Difficult to supply spare parts for domestic construction machinery to Japan

The 62-meter concrete pump truck donated by Sany Heavy Industries to Japan's Tokyo Electric Power Co., Ltd. praised the Japanese users. Since then, Tokyo Electric Power Co. Ltd. has intended to order 30 concrete pump trucks of more than 56 meters from Sany Heavy Industry.

What impact did the Japanese earthquake have on China's road maintenance machinery industry?

What kind of "butterfly effect" will the Japanese earthquake cause to China's construction machinery industry, and how does the industry respond? Recently, the reporter interviewed the relevant experts of China Construction Machinery Industry Association.

After the disaster, Japanese companies reap benefits. Su Zimeng, secretary-general of the China Construction Machinery Industry Association, believes that post-disaster reconstruction in Japan has indeed increased its demand for road-building machinery, which also provides China with an opportunity to build road maintenance machinery. However, Su Zimeng said that although the "cake" in the Japanese market is not large, there may be many people involved in the "cake". It should not be too optimistic that China's construction and maintenance machinery will enter the Japanese market.

He said that in the case of excavators, Japan's post-disaster reconstruction will give priority to the use of Japanese brands and products of Sino-Japanese joint venture brands, and companies such as Komatsu, Hitachi and Kobelco will benefit first, and “Made in China” will enter the Japanese market. It is also necessary to compete with Japan, South Korea, and European and American brands, and it is difficult for excavator exports to Japan to participate in post-disaster reconstruction.

Li Hongbao, secretary-general of the China Construction Machinery Industry Association Mining Machinery Branch, believes that most Japanese complete machine manufacturers build factories in China. Japanese excavators are not affected by the earthquake. In addition, China's excavators lack competitiveness in the international market. It is unlikely that the aircraft will enter the Japanese market after the disaster.

Domestic excavators have an advantage over Japanese second mobile phones. Although domestic excavators have limited access to the Japanese market after reconstruction, however, Li Hongbao told reporters that domestic excavators can still “sink in the domestic market”.

Li Hongbao said that last year, Japan exported more than 40,000 excavators to China, of which used excavators accounted for 70%, and had a place in the domestic excavator market. After the earthquake, the number of second-hand excavators exported to China decreased significantly, and the price of used excavators produced in Japan was higher. This is less competitive than China's new machines with existing promotion methods and mortgages, and domestic excavators have an opportunity to seize the domestic market share.

However, Li Hongbao stated that he did not agree with the current rumors that the impact of the earthquake on the expansion of Japanese excavators has somewhat converged. He believes that most Japanese excavators will set up factories in China, and only seal manufacturers will be affected. The entire machine manufacturer will not be affected. In addition, the demand for excavators in the Japanese market is limited, and Japanese excavator manufacturers will not. Abandon China's market.

Although there are many obstacles to the entry of domestic construction machinery into the Japanese market, opportunities still exist. Su Zimeng said that in the post-disaster reconstruction, products that Japan is in short supply and China has an advantage will be expected to expand exports. Trinity pumping equipment is a typical case.

In the second half of the year, the suspension of production of some models was not credible. Because of the core technology of mastering key components, the key components of construction machinery in China are heavily dependent on imports. Japan's accessory production companies are the major suppliers in China. There are rumors that due to the large impact of Japan's accessory companies on the earthquake, the suspension of these companies will result in the suspension of production for some models of China's complete machine manufacturers in the second half of the year. According to Ma Chuanwei, Honorary Secretary-General of the China Construction Machinery Industry Association Engineering Machinery Components Branch, due to the constraints of key components, China's excavator companies may not be able to complete production tasks this year, and supply and demand of key components will be out of balance, which will disrupt the production of excavator manufacturers in China. Production order.

However, Su Zimeng said that due to the fact that Japan's major key component manufacturers are far away from the earthquake zone, hydraulic components, transmission systems, and other manufacturers have suffered little, so the Japanese earthquake has a limited impact on the production of key components. He believes that in the second half of the year, some models of domestic machine-manufacturing companies will stop production due to the above reasons. This is not credible.

Li Hongbao said that Japan's engine and seal manufacturer suffered serious damage in the earthquake, but domestic excavator manufacturers can choose to purchase parts produced in South Korea, Europe and other countries and regions. The suspension of production due to insufficient supply of Japanese parts is not credible.