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Micro-diggingSmall diggingMiddle diggingDig bigWheeled excavatorsLoaderDiversified productsAttachment
Pump truckMixer truckConcrete batching plantOn-board pumpsElectric vehicle pumpTractor pumpMortar pumpWet spray machineFilling pumpNew energy mixer truckDry mix mortar mixing plantMortar/concrete dual-purpose mixing plant
truck craneAll-terrain cranesTruss boom crawler craneTelescopic boom crawler craneMultifunctional crawler craneFlathead tower cranetruck-mounted crane
reachstackerContainer empty container forkliftforkliftGrab steel (material) machinePure electric port tractorTelehandle forkliftShore container craneRail mounted container gantry craneTyred container gantry craneGantry crane
3.X Medium and low wind speed wind turbines4.X medium and high wind speed / all-weather / customized product platform5.X-6. X MW customized product platform
Smart PC equipmentSmart AAC equipmentIntelligent steel bar processing equipmentMobile crushing and screening equipmentMold fixtureCategory 2 standards3 soft 1 platform
Mechanical fracturingElectric drive fracturingOil equipmentWellhead automationOilfield machineryFracturing pumps
Pure electric pavement cleaning vehiclePure electric solid waste collection and transfer vehicleMunicipal maintenance vehicles
Compressed air foam fire truckdroneSpecialized fire trucksCombat support fire trucksRaise the high jet fire truckClimbing platform fire truck
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Home > Trinity News > Xiang Wenbo was interviewed for the first time after taking office: construction machinery is "far from peaking"; "Attack is the best defense"
Xiang Wenbo was interviewed for the first time after taking office: construction machinery is "far from peaking"; "Attack is the best defense"
2022.02.22
Chinese entrepreneur
Despite the pressure from all sides, Xiang Wenbo, the new chairman of Sany Heavy Industry, is still full of confidence in the development of China's macroeconomy, construction machinery industry and Sany Heavy Industry itself in 2022.
"China Entrepreneur" reporter Zhou Chunlin
Editor |
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"The 'double carbon' goal makes many construction machinery face a problem of substitution and renewal, which is a very big opportunity for us."
"China's economy in 2022 may have some decline in the first quarter and the first half of the year, but it is likely to rebound in the second half of the year. 'Low before and high after', this is one of my predictions, and overall I think it is optimistic. ”
Recently, Xiang Wenbo, the new chairman of Sany Heavy Industry, participated in the recording of CCTV's "Dialogue" program, which was his first public interview with the media after taking office. In addition to the content of the program, he also has his own observations and analysis. Despite the pressure from all sides, Xiang Wenbo is still full of confidence in the development of China's macroeconomy, construction machinery industry and Sany Heavy Industry itself in 2022.
About the macroeconomics:
"Low before and high after" is one of my predictions, and overall I think it is optimistic
The 2021 Central Economic Work Conference clearly stated that the economy in 2022 will face the pressure of demand contraction, supply shock, and weakening expectations. Xiang Wenbo believes that these three pressures are related to Sany, "but for us, the main thing is the shrinking demand." ”
Xiang Wenbo said that the construction machinery industry has experienced five years of rapid growth from 2016 to 2021, and a moderate decline in growth or even negative growth is expected, "This is the characteristics of our industry, and we do not feel particularly much pressure." "If the total stress score is 10, now there are 3 points.
Xiang Wenbo believes that infrastructure construction has a particularly great impact on the national economy. "Overall, I predict that 2022 may be a better year for us." At the end of last year, the Central Economic Work Conference clearly proposed to carry out infrastructure investment moderately ahead of schedule, which is a very big opportunity for the construction machinery industry. In addition, the "double carbon" goal makes many construction machinery face a replacement and new problem, which is a very big opportunity for Sany.
Xiang Wenbo said that he himself is relatively optimistic about China's macroeconomy in 2022. "There may be some decline in the first quarter and the first half of the year, but there is a possibility of a rebound in the second half of the year. 'Low before and high after', this is one of my predictions, and overall I think it is optimistic. ”
He said that this confidence first comes from trust in the system, "I think our Party Central Committee and the State Council are very strong and experienced in controlling economic development." Second, they are full of confidence in the potential and resilience of China's own economic development. Third, it is also full of confidence in the global competitiveness of the construction machinery industry.
How can entrepreneurs maintain confidence under the pressure of "weakening expectations"? Xiang Wenbo also talked about his views: first, the government has introduced a series of measures to boost the economy, which are precise and powerful; the second is that we are now in a once-in-a-lifetime technical window period, what enterprises have to do is to create demand and activate demand through technological innovation; third, the resilience and potential of China's economy itself, there is still a lot of room for the requirements of the times and the improvement of the quality of life of the people; Fourth, the globalization level of Chinese enterprises is still at a relatively low level, and there is more room for improvement. "So everyone should be confident in the future and in 2022."
About construction machinery: It is far from reaching the top or reaching the top
In Xiang Wenbo's view, Sany Heavy Industry in 2021 "did not feel particularly much pressure".
As the core business of construction machinery is cyclical, it is a characteristic of the industry, and this adjustment is in the forecast and reason. As an equipment manufacturing enterprise, Sany Heavy Industry's industrial business also involves new energy,Petroleum equipment, coal machinery, port machinery, sanitation machinery, etc.
"The situation of each industry is very different, construction machinery has some adjustments since last year, but our international business situation is very good, and it has increased by nearly 60% in January this year; The development of the new energy sector (such as wind power) is better, so we feel good overall. ”
Xiang Wenbo said that construction machinery is actually very closely related to the people. Now our "food, clothing, housing and transportation" has at least two aspects that are highly related to it. One is "living", such as a house; One is "line", such as highways, high-speed rail, and airports, which all need the support of construction machinery to complete with high quality and speed. "I think this is still a very important industry, and it can also be said to be a strategic industry."
Regarding the "peak doubts" faced by some leading manufacturing enterprises in 2021, Xiang Wenbo said that construction machinery is "far from peaking", and there are at least several opportunities: first, the internationalization space is still very large; second, there is still a lot of room for human demand for construction machinery, and the aging of the Chinese population will bring greater demand for labor substitution; third, the technology cycle, the traditional fossil energy-based construction machinery will be gradually eliminated; Fourth, the future of intelligence, less manpower or even unmanned is also a very big opportunity.
Therefore, he asserted: As far as the construction machinery industry is concerned, I personally feel that it is far from reaching the top or reaching the top.
About Sany Heavy Industry: Enterprise operation must rely on "entering" to achieve the goal of "stability"
In the past few years, Liang Wengen, chairman of Sany Group, has faced the opportunities and challenges brought by the new technological revolution and the new energy revolution with the determination and courage of "either turning over or capsizing", and took the initiative to lead the transformation and change of enterprises, and achieved considerable results.
Xiang Wenbo believes that the phrase "either turn over or capsize" is not alarmist. "Both digitalization and the new energy revolution are disruptive technologies. If enterprises do not adapt to this new era, it is entirely possible to be eliminated, which is our perception of Sany. ”
At present, Sany is implementing three major strategies: one is digitalization, that is, digital transformation; The second is electrification, "We hope that Sany is not passively adapting to the requirements of electrification, but to promote the upgrading of electrification in this field through its own innovation"; The third is internationalization, expanding the market internationally, building its own brand, and hedging the impact of cyclical adjustments in the domestic market through internationalization.
Xiang Wenbo said that as one of China's largest equipment manufacturing enterprises, Sany is both from the national development strategy and its own
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