Focus: concrete machinery is advancing towards the goal of "four modernizations"
focus: concrete machinery is advancing towards the goal of "four modernizations"
China Construction machinery information
Guide: experts predict that with the intensification of market segmentation, China's concrete machinery products will develop in the direction of lightweight, large-scale, high-end and integration in 2013. The integration of China's concrete machinery industry will further intensify. Compared with the first half of 2012, the overall decline of construction machinery was more than 20%. Concrete
experts predict that with the intensification of market segmentation, China's concrete machinery products will develop in the direction of lightweight, large-scale, high-end and integration in 2013. The integration of China's concrete machinery industry will further intensify
compared with the overall decline of construction machinery by more than 20% in the first half of 2012, the positive growth of 15% in the concrete machinery industry has been considerable. However, due to the general trend, the turnover of domestic concrete enterprises fell, and some enterprises even fell by 40% (this data comes from the concrete machinery branch of China Construction Machinery Industry Association), but it has become an indisputable fact. Can this segment with relatively high gross profit margin continue to excel in 2013
overcapacity "high speed" is difficult to continue.
in 2013, the most serious problem in China's construction machinery industry is still de stocking. Although the industry is shouting "be vigilant against overcapacity" which has reduced the performance of composite materials in use, the paradox of production expansion and sales contraction has not been fundamentally improved
the reason is nothing more than the government's development goal of "stable growth", which brings the expectation that "once the adjustment is over, the economy will take off again" to local governments, enterprises and even individuals. Therefore, the efforts to remove inventory and production capacity are insufficient, there is a fluke, and even continue to increase inventory
but we should also see that the central decision-making level has actually recognized the crux and disadvantages of economic growth driven by investment and export in the past, and it is unlikely to obtain accurate data again; Launch large-scale economic stimulus policies. At the same time, cement, steel and other industries, which are closely related to the development of concrete machinery industry, belong to industries with high resource consumption, high energy consumption and high pollution, and their sustainable development is restricted. Therefore, the concrete machinery industry, which is used to making big, fast and easy money, is difficult to face the opportunity of rapid development like the "golden decade"
product segmentation "four modernizations" breakthrough
the statistical data of the concrete machinery branch of China Construction Machinery Industry Association in the past 10 years show that the ownership of concrete machinery in China mainly includes: 33931 mixing stations (buildings) with a capacity of more than 50m3/h, 44993 concrete pumps, 39889 pump trucks, and 228822 mixer trucks; There are 200721 concrete mixers above 350L, with a total of 548356. One of the methods is to track the change of gauge length by camera. The actual construction statistics show that at present, the output of many mixing plants is less than 50% of the design output
although the production rate is not high, the low threshold access and development prospects of the industry are still attracting investors. On the other hand, the upstream customers of the concrete machinery industry are also gradually strengthening their ability to cooperate closely in R & D and technology
at present, Sany and Zoomlion have a market share of 45.0% in the field of concrete machinery, of which concrete pump truck has achieved a market share of 90%. And XCMG, Liugong and other construction machinery giants are also actively seizing the high-end market with the group's strong comprehensive strength and complete equipment product positioning
throughout 2013, we predict that the integration of concrete machinery industry will further intensify, and the products will also develop in the direction of lightweight, large-scale, high-end and integration. But this will also bring another problem. The sales space of the new machine will be further squeezed by upgraded products. Those small and medium-sized enterprises with small production scale and high cost need to seek a breakthrough in market segmentation under the law of diminishing marginal benefits of leading enterprises
the market prospect is still promising
looking forward to 2013, the biggest development opportunity of concrete machinery still comes from urbanization dividends. However, unlike the "man-made towns" dominated by the government, real estate development and area expansion in the past, the new urbanization advocated now will embark on a more efficient investment route, that is, the construction of urban agglomerations, which not only optimizes the urban spatial layout, but also improves the allocation of urban resources. On this new urbanization road, the rail transit sector will be the first to start
as urban agglomeration is a combination of geographically concentrated cities, its development must rely on smooth and low-cost logistics, passenger flow, information flow and capital flow. Compared with highway, aviation and other transportation modes, rail transit has the advantages of energy conservation, emission reduction and land conservation, which can minimize the cost of logistics and passenger flow. It can be concluded that in the future, the transportation in cities will rely on the subway and light rail, the urban agglomeration will rely on the intercity rail, and the passenger flow between urban agglomerations will rely on the high-speed rail
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