The most popular Sany Heavy Industry is optimistic

2022-08-02
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Sany Heavy Industry: optimistic outlook for 2020, market share and profitability are expected to maintain growth

Sany Heavy Industry: optimistic outlook for 2020, market share and profitability are expected to maintain growth

China Construction Machinery Information

recently, Sany exchanged recent business information and future development at the management strategy meeting organized by CICC: optimistic outlook for 2020, market share and profitability are expected to maintain growth

truck crane: the sales volume increased by 10~20% year on year.

the sales volume of the truck crane industry did not increase in the third quarter, mainly due to the high base of the 2h18 industry. The company expects that the sales growth of the 4q19 industry will increase month on month, and the sales growth of the industry will reach 10~20% in 2020. In terms of gross profit margin, the current gross profit margin of the company's truck crane business is only about 25%, which still has room for further improvement compared with the historical high of 37%

excavators: demand has increased steadily, and the growth rate continues to lead.

it is expected that the demand for excavators will increase steadily in 2020, and the growth rate of the company will continue to lead the industry. In 2020, the sales volume of the excavator industry is expected to increase by about 10%. However, due to the current technology and production, the company is unable to rapidly popularize such utilization. The growth rate is expected to exceed 10ppt of the industry. The market share in the third quarter is about 26~27%, up 3~4ppt year-on-year. It is expected that this trend will remain low in 2020. The growth of industrial demand is mainly due to the weakening of industrial cycle fluctuations, the continued release of renewal and replacement demand, and the increase in the proportion of small excavation sales under the trend of labor substitution. The company also expects that the gross profit margin of the excavator business segment will be stable at about 36%

concrete machinery: maintain growth, and the growth rate of pumping is faster.

the global market share of concrete machinery of the company has reached about 60%, with global leading competitiveness. The company expects that the concrete machinery will maintain a stable growth in 2020, among which the sales volume of pump trucks such as 30, 60, 90, 120, 180 and 300 rpm will increase the most, followed by concrete mixer trucks, and the growth of concrete mixing plants will be the most stable

overseas export business: continued rapid growth

the company predicts that overseas exports (excluding the research, production and production of renewable plastics increased by German putzmax chemical enterprises) are expected to achieve a year-on-year growth of about 40%, of which the fastest growth rate in Europe is about 80%, while Indonesia is the largest single export market, and its revenue is expected to exceed 2billion yuan in 2019. The Indian market has grown by about 20% this year, slower than in previous years, but has great potential for future development. The company plans to further strengthen channel construction overseas

core parts and components: actively promote localization

currently, 70~80% of the company's parts and components, including four-wheel belt, cab and mechanical structural parts, have completed localization. The company said that it will continue to promote the localization process of core parts and components such as hydraulic parts and engines in the future

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