April 12, 2023-Thirteen，China Construction Machinery Industry Association“A new journey、New kinetic energy、New developments”It was organized in Xi'an, Shaanxi Province.“The 20th China Construction Machinery Development Forum”。

The morning of the 13th，At“Coordinated development——Strong chain、Interconnection、 International ”As the theme of the parallel forum.，The leaders of 13 enterprises from various subdivisions of the industry are divided into two groups.，Focusing on the theme of the forum and combining with the actual experience and development strategy of the enterprise itself，Analyze the development trend of manufacturing industry chain，Identify and complete the industrial chain“Short board”；On the basis of optimizing the development of industrial Internet platform，Promote resource sharing among different enterprises in the industrial chain，And then promote efficient collaboration among all links in the industrial chain.；Focus on building multi-level、Wide field、High-quality international cooperation chain，To enhance the core advantages and brand strength of China's construction machinery in the new round of international industrial competition.。

Parallel forums（Two）The first groupHost

Opening moderator of the forum：Yin Xiaoli, Deputy Secretary-General of China Construction Machinery Industry Association

Moderator of the forum dialogue：Li Hongbao, Executive Vice President and Secretary-General of Excavation Machinery Branch of China Construction Machinery Industry Association

Forum dialogue scene

Dialogue guests

Doosan Construction Machinery（China）Zheng Yanmin, Vice President of Limited Company

Bao Zhiguo, General Manager of Maanshan Fangyuan Precision Machinery Co., Ltd.

Lin Wenlong, Deputy General Manager of Saikesi Hydraulic Technology Co., Ltd.

Director of Yantai Aidi Precision Co., Ltd、Song Peng, deputy general manager

Director of Xuzhou Bart Construction Machinery Co., Ltd.、Deputy General Manager Huang Tinglei

Han Dong, Deputy General Manager of Hunan Xingbang Intelligent Equipment Co., Ltd.

Cummins（China）Ma Ji, General Manager of Industrial Marketing of Investment Co., Ltd.

The following is a transcript of the dialogue.

Li Hongbao：Please introduce yourself briefly.，At the same time, introduce the basic situation of their respective enterprises.、Industrial advantages、Market development at home and abroad。  

Huang Tinglei：Xuzhou Bart was founded in 1995.，Is a professional engaged in high-end construction machinery with international standards of work equipment.、R & D and design of large and medium-sized sheet metal structures、Manufacturing and sales enterprises。The main products of Xuzhou Bart, such as working tools, have reached the international level.，2 subsidiaries in Thailand and Mexico，The company's exports accounted for 50 percent%Above，Close to 60%。  

Han Dong：Hunan Xingbang focuses on aerial work equipment，This year marks the 15th anniversary of its founding.，Xingbang's target market is not just China.，It's also global。Under the influence of the epidemic，China's Construction Machinery Market Declines，But Xingbang's aerial work equipment is growing at a high speed.。At present, the aerial work platform has formed a large-scale development.，Become a new bright spot for the growth of China's construction machinery industry，Create the best performance in history。  

Song Peng：Yantai Aidi was listed in 2017.，After 6 years of rapid development，Now it has developed into a diversified integrated company.，Breaking Hammer、Accessories and high-end hydraulic parts are the main business.，80%%，And be in the lead.，Other than that，Eddie also laid out industrial robots.、Application of alloy cutting tools and new energy battery industry，Focus on the future industrial layout。  

Zheng Yanmin：The recent brand upgrade of modern Doosan construction machinery has changed.，“DOOSAN”The brand is fully renewed，Upgrade to“DEVELON”，To convey the brand connotation of the new stage with a brand-new posture。At the same time，Modern Doosan Construction Machinery has also released a brand new Chinese name in the Chinese market.——“Devanlun”。  

Bao Zhiguo：Fangyuan is an enterprise specializing in the manufacturing of construction machinery parts.，Nearly 40 years of industry manufacturing experience，Main products: slewing bearing，Complete industrial chain with R & D, design and manufacturing services，Committed to serving the construction machinery industry，Achieve the matching of 100,000 units every year。Mainly domestic supporting facilities，Exports account for 15%，Mainly exported to Europe and America、Japan Countries and Regions，It is also opening up the Southeast Asian market.。  

Ma Ji：Cummins is a global public company.，The main products are the supporting products of traditional energy.，There are also new energy supporting products.，Uch as hydrogen products。Complete the layout of the whole industrial chain in 2022，It is a year of outstanding performance.。2022 is also a year of great progress for Chinese engineering enterprises to open up the international market.，Cummins full range of product lines to support China's construction machinery market to explore the international market。In the future, it will continue to meet the needs of the Chinese market.，Customize and develop products in line with the Chinese market。  

