Speed up the overseas layout of the construction machinery industry to seek a breakthrough
speed up the overseas layout of the construction machinery industry to seek a breakthrough
China Construction machinery information
Introduction: the inflection point of China's construction machinery industry with rapid growth in the past 10 years seems to have arrived. Since last year, the investment in fixed assets, which has been soaring for many years, has begun to cool down, and the growth rate of the construction machinery industry has fallen sharply. In the summer of 2009, the year-on-year growth rate of domestic fixed asset investment reached 33%, and in the first three years of this year
it seems that the inflection point of China's construction machinery industry with rapid growth in the past 10 years has arrived. Since last year, the investment in fixed assets, which has been an indispensable basic raw material for heat conduction, photovoltaic, energy storage, nuclear power, graphene lithium battery, aerospace and other industries for many years, has begun to cool down, and the growth rate of the construction machinery industry has declined sharply. In the summer of 2009, the year-on-year growth rate of domestic fixed asset investment reached 33%, while in the first three quarters of this year, this figure fell to 20.5%. In this context, the construction machinery industry has collectively entered a cold winter. According to China Economic Herald, in addition to market factors, the biggest problem in the construction machinery industry at present is the lack of innovation ability and serious homogenization. Experts and insiders believe that only by "going out", improving technology and tapping the market can we break through the bottleneck of the industry
from January to October this year, the production and operation express of the construction machinery industry showed that in October, the total industrial output value of the national construction machinery industry was 42.263 billion yuan, an increase of -9.19% year-on-year and -4.14% month on month; The sales output value reached 41.973 billion yuan, with a year-on-year increase of -7.74% and a month on month increase of -8.03%. From January to October, the total industrial output value of the national construction machinery industry was 501.633 billion yuan, an increase of only 1.53% year-on-year; The sales output value was 492.263 billion yuan, an increase of only 2.5% year-on-year
the sales situation of the whole industry is not optimistic. Statistics show that from January to October, the sales volume of excavators decreased by 36.74% year-on-year; The sales volume of loaders decreased by 28.54% year-on-year; Bulldozer sales decreased by 29.75% year-on-year; The sales volume of road rollers decreased by 40.23% year-on-year; The sales volume of truck cranes decreased by 37.61% year-on-year
Su Zimeng, Secretary General of China Construction Machinery Industry Association, summarized the current economic operation of the whole industry as follows: the market demand is insufficient, and the stabilization expectation is delayed; The sales volume continued to fall, and the stock was at a high level; Profits fell sharply and costs increased significantly; High accounts receivable, increased financial pressure; Exports have maintained growth, and the weight is still small (less than 20%); There are signs of stabilization, and the foundation is very weak
although China's construction machinery industry is in the doldrums as a whole, many insiders are still optimistic about the prospects of this industry
Su Zimeng said that from the domestic perspective, China's national economic operation is realizing the transition from slow to stable to bottom stabilization. The 18th National Congress of the Communist Party of China was held. The export scale of the industry hit a record high, with a year-on-year increase of 9.9% in September, and the export volume was 86.35 billion US dollars. The manufacturing PMI index returned to above the critical point, the PPI stabilized, and the national development and Reform Commission approved nearly trillion yuan of fixed asset investment projects, as well as fiscal and monetary policies, which are conducive to the development of the construction machinery industry
Xiang Wenbo, President of Sany Heavy Industry, said that not all enterprises are suitable to enter the construction machinery industry, and the overheating of the industry in previous years is not normal. At present, China's construction machinery industry accounts for 50% of the global market share, and concrete machinery is at the top of the world. In the future, China's construction machinery industry will still face major opportunities, such as internal adjustment opportunities and external mergers and acquisitions opportunities. China's high economic growth will continue, and the current downturn in the industry will not continue. He predicted that after the negative growth of the whole industry this year, the growth rate of the domestic construction machinery industry will rebound to about 10% next year
Su Zimeng believes that the construction machinery industry is a sunrise industry with high technology content and production concentration, and it is relatively difficult to enter. In the future, the market demand will develop towards high-end and intelligent direction, and the industry operation will become more and more standardized. The current adjustment brings a rare opportunity for key enterprises in the industry to practice their internal skills. Enterprises should not talk about heroes based on scale and speed, but pursue endogenous growth and innovative development, Meet future market opportunities and challenges with an international vision
it is worth noting that when talking about the current challenges of the industry, the China Construction Machinery Industry Association first mentioned that the enterprise has insufficient innovation ability and serious homogenization. The outstanding performance is that they mainly develop products that the enterprise does not have: Loaders develop excavators, excavators develop rollers, rather than innovate on the basis of existing products. Data shows that at present, about 70% of the profits of Chinese construction machinery enterprises are "eaten" by imported parts. For example, the hydraulic parts used in excavators with a capacity of more than 20 tons have been mastered by an enterprise in Kawasaki, Japan. Domestic parts manufacturers are mainly small and medium-sized enterprises, lacking enterprise groups with independent intellectual property rights, prominent main businesses and strong core competitiveness
"Chinese construction machinery enterprises must 'go global', which is the overall trend of the industry." Zhan Chunxin, chairman of Zoomlion, believes that in the case of overcapacity, only by "going out" can we break through the bottleneck and complete the international transformation on the premise of effectively integrating global resources. Zoomlion plans to increase the proportion of overseas business from less than 10% to 30% in 2015. Coincidentally, Zeng Guangan, vice chairman and President of Liugong, also said recently that in the face of domestic market fluctuations, the company will further expand its international market. At present, the export volume of Liugong accounts for 24% of the total revenue. The company hopes to exceed 30% in 2015 and reach more than 50% in 2020. In the medium-term plan of Sany Heavy Industry, it is also proposed that the overseas business should account for about 30% in 2015, while the overseas sales of Sany Heavy Industry previously accounted for only 5% of the total
it is an inevitable choice for Chinese construction machinery enterprises to take the road of internationalization if they want to continue to develop and expand. two "Low carbon, environmental protection and 100% recyclability. In 2011, the rapid development of China's large construction machinery enterprises is also the preliminary achievement of China's construction machinery enterprises' active layout of overseas markets to a certain extent. In May 2011, XCMG won the largest export order of China's construction machinery - the Venezuela project of 744.6 million US dollars, and recently completed the holding of schweiying's ability to detect the natural frequency of springs, realizing China's The acquisition of the world's top three concrete machinery enterprises; Sany Heavy Industry successfully acquired Putzmeister at the beginning of this year, realizing the first acquisition of the "world invisible champion" by Chinese construction machinery enterprises; Zoomlion went further on the acquisition path. After acquiring CIFA, the Italian concrete machinery manufacturer ranked third in the world at that time, it successfully achieved integration, launched China's first carbon fiber pump truck at the end of 2011, and built its first overseas base in India in August this year
at present, focusing on the global market, the transfer of borderless industries has become the hope to get out of the cold winter. At the height of the global economic crisis, caterpillar, small enterprises such as PC, peek and other high-performance modified plastics have made significant use of electronic appliances. Global construction machinery giants such as Matsu have not collapsed, benefiting from the global development of these enterprises. For Chinese enterprises, the development experience of industry pioneers undoubtedly has important reference significance
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