据中国工程机械工业协会对装载机主要制造企业统计，2025年5月销售各类装载机10535台，同比增长7.24%。其中国内销量6037台，同比增长16.7%；出口量4498 台，同比下降3.31%。 2025年1—5月，共销售各类装载机52755台，同比增长14.1%。其中国内销量29607台，同比增长25.4%；出口量23148台，同比增长2.39%。 | | | | | | | 2025年中国电动装载机市场情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 月份 | < 3吨 | 3 吨 | 4吨 | 5 吨 | 6吨 | 7吨 | 8吨 | ＞8吨 | 滑移装载机 | 总计 | | 2025-05 | 24 | 83 | 3 | 1756 | 798 | વેર | ব | 1 | 1 | 2 765 | | 2025-04 | 28 | 121 | - | 1849 | 847 | 66 | 4 | - | g | 2 924 | | 2025-03 | 23 | 56 | - | 1876 ...

据中国工程机械工业协会对挖掘机主要制造企业统计，2025年5月销售各类挖掘机18202台，同比增长2.12%。 其中国内销量8392台，同比下降1.48%；出口量9810台，同比增长5.42%。 2025年1—5月，共销售挖掘机101716台，同比增长17.4%；其中国内销量57501台，同比增长25.7%；出口 44215台，同比增长8.2%。 2025年5月销售电动挖掘机36台（6吨以下13台，10至18.5吨级2台，18.5至28.5吨级16台， 40吨及以上5台）。 2022年 挖掘机 数据回顾 2021年 挖掘机 数据回顾 ◆ 2023年12月挖掘机国内市场销量7625台，同比增长24.0% ◆ 2023年11月挖掘机国内市场销量7484台，同比下降48% ◆ 2023年10月挖掘机国内市场销量6796台，同比下降40.1% ◆ 2023年9月挖掘机国内市场销量6263台，同比下降40.5% ◆ 2023年8月挖掘机国内市场销量5669台，同比下降37.7% ◆ 2023年7月挖掘机国内市场销量5112台，同比下降44.7% ◆ 2023年6月挖掘机国内市场销量6098台，同比下降44.7% ◆ 2 ...

Core Viewpoint - The global engineering machinery industry is undergoing a significant transformation towards low-carbon and intelligent upgrades, driven by the "dual carbon" goals and the application of new technologies such as artificial intelligence and large models [1]. Group 1: Conference Overview - The 2025 New Energy Construction Machinery Conference will be held from June 17 to 19, 2025, in Yantai, focusing on "Green Transformation and Intelligent Upgrade" [3]. - The conference aims to gather leaders from the global engineering and agricultural machinery industries to discuss policies, innovative technologies, market demands, and development trends related to new energy and digitalization [1][3]. Group 2: Conference Content - Key topics include the current status and trends of green intelligent products in engineering and agricultural machinery, energy transition directions, typical application scenarios for green intelligent machinery, and the adaptation of core components to electric development [3]. - Discussions will also cover the transformation paths for traditional component suppliers and solutions for electrifying existing equipment [3]. Group 3: Participating Companies - Notable companies expected to participate include Shandong Port Group, SANY, XCMG, LiuGong, and others, along with academic institutions and solution providers [4]. Group 4: Registration and Fees - Registration for the conference must be completed by May 30, 2025, with a fee of 1900 RMB per person if paid before the deadline, and 2200 RMB on-site [6][7]. - Accommodation is not included in the registration fee, and participants are advised to arrange their own lodging [7].

其中：挖掘机61%；装载机60.7%；汽车起重机75.8%；履带起重机60.3%；塔式起重机43.9%；压路机49.6%； 摊铺机53.2%；旋挖钻机48.4%；非公路矿用自卸车50.1%；混凝土泵车42.2%；搅拌车37.7%；叉车56.5%。 【来源：中国工程机械工业协会】 2025年开工情况 数据回顾 据中国工程机械工业协会统计： 2025年5月，工程机械主要产品月平均工作时长为84.5小时，同比下降3.86%，环比下降6.25%。 其中：挖掘机72.6小时；装载机93.9小时；汽车起重机119小时；履带起重机93小时；塔式起重机55.7小时；压 路机40.8小时；摊铺机42.9小时；旋挖钻机75.6小时；非公路矿用自卸车166小时；混凝土泵车51.2小时；搅拌 车74.6小时；叉车97.6小时。 2025年5月，工程机械主要产品月开工率为59.5%，同比下降5.01个百分点，环比下降2.45个百分点。 2024年开工情况 数据回顾 ·往期回顾· 【行业热点】 1 业绩改观，工程机械行业复苏或已在路上？ ◆ 2025年4月工程机械主要产品月平均工作时长为90.1小时，同比增长3.20% ◆ 2025年3 ...

