January 25, 2024
January 24,《Xinhua Daily Telegraph》And Xinhua News Agency client publication《New curves across cycles——Behind the rise of an enterprise's sales against the trend》、《From the factory、Industrial chain、Advanced manufacturing from the perspective of products》Two articles,Starting from the emerging business、Overseas sales are up、Digital intelligence innovation and so on.,Show the vitality of Sany's development from multiple angles。
The following is an excerpt from the report.:
New curves across cycles
Behind the rise of an enterprise's sales against the trend
This is the sales curve of an enterprise.:The first peak appeared in 2011, reaching 75 billion yuan.,After that, it declined for five consecutive years.,Falling to the bottom of 30 billion yuan in 2016,Then the curve went all the way up.,Reaching the second peak of 172 billion yuan by 2021,139.5 billion yuan in 2022。
Recently,The reporter saw such a picture in 2009 at the headquarters of Sany Group in Changsha, Hunan.-Schematic diagram of sales in 2022。
“Will sales continue to decline in 2023??”The reporter asked Tang Xiuguo, the rotating chairman of Sany Group.。
“ Unable 。”Tang Xiuguo answered,Performance in 2023 Will Stop Falling and Stabilize Compared with 2022,Judging from the current data,,Sales increased slightly compared with 2022.。
This is the Sany heavy Truck production line in Changsha, Hunan.(Photo taken on July 3, 2023)。Xinhua News Agency reporter Bai Tiantian photo
It's called the economy“Barometer”Construction machinery industry,It has strong periodicity.。In recent years,This industry is facing greater downward pressure.,The same is true of construction machinery enterprises, including Sany Group.。
China is in a critical period of economic recovery and transformation and upgrading.,Faced with insufficient effective domestic demand、Overcapacity and other challenges in some industries。2023,National investment in fixed assets increased by 3.%,Investment in infrastructure increased by 5 percent.9%,Investment in real estate development dropped by 9 percent.6%。
In Tang Xiuguo's opinion,The important reason for the rise is that the business structure of Sany Group has undergone significant changes.:When sales peak in 2021,More than 80% of its sales come from its core enterprises.——Sany Heavy Industry with construction machinery as its main industry。ButSince 2022,Coal Machinery of Sany Group、Port Machinery、Wind power equipment、Emergency equipment、Heavy Truck and other businesses continue to grow.,Electrification、Intelligent new products sell well in the market.。
For Sany Group,This is through the cycle.“The second growth curve”,These new businesses are also highly in line with China's promotion of high-quality development.,Build new energy sources、High-end equipment、Requirements of new growth engines such as green environmental protection。
In addition to developing new businesses in the domestic market,,The growth curve of Sany Group's overseas sales is rising rapidly.,It plays a very good supporting role in the overall performance.。
“Sany puts globalization strategy in a more important position.,Now overseas income accounts for one third.,Created 60%To 70%Profits。”Tang Xiuguo said,Especially for co-construction.“The Belt and Road”The country's sales exceeded 20 billion yuan in the first three quarters of 2023.,Accounting for more than half of overseas sales。
Why are China's construction machinery products popular?“The Belt and Road”Country?
“In recent years, China has completed many of the world's most challenging projects.,These projects have also led to the research and development of China's equipment technology.。”Tang Xiuguo said,Therefore, the applicability of Chinese products and technologies is strong;At the same time, Chinese products fit in with the co-construction.“The Belt and Road”The needs of national economic and social development,Especially in infrastructure construction.、Energy extraction、Huge demand for housing construction and other aspects;In addition,Chinese Equipment Manufacturing Enterprises and Domestic Infrastructure Enterprises、Close relationship with overseas partners,Work together to provide cost-effective products and quality services。
In the factory area of Sany Group in Changsha, Hunan,SANY Electric Loader Demonstrates Unmanned Operation(Photo taken on March 31, 2023)。Xinhua News Agency reporter Bai Tiantian photo
2023,Not just Trinity.,The proportion of overseas revenue of many Chinese construction machinery enterprises is increasing.。
“Co-construction‘The Belt and Road’It opens up new space for China's manufacturing industry.,It is conducive to China's progress from a manufacturing power to a manufacturing power.。”Chen Jianwei, a professor at the National Open Research Institute of the University of International Business and Economics, said.。
Xu Zhaoyuan, Vice Minister of Industrial Economic Research Department of the State Council Development Research Center, said.,Different industries are in different economic cycles.,Accordingly, the demand for all kinds of equipment manufacturing has obvious fluctuations.,For example, with the downward trend of investment,The demand for construction machinery products will be weak.,But at the same time, some other fast-growing industries will have a strong demand for the corresponding equipment manufacturing.。From the perspective of stable development of large enterprises,Cross-cycle business layout is more conducive to long-term stable development.。
From the factory、Industrial chain、Advanced manufacturing from the perspective of products
First-line observation of the economy in the first year of 2024
Innovation is the fundamental driving force of new industrialization.。The Central Economic Work Conference held at the end of 2023 pointed out when deploying this year's economic work.,Leading the Construction of Modern Industrial System with Scientific and Technological Innovation。
End of the year and beginning of the year,Xinhua News Agency reporter visits construction machinery、New energy Vehicles、Electronic information and other enterprises,Watch how innovation changes the factory、Industrial chain and products,Exploring the New Trend of Advanced Manufacturing。
December 1, 2023,“Sany GroupCClient device big data management platform”The screen shows 15..Real-time operation of 80000 construction machinery and equipment。The platform has accumulated access to the data of more than 900000 devices.。The reporter saw,At 12:27 that day,On the map, there is a yellow light in Songyuan, Jilin.,It was a repair request from a local Excavator customer.;12:28,Engineer Jiang Zixin receives the order;13:10,Troubleshooting,Customer equipment is back up and running。
This is March 31, 2023 in Changsha.“Trinity Science and Technology Festival”The Excavator photographed on the.。Xinhua News Agency reporter Bai Tiantian photo
“Every Sany device is equipped with a controller.,Let thousands of construction machinery enter the era of big data。”Tang Xiuguo, rotating chairman of Sany Group, said.,The data generated in the use of equipment can be used to guide the improvement of enterprise services、R & D innovation and business development,Massive data has also formed a well-known Trinity in the industry.“Excavator index”。
Experts believe that,Make full use of digital and intelligent technology,Extend to high value-added R & D and services,It is one of the important directions for upgrading the manufacturing industry.。
“Past communications、In the case of underdeveloped transportation and other technologies,Enterprises can not provide many products and services.,Can only focus on manufacturing links,But today, digital technology and globalization are highly developed.,It creates better conditions for manufacturing enterprises to upgrade to the design side and the sales side.。”Xu Zhaoyuan said。
The wave of digital intelligence led by Kechuang,Give birth to a huge post-market system。Several analysts said.,Made in China is experiencing from“Buy and leave、Clear of money and goods”To“Worry-free after sale、Value-added products”Development。
Manufacturing in China“Get strong”The pace of firm forward.。According to the Central Economic Work Conference,Relevant departments and industries are promoting the integration of technological innovation and industrial innovation.,Improve the level of industrial chain,Focus on building a modern industrial system with advanced manufacturing industry as the backbone。
Source:Xinhua News Agency
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