Domestic excavator sales declined for 13 consecutive months. What happened to the excavator market?

In the Chinese heavy machinery market, excavators undoubtedly played a very important role, and a series of well -known enterprises, including Sany Heavy Industry, have appeared. Fall, what happened to the excavator market? What should we think of the development of the excavator industry?

1. Domestic excavator sales have declined for 13 consecutive months?

According to the Daily Economic News, from the end of 2020 to March 2021, the domestic excavator industry is like the sky. At that time, a reporter from "Daily Economic News" interviewed upstream and downstream companies in many industrial chains. Many practitioners said that the sales were hot and would expand production capacity. However, after more than a year, the domestic excavator industry is already another group of scenes.

On June 23, 2022, the Engineering Machinery Magazine released calculation data. It is estimated that in June 2022, excavators (including exports) sold about 18,000 units, a decrease of about 22%year -on -year. If the predicted data is finally confirmed, it means that the monthly sales of domestic excavators will increase negatively for 14 consecutive months.

According to statistics from 26 excavator manufacturing companies released by the China Construction Machinery Industry Association, 20,624 units of various types of excavators were sold in May 2022, a year -on -year decrease of 24.2%; from January to May, a total of 122,333 excavators were sold, a year -on -year decrease of 39.1% Essence

In the past year, as a leader in the field of construction machinery, listed companies, including Hengli Hydraulic and Sany Heavy Industry, have both pressure on revenue and profits, and the stock price has also showed a downward trend.

From the perspective of financial data, in 2021, Sany Heavy Industry revenue was 106.9 billion yuan, an increase of 6.81%year -on -year, and the increase was far lower than 2017 ~ 2020; the net profit of returning mother was 12.03 billion yuan, a year -on -year decrease of 22.04%. It was entering 2016 to enter in 2016. The first decline in the high -speed growth period.

2. What happened to the excavator market?

We see a large -scale sales decline in the current excavator market, and many people are more surprised. What is going on? What should we think of the current negative growth trend of the excavator market?

First of all, the excavator, as an industrial machinery, has always been very important in the development process in the development process. Therefore, when we see that when the entire market is developing to a certain state, the excavator market is now developing. In fact, it is an industry that has been relatively affected by the macroeconomic. Everyone may wish to think about what scenes are the most common use of excavators in our daily life. In fact, most of them are infrastructure scenarios or real estate construction scenarios. When these industries are developing well, excavators can usher in development. In the golden age, the overall market growth is remarkable. However, when these industries have a certain degree of danger, even a certain degree of decline. In fact, the excavator market will actually have relatively large demand. The negative growth of the current excavator is a manifestation of insufficient demand. For the entire industry, the current industry is in a relatively low period. Among them, the excavator at present is also normal.

Secondly, under the situation of insufficient effective demand for the overall market of the excavator, the overall cost of the excavator market is growing. Under the increase in the entire supply chain cost, the cost of other raw materials such as chips is rapidly increasing price increases. This will inevitably lead to a state of high cost and low demand in the entire excavator market. The supply of the overall market is relatively rigid, and even a certain degree of overcapacity, but the cost of the market is still increasing, but the demand is insufficient. In the end The result is that the excavator has begun to enter a downward channel. Such a performance is naturally difficult to satisfy the market. This is also the core source of negative growth in the recent period of excavator.

Third, although there is a certain problem in the sales of domestic excavators, the excavator market is a global market after all. When there is a problem in the country, the overall market performance of the excavator is not bad. The demand of the machine is still rapidly increasing, so the current excavator industry is actually a state of strong flowering wall fragrance. For the main participants of the current excavator industry, the most important thing is actually to quickly improve the market advantages of the international market. With the help of the international market to make up for the problems currently faced in the domestic market, as long as these can be used to put these these these, as long as these can be used to put these these these, as long as these can be used to put these these these, as long as these can be used to put these these these, as long as these can be used to put these these these, as long as these can be used to put these these these, as long as these can be used to put these these these, as long as they can take these If the market advantage is good, it will inevitably promote the long -term sustainable development of the entire market.

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