Cranes, bulldozers, etc. continued to grow at a high year-on-year rate, with a negative growth or a decline in the growth rate

2022/08/11

In June 2018, the sales of truck cranes were 3198 units, +51% year-on-year, +6% month-on-month, and +74% year-on-year from January to June; 699 bulldozers were sold, +41% year-on-year, +3% month-on-month, and cumulative January-June +37% year-on-year; sales of 10,221 loaders, +30% year-on-year, -9% month-on-month, cumulative +34% year-on-year from January to June; sales of 1,601 road rollers, -6% year-on-year, -14% month-on-month, January-June Accumulated year-on-year +16%.

Truck cranes increased by 51% year-on-year in a single month, and the shortage will continue until the end of Q3: 3,198 truck cranes were sold in June, an increase of 51% year-on-year and a month-on-month increase of 6%. From January to June, the cumulative sales of truck cranes was 16,625 units, a year-on-year increase of 74%. From the brand point of view, the leading Xuzhou Heavy-duty truck crane sold 1,467 units this month, -1% month-on-month, +65% year-on-year, and a market share of 46%, with a year-on-year growth rate of more than 60% for four consecutive months; Zoomlion and Sany followed closely. After that, it ranked second and third with sales of 807 and 644 units respectively. Construction machinery production scheduling in the second half of the year is good, but sales may decline year-on-year. Cranes and concrete machinery relay excavators have high growth, and the shortage of cranes is expected to continue until the end of Q3 (+50% for the whole year).

The year-on-year growth rate of bulldozer sales was stable, and Shantui was the dominant player: in June, the sales volume of bulldozers was 699 units, an increase of 41% year-on-year and a month-on-month increase of 3%. From January to June, the cumulative sales volume of bulldozers was 4,473 units, a year-on-year increase of 37%. This month, 265 bulldozers were exported, a year-on-year increase of 57%, accounting for 38%, and it has been growing for 26 consecutive months. The growth rate of key enterprises maintained a high level. Shantui ranked first with a sales volume of 477 units and a market share of 68%; SEM and Pengpu achieved sales of 59 units and 50 units respectively, with a market share of 8% and 7%. Ranked second and third. The sales volume of Pengpu has risen sharply, with a year-on-year growth rate of 233%, and the growth rate has exceeded 80% for 9 consecutive months, showing a strong upward momentum. In terms of sales area, Anhui, Hubei, and Zhejiang are provinces with large demand for bulldozers; the market share of eastern, central, and western regions is 25%, 24%, and 13%, respectively. MoM decreased by 7.5pct.

The sales volume of loaders has grown steadily under a high base, and the growth rate of exports has slowed down: In June, the sales volume of loaders was 10,221 units (excluding small packages), a year-on-year increase of 30% and a month-on-month decrease of 8.6%. The sales volume exceeded 10,000 for four consecutive months. From January to June, the cumulative sales volume of loaders was 60,543 units, a year-on-year increase of 34%. This month, 2,001 loaders were exported, a year-on-year increase of 15%. Export sales accounted for 20%, and the growth rate slowed down. In terms of regions, Hebei and Shandong are the provinces with large demand for loaders; the sales in the eastern, central and western regions are 2,984, 2,229 and 3,007 units respectively, with a market share of 29%, 22% and 29%, and the market share of each region is relatively stable. .

The sales of road rollers continued to decline, and exports maintained high growth: the sales of road rollers in June were 1,601 units, a year-on-year decrease of 6% and a month-on-month decrease of 14%. The cumulative sales of road rollers from January to June were 11,197 units, a cumulative increase of 16% year-on-year. In June, 302 rollers were exported, a year-on-year increase of 68%, and export sales accounted for 19%, continuing high growth. From the perspective of key enterprises, the leading XCMG road rollers sold 407 units, a year-on-year decrease of 1%, and the market share dropped to 25%, but still ranked first; followed by Liugong, Sany, and Shantui, with sales of 145 units and 120 units respectively. , 120 units; sales of Liugong and Zoomlion continued to grow despite the year-on-year decline of other companies. In terms of sales areas, Henan, Jiangsu and Shandong are the provinces with large demand; the market share of the eastern, central and western regions is 29%, 21% and 31% respectively, which is basically stable.