Core Viewpoint - The 2025 New Energy Construction Machinery Conference aims to address the significant transformation in the construction machinery industry towards green transition and intelligent upgrades, driven by the "dual carbon" goals and advancements in technologies like artificial intelligence and large models [2]. Conference Background - The conference will be held from June 17 to 19, 2025, in Yantai, Shandong, focusing on the theme of "Green Transition and Intelligent Upgrade" [2]. - It will gather global leaders in the construction machinery industry to discuss policies, innovative technologies, market demands, and development trends related to new energy and digital intelligence [2]. Conference Content - Key topics include: 1. Current status and trends of green intelligent products in construction machinery [2]. 2. Directions for energy transition in construction machinery [2]. 3. Typical application scenarios for green intelligent construction machinery [2]. 4. Adaptation of core components like "three electrics" to the electrification of construction machinery [2]. 5. Pathways for traditional component suppliers to upgrade [2]. 6. Electrification solutions for existing equipment [2]. 7. Global standards and requirements for green intelligent earth-moving machinery [2]. Participating Companies - Notable companies expected to participate include: - XCMG, SANY, Zoomlion, LiuGong, Caterpillar, Komatsu, Volvo, and Hitachi Construction Machinery among others [3]. Key Component Suppliers - Major suppliers in the sector include: - CATL, BYD, Aidi Precision, and others involved in the core components necessary for the electrification of construction machinery [4]. Academic and Testing Institutions - Several universities and testing institutions are involved, including: - Huazhong University of Science and Technology, Jilin University, and others [4]. Industry Trends - The construction machinery industry is undergoing a significant transformation towards sustainability and digitalization, with a focus on high-quality development in the new energy sector [2].

Excavator Market - In April 2025, a total of 22,142 excavators were sold, representing a year-on-year increase of 17.6%. Domestic sales accounted for 12,547 units, up 16.4%, while exports reached 9,595 units, up 19.3% [2] - From January to April 2025, a total of 83,514 excavators were sold, marking a year-on-year growth of 21.4%. Domestic sales were 49,109 units, up 31.9%, and exports were 34,405 units, up 9.02% [2] Loader Market - In April 2025, 11,653 loaders were sold, with a year-on-year increase of 19.2%. Domestic sales were 7,191 units, up 35.4%, while exports were 4,462 units, showing a slight decline of 0.18% [3][4] - From January to April 2025, a total of 42,220 loaders were sold, reflecting a year-on-year growth of 16%. Domestic sales were 23,570 units, up 27.8%, and exports were 18,650 units, up 3.87% [3][4] Grader Market - In April 2025, 756 graders were sold, representing a year-on-year increase of 21.5%. Domestic sales were 140 units, up 42.9%, and exports were 616 units, up 17.6% [5] Crane Market - In April 2025, 2,082 truck cranes were sold, showing a year-on-year decline of 3.48%. Domestic sales were 1,250 units, down 3.4%, and exports were 832 units, down 3.59% [6] - For crawler cranes, 280 units were sold in April 2025, marking a year-on-year increase of 2.94%. Domestic sales were 99 units, down 6.6%, while exports were 181 units, up 9.04% [8] - In April 2025, 2,142 truck-mounted cranes were sold, down 14.5% year-on-year. Domestic sales were 1,732 units, down 17.6%, and exports were 410 units, up 2.24% [10] - For tower cranes, 482 units were sold in April 2025, down 42.1% year-on-year. Domestic sales were 266 units, down 61.3%, while exports were 216 units, up 49% [12] Industrial Vehicle Market - In April 2025, 130,109 forklifts were sold, reflecting a year-on-year increase of 5.03%. Domestic sales were 84,317 units, down 0.89%, and exports were 45,792 units, up 18% [13] - A total of 1,713 rollers were sold in April 2025, marking a year-on-year increase of 36.2%. Domestic sales were 641 units, up 1.1%, and exports were 1,072 units, up 71.8% [14] - In April 2025, 200 pavers were sold, representing a year-on-year increase of 51.5%. Domestic sales were 150 units, up 54.6%, and exports were 50 units, up 42.9% [15] Aerial Work Platform Market - In April 2025, 14,635 aerial work platforms were sold, down 49.7% year-on-year. Domestic sales were 6,169 units, down 62.2%, and exports were 8,466 units, down 33.6% [17] - For high-altitude work vehicles, 343 units were sold in April 2025, marking a year-on-year increase of 49.1%. Domestic sales were 297 units, up 39.4%, and exports were 46 units, up 171% [18]

