December twenty eighth，《Shanghai Securities News》Publication《Sany Heavy Industry：Embark on globalization、Digitalization、New journey of low carbon》One article。As“Get to know my public company——Walk into blue chips”One of a series of reports，Focus on the digital and intelligent innovation achievements of Sany Heavy Industry，It also leads readers to understand the company's development strategy and future prospects.。

The original report

Entering the No.18 Factory of Sany Heavy Industry，It's like being in a garden.。“During the day，In good weather，Here, you can get the strong light needed for production without turning on the lights.；And in the summer，The temperature here is one or two degrees lower than other factories.，The breeze is blowing on my face。The whole factory is like a‘Tailor of steel’，Relying on self-developed‘ Brain ’——MOMSystem andIoTInternet of Things，Cut a steel plate drawn from a steel mill、Welding、Precision machining，Form intelligent equipment one by one。”Liu Xiangju, Director of Process Support Institute of Sany Heavy Industry Pump Road Business Department, said.。

At present，Global Heavy Industry Certified by World Economic Forum“Lighthouse factory”Only 2 seats，They are all in Sany Heavy Industry.。Under the garden scene.，Factory 18 has many“Wisdom”——Transformation and upgrading through intelligent manufacturing，Significant improvement in personnel efficiency has been achieved，Manufacturing costs have dropped dramatically.。

Recently，Jointly organized by Shanghai Securities News and Investment Service Center“Get to know my public company——Walk into blue chips”A Series of Activities Enters Sany Heavy Industry。Sany Heavy Industry Secretary Cai Shenglin said.，In order to seize the new era、Opportunities for development of the new technological revolution，Trinity is implementing globalization.、Digitalization、Low-carbon transformation strategy。“Our new opportunities for the technology upcycle、Have confidence in the new space，Yes, our ability to operate.、The improvement of profitability is more confident.。”

The Wisdom and Power of Factory 18

“The twinkling dots on the map are the equipment that Sany is working on.。”In front of the big data management platform on the central axis of the 18th factory，Liu Xiangju pointed to the huge digital screen and said.，Since 2008，Sany has accumulated more than 800,000 units of construction machinery and equipment connected to the network.，Equipment online status、Real-time feedback will be given on working hours and so on.，As a result, the Sany Excavator Index was formed.。

As the saying goes，Break the ground first。The Sany Excavator Index is also regarded as“An economic barometer”One of them。

“Now，What we see is the overall start-up of construction machinery in the whole country.。”Under the simple operation of Liu Xiangju，Shanghai Securities News reporter saw the mystery of the Sany Excavator Index.。

The Sany Excavator Index shows，November 2023，The overall operating rate of construction machinery in China is 60.18%，Among them, the operating rate of 11 provinces exceeds 70%，Continue to run smoothly at a relatively high level；Same month，Truck crane operation volume increased by 91..80%，Truck crane operations in Qinghai even increased by 172..80%。

Factory 18 is more intelligent manufacturing.“The most beautiful punch point”。The reporter saw，Plant 18 is 1000 meters long.，It covers an area of 110,000 square meters.，The whole plant is in accordance with“Trinity mode of production”Set up six working islands：Automatic welding、Intelligent coating、Flexible machining、Assembly with fewer people、Automated Logistics and Warehousing、Intelligent debugging。

On the pump truck assembly line，Its total length is 150 meters.，There are 12 stations in total, including offline stations.，One pump truck is offline every 45 minutes.。At the same time，This is also a flexible assembly line.，Mixed line production can be realized，Tailor-made pump trucks of different specifications for downstream customers。

The machining area of Plant 18 is known as“Black light factory”，The pin shaft is being processed、Valve block in the process of these precision parts，The robot will automatically recognize、Grab and finish loading and unloading，Machine tool realizes automatic processing。Even at night，When the lights are out and no one is there，It still works here.。

The core parts display area of factory 18，It shows the growth path of China's construction machinery industry from big to strong.。

With“Three modernizations”Transformation Leads Industrial Change

“Sany has upgraded its internationalization strategy to globalization strategy.，It means that Sany will integrate global resources.，Build a global enterprise，Focus on the Development Opportunities and Space of Globalization。”Cai Shenglin said。

First half of 2023，Sany Heavy Industry Achieves International Sales Revenue 224.6.6 billion yuan，Year-on-year growth of 35.87%，International income accounted for 56% of operating income.88%。This means that most of Sany's revenues and profits come from the international market.，The strategy of globalization has achieved a historic leap.。

