At the recent press conference of the China Construction Machinery Industry Association, Su Zimeng, president of the China Construction Machinery Industry Association, said that in the first half of 2022, construction machinery enterprises will seriously face the triple pressure of demand contraction, supply shock, and weakening expectations, and actively respond to more In the increasingly complex and severe development environment and the significantly increased risks and challenges, in the case of the decline of major economic indicators, we have faced difficulties and took the initiative to achieve positive results, contributing to the high-quality development of the industry.
The industry achieves stable operation
In 2021, the construction machinery industry will achieve an operating income of 906.5 billion yuan, a year-on-year increase of 17% and a record high. By the end of 2021, the market holdings of China's main construction machinery products will reach 8.30-8.99 million units, an increase of 3.44% over the end of 2020. In the total industrial output value, the export delivery value of the industry increased by 66.1% year-on-year, reflecting the important supporting position of export in the development of the industry.
According to the statistics of the industry's main product sales and exports from January to June 2022, Su Zimeng pointed out that in the first half of 2022, the international situation is complex and severe, and the world economic growth is slowing down, especially since March, due to the conflict between Russia and Ukraine and the domestic Affected by factors such as the frequent spread of the new crown pneumonia epidemic, the internal and external environment changed beyond expectations in the second quarter, the market demand in the domestic construction machinery industry declined, product sales fell, and the industry was in a downward trend.
According to the sales volume of 12 key products according to the statistics of the association, January and February got off to a good start, with a year-on-year increase of 3.87% in January and a year-on-year increase of 16.3% in January-February. The biggest decline was in April, down 30.5% year-on-year; in May, it continued to decline, with a year-on-year decline of 18.5% in May; in June, the decline narrowed sharply, and the year-on-year decline in June narrowed to 7.16%, and rose 7.78% month-on-month. The month-on-month growth in April and May was negative. The data shows that since June, with the overall improvement of epidemic prevention and control, the resumption of work and production of enterprises has been progressing in an orderly manner, the effects of economic stabilization policies have been gradually released and shown to be effective, the main economic indicators of the industry have stopped the downward trend, and some product lines have gradually stabilized and recovered. The industry as a whole has achieved stable operation.
Export market continues to grow
Su Zimeng said that in the first half of the year, the industry's competitive advantages in the international market continued to improve, and the export volume continued to grow. According to customs data, the import and export trade volume of my country's construction machinery from January to June 2022 was 21.391 billion US dollars, a year-on-year increase of 25.2%. Among them, the import value was 1.502 billion US dollars, a year-on-year decrease of 26.7%; the export value was 19.89 billion US dollars, a year-on-year increase of 32.3%, and the trade surplus was 18.388 billion US dollars, a year-on-year increase of 5.398 billion US dollars.
In the first half of the year, the export of construction machinery industry continued to show a high growth rate. The export value of each month was at the highest level in the history of the same month. Among them, January and June refreshed the monthly record of the highest export value twice. In June, it was close to 4 billion US dollars, creating a new record. new record.
Su Zimeng said that the whole industry implements an innovation-driven development strategy, adheres to the "four aspects", accelerates the pace of independent innovation, continuously increases investment in research and development, and strengthens cooperation between government, industry, academia, research and application. In the first half of the year, a batch of internationally advanced and internationally leading engineering equipment was launched. Market, a number of scientific research achievements and major technical equipment have been popularized and applied. Industry enterprises continue to promote structural optimization, transformation and upgrading, accelerate the development of digital, networked, intelligent and green, and strive to open up all links in the innovation chain, the coordinated development of mainframes and key components, the optimization and upgrading of the industrial chain and supply chain, and the industrial foundation. Advanced and industrial chain modernization achieved phased results.
New business opportunities show new actions
Regarding the industry trend in the second half of the year, Su Zimeng judged based on various factors such as the epidemic situation, the base number and consideration of international and domestic market demand: With the release of the national macroeconomic policy dividends, especially with the implementation of a package of stable growth policies and measures, the second half of the project will be effective. The operation of the machinery market will gradually improve. Combined with the weakening of the impact of the base, the main indicators of the whole industry will show a trend of low before and high throughout the year.
Su Zimeng suggested that enterprises seize the new opportunities in the market. With the continuous increase in stable investment, the acceleration of infrastructure investment, the acceleration of the issuance and use of special bonds, and the acceleration of major projects, especially the relevant state departments take comprehensive measures to continuously strengthen energy production and supply. The construction of the storage and sales system, closely following the goal of ensuring supply and stabilizing prices, implement policies and measures, continue to increase coal production and supply, do a good job in ensuring energy supply, consolidate the foundation of energy security, and effectively meet the needs of economic and social development. The demand will bring new market opportunities for construction machinery serving the energy field.
In addition, the establishment of low-emission zones in some provinces and cities and the renewal of the stock market will also bring new market opportunities to the industry.
He hoped that relevant companies would conduct a rational analysis of the market demand for each product line and set reasonable expectations. In order to meet the needs of users, the production should be reasonably arranged according to the needs of the market. At the same time, we will strengthen capital management and channel management, and take multiple measures to improve operational quality and profitability.
Su Zimeng put forward the deployment requirements of "stabilizing the economic market, seizing the time window, and striving to bring the economy back to the normal track", seizing key nodes, seizing the time window period, effectively and effectively responding to current risks and challenges, in order to stabilize growth and the market. Contribute to the main body and ensure employment. At the same time, the industry must unswervingly implement the innovation-driven development strategy, continue to fight the tough battle of advanced industrial foundation and industrial chain modernization; accelerate the transformation of industrial kinetic energy, and firmly grasp coal, water conservancy, transportation, renovation of old communities, and underground integrated pipe gallery and other projects and opportunities for new infrastructure construction projects, look for new business opportunities, and show new achievements in new market competition; to make full use of various bailout and assistance policies, the association will also actively put forward policy suggestions to promote various The rescue policy has been effective in the industry; continue to adhere to the international development strategy and expand the overseas engineering application of domestic high-level construction machinery.