Core Viewpoint - Jiangsu Ruien New Energy Technology has launched a groundbreaking product, the 21700-6.0Ah earless cylindrical cell, achieving an energy density exceeding 300Wh/kg, marking a significant milestone in the battery industry [1][3][10]. Product Features - The newly released INR21700-RH60 and RS60 models utilize an industry-leading "earless design," significantly reducing internal resistance and enhancing energy density and cycle life [3][4]. - The battery design incorporates a "high nickel positive electrode + silicon-carbon composite negative electrode" system, pushing energy density above 300Wh/kg, suitable for various applications including electric tools and low-altitude aircraft [3][5]. - INR21700-RH60 supports ≥20A continuous discharge and ≥15C pulse discharge, while INR21700-RS60 supports ≥50A continuous discharge and ≥30C pulse discharge, catering to high energy and power density requirements [4]. Performance and Longevity - INR21700-RH60 maintains a capacity retention rate of ≥80% after 1000 cycles at 1C charge/2C discharge under 25°C and 100% SOC [6][8]. - INR21700-RS60 retains ≥80% capacity after 600 cycles at 2.5C charge/5C discharge under 25°C and 100% SOC [7][8]. - The batteries are designed for a wide temperature range of -40°C to 80°C, supporting charging at -20°C to 60°C and discharging at -40°C to 80°C, broadening their application scenarios [5]. Strategic Collaborations - Following the product launch, Ruien New Energy signed a strategic cooperation agreement with Carl Zeiss (Shanghai) to establish a battery quality innovation laboratory, enhancing quality control throughout the battery lifecycle [14]. - This collaboration aims to leverage Zeiss's precision testing expertise and Ruien's innovation in new energy, promoting high-quality development in the global new energy sector [14]. Future Outlook - The launch of the 21700-6.0Ah battery and the partnership with Zeiss signify Ruien's commitment to driving global energy transformation through "technology + quality" dual strategies [17]. - The company views the achievement of 300Wh/kg as a starting point for further advancements in battery technology [17].

会 议 名 称 2025新能源工程机械大会 2025 New Energy Construction Machinery Conference（NECMC 2025） 时 间 地 点 会议时间：2025年6月17-19日 会议地点：山东·烟台 烟台金沙滩喜来登酒店 会 议 组 织 主办：天津工程机械研究院有限公司 承办：烟台艾迪精密机械股份有限公司 组织：《工程机械》杂志 会 议 背 景 当今全球正处于向低碳转型的重要历史时期，工程机械迎来了百年未有之大变革，呈现出绿色转型和 智能升级新趋势。 7. 全球绿色智能土方机械标准体系及要求。 随着 " 双碳 " 目标的持续推进以及人工智能、大模型等新技术广泛应用，传统工程机械正向动力源 变革、智能化升级、数字化转型、网络化联接的方向发展。新能源工程机械将促进产业转型升级、重塑 市场格局、推动可持续发展。 2025" 新能源工程机械大会 " 以 "绿色转型 智能升级" 为主题， 将于 2025 年 6 月 17—19 日 在 烟台 召开。本届会议将汇聚全球工程机械产业领导者，探讨新能源、数智化的产业政策和创新技术， 解析市场需求与发展趋势，协同产供链，推动新能源工程 ...

Core Viewpoint - The article highlights the participation of Qingdao Pangu Intelligent Manufacturing Co., Ltd. at the 2025 Changsha International Engineering Machinery Exhibition, showcasing its innovative products and solutions in lubrication, hydraulic, and fire protection fields, aimed at enhancing the efficiency and safety of the engineering machinery industry [1]. Lubrication Sector - Pangu Intelligent focuses on lubrication technology, offering comprehensive solutions to ensure efficient operation of equipment. Key products include progressive lubrication systems, single/double line centralized lubrication systems, and gear spray lubrication systems, catering to various sectors such as engineering machinery, mining equipment, and port machinery [4][6]. - The intelligent lubrication pumps precisely control grease amounts, reducing friction loss and extending equipment lifespan. Modular distributors and highly reliable connector designs adapt to complex working conditions, lowering maintenance costs while promoting cost reduction and efficiency improvement [6]. Hydraulic Sector - The hydraulic technology section emphasizes high efficiency and stability, providing customized solutions to enhance equipment performance. Notable products include a modular structure gear pump with strong pollution resistance and long stability, and a gear synchronous flow divider motor that significantly improves operational fluidity in engineering machinery [8][10]. - Key components like cartridge valves and piston accumulators achieve independent technological substitution, reducing reliance on imports and offering optimized costs and uncompromised performance for high-end applications in special vehicles and engineering machinery [14][16]. Fire Protection Sector - The PGZ-VS series automatic fire extinguishing system for mining vehicles is a highlight, integrating fire detection, signal analysis, alarm, and extinguishing functions into a smart control system that operates 24/7. It is designed for heavy machinery like excavators and dump trucks, supporting both manual and automatic modes to minimize fire damage in high-risk environments [18]. Company Vision - As a national-level "specialized and innovative" enterprise, Pangu Intelligent is committed to driving technological innovation, focusing on lubrication, hydraulic, and transmission technologies, and key component development. The company aims to provide intelligent and reliable system solutions for global customers, continuing to deepen core technologies and collaborate with industry partners to build a safe, efficient, and sustainable industrial ecosystem [20].