Core Viewpoint - The global engineering machinery industry is undergoing a significant transformation towards low-carbon and intelligent upgrades, driven by the "dual carbon" goals and the application of new technologies such as artificial intelligence and large models [1] Group 1: Conference Overview - The 2025 New Energy Construction Machinery Conference will be held from June 17 to 19, 2025, in Yantai, focusing on "Green Transformation and Intelligent Upgrade" [3] - The conference aims to gather global leaders in the engineering and agricultural machinery industries to discuss policies, innovative technologies, market demands, and development trends related to new energy and digitalization [1][3] Group 2: Conference Content - Key topics include the current status and trends of green intelligent products in engineering and agricultural machinery, energy transition directions, typical application scenarios of green intelligent machinery, and the adaptation of core components to electric development [3] - Discussions will also cover the transformation paths for traditional component suppliers and solutions for electrifying existing equipment [3] Group 3: Participating Companies - Notable companies expected to participate include Shandong Port Group, SANY, XCMG, LiuGong, and others, along with academic institutions and solution providers [4] Group 4: Registration and Fees - Registration for the conference must be completed by May 30, 2025, with a fee of 1900 RMB per person if paid before the deadline, and 2200 RMB for on-site registration [6][7] - Accommodation is not included in the registration fee, and participants are advised to arrange their own lodging [7]

Core Viewpoint - Shantui Construction Machinery Co., Ltd. is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness, with the details still under discussion [1] Group 1: Company Overview - Shantui is a leading enterprise in the domestic bulldozer industry, engaged in the research, development, manufacturing, sales, leasing, maintenance, and technical consulting of construction machinery, mining machinery, and agricultural machinery [1] - The company has seen significant growth in its overseas business, with 57.41% of its main business revenue coming from overseas exports in 2024 [2] Group 2: Market Dynamics - The company is restructuring its "9+2" overseas marketing network, which has expanded its marketing, technical, and service personnel, enhancing its revenue structure and risk resistance [2] - The engineering machinery industry is showing signs of recovery, with expectations of improved demand and performance in the coming periods [6]

Core Viewpoint - LiuGong is committed to high-quality development through innovation and strategic transformation, focusing on comprehensive solutions, intelligentization, and internationalization to enhance its global competitiveness [10][12][14]. Group 1: Event Overview - The fifth LiuGong Global Customer Festival was held on May 28, 2025, in Liuzhou, Guangxi, attracting nearly a thousand guests from around the world [3][8]. - The event showcased a blend of technology and culture, emphasizing LiuGong's commitment to innovation and customer engagement [3][19]. Group 2: Strategic Goals - LiuGong's new board of directors aims to leverage three key "keys of inheritance": market-oriented genes from mixed reform, top-level design of the "three comprehensive" strategy, and a culture of customer-centricity and innovation [12][14]. - The company plans to enhance its global operational capabilities, with overseas revenue exceeding 45% in 2024 and continuing to grow in 2025 [10][12]. Group 3: Product Innovation - LiuGong launched the new generation T-series electric loader, marking a significant step in its "comprehensive intelligentization" initiative [37][39]. - The T-series electric loader boasts a 70% reduction in annual operating costs, an 8%-12% increase in work efficiency, and a 15% decrease in energy consumption compared to previous models [42]. Group 4: Market Position and Future Outlook - LiuGong has achieved a historical high in revenue, surpassing 30 billion yuan in 2024, with a strong focus on sustainable development and global brand recognition [10][50]. - The company is positioned as a leader in the engineering machinery industry, actively participating in the transition towards high-end, intelligent, and green solutions [16][50].

