Construction machinery orders are booming, and electrified products are hard to come by
June is usually the traditional off-season for the construction machinery industry every year, but this year there has been an increase in; The off-season is not easy; The fiery scene. During the visit, the reporter found that the production lines of multiple enterprises are operating at full capacity, and the electrification products are particularly; One machine is hard to find; The delivery cycle of some orders has been significantly extended.
At a construction machinery manufacturing enterprise in Liuzhou, Guangxi, a batch of electric loaders are being assembled intensively. Due to the surge in orders, it has become common for many customers to queue up for goods at the factory.
A construction machinery procurement customer has purchased 27 855TE electric loaders to replace old fuel equipment and expand production capacity. Currently, 17 have been delivered, and the remaining 10 are waiting in line for delivery.
The head of the production department of this enterprise told reporters that in the face of a surge in orders, they continue to increase production capacity, and the daily delivery record of electric loaders is also constantly breaking.
Yao Dongxu, Manufacturing Director of LiuGong Loader Business Unit, introduced that the production line runs at full capacity throughout the entire process, the capacity utilization rate is fully utilized, and the overall output of the machine has significantly increased year-on-year. The demand for orders has increased by nearly 50% year-on-year, with electric loaders performing particularly well, with orders increasing by 100% year-on-year.
Not only in Guangxi, but also in another construction machinery company in Changsha, orders are also packed. The person in charge of the pumping company told reporters that as the market penetration rate of electrified products continues to rise this year, orders are all in the red. Orders that could be delivered in the same month in previous years will now be delayed by two months.
Chen Tianming, General Manager of Sany Heavy Industry Pumping Company, said that in previous years, the peak season usually ends before June and is approaching its end around May. However, this year's demand for orders continues to be strong and is expected to continue until July. According to the current delivery schedule, the orders for June may not be fully completed until August. Currently, the company is accelerating its production pace and making every effort to ensure delivery.
Data shows that from January to May this year, the sales of new energy engineering machinery in China maintained a good momentum. Taking electric loaders as an example, a total of 20819 units were sold from January to May, a year-on-year increase of 90.9%. Electrification is becoming the core engine of growth in the construction machinery industry.
Qian Jiaxing, a researcher at Rongtong Fund Management Co., Ltd., stated that overall, in the context of high oil prices, the advantages of electric products in terms of full lifecycle costs are further highlighted due to lower usage and maintenance costs. Taking loaders, high-altitude work platforms, mixer trucks, forklifts and other products as examples, their operating scenarios are relatively fixed and their operating cycles are relatively continuous, which is expected to accelerate the further increase of penetration rate both domestically and internationally.
Overseas orders soar
Capacity has reached the planned peak
Domestic market; The off-season is not easy; Overseas markets are also thriving. In the first five months of this year, China's construction machinery exports continued to grow at a high rate, with multiple enterprises breaking through their production capacity limits, and the pace of logistics delivery also shifted from; Monthly Concentration; Convert to“ Normalization;.
At a crane production enterprise in Ningxiang, Hunan, the reporter met Zhu Bin who was busy. He told reporters that overseas demand has been very strong since the beginning of this year, and in order to deliver on time, the production line has exceeded the maximum capacity of the original design.
According to Zhu Bin, Assistant Deputy General Manager of Ningxiang Manufacturing Company in Sany Heavy Industry's Heavy Duty Truck Division, the overseas order volume has increased by 30% compared to last year, and is showing a monthly growth trend. The customer order volume is breaking through history, and our own production capacity has also been breaking through history. Currently, our production capacity has reached the planned peak and increased by 30%.
During the visit, the reporter found that the overseas order growth of construction machinery enterprises has been very significant since the beginning of this year. Not only has the traditional advantage market continued to consolidate, but the growth of emerging markets is also strong.
Yu Jianhua, Deputy Director of the Overseas Marketing Management Department of Sany Heavy Industry's Heavy Lift Division, said that the North American market (sales) grew by more than 150%, the European market (sales) grew by 90%, and Africa, Asia Pacific, Japan and South Korea (sales) grew by more than 60%.
Lin Shencai, Director of Earthwork Products at LiuGong International Business Unit, stated that LiuGong's export volume increased by nearly 50% year-on-year from January to May. The main products of LiuGong, such as loaders, excavators, and graders, have seen significant export growth in emerging markets such as Southeast Asia, Central Asia, Africa, and Latin America.
Data shows that from January to May this year, the import and export trade volume of construction machinery in China was 28.911 billion US dollars, a year-on-year increase of 19.5%, of which the export value was 27.902 billion US dollars, a year-on-year increase of 20.8%.