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Exclusive analysis: what impact will the new pneumonia epidemic have on the construction machinery industry?

June 02, 2020

the Chinese New Year in 2020 is destined to be an extraordinary, not peaceful Spring Festival, a sudden outbreak of the ldquo; Novel coronavirus ” Not only stir popular unrest, and a direct threat to human life and health. According to statistics released by authorities, the national health commission had received a total of 7,711 confirmed cases, 170 deaths and 124 discharged cases from 31 provinces (autonomous regions and municipalities directly under the central government) and the xinjiang production and construction corps as of 2 a.m. Monday. There are 1,370 severe cases and 12,167 suspected cases. Disturbingly, the epidemic has a tendency to spread further.

wuhan vulcan mountain hospital construction site gathered nearly 300 construction machinery operations

Mention the new coronavirus, a black ghost that hovers in people's minds. & ndash; That's & other; Severe acute respiratory syndrome (SARS) & throughout; (hereinafter referred to as SARS). This virus is very similar to SARS. Twin sister ” : all are spread by droplet, all are through respiratory tract infection, have extremely strong transmissibility, have no specific medicine. When it comes to the impact of the new coronavirus on humans, some experts say the social damage and economic impact could even surpass that of SARS. Construction machinery industry as an important part of the national economy, of course, can not be isolated. So, this affects the country and even the world's major outbreak of the development of the construction machinery industry will cause what impact? The author tries to make a brief analysis.

One is a serious threat to the safety of construction machinery personnel. Wuhan has always been a large market for construction machinery, engaged in the construction machinery industry of tens of thousands of people, although there is no heard of people engaged in the construction machinery industry due to the new coronavirus death or confirmed cases, but did not find does not mean there is no. Especially the new coronavirus incubation period is long, there are a large number of suspected patients have not been diagnosed, which can not be said not engaged in the construction machinery industry personnel and family members. With the strengthening of national prevention and control, I believe there are more data disclosure, construction machinery industry must not be taken lightly.

Second, the impact of the delay in commencement of construction “ Start & throughout; . Chinese people always pay attention to ldquo; Start & throughout; Everything goes smoothly. In order to minimize the threat of the new coronavirus to Chinese, experts advise people not to go out, visit or party during the Spring Festival. To prevent the spread of the virus on a large scale, many cities in hubei province have been closed, high-speed trains, airports, roads and city buses have been suspended, and entertainment venues have been closed, as have most other areas. Universities, primary and secondary schools have issued a postponement of the start of the notice, the specific start of the time as the case will be notified separately. Living in wuhan and other central epidemic areas of the masses to go to work after the festival to be isolated, when out of traffic to resume to wait for the superior notice. In the past Spring Festival after march to may for the golden season of construction machinery, in all for the safety of the masses, to win the battle with the new coronavirus in the critical period, construction machinery industry to delay the start of the general trend, as to when to start, I believe everyone is uncertain.

Third, offline activities of enterprises will be greatly reduced, with the exception of online activities. In the past, after the Spring Festival is the peak of corporate promotional activities, the current in order to prevent the spread of the virus, the country has banned all kinds of large parties. Construction machinery enterprises, dealers must actively respond to the call of the state, consciously stop all kinds of party activities. What the author has learned is that the pingtan construction machinery development forum scheduled for the beginning of the year has been postponed by notice.

Fourth, the production of enterprises will be affected. Many people in the industry expressed optimism about the market in 2020, and most construction machinery companies have made full preparations for a successful start to 2020. After the impact of the new coronavirus, the delay in the start of the enterprise, manufacturing will inevitably be affected by some.

Fifth, sales in the first quarter will decline. March to may is the golden season for business sales. If there is no outbreak of new coronavirus, most businesses will enter the peak selling season from early February. But this year is a very special case, where a nasty virus is holding people back. When will the selling season come? I think may be in the ldquo; The May Day & throughout; The future.

Sixth, many projects will be delayed. In the past, a large number of projects will be concentrated after the fifteenth day of the first month, enterprises, dealers, users in order to grab the start will be a lot of effective work. The fight against the new coronavirus has become the overwhelming focus of the current effort. As a result, bidding for a large number of projects will be delayed accordingly.

In the first quarter of 2019, the sales volume of Excavators in China reached 74,779 units, up 24.5% year on year. 31,358 loaders were sold, up 2.5% year on year. Sales of Bulldozers in March exceeded 1,000 units, exceeding the sum of the previous two months, with a month-on-month surge of 142%. & hellip; This is the third consecutive year of significant growth in China's construction machinery industry since 2017. The growth rate in the first quarter of 2020 May decline significantly, but will the annual sales volume also be greatly affected? The reasons for my cautious optimism are:

1. The year 2020 is “ Much starker choices-and graver consequences-in & throughout; Final years, is also the crucial to build a well-off society in an all-round way, aiding the poor in the run-off, judging from the feedback before the Spring Festival, the local infrastructure investment have maintained steady growth, in some places can appear even more substantial increase, now the new crown virus, the influence of construction will be delayed, but does not affect the year, is expected to effectively control the outbreak, will usher in concentrated outbreak period of construction.

Second, the outbreak of the epidemic also reflects from one side that China's public infrastructure, especially medical infrastructure, needs to be further strengthened. After the outbreak, China will inevitably further increase the construction of medical infrastructure, which is also an opportunity for the construction machinery industry.

Three, & other Bb0 ” The overseas market has become a key growth point for construction machinery enterprises.

Iv. Demand brought by product upgrading. 2009, 2010 is the high-speed development period of China's construction machinery industry, now the period to buy equipment has reached the overhaul period and centralized replacement period, affected by environmental protection and other factors, there are bound to be a lot of equipment out of the market, which brings opportunities to the new machine sales.

V. country 4 needs for upgrading. Previously, it was said that non-road mobile machinery national four emissions will be implemented within the year, now it may be delayed, but the implementation of national four emissions is the trend and popular, no matter when the implementation, but people will consciously choose national four equipment.

It can be seen that the favorable factors to maintain the continuous growth of the construction machinery industry still exist. The new coronavirus will affect the development of the industry in the short term, but it is still positive in the long run.

The prevention and control of the new pneumonia epidemic is a major event for the Chinese people. In the process of building wuhan xiaotangshan hospital, the active role of engineering robots reflects the great righteousness and responsibility of engineering robots. In the face of the virus, we do not have to panic, listen to the government's call, actively do their own protection, do not listen to the rumor do not believe the rumor do not spread, believe the party and the government, will be able to overcome the virus, welcome the construction machinery industry development of a better tomorrow!

【 Chinese mechanical the road net original articles, reprint please indicate the source 】

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