The challenging year of 2022 has just passed. There are shining moments of high light, and there are also shadows of sadness.
At the end of the year and the beginning of the year, the fragments of memory keep rolling, and the beautiful vision leaps into my mind. If you use 10 keywords to remember the past and look forward to the future, what would you think of?
Go ahead with confidence and light. In the new year, please continue to follow the perspective of the First Construction Machinery Network, and read all kinds of life in the world and the industry.
1 "National Fourth" switch
From December 1, 2022, the fourth stage emission standard of non-road mobile machinery will be formally implemented, which will promote the emission pollution control of non-road mobile machinery in China to a new stage. Since November, enterprises have held intensive new product launches. In addition to meeting the new emission standards, these "National Fourth" 名媛直播 have also been comprehensively improved in terms of product comprehensive performance, intelligence and user experience. More efficient and environmentally friendly "National Fourth" new machines will inject new energy into the renewal and elimination of old and old equipment.
Not surprisingly, in 2023, the "National Fourth" 名媛直播 will emerge like a "big explosion". In the context of the cyclical decline of the industry, the "National Fourth" switch has brought more opportunities and challenges to the industry. After-treatment devices are generally added to the "National Fourth" 名媛直播, and the standards for consumables such as lubricating oil and fuel oil are further improved. Users need to face higher purchase costs, higher specifications of maintenance work, and increased maintenance costs. On the one hand, the increasingly strict environmental protection policy, and on the other hand, the users' reluctance to part with the "third" second mobile phone and the cold look on the "fourth" real fragrance, which is already a bleak market, will almost make it worse. In December 2022, the sales volume of domestic excavators was only 6151, down 60.1% year on year. It can be imagined that in the new year, the industry situation may be more severe than expected.
2 Exhibition
On October 24-30, 2022, the 33rd BMW Germany 2022 returned to the world. After nearly three years of global epidemic, the successful holding of Bauma 2022 is a milestone for the whole industry and an important opportunity for practitioners to regain confidence. As one of the three major exhibitions in the industry, bauma exhibition has always been the wind vane of industry development. The application of electrification, intelligence, driverless and new energy equipment seems to bring the audience to the construction site in the near future, and also fully demonstrates the latest achievements of "carbon emission reduction".
In 2023, with the gradual opening of epidemic prevention and control, more industry exhibitions are looking forward to a beautiful encounter with the audience. CONEXPO-CON/AGG will be held in Las Vegas on March 14-18, 2023; The 23rd Russian International Construction and Construction Machinery Exhibition (CTT Expo) will be held at the Krukus Exhibition Center in Moscow, Russia, on May 23-26, 2023. China's local exhibition will also usher in the strong return of the two seeded contestants of the Changsha Exhibition (CICEE) and the Beijing Exhibition (BICES), respectively guarding the first and second half of 2023. At that time, the reporter of the First Construction Machinery Network will also bring you more cutting-edge information and detailed reports.
3 Downlink cycle
In 2022, the domestic construction machinery industry will continue to be mired in a downward cycle. Superimposed by factors such as slowing macroeconomic growth, repeated COVID-19, and insufficient effective project operation rate, the domestic market demand will decrease, resulting in a precipitous decline in the sales of most 名媛直播 and a significant decline in the operating performance of most enterprises in the industry.
In 2023, with the optimization and adjustment of epidemic prevention and control policies, fireworks and gas will rise all over the country, and all industries will recover, sending a positive signal that China's economy is improving. Taking into account the favorable factors such as the steady improvement of the overall economy, the obvious recovery trend of the industry market, the high growth of exports, and the optimization of epidemic prevention and control measures, the construction machinery industry is expected to stabilize and recover in 2023 and accelerate the recovery.
4 Intelligent manufacturing
Intelligent manufacturing is the core of a new round of scientific and technological revolution and industrial revolution, and also the commanding point and main attack direction for construction machinery enterprises to seize development opportunities. In 2022, Sany Heavy Industry Changsha No. 18 Factory was selected into the list of lighthouse factories, which is the second certified lighthouse factory in the global heavy industry after Sany Heavy Industry Beijing Pile Machinery Factory. In recent years, enterprises have also accelerated intelligent transformation, and more than 100 lighthouse factories in the industry have been completed or are under construction.
Digitalization is one of the magic weapons to cross the cycle. The construction machinery industry has begun to accelerate its transformation to automation, intelligence and digitalization. In the future, it is believed that more intelligent factories will be built and put into use in the industry, boosting the transformation and upgrading of production and manufacturing in the industry. Therefore, it is not difficult to "predict" that "intelligent manufacturing" will still be the hot "keyword" in the industry in 2023.
5 New energy and electrification
Since 2022, the construction machinery industry has practiced the concept of green development. Under the guidance of the "double carbon" goal, enterprises have continued to explore and innovate in the field of new energy. They have launched new energy 名媛直播 in multiple market segments such as loaders (mainly electric at present), and have been favored in hot industries such as steel plants, coal, ports and other energy conservation and emission reduction industries, with remarkable results.
