"The off-season is not short, and the peak season is out of stock." has become synonymous with the sales market of excavators in the first half of 2018. Driven by the national infrastructure guidelines and equipment upgrades, the sales of excavators this year ushered in a big burst! According to the calculation data of the Excavation Machinery Branch of the my country Construction Machinery Industry Association, the editor of domestic excavator parts learned that the 25 mainframe manufacturers included in the branch calculation from January to August 2018 sold a total of 142,834 units, a year-on-year increase of 56.2%, of which 8 11588 units of various machinery were sold in the month, a year-on-year increase of 33.0%. The sales in the malls have shown a significant increase.

Diagram of excavator sales from January to August 2018

Since July, the sale of excavators has entered a situation where it is difficult to find a single machine. "When I bought an excavator, I only needed to prepare a 30% down payment, and go to several excavator agents in the city to choose at will and hand in. You can pick up the goods with money, but when I consulted these agents recently, I was told that I had to pay a deposit before I could pick up the goods or wait in line.” An excavator user once told the editor of domestic excavator parts.

These series of shopping malls are enough to prove the hot market in the first half of 2018! The editor of domestic excavator parts takes a look at the sales of excavation machinery in the first July of 2018.

Comparison of excavator sales from January to July 2018 and January to July 2017

Market share of Chinese and foreign brand excavators in 2018

The editor of domestic excavator accessories can see through data calculation that the sales of domestic, Japanese, European, American and Korean brands from January to July 2018 were 69858, 20811, 23478 and 15913 units, and the market share was 54.0% and 16.0%. , 18.0% and 12.0%. Sany, XCMG and Caterpillar still occupy the top three domestic markets. From the perspective of brand formats in the past three years, shopping malls are basically stable, and domestic brands still account for half of the market sales.

Diagram of excavator export sales from January to July 2018

The proportion of large, medium and small excavator exports from January to July 2018

Exporting is the only way for domestic excavator companies to develop. At that time, domestic-funded brand excavators had become sophisticated in brand, quality, and sales. As domestically produced excavator parts editors are gradually entering a new normal state of domestic investment, excavator manufacturers of various brands have set their sights on overseas markets. The leading domestic enterprises have already deployed in overseas shopping malls since the beginning of 2000 and achieved rapid development. From January to July 2018, 10,683 excavators were exported, of which 3,000, 5,483 and 2,100 small, medium and large digging machines were exported separately. The year-on-year increase was approximately 118%.

Comparison of sales by region from January to July 2018

From the perspective of sales areas, the sales of excavation machinery in the eastern, central and western regions from January to July 2018 were 38,513, 38,006 and 43,973 units, a year-on-year increase of 60.0%, 60.9% and 46.0%. In the meantime, sales of Jiangsu, Shandong, Anhui, Hunan, Hubei, Henan, Sichuan, and Guizhou all exceeded 5,000 units, accounting for more than 5% of all 32 provinces and cities.

Top ten brand companies by sales from January to July 2018

Looking at the sales performance of domestic excavator parts, in the first half of the year, Sany SY75C-10 was far ahead with more than 5,500 sales. The top ten sales of Sany accounted for five models, XCMG two models, Doosan and Caterpillar. Le and Shandong Lingong each have one. The most popular products of each brand are as follows: Sany SY75C-10, Xugong XE60D, Caterpillar 305.5E2, Doosan DX55-9C, Shandong Lingong E660F.

Analysis of the small series of domestic excavator accessories:

Investment in the first seven months of 2018 increased by 5.5% year-on-year, the growth rate was the lowest since 1992, but the sales growth of excavators during the same period was 58.7%. Excavator sales peaked in 2011, and then began to decline all the way. Sales did not begin to rise until mid-2017, but the increase in investment remains sluggish. Therefore, I personally think that the popularity of excavator sales in the past two years is more from the upgrading of equipment and the implementation of the national environmental protection policy.

According to the research of Zhiyan Consulting, the update demand of excavator equipment in 2016 was 46,840 units. The sales volume of excavators that year was 73,390 units, and the update demand accounted for more than 60%. In 2017, the update demand was 61,891 units. It is estimated that the update demand in 2018 will rise to 81536 units, 102310 units in 2019, and 145532 units in 2020. With the continuous influence of the national environmental protection policy, the emission regulations for non-road mobile diesel engines have been fulfilled to the third stage. Excavators that do not meet the specifications will be screened. Not only that, some construction sites have clearly stipulated that they do not meet the national three emission regulations. Road construction vehicles are not allowed to enter, which also reflects from the side that the excavators sold from 2009 to 2011 have now begun to enter the screening period continuously.

According to the research report issued by Zhiyan Consulting, the editor of domestic excavator accessories, it is expected that most of the "National One/National Two" excavators on the market will be screened out in 2018. Therefore, in the future, the construction machinery market will be subject to strict environmental protection The policy is good. Assuming that the life of the excavator and loaders is 10 years, and 40% of the machines in the first three years of the year are screened out, that is, the machines that need to be updated, the remaining 60% of the machines continue to operate normally, and all the earlier years are screened out . The proportion of future update demand is expected to increase significantly. It is estimated that the proportion of excavator update demand in 2018 is expected to reach 45%-48%, and it is expected to reach 50% in 2019.

It is not difficult for the editor of domestic excavator accessories to launch. The sales of excavation machinery will continue to increase in the next six months, but the increase in sales does not mean that the excavator market is booming. The users at this moment are now different from those in the period from 2009 to 2011. It will not show that "the people who sell leeks will also operate the excavator!" Therefore, users who have experienced the downturn will be more rational in purchasing excavators! In the future, the excavation machinery industry will become more stable, domestic excavators The accessory editor estimates that in today’s homogenization of products, companies will not blindly seek only output, and will continue to improve their technical content, subdivide, and achieve transformation and upgrading. The new four modernizations (electricity, interconnection, intelligence, Sharing) will be the trend sought by construction machinery manufacturers, and the spread of intelligence is the top priority!