Right now，Trinity Indonesia“Lighthouse factory”The second phase is under intensive construction.。Trinity Indonesia“Lighthouse factory”70 km from Jakarta, the capital of Indonesia，According to Industry 4.The first overseas building of SANY designed and constructed according to the standard of 0“Lighthouse factory”，The first phase has been completed.。

November 2023，“Trinity Headquarters Base in South Africa”The project broke ground in Johannesburg, South Africa.。The base is positioned as a regional manufacturing center.、Logistics center and talent center，The project investment is R300 million.，It is expected to be completed in one year.，By then, 1000 excavators and other construction machinery and equipment can be produced annually.。

“Sany will not be limited to simple product exports.，It will also promote the layout of global intelligent manufacturing.。Improvement of intelligent manufacturing capability，Help us go to sea better.，Thereby greatly controlling the production cost of overseas localized manufacturing.。Indonesia‘Lighthouse factory’After that，We will also establish in South Africa.‘Lighthouse factory’。At the same time，Sany will establish several global R & D centers in Europe and the United States.。”Li Qin, head of Sany's overseas operations headquarters, said.。

Cai Shenglin introduced，In terms of digital intelligence strategy，Sany Heavy Industry vigorously promotes intelligent products、Intelligent manufacturing、Intelligent operation，Including the global layout of intelligent manufacturing、Manufacturing platform、Industrial Internet construction、Intelligent model building、Intelligent technology research and development、Intelligent service platform scheme, etc.。

At present，Sany Heavy Industry regards low-carbon as an important strategy for enterprise development.，Focus on the electrification of products，A parallel electrification division has been established in all divisions.，Dedicated to the development and promotion of electric products。At the same time，Sany Group's overall layout of new energy industry，Into the wind、Light、Hydrogen、Energy storage and new energy battery industry，Take new energy as the main direction of drawing the second growth curve of Sany.。

First three quarters of 2023，Sany Heavy Industry Electric Products Revenue Growth Against the Trend，Electric mixer truck、Electric dump truck、Electric hoist、The market share of electric pump truck sales ranks first in the industry.。“Sany construction machinery equipment is marching towards electrification in an all-round way.，At the same time，The technical routes of electrification and the autonomy of key components have been deeply laid out.。We believe，Within 3 to 5 years，Electrification will certainly become the core driving force to promote the development of construction machinery industry.。”Cai Shenglin said。

Stick to the road of high-quality development

For the future，Sany Heavy Industry is always full of confidence.。“Construction machinery industry ushered in a long-term upward cycle of technology，Globalization、Digitalization、Low-carbon has become the consensus of the industry，Construction machinery industry has broad prospects for development。”Cai Shenglin said。

Sany Heavy Industry believes，On the one hand，The future will be electrified、New technologies represented by informatization will inevitably trigger new demands.、New growth；On the other hand，The overseas market will also provide a huge space for China's leading construction machinery enterprises.。

Cai Shenglin stressed，Sany Heavy Industry insists on high-quality development，Improve profitability，Increase repayment efforts，Increase cash flow，Adhere to the policy of value selling，Enhance risk control。Judging from the performance in the first three quarters of this year，The company's high-quality development policy has played a positive role.。

The data shows，First three quarters of 2023，The gross profit margin of Sany Heavy Industry products continued to increase as a whole.，Net profit attributable to shareholders of the listed company 40.4.7 billion yuan，Year-on-year growth of 12.5%；Steady operation，External payment for goods is well controlled，The repayment rate has increased，Net cash flow from operations for the first three quarters 50.6.2 billion yuan，Year-on-year growth of 45%。

“Sany Heavy Industry and other leading construction machinery enterprises in China will usher in excellent overtaking opportunities.。Electrification of Passenger Car Industry、The trend of intelligent development will soon spread to commercial vehicles.、The field of construction machinery，The unmanned trend in the field of construction machinery will gradually rise.。”Cai Shenglin said。

In this context，Products、The comprehensive strength competition of service and brand is particularly important.。“At present，There are still three major gaps between Sany Heavy Industry and the top international brands.——European and American market share、High-end large customer scale、Sales of large equipment。In the next 5 to 10 years，Sany Heavy Industry and other leading construction machinery enterprises in China will greatly fill the gap.，It is very likely to surpass the top international brands.，There is huge room for further growth.。”Li Qin said。