According to the statistics of China Construction Machinery Industry Association, 1160 electric loaders will be sold in 2022. It is believed that the sales of electric loaders will reach a new high in 2023. Judging from the feedback from the market terminals, there are still many aspects to be improved and upgraded for electric 名媛直播, but it is a promising new market and new opportunity for enterprises. I believe that no one wants to miss the subway to spring.
6 Export growth
In 2022, China's construction machinery exports rose against the trend and the overseas market continued to improve. According to customs statistics, from January to November 2022, the total export value from January to November 2022 reached 40.322 billion US dollars, up 31.8% year on year, and the annual export value will hit a new record. China's construction machinery export ushered in a golden era. Enterprises should seize the strategic opportunity period of overseas market and accelerate the development of international market.
In January 2023, XCMG's "double hundred" cranes at home and abroad were launched, and Zoomlion crawler cranes were delivered overseas in batches... The enterprises started well and burst orders, indicating that the export growth trend in 2023 was still strong. The strong demand in the overseas market and the continuous enhancement of the international competitiveness of domestic brands will help China's construction machinery to accelerate its rise in the overseas market.
7 Scientific and technological innovation
In 2022, domestic brands created many of the world's best records: the world's largest tonnage all-terrain crane XCA2600, the "world's first drill" XCA36000E rotary drilling rig, the world's largest hydrogen energy wide-body dump truck, Zoomlion ZT125FCEV, the world's largest shaft boring machine, the "Dream" of China Railway Construction Heavy Industry, etc. These super equipment will effectively solve world-class construction problems, Send the strongest voice of "Made in China" to the world.
The report of the 20th CPC National Congress pointed out that we must adhere to the principle that science and technology is the first productive force, talent is the first resource, and innovation is the first driving force. We must thoroughly implement the strategy of rejuvenating the country through science and education, the strategy of strengthening the country through talent, and the strategy of innovation-driven development, open up new tracks in new areas of development, and constantly shape new drivers and new advantages of development. Throughout the growth history of China's construction machinery industry, it is an innovative way to work hard and break through the encirclement, making China's construction machinery stride forward to the world with more confidence.
8 Listing
In 2022, industry enterprises will make great achievements in capital operation. Sany Heavy Energy Science and Technology Innovation Board was successfully listed, and Sany Group took a solid step towards the grand goal of "trillion market value". XCMG has completed the overall listing, and the "new XCMG" has full potential to help XCMG accelerate its ascent to the "Everest" of the industry. Liugong Group completed the overall listing, and the supporting assets of Liugong Co., Ltd. were injected into the listed company as a whole. The successful listing of Nanfang Road Machine on the main board of Shanghai Stock Exchange and its entry into the capital market will bring new opportunities to Nanfang Road Machine.
Who is the next listed company in the industry? Among the many answers, "Weichai Lovol" is readily available. In 2022, Weichai Power, the parent company of Weichai Lovol, announced that it would split Weichai Lovol and go public on the GEM of Shenzhen Stock Exchange, aiming to promote the business synergy and rapid development between Weichai Power and Weichai Lovol, strengthen and expand the high-end agricultural equipment business, accelerate the implementation of Weichai Lovol's smart agricultural strategy, and improve its comprehensive competitiveness, brand awareness and market influence.
9 Fade out of the Chinese market
At the end of 2022, Kesnel Netherlands Industrial Group withdrew from China's construction machinery business. Case has become another foreign brand enterprise that has made major adjustments to the Chinese market after John Deere withdrew from the Chinese market and KOSCO Construction Machinery Co., Ltd. reduced the production capacity of Chinese factories. With the rise of domestic brands, the survival space of foreign brands in the Chinese market is becoming increasingly narrow; The impact of the epidemic may have accelerated this process to some extent.
As the second largest economy in the world, China has a huge market potential. With the recovery of China's economy, many foreign investors choose to continue to expand the Chinese market, which is in line with their confidence in the Chinese market and the future of enterprise globalization. The withdrawal of foreign capital in the construction machinery industry, we can call it "tactical withdrawal", is the result of the market. When their share in the Chinese market continues to decline and their survival is at stake, they choose to "give up the pawn to protect the car", so as to seek profits and avoid losses, stop losses in time, and let the brand harvest more comprehensive and stable sustainable development.
10 Survival and confidence
2022 is particularly bumpy. In the "winter" of layoffs in large factories, Ren Zhengfei stressed the importance of survival and the pursuit of profit and cash flow. Survival has become a top priority. For the construction machinery industry at a low ebb, manufacturers and agents are also full of crisis, and some agents have suffered serious losses. Under the impact of cold current, which is wrapped up with epidemic and industry downward cycle, the survival and development of enterprises are facing a huge test. However, we need to firmly believe that, drawing on the experience of the last round of industrial adjustment, China's economy, the huge market potential of China's construction machinery industry, and export growth opportunities will eventually help the industry out of the quagmire and move forward towards a higher and further goal.
At the Central Economic Work Conference at the end of 2022, "confidence" was mentioned many times, because the key is to boost confidence ";
Confidence 2023
Across 2022, we might as well use the end of the New Year's greetings to end the inventory and outlook of key words: 2023 has come, and the pursuit of dreams has never stopped. Over the hills, we can expect glory ahead; With confidence, the journey will come even though it is far away.