Core Viewpoint - The engineering machinery industry is experiencing a recovery driven by innovation and green transformation, with a focus on high-quality development and international competitiveness [3][4][5][7]. Group 1: Global Opportunities and Challenges - The global economy is steadily recovering amidst multiple challenges, with emerging markets in Asia being the main growth drivers. The IMF predicts a global growth rate of 2.8% in 2025, while infrastructure demand along the Belt and Road Initiative is invigorating the industry [3]. - The Chinese engineering machinery sector is showing positive trends, with significant growth in export trade during the first quarter, indicating a strong recovery signal [3]. Group 2: Green Transformation - The electrification rate of high-altitude work platforms in China has exceeded 90%, with rapid "oil-to-electric" transitions in products like forklifts and loaders. A peak in electric product sales is expected in 2025 [4]. - The company is focusing on pure electric technology and has introduced hybrid products that save 30% to 50% in energy consumption, while also establishing zero-emission factories [4]. Group 3: Internationalization Strategy - The rapid growth of Chinese engineering machinery exports reflects industrial upgrades. However, companies need to shift from price competition to value competition by enhancing brand value through technological reliability and standardized services [5]. - To mitigate international risks such as exchange rate fluctuations and legal compliance, the company advocates for diversified layouts, financial hedging tools, and strengthened compliance management [5]. Group 4: Collaborative Ecosystem - To address issues like price wars and overcapacity, the industry should build a "symbiotic win-win" ecosystem. It is suggested that the China Construction Machinery Industry Association establish minimum price standards for overseas markets to curb disorderly competition [6]. - Companies are encouraged to explore niche markets and develop new models such as leasing and second-hand remanufacturing [6]. Group 5: Sustainable Development - The engineering machinery industry is moving towards high-quality development through innovation and collaboration. The company aims to contribute sustainable solutions to global infrastructure by fostering a collaborative research and development ecosystem [7]. - The focus is on transitioning from zero-sum games to symbiotic win-win scenarios, establishing a sustainable global industrial landscape [7].

以下文章来源于柳工机械LiuGong ，作者柳工机械 柳工机械LiuGong . 关注柳工机械，柳工新闻动态、柳工产品介绍一手掌握。 曾光安指出，2024年全球工程机械行业销售额再创新高，但市场竞争格局呈现显著分化，中国企业 正从"春秋时代"迈向"战国时代"，国际化进程加速。中国本土市场规模庞大，需构建深度本地化的全 球价值链，通过数字化赋能，打通信息壁垒，推动机械装备电动化、数字化、互联化、无人化、共 享化"五化"的快速应用，重构全方位体验。 重构价值：破解价格战困局 针对国内市场，曾光安分析认为，未来几年工程机械行业将进入温和增长周期，国家"两重""两新"政 策为行业注入新动能，土方机械、电动化设备等领域存在增量空间，需理性看待周期性波动，避免 盲目扩张，倡导行业共生共赢。 "中国工程机械行业要真正实现可持续发展，首先必须重构中国市场价值。"他以装载机为例，指出 同款产品在国内外的巨大价差，强调纯粹价格战对产业链的伤害。他认为，行业应转向高端化、品 质化竞争，以理性成长思维、品质和价值增长、竞合与共生、长期主义、差异化定位思维打造行业 新质领导力，通过价值创新实现可持续发展。 曾光安分享了柳工以"三全"战 ...

Core Viewpoint - The engineering machinery industry is currently facing more opportunities than challenges, driven by the Chinese Dream and the dual revolutions of the Fourth Industrial Revolution and the Third Energy Revolution [3][4]. Group 1: Industry Opportunities - The Chinese market is the largest single market globally, presenting significant potential for growth [3]. - The rapid development of new technologies, such as AI, is reshaping global development patterns, while the Third Energy Revolution is expected to create new economic growth engines [3]. Group 2: Industry Challenges - The industry faces challenges from global changes, including geopolitical instability and rising protectionism, which have weakened global growth momentum [4]. - The current era is characterized by uncertainty and complexity, leading to potential "black swan" and "gray rhino" events [4]. - The transition of the Chinese economy is causing market downturns and intensified competition, making traditional high-margin business models less viable [4]. Group 3: Strategic Initiatives - The company has proposed a new strategy focusing on globalization, digitalization, and low-carbon development to explore new paths for high-quality development in the engineering machinery sector [4][5]. - Globalization efforts include establishing a sustainable global operating capability with over 400 overseas subsidiaries and a localization rate of nearly 70% for overseas personnel [6][7]. - Digital transformation is viewed as a critical strategic shift, with initiatives to enhance smart manufacturing and product innovation [7][8]. Group 4: Digitalization and Smart Manufacturing - The company has completed the smart manufacturing upgrade of all traditional factories, achieving a leading position in the industry [8][9]. - Smart products and operational efficiencies are being developed through comprehensive data collection and analysis, exemplified by the "excavator index" as an economic indicator [9][10]. Group 5: Low-Carbon Development - The company is committed to becoming a leader in low-carbon and electric products, with significant advancements in electric machinery and related technologies [10][11]. - A dual approach to low-carbon development focuses on product electrification and the expansion of renewable energy sectors, including wind, solar, and hydrogen [11]. Group 6: Quality and Safety in Development - High-quality development emphasizes safety, with a focus on efficiency, brand value, and long-term sustainability [12][14]. - The company advocates for a collective industry commitment to quality, aiming to elevate the standards of Chinese engineering machinery on a global scale [19][20].

