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Short - term worry, the whole year without fear engineering machinery listed companies to resume work orderly

September 05, 2020

On the afternoon of February 20, he qinghua, chairman of shanhe intelligence, made his live broadcast debut. Special period, the old generation of engineering machinery used a new pattern.

In the live broadcast, he qinghua walked all the way from the office to the factory to show you. Visit & throughout; Shanhe intelligent industrial city after the resumption of work.

It wasn't just the chairman's live debut. In the past, after the Spring Festival will greet the sales peak, construction machinery enterprises often arrange a large number of promotional ordering activities, this year due to the epidemic prevention and control restrictions, offline promotional activities can not be organized, construction machinery enterprises have. Live & throughout; Selling goods and services.

According to the reporter investigation and visit, the outbreak of the construction machinery industry and enterprises in the short term or a lot of impact. On the one hand, part of the upstream supply chain is blocked, and it is difficult for construction machinery enterprises to resume production to reach 100%; On the other hand, the project delay, the short-term operating pressure of downstream customers increased, while some new orders in wait-and-see.

However, the construction machinery companies surveyed were generally optimistic about the whole year. Recently, a large number of major projects have been resumed in shandong, hebei, fujian, hunan and other places. In addition to the epidemic prevention materials and other industrial projects, the new major projects are mainly in the fields of infrastructure related to people's livelihood, such as transportation and water conservancy.

China merchants securities research report that, overall, if the construction industry in March if the basic resumption of construction, construction machinery industry will be very limited.

construction machinery faucet in succession return to work

He qinghua introduced shanhe intelligence's modern micro-excavation assembly workshop, rotary excavation assembly workshop and rotary excavation debugging field in the live broadcast. According to the introduction, shanhe intelligence on February 6 officially started work in all areas, safe and orderly to resume production.

It's impossible without pressure. & other; We have had a special New Year in 2020, and all industries are under great pressure. We hope we can make concerted efforts together, and shanhe intelligence will also strive for the realization. Three years of big growth. Struggle. Throughout the &; He qinghua said.

Just a few days ago, on February 13, 19 Vehicle/ 'target='_blank' style='color:blue;'>Transport Vehicles loaded with various kinds of intelligent equipment of shanhe set off from the factory to guangdong, shaanxi and other provinces, as well as Israel, India, the Philippines, Thailand and Cambodia. This is part of a recent order of 150 million yuan from shanhe intelligence.

Under the condition of ensuring the safety and health of employees, the leading enterprises of construction machinery focus on the prevention and control of the epidemic and the production and operation, and gradually return to work.

Zoomlion began to resume production on February 5. During the special period, zoomlion held this year's opening celebration on corporate WeChat ID. To this end, zoomlion made epidemic prevention and control plan, and took strict measures. February 11, “ The state council joint prevention and control mechanism for the outbreak of new coronary pneumonia One party went to zoomlion to check the epidemic prevention work and confirmed zoomlion's epidemic prevention measures.

As of February 21, zoomheavy concrete, construction cranes, earthwork, high-altitude working machinery, Fire Fighting Machinery, piling, Vehicles/ 'target='_blank' style='color:blue;'>Industrial Vehicles, agricultural machinery and other branches and subsidiaries have been step by step, accurate resumption of work, personnel recovery rate of nearly 75%, the company's capacity has been restored to 60% to 80%. In addition, zoomlion key to build the zoomlion smart industry city project has also resumed construction.

Sany heavy industry co., LTD. (sany heavy industry co., LTD.) and sany group co., LTD. (sany heavy industry co., LTD.) are returning to full operation. Lighthouse factory ” During the trial operation, more than 16,000 employees returned to work, with the overall recovery rate exceeding 70%.

& other; Pumping business unit to resume work early, capacity recovery fast. By February 20, more than 5,800 workers had returned to the factory, 83 percent of them. At the same time, hunan ningxiang industrial park more than 2500 people have also been to the post, the resumption rate of more than 60%. Throughout the &; Sany heavy industry related person said.

On February 21, liugong related to the Shanghai news reporter said that liugong has fully resumed production.

component constraints will be phased out

Generally speaking, construction machinery industry will officially start production before the 10th day of the first lunar month, and some key positions will enter the working state in advance according to the actual needs. This year, due to the impact of the epidemic, the resumption of work has been delayed, and enterprises' production capacity cannot meet expectations in the short term.

& other; The more important reason is that some upstream enterprises and supporting enterprises resume production late, coupled with logistics difficulties, transportation difficulties and other factors, restricting the construction machinery enterprises resume production, but this problem is being gradually solved. Throughout the &; The relevant person in charge of a construction machinery enterprise said.

