The development level of construction machinery is an important indicator to measure the degree of industrialization of a country.
The report of the 20th National Congress of the Communist Party of China proposed that the focus of economic development be placed on the real economy, promote new industrialization, and accelerate the construction of a manufacturing power, a quality power, a space power, a transportation power, a network power, and a digital China.
The reporter sorted out the development of the construction machinery industry in 2022 and found that with the weakening of China's demographic dividend, the large-scale modern construction projects, increasingly stringent environmental protection requirements, and the increase in customer demands for product value, digitization, internationalization, and green development are becoming construction machinery. The important trend of the industry has pushed China to move from a manufacturing power to a manufacturing power.
Digital empowerment, smoothing the industry cycle
Entering the era of intelligent interconnection, new technologies represented by 5G, big data, and industrial Internet are changing with each passing day, empowering the high-quality development of construction machinery. Leading construction machinery enterprises gain a greater competitive advantage.
On October 31, the Ministry of Industry and Information Technology announced the list of pilot demonstration projects for the integration of new generation information technology and manufacturing in 2022. In the direction of "digital navigation" proposed for the first time this year, a total of 8 equipment manufacturing companies were selected, including Zoomlion and Sany Heavy Industry.
In 2022, Zoomlion will accelerate the intelligent upgrading of production and manufacturing, and the construction of smart parks, smart factories, and smart production lines will be implemented one after another. The relevant person in charge of Zoomlion told reporters that the company is vigorously and rapidly promoting industrial intelligent manufacturing and full-service digital transformation, driving the innovation of manufacturing capabilities and business models of enterprises, and fully promoting profound changes in industrial ecology, form, and business formats, entering a comprehensive A new stage of high-quality development with innovation and comprehensive upgrades.
Since 2018, Sany Heavy Industry has promoted digital transformation with the determination to "turn over or overturn".
In October 2022, the World Economic Forum (WEF) released a new list of 11 lighthouse factories in the global manufacturing sector. Five factories including Sany Heavy Industry Changsha No. 18 Factory were on the list. Among them, Sany Changsha No. 18 Factory is After Sany Heavy Industry Beijing pile driver factory, it is the second certified lighthouse factory in the global heavy industry industry.
Yi Xiaogang, director, executive president and chief engineer of Sany Group, said in an interview with reporters that from 2020, all employees will be organized to learn robot operation skills, and by 2022, they will organize learning in data architecture. The original intention of Sany management to do these tasks It is to insist on promoting the implementation of the strategy of "digital intelligence, electrification, and internationalization", unify the understanding of all employees, unify the digital language, and lay out a new track, so as to make Sany a pioneer and data-driven company of intelligent manufacturing.
In 2022, Sunward Intelligent's "Smart Mine Control System Research and Development" and "Construction Machinery AGV Research and Application" were selected into the two directions of "Industrial Internet" and "Artificial Intelligence" in the "Digital New Infrastructure" list of Hunan Province in 2022 iconic item.
He Qinghua, honorary chairman of Sunward, told reporters that this is the third consecutive year that Sunward has been selected, which fully demonstrates the company's determination and achievements in investing in the digital transformation of engineering equipment.
Digitization and intelligence are also the choices of the whole industry. According to the positioning of "green, intelligent, lean and flexible", Liugong Excavator Smart Factory builds a regional digital benchmark factory that applies technologies such as robots, artificial intelligence and the Internet of Things, and realizes automation, digitization, intelligence and smart management of production lines and equipment.
Zeng Guangan, Secretary of the Party Committee and Chairman of LiuGong, said that intelligence, industrial Internet, and big data have been widely used in the industry. The maturity of traditional technologies and the development of new technologies are one of the reasons for the reshuffle of the industry and become the core competitiveness of enterprises.
"Digitalization is one of the magic weapons to go through the cycle." According to experts in the construction machinery industry, construction machinery is a typical discrete manufacturing. The industry needs a large number of people during the boom period, and it is often necessary to control the number of personnel during the downturn period, which leads to high manufacturing costs and market response. slow. Digital transformation can significantly reduce personnel, production, and logistics costs for construction machinery companies, and smooth the industry cycle.
Overseas demand continues to be high, unanimously optimistic about the market in 2023
In late November, the "2022 Global Top 50 Construction Machinery Manufacturers" released by the 2022 Global Construction Machinery Top 50 Summit showed that 12 Chinese manufacturers entered the list, with a total sales of 57.881 billion US dollars, accounting for 26.15% of the total list. Stay number one in the world.
GF Securities believes that the reasons for the high export volume of excavators in 2022 include: the high prosperity of overseas markets; the strengthening of domestic OEMs' overseas brand and channel strength, and the increase in penetration rate. The sales structure of China's excavators is changing, and the proportion of exports will increase significantly in 2022. Leading companies have deployed overseas markets one after another, with remarkable results.