Lin Wenlong：Sykes is the only company that focuses on hydraulic pumps、Motor products 38 years of enterprise，During the epidemic period, the international market business increased steadily.，Its main business products are hydraulic pump and motor parts.。In view of the use of imported parts for domestic heavy equipment，Sykes focuses on high-end、Localization of Heavy-duty Planetary Gear Reducer，The electric drive system is also involved。Aidi has an independent and free supply chain system，No production was stopped during the epidemic.，It can still supply to foreign countries.，Become the most timely supplier，Highly recognized by customers。  

Li Hongbao：The whole year of 2022，The export volume of China's construction machinery industry is based on a record US $34 billion in 2021.，Set a new record again，Reaching 443.$0.2 billion。Excavator、Electric forklift、The export volume of cranes and other products increased respectively，Complement the domestic market。

For the last two years，Overseas construction machinery market demand has increased significantly.，What are the drivers of market growth?？Where is the difference in demand?？  

Huang Tinglei：The driving force of market demand lies in the needs of the market itself.，This is the basic principle.。Factory construction stagnated after the epidemic，After the epidemic, there was a blowout development.，Very rapid market demand in North America。The Southeast Asian market is good，We have set up a factory overseas in Mexico.，The economic benefits have been moving forward，There was no decline。Russia will become a relatively large export market in the future.。  

Han Dong：post-COVID era，With the stimulation of policy，Along the Belt and Road，Driven by energy demand，The epidemic situation and the complex international situation have led to the incomplete international industrial chain.，Provide opportunities for China to enter the North American market，Xingbang has achieved outstanding sales results.。Enterprises compete with international and domestic markets and rely on each other.，Vicious competition in the industry should be avoided、Low price competition，Product manufacturing should pay attention to details，Improve technology empowerment，Focus on information technology、Smart technology and digital twins，Improve the efficiency of the equipment itself，Meet the high-end requirements of equipment。  

Song Peng：China's products are expanding rapidly overseas.，In addition to actively developing the international market,，The products of China's construction machinery industry enterprises have become competitive in the international market in terms of technology and services.。Some of Aidi's products have replaced imports.。Breaking hammer products in the overseas market，Cooperate with excellent construction machinery enterprises，The failure rate is almost zero.，Overseas expansion of the market also do a good job of after-sales service，Send the enterprise's own after-sales on-site service abroad。Changes in the international situation have brought us opportunities.，We seized the opportunity.，Intention to establish cooperation with Russia，Sign a large order。In the development of overseas markets，Opportunity is one thing.，Product quality should be reliable.，At the same time, provide good after-sales service.。  

Zheng Yanmin：Doosan's business declines in China in 2022，Business in other overseas regions is on the rise.，An increase in foreign earnings，Mitigate the decline in China。The driving force of foreign market demand mainly comes from the infrastructure investment of governments to deal with the epidemic.，And the rapid increase in small multifunction devices.。  

Bao Zhiguo：The technical performance of parts and components of China's construction machinery products has been greatly improved，Can meet global demand。The impact of the epidemic and the international situation，The domestic market is adjusting.，Affected by the epidemic, many manufacturing industries have not fully recovered to their previous state.。Generally speaking, the whole industry is still relatively stable in the cycle.，It can ensure that products can be provided to the world in a timely and rapid manner.。The whole industry has been rapidly upgraded.，In the future, Russia will become the main country of our global exports.。  

Ma Ji：Africa、The Middle East and Southeast Asia are low-emission regions.，These are also the traditional advantage areas of China's main engine factories.。Focus on high-emission areas in Europe, the United States and developed countries and regions，After the epidemic, they have increased infrastructure construction.，Strong demand for infrastructure in the United States。At this year's Las Vegas show,，China's Top 5 Construction Machinery Manufacturers Come on Stage Together，Good performance。Cummins Exports to Europe Phase 5、North American Phase 4 products will double in 2022，The next step is still optimistic about the growth opportunities of China's main engine factories in high-emission areas.，Support Chinese OEMs to make optimization measures according to local demand，Deliver better performance。  

Lin Wenlong：Aim at mutual price comparison in domestic industry、Do not approve of vicious competition，But inevitable，Need to lead industry entrepreneurs to jump out of the vicious circle of competition。In the development of foreign markets，Enterprises should be clear about their own positioning.，Is it positioning low-end products?，Or high-end boutique products?，Seek the corresponding target customers after positioning.。Product positioning and development，Direction is the most important。  

Li Hongbao：Face“Speed up the construction of a domestic cycle as the main body、The new development pattern of mutual promotion of domestic and international double circulation”Market opportunities and challenges。Host enterprises and suppliers as strategic partners，In a global market environment，How to collaborate，Common development？  

Zheng Yanmin：The Chinese market is the most important manufacturing center.，Increase the proportion of purchasing in China in the development of China's main engine factories，Fangyuan Group is our important supplier.。From the process of localization，The initial stage is the chassis、Welded structural parts, etc。As we export the mainframe made in China to all over the world.，Some parts of the aftermarket will also be exported from China to all parts of the world.。  