Affected by the epidemic, some accessory companies can not start or fully started, especially in hubei province, accessory companies are affected. & other; In the face of the current situation, the company first of all to the accessory companies to show understanding, at the same time to open other channels, as far as possible to minimize the impact. Throughout the &; The person said.

According to his introduction, after the outbreak, both enterprises and upstream suppliers will pay more attention to the anti-risk capability and sustainable development of their supply chains, and think more carefully about the importance of local matching, so as to make the future industrial layout more concentrated and logistics distance shorter.

He qinghua was also asked in the live broadcast. What is the impact of the outbreak on the construction machinery industry? He qinghua said, first of all, non-planned cost increase. Then there is the supply of upstream components, which are expected to be in short supply by march. Throughout the &;

The guarantee of spare parts is the top priority of current production. On February 15, sany heavy industry's sany zhongxing company had already employed 515 people, and all production lines returned to work on a single shift. At present, it produces nearly 4000 oil cylinders in storage, among which over 1400 are guaranteed to deliver the main engine, so as to ensure the smooth overall production chain of sany heavy industry and sany group.

Sany heavy industry changsha park, from the 18th plant upgrade and transformation of intelligence “ Lighthouse factory ” Nearly 100 intelligent robots began to operate in the factory, and the overall efficiency of the factory increased by more than 30%. By the end of the month. Lighthouse factory ” Production of major components will begin. Sany heavy industry related person said, Lighthouse factory ” The original technical bottlenecks have been broken, and the level of automation has been greatly improved. At that time, many core and important parts can be produced by themselves.

These two days, sany heavy industry also received for the first time from wuhan three car parts products. & other; Can receive goods to show the country's logistics has been basically smooth, upstream enterprises are recovering production. Throughout the &; Sany said it is actively communicating with suppliers to further unblock the supply chain.

As for the upstream supply problem, liugong said that its supply chain center has mastered the policies of resumption of work and logistics in different regions, and cooperated with suppliers to prevent and control the epidemic. At the same time, the supply chain center communicated with more than a thousand suppliers and provided necessary protective equipment and necessary production materials.

outbreak has little impact on the whole year

The bigger question is: what impact will this outbreak have on the engineering machinery industry in the New Year?

He qinghua said, the current operating rate is low, there is a certain impact on the industry. & other; With the outbreak under control and government policy guidance, the industry is accelerating to resume work, which is expected to be higher after April than in previous years. Throughout the &;

To the customer generally concerned about the after-sales service how to quickly in place of the problem, he qinghua admitted that there is a temporary difficulty, ldquo; No matter how good the equipment is, you can't do without service. Throughout the &;

In the live broadcast, some people are concerned about how to deal with the backlog of international orders, he qinghua said. At present, a lot of products have been ready for delivery, but different degrees of regional traffic shutdown, the greater impact on logistics. It is believed that logistics can be resumed soon to ensure overseas customers. Throughout the &;

Some people in the construction machinery industry told the Shanghai news that the outbreak had a short-term impact on the construction machinery industry, mainly involving orders, production and transportation, downstream customers and other three aspects.

In terms of orders, during the epidemic, the new orders of some construction machinery enterprises decreased slightly compared with the same period last year, and some customers are still waiting and waiting. Although each construction machinery giant has overseas bases and local staff, but affected by the outbreak, there may be a short time to reduce new overseas business opportunities.

In terms of production and transportation, the recovery time of upstream suppliers is uneven, and due to traffic control, logistics obstruction and other factors, some production materials cannot be delivered in time, and some orders cannot be delivered as planned. Some orders have been signed and the customer is not in a hurry to pick up the car, so the delivery is delayed; Affected by logistics, insufficient drivers of logistics companies and traffic control in some regions, a small number of products cannot be delivered to customers on time.

Downstream, affected by the epidemic, the resumption of projects around the delay, construction machinery downstream customers operating pressure increased, although no income but wages, social security, repayment still need to pay the operating difficulties, some customers have the risk of overdue repayment.

However, people in the construction machinery industry believe that around February due to the impact of the Spring Festival holiday, the construction machinery industry is the traditional low sales season, in the annual sales accounted for a relatively low, if the outbreak in the first quarter to be removed, the backlog of delayed construction demand will be concentrated outbreak, is not expected to affect the annual sales.

Some analysts believe that 2019 domestic engineering machinery enterprise overall business sales and profits to a record level, the best enterprise of 2020 years ago have been well prepared work, including the production and ready for the plan, domestic/foreign supplier delivery plan, sales promotion plan and so on, blocking the sudden outbreak years should be the normal conduct of business, but from the point of all year, sales season may be late, but you don't miss.

Sany heavy industry officials said that with the introduction of government measures to ensure growth, as well as a variety of projects in urgent need of progress. Make up a missed lesson & throughout; It is believed that the downstream industry of construction machinery will usher in an explosive rebound.

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