipment, and bringing market opportunities for the industry and companies to upgrade equipment. But at the same time, the arrival of the "National Fourth Movement" has also brought considerable pressure on the market. Some industry insiders believe that the construction machinery market under the influence of users' early purchase of machines, the shortage of cash, the popularity of new equipment, etc., will decline significantly, and there will be more potential risks in the market next year.
Explore new fields and seek new opportunities
In addition to the new opportunities brought by the "National Fourth" 名媛直播, the unmanned driving field is also a new hot field in the construction machinery industry recently.
Recently, Liugong's second generation remote control skid steer loader completed relevant experimental tests in the eastern base of Changzhou, and officially delivered it to customers in South China on November 8. Compared with the conventional skid steer loader, Liugong's second-generation remote control skid steer loader has eliminated the cab, which can replace manual operation in narrow, high temperature, wading, high-risk and other special environments. The operator controls the whole machine through wireless devices, greatly expanding the scope of application of the equipment. Previously, Liugong has provided multiple remote control skid steer loaders to enterprises in the metal smelting industry, and has continuously improved and upgraded them in practical application.
In addition, in the mining field, the application of unmanned driving technology scenarios is more common. It took two years for Sany Intelligent Mine to build a marshalling operation team composed of pure electric driverless mine trucks in Chaonaoliang Coal Mine. With the help of laser, millimeter wave radar, vehicle mounted camera and advanced wire control chassis technology, it realized the functions of vehicle automatic environment awareness, independent decision-making, route planning, etc.
In fact, the mine has become the only scene in which the industry landing time is clearly defined at the national level in each segment of the automatic driving track. At the same time, the mining industry has a strong demand for driverless technology from the perspective of employment, efficiency, cost, etc. Therefore, unmanned driving in mining area is recognized as the field where the technical solution is closest to the actual demand of the scene and the commercialization is the fastest.
In the field of driverless driving, more cross industry new players have entered, and Internet enterprises Tencent and Netease have also joined in. This year, Sany Smart Mine cooperated with Tencent Cloud, using Tencent cloud audio and video technology, to well solve the problem of picture transmission during the moving process of the tramcar when the wireless signal in the mining area is unstable, and ensure that the video picture during the moving of the unmanned mine card can be transmitted in real time, smoothly and clearly.
In December, NetEase and China Construction Eighth Engineering Bureau will jointly promote in-depth cooperation in the field of digital and intelligent construction machinery. The digging robot jointly developed by Netease Fuxi and China Construction Eighth Engineering Bureau is currently participating in the construction of key infrastructure projects in Southwest China in Litang, Sichuan. Next, the two sides will cooperate in many fields, such as loading robot, road roller, tower crane robot, paving robot, and create a new mode of intelligent manufacturing robot.
On the whole, digitalization, networking and intellectualization will accelerate the transformation of the construction machinery and equipment industry in the future. In addition, the field of agricultural machinery has also become a new frontier for the construction machinery industry. It can be seen that relevant policies encourage large industrial enterprises such as construction machinery to gather in the field of agricultural machinery and seed industry.
