El lado de la demanda se mantuvo bajo presión de julio a agosto, y hubo cierto rezago en la transmisión de las políticas. De julio a agosto de este año, afectado por las lluvias y la epidemia, el mercado de la industria no esperaba una caída significativa, pero fluctuó a un nivel bajo. En agosto de este año, el sur y este de China mejoraron este mes y el mes pasado, mientras que el suroeste de China mantuvo una caída interanual de dos dígitos. El impacto de la reducción anterior en la RRR y la emisión acelerada de bonos del tesoro al final del proyecto Puede haber cierto desfase. De cara al futuro, esperamos que la demanda de la industria 4021 sea "cola", y aún se espera que las ventas de excavadoras en 2021 mantengan un crecimiento positivo de alrededor del 10%. The growth reached 360,000 units.
Price competition has slowed down and commercial terms have become stricter. With the continuous price cuts of small and medium digs in the past two years, it is difficult for dealers to have a "profit effect" in selling small and medium digs; only large digs still have a positive price difference. Although the price increase advocated by the industry association in June has not been finalized, the current terminal sales price of the industry is basically stable; most manufacturers implement a stricter down payment ratio, the payment cycle is generally about 2 years, and risk control is in place.Original equipment manufacturers increase support for distributors. Due to the large price cuts in the early stage, most of the profits contributed by the spreads of excavator dealers are currently limited, mainly relying on the reward and rebate policy after the market share assessment reaches the standard. Since the second quarter, in order to ensure the ecological stability of the upstream and downstream of the industry, OEMs have increased their support to dealers. Distributors are increasing digital capacity building, improving human efficiency and resource conversion efficiency, and further enhancing mid- to long-term competitiveness.
Overseas markets provide medium and long-term growth drivers. In June/July 2021, overseas export sales accounted for 26%/29% of the month's sales respectively, and the contribution rate of overseas markets continued to increase. In the medium and long term, we expect that the overseas market share of Chinese companies is expected to continue to grow, and the export sales of Chinese excavators are expected to reach more than 100,000 units to ensure the long-term stability of the industry-long-term demand.La industria a largo plazo mostrará características de "ciclo débil" y la participación líder seguirá aumentando. Los distribuidores generalmente creen que el volumen de ventas de la industria de excavadoras puede disminuir levemente en 2022 y permanecerá relativamente estable después de eso, sin el declive similar a un acantilado en 2012-15; entre ellos, los líderes de la industria seguirán confiando en la creación de capacidad digital y la expansión del mercado exterior. La tendencia de crecimiento es estable.