1、 Definition of construction machinery
The product range of China's construction machinery industry is mainly divided into general equipment manufacturing specialty and special equipment manufacturing industry. In 1979, the State Planning Commission and the first Ministry of machinery industry formulated the "Seventh Five Year Plan" for the development of China's construction machinery industry, covering 18 categories of products in the major construction machinery industry, and these 18 categories of products have been confirmed in the previous national machinery industry plans after the "seventh Five Year Plan". It is mainly used in national defense construction projects, transportation construction, energy industry construction and production, mining and other raw material industry construction and production, agriculture, forestry and water conservancy construction, industrial and civil buildings, urban construction, environmental protection and other fields.
2、 Development status of construction machinery industry
With the rapid development of domestic economy, the construction machinery industry has been growing since 2015, and the sales have been growing year-on-year for four consecutive years. Domestic construction machinery enterprises have continuously increased R & D investment, improved technical level, continuously narrowed the gap with similar foreign enterprises, and achieved partial transcendence. By 2019, the sales revenue of China's construction machinery will reach 660 billion yuan, and it is expected that the sales revenue of China's construction machinery will exceed 700 billion yuan in 2021.
The growth of the scale of the construction machinery industry is mainly reflected in the growth of product sales. It can be seen from the sales data of various subdivided types of construction machinery in 2020 that the sales volume of industrial vehicles has always occupied the largest position. In 2020, the sales volume of industrial vehicles reached an all-time high of 80200 units, while excavators are still the fastest growing type of machinery. The sales volume of excavators in 2020 increased by 39% compared with 2019.
In terms of export volume, the largest export of construction machinery is industrial vehicles. In 2020, the export volume reached 181700 units, far exceeding other types of construction machinery, an increase of 18.9% compared with 2019. Followed by excavators, the export volume in 2020 was 34741 units, an increase of 30.5% compared with 2020, with the fastest growth rate. The lowest export volume is aerial work vehicles. In 2020, the export volume is only 19, a decrease of 62.7% compared with 51 in 2019.
3. Environmental protection factors promote the main engine plant to seek electrification development
3.1. Energy security requires new energy power to replace traditional fuel power
Crude oil external dependence refers to the proportion of a country's net crude oil import in its domestic oil consumption, which reflects the dependence of a country's oil consumption on foreign oil. It is an important index to measure energy security. Internationally, 50% is generally regarded as the safety warning line, while by the end of 2019, this index in China has reached 72.55%, far exceeding the warning line standard. As a large oil consuming country, electrification is of great significance to ensure China's energy security.
3.2. Electrification is an important measure to win the blue sky defense war
During the two sessions last year, Zeng Yuqun, member of the National Committee of the Chinese people's Political Consultative Conference and chairman of Ningde times, submitted the proposal to fully promote the electrification of vehicles in public service fields such as construction machinery and heavy trucks, win the blue sky defense war and form a global industrial highland, focusing on accelerating the promotion of electrification of construction machinery and heavy trucks.
3.3. The time is ripe for electrification of construction machinery and heavy trucks
According to Chen Quanshi, a famous professor at Tsinghua University, the time is ripe for the electrification of construction machinery and heavy trucks. We analyze the current logic of electrification of construction machinery and heavy trucks as follows: first, pure electric vehicles have zero emission, high efficiency and obvious effect of energy conservation and emission reduction; Second, with the popularization of charging and power exchange facilities under the new infrastructure, the battery, motor, electronic control and charging / power exchange (hereinafter referred to as "four electricity") have been basically mature, and it is expected to solve the pain points encountered in the use of heavy truck electrification in the future; Third, major battery manufacturers and construction machinery manufacturers have entered the electrification market of construction machinery to promote the development of new energy in the field of construction machinery.