The industrial big data collected by nearly a thousand collection points of Sany Indonesia’s “Lighthouse Factory” spans more than 3,000 kilometers, and is interconnected with the domestic Sany Global Production Control Center and the “Root Cloud” platform for real-time data interconnection for each process, Each model and even each tool is matched with the strongest computing power to optimize the production cycle.
"From the industrial software and every data, down to the production equipment and every screw, Indonesia's 'Lighthouse Factory' fully implements with reference to Chinese standards." Ding Shifeng, head of the Sany Indonesia factory, told reporters, "This factory integrates three A core achievement of more than 40 domestic 'lighthouse factories', this is the first overseas systematic export of intelligent manufacturing in China's construction machinery industry."
In 2022, the overseas market of construction machinery will continue to improve, Sunward will vigorously expand overseas markets, and international marketing will enter the "speed up period". Zhu Jianxin, deputy general manager of Sunward Intelligent, introduced to reporters that with the product performance being recognized by the international high-end market, coupled with the continuous increase in investment, the implementation of localized talent strategy, localized assembly and manufacturing strategy, and the improvement of agents, major customers and services The accessory system, Sunward Intelligent's global brand influence continues to increase. In the past two years, globalization has opened up a new game.
The overseas market of Zoomlion's construction machinery products continued to break new highs. In 2022, the company's export revenue will increase significantly year-on-year. Among them, the localization development strategy in key countries such as Indonesia, the United Arab Emirates, Saudi Arabia, and Vietnam has achieved remarkable results, and sales performance has increased by more than 100% year-on-year.
In addition, Zoomlion has successively participated in the formulation of more than 500 national and industry standards, led and participated in the formulation and revision of 19 international standards, and released 9 items, including the first international standard in my country's construction machinery industry, the first international standard in the crane industry, The first international standard in the concrete pumping machinery industry has enhanced the authority of China's construction machinery in the formulation of international market rules.
In September of this year, Wang Zhen, deputy director of the Equipment Industry Department of the Ministry of Industry and Information Technology, said that the development of construction machinery enterprises has realized the transformation from the internationalization of R&D and production to the internationalization of brands and management systems, and their products are exported to more than 210 countries and regions around the world. Export and overseas operating income accounted for more than 30%.
The Pacific Securities Research Report believes that under the background of the current domestic real estate policy "three arrows" (that is, credit, bond, equity financing support) and the continuous implementation of infrastructure investment projects, the prosperity of real estate and infrastructure related to the downstream of construction machinery will be greatly improved. At the same time, considering the continued high overseas demand, we are optimistic about the follow-up demand for construction machinery.
Emission standard switching, green development has become a must-answer question
Since 2022, the construction machinery industry has practiced the concept of green development, carried out technological transformation with the goal of intelligent manufacturing and green manufacturing, comprehensively promoted new environmental protection coating technology, seized the tuyere of emission standard switching, and actively promoted the transformation and upgrading of the industry. From December 1st, non-road mobile machinery such as excavators and loaders will switch from the "National III" emission standard to the "National IV" emission standard. Green development has become a must-answer question for the construction machinery industry
In 2022, Zoomlion will grandly release the new G-series "National IV" excavators. According to reports, Zoomlion's new G-series "National IV" excavator adopts a green and intelligent customized power chain, adopts a newly upgraded positive flow control system, and is equipped with adaptive excavation conditions, self-adjustment of crushing conditions, Ultra-low idle speed and other advanced technologies to achieve high efficiency and energy saving.
In 2022, Zoomlion will complete the establishment of four green product group standards including "Technical Specifications for Green Design Product Evaluation Concrete Pump Trucks" and "Technical Specifications for Green Design Product Evaluation Crawler Cranes", and the release of green product standards ranks first in the industry.
In 2022, XCMG will release more than 30 categories of "National IV" standard products, including excavators and loaders, and the operating scenarios cover agriculture, ports, mines, foundations, road construction and other fields.
Geng Jiawen, deputy general manager of XCMG's Excavation Machinery Division, said that in terms of emission limits, the nitrogen oxides of "National IV" are 50% lower than those of "National III", and the PM concentration limit is 90% lower, which is 1/10 of the original , and added the limit value of particulate matter emitted per kilowatt-hour.
The "14th Five-Year Development Plan for Construction Machinery Industry" clearly states that in the future, the concept of green products should be upgraded, green development should be promoted in an all-round way, and green manufacturing and green construction in the process of construction machinery equipment manufacturing should be realized. Strengthen green supervision, improve energy conservation and environmental protection laws and standards system.
Relevant sources from the Ministry of Industry and Information Technology revealed that in the future, construction machinery companies should be guided to actively grasp the integration opportunities brought about by new-generation information technologies such as 5G, artificial intelligence, big data, and the Internet of Things, and grasp the development opportunities brought about by my country's new infrastructure construction. Strengthen international exchanges and cooperation, explore new technologies, new formats and new models, and accelerate the development of construction machinery in the direction of intelligence, digitization, greening and networking.