Core Viewpoint - The engineering machinery industry is at a critical juncture, facing both unprecedented opportunities and challenges due to changes in the internal and external environment. The industry must respond to national strategies and promote sustainable development while transitioning from scale growth to high-quality development [2][4]. Group 1: Three Driving Forces for New Development - The domestic market is stabilizing, indicating the potential for an upward cycle in the engineering machinery industry, which typically experiences a complete cycle every 8-10 years. The industry entered a downward cycle in the second half of 2021, and a new upward cycle is anticipated in 2025 due to replacement demand for aging equipment [4][8]. - The export market has shown continuous high growth, with Chinese engineering machinery companies successfully transitioning from trade exports to a comprehensive international development model, which includes product exports, overseas factories, cross-border mergers, and global collaborative research and development [4][5]. - Recent government policies aimed at stabilizing the economy and promoting infrastructure projects are expected to release more funding for construction projects, positively impacting the engineering machinery industry [5][6]. Group 2: Five Transformations for Upgrading - The industry is accelerating its transformation towards high-end, intelligent, green, service-oriented, and international development. This shift is essential for optimizing the industrial structure and achieving high-quality growth [9][10]. - High-end development is crucial as the demand for large-scale and high-end machinery increases globally, marking a transition from quantity accumulation to quality improvement [9]. - Intelligent transformation is driven by advancements in artificial intelligence and industrial internet technologies, leading to the development of interconnected, unmanned, and smart manufacturing products [9]. - Green transformation is being propelled by national carbon neutrality goals, with companies focusing on phasing out high-energy-consuming equipment and promoting electric and hybrid machinery [9][10]. - The service-oriented approach is gaining traction as competition shifts from traditional sales to full lifecycle and value chain competition, increasing demand for service solutions [10]. Group 3: Globalization of Chinese Brands - Chinese engineering machinery manufacturers have become globally competitive, marking a significant shift in the industry from Western dominance to Chinese scale and capability [11]. - The industry must build a high-quality development ecosystem and enhance supply chain resilience to address challenges such as trade barriers and technological gaps [13][14]. - The Belt and Road Initiative presents opportunities for expanding into overseas markets, reinforcing the global presence of Chinese engineering machinery brands [14].

Core Viewpoint - The report emphasizes the importance of high-quality development in the engineering machinery industry, highlighting the need for innovation, internationalization, and sustainable practices to meet evolving market demands and challenges [3][6][36]. Group 1: Industry Development Overview - The engineering machinery industry has shown resilience in 2024, with key economic indicators stabilizing and showing positive growth, including a 1.91% increase in revenue and a 10.1% rise in total profits [9]. - The industry has experienced a significant increase in exports, with a total export value of $52.86 billion in 2024, marking an 8.87% year-on-year growth [10]. - Technological innovation and collaboration between enterprises have been pivotal in enhancing the industry's capabilities, leading to breakthroughs in key technologies and improved product quality [12][13]. Group 2: Market Dynamics and Challenges - The external environment for the engineering machinery industry is increasingly complex, with uncertainties in global economic growth and heightened competition from both traditional and emerging players [21][22]. - There is a notable shift in customer demand towards more customized and integrated solutions, requiring companies to adapt their product offerings and service models [23][24]. - The industry faces challenges such as intense competition, pricing pressures, and the need for improved cash flow management [17]. Group 3: Future Outlook and Strategic Goals - The industry is expected to maintain stable growth in key economic indicators through 2025, supported by proactive macroeconomic policies and a focus on high-quality development [25]. - Key tasks for the industry include enhancing technological innovation, promoting green and sustainable practices, and ensuring the stability of supply chains [26][29][30]. - The upcoming BICES 2025 exhibition is anticipated to showcase the latest advancements in the engineering machinery sector, reflecting the industry's achievements during the "14th Five-Year Plan" period [37].