Core Viewpoint - Sany Heavy Industry is pursuing a listing on the Hong Kong Stock Exchange to enhance its global market presence and leverage Hong Kong's status as an international financial center [1][2]. Group 1: Company Overview - Sany Heavy Industry submitted its H-share listing application to the Hong Kong Stock Exchange on May 22, with CITIC Securities as the sole sponsor [1]. - The company focuses on the research, manufacturing, sales, and service of various construction machinery products, including excavators, concrete machinery, and cranes [1]. - The company aims to expand its global sales and service network, enhance brand recognition, and improve production efficiency through the IPO proceeds [2]. Group 2: Financial Performance - Sany Heavy Industry's projected revenues for 2022, 2023, and 2024 are 80.839 billion, 74.019 billion, and 78.383 billion respectively, with annual profits of 4.433 billion, 4.606 billion, and 6.093 billion [1]. - The gross profit figures for the same years are 18.296 billion, 19.576 billion, and 20.903 billion, with gross profit margins increasing from 22.6% in 2022 to 26.7% in 2024 [1][2]. Group 3: Global Strategy - Sany Heavy Industry has established over ten component companies, achieving a self-sufficiency rate of approximately 60% for parts by 2024, with certain components reaching a self-sufficiency rate of 90% [2]. - The company has a significant global footprint, with products sold in over 150 countries and regions, and overseas revenue projected to account for 62.3% of total revenue by 2024, reflecting a compound annual growth rate of 15.2% from 2022 to 2024 [2]. Group 4: Market Context - The trend of mainland companies seeking listings in Hong Kong indicates improved liquidity in the Hong Kong market and a commitment to global expansion by Chinese enterprises [4]. - As of May 27, Sany Heavy Industry's A-share closing price was 18.41 yuan per share, with a market capitalization of 156 billion yuan [4].

Core Viewpoint - The global engineering machinery industry is undergoing a significant transformation towards low-carbon and intelligent upgrades, driven by the "dual carbon" goals and the application of new technologies such as artificial intelligence and large models [1] Group 1: Conference Overview - The 2025 New Energy Construction Machinery Conference will be held from June 17 to 19, 2025, in Yantai, focusing on "Green Transformation and Intelligent Upgrade" [3] - The conference aims to gather leaders from the global engineering and agricultural machinery industries to discuss policies, innovative technologies, market demands, and development trends related to new energy and digitalization [1][3] Group 2: Conference Content - Key topics include the current status and trends of green intelligent products in engineering and agricultural machinery, energy transition directions, typical application scenarios of green intelligent machinery, and the adaptation of core components to electric development [5] - Discussions will also cover the transformation paths for traditional component suppliers and solutions for electrifying existing equipment [5] Group 3: Organizers and Participants - The conference is organized by Tianjin Engineering Machinery Research Institute Co., Ltd., and hosted by Yantai Aidi Precision Machinery Co., Ltd. [6] - Notable participating companies include Shandong Port Group, SANY, XCMG, and others, with a focus on green and intelligent solutions [4] Group 4: Registration and Fees - Registration for the conference must be completed by May 30, 2025, with a fee of 1900 RMB per person if paid before the deadline [7] - Discounts are available for multiple attendees from the same organization, and on-site registration will incur a higher fee [7] Group 5: Additional Information - Attendees are responsible for their own accommodation arrangements, with hotel rates provided for those wishing to stay at the conference venue [9] - The conference will feature a series of networking events, including a welcome dinner and site visits [6]

Core Viewpoint - The "Excavator Index" released by CCTV Finance indicates a steady advancement in infrastructure construction in China, with significant activity in road construction and port equipment in the western regions [1]. Group 1: Infrastructure Construction Trends - In April, the comprehensive construction rate in various provinces showed significant growth, with Anhui leading at 71.31% [2]. - A total of 15 provinces experienced a month-on-month increase in construction rates, with six provinces, including Heilongjiang and Qinghai, seeing growth exceeding 10% [2]. Group 2: Equipment Performance - The road construction equipment saw a month-on-month increase of 7.20% in April, with specific equipment like pavers and rollers showing growth rates of 11.05% and 5.59% respectively [3]. - The western region's port equipment operating rate reached 43.04%, marking a month-on-month increase of 1.34%, reflecting the region's growing importance in international trade [4]. Group 3: Regional Highlights - The Northeast region reported a comprehensive construction rate of 61.13%, with excavator and crane operating rates leading nationally at 69.25% and 73.08% respectively [5]. - The central region's construction rate was 55.62%, with pile-driving equipment operating at 42.77%, the highest in the country [7]. - The eastern region's comprehensive construction rate was 47.91%, with concrete equipment leading at 47.20% [8].