Han Dong：New energy products in the industrial chain are very important.，For example, the cost of new energy loader batteries will account for 48% of the total cost of the whole machine.%，Therefore, we need to pay attention to new energy products in the industrial chain.。Xingbang's supplier cooperation relationship is long-term and stable.，International and domestic procurement chains，Compared to see which has the advantage of using which chain.，The supply chain system is stable。Changes in the international situation have led to the destruction of the world supply chain system.，Bring great opportunities to Chinese enterprises。Chinese products are very cost-effective.，But industry self-discipline，Avoid brutal competition in the market，Every enterprise needs to work together.。In the future, the two main lines of domestic energy reform and new rural construction will bring opportunities to enterprises.，All enterprises only need to grasp the basic plate around these two main lines.，At the time of internationalization，This is a basic grasp.，It will be more capable of internationalization.。  

Ma Ji：Collaboration with the host enterprise，Under the new pattern，In-depth research and exploration.，China will still be the largest construction machinery market in the future.，Cummins has achieved 100%Supply chain security，Domestic on-time delivery，Ensure supply chain security。In going global，From the export of complete machines made in China to the establishment of overseas factories by the main engine enterprises，It is recommended that the engine be provided locally，Shorten the transportation distance，Localized operation，Cummins can provide powerful help for mainframe enterprises.，Overseas exports and local assembly have become the main trend.。  

Lin Wenlong：The main products supplied by Saikesi to the main engine enterprises are core components such as hydraulic and reducer components.，It can provide reliable services for domestic and foreign enterprises.。In supply and demand，Supply chain system construction and maintenance is very important.，For example, Carter's supply chain is very perfect.。It calls on domestic mainframe enterprises to attach importance to the construction and maintenance of the front-end supply chain system.，Don't just pay attention to the back-end sales system.。  

Bao Zhiguo：The whole industry chain of a main engine of construction machinery，Especially at home.，Agents should be a very important part of the industrial chain.。Fangyuan can respond quickly in the cooperation with the main engine factory.，Especially in the process of iteration, we should cooperate with the host enterprises.，Serve end customers well。The rapid response is reflected in the research and development of new products.，Second, at the peak of the domestic market.，Ensure production capacity。  

Song Peng：Import substitution of key components is an important development direction.，Accessories enterprises are very grateful to the host enterprises.，I would like to thank Trinity.，If there is no Trinity，It may take longer for China's hydraulic parts to replace imports.。It takes a lot of effort to solve the neck problem.，Committed to providing long life、Key components with high reliability。Main engine enterprises hope to bring domestic hydraulic parts to develop foreign markets.，However, foreign customers initially did not recognize China's hydraulic parts.，Worried that after-sales service will be affected。Eddie exports this year，The main engine factory has made efforts.，Eddie himself is also actively exploring and making progress.，For example, matching gift accessories，Sent to foreign warehouse，Supply spare parts well。In addition，Eddie himself is also actively laying out overseas markets.。The cooperation between OEMs and suppliers is a game relationship.，Suppliers need to provide satisfactory services to the main engine factory.。  

Huang Tinglei：On the Relationship between Supply Chain and Main Engine Factory，Bart has also been doing matching for 30 years.，Domestic and foreign high-end、I have been in contact with middle and high-end and low-end.。Supporting enterprises and main engine factories are symbiotic.、Win-win relationship，For example, we matched Carter.，Long-term cooperation，Suppliers become a win-win aspect of the host，Host enterprises will provide support and help to supporting suppliers.，Achieve common development。  

Li Hongbao：What is the trend of the domestic and international markets this year or next year?，Please make a simple prediction.。

Huang Tinglei：The foreign market is promising，The domestic market is low before and high after.，The technical quality has been very mature.，National policies will also guide domestic enterprises and markets to achieve good development.，Realize the international and domestic circulation。  

Han Dong：The form of aerial work vehicle this year is low in front and high in back.，Rapid growth abroad；The overall trend of excavators is declining。  

Song Peng：Domestic and foreign excavator market is stable.。There are many excavators in the domestic market.，Can fully meet the needs of China's infrastructure。  

Zheng Yanmin：Second quarter market is not optimistic，There may be a slight increase in the fourth quarter.。There may be a small increase in 2024.。The overall judgment of foreign countries is flat or slightly declining.。  

Bao Zhiguo：The first quarter is not ideal compared with 2022.，From the perspective of our supporting industries,，The excavator is going down，Construction cranes and truck cranes are also being slightly adjusted.，The overall trend is clearly downward.，The forecast for the second and third quarters is relatively low.，The fourth quarter forecast should also be more cautious.，Depends on the implementation of the policy in the second and third quarters。  

Ma Ji：2023 is the first year for China to implement the fourth phase of national emissions.，Domestic sales will decline.，In a downward cycle，It will last until 2024.。Slowing orders in the international market，Continuous high level operation，Limited room for further growth。  

Lin Wenlong：It is estimated that the construction machinery market has not yet reached the bottom.，May last until the first half of 2024，Industry enterprises need to be prepared to deal with it.。Steady rise in the international market，The growth rate narrowed。