Core Viewpoint - The domestic engineering machinery market is experiencing a significant recovery, with strong sales and operating hours in early 2025, indicating positive trends in the industry [2][4]. Group 1: Sales and Operating Data - In January-February 2025, excavator sales (including exports) reached 31,782 units, a year-on-year increase of 27.2%, with domestic sales at 17,045 units, up 51.4% [2]. - The operating hours for Komatsu in January 2025 were 66.2 hours, significantly higher than the previous two years during the same period [2]. Group 2: Growth Drivers - The ongoing replacement cycle in the engineering machinery sector is expected to drive sales, with a projected compound growth rate of around 30% for replacement demand in the coming years [3]. - The export of used machinery to developing countries is also contributing to the reduction of domestic machinery inventory, further boosting new machine sales [3]. Group 3: Policy Support - The 2025 government work report indicates a plan to issue over 1.3 trillion yuan in special bonds, an increase of 300 billion yuan from the previous year, aimed at infrastructure investment and supporting the construction of major projects [4]. - The report emphasizes the continuation of urban infrastructure investment, particularly in areas such as underground engineering and municipal construction, which will sustain demand for engineering machinery [4]. Group 4: Export Trends - In January-February 2025, excavator exports totaled 14,737 units, a year-on-year increase of 7.4%, while loader exports reached 8,439 units, up 8.3% [5]. - The engineering machinery sector is expected to maintain growth in exports, driven by opportunities in Southeast Asia, Africa, and the Middle East, as well as increased penetration in high-end markets in Europe and the U.S. [5]. Group 5: Electrification Trends - Sales of electric loaders surged to 2,413 units in January-February 2025, marking a 261.2% year-on-year increase, with an electrification rate of 14.5%, up 12 percentage points from the previous year [6]. - The government report highlights the push for green transformation and energy-saving initiatives, indicating that electrification will be a key focus for the engineering machinery industry moving forward [6].

龙辞旧岁千重锦， 蛇舞新程万般祥 。2025年2月21日，合肥铂兰特新能源 科技有限公司龙子3.0" 高品质、高价值、高回报 "新产品发布会暨经销商大会 在合肥总部隆重举行。 中国工程机械工业协会设备管理与维修分会秘书长周馥隆先生，天津工程机械 研究院有限公司副总经理张宇飞先生， 天津工程机械研究院有限公司副总经 理刘艳芳女士，浙能集团白马湖实验室电化学首席科学家，合肥铂兰特高级技 术顾问马福元博士， 合肥湘元集团董事长周驰军，合肥铂兰特董事长应虎 平，200余家来自全国各地的客户、经销商、合作伙伴近300人，共同出席此 次活动。 开场表演 春晖渐进，万象始新。大会在一场寓意着人们追求梦想，不断攀登、勇往 直前的《上春山》舞蹈正式拉开帷幕。 合肥铂兰特董事长 应虎平先生致辞 在技术研发方面，聚焦硬核科技，全栈自研PACK及BMS、EMS核心软件 控制模块，使储能柜电芯实现超长循环寿命，超高能量转换效率，能量转换效 率最高超过90%；推出全球首创、拥有自主知识产权的半程快充锂电装载机方 案，为工程机械行业变革注入新动能。 在先进制造方面，公司已投资建成风冷、液冷的半自动生产线，拥有完备 的生产制造能力，年产能可 ...

2024年11月26日，备受瞩目的2024上海宝马展（bauma CHINA）在上海新国际博览中心盛大开幕。这场盛会宛如行业的"风向标"与"推进器"， 全方位展示前沿技术革新成果、时代新品矩阵，精准洞悉行业趋势走向，为全球工程机械领域的进步注入澎湃动力，筑牢国际交流合作的坚实 桥梁。 历经四年沉淀， 汇川技术以"精研场景，绿动未来"为主题惊艳亮相 。在新能源乘用车、商用车领域，汇川技术凭借卓越电驱与电源系统，早已铸就高品质综合 产品解决方案及服务的"金字招牌"。此次盛会， 汇川技术携工程机械电动化系统解决方案重磅亮相，将其在工程机械电动化赛道的前沿佳绩与宏伟蓝图铺陈开 来，引得八方关注 。展会期间，汇川技术工程机械事业部总裁陶劲对工程机械行业发展趋势与我们进行了深度解读。 置身"双碳"目标的时代浪潮，工程机械行业格局迎来"重塑式"变革。陶劲剖析道，"双碳"进程推进、政策落地实施，新能源产业风口大开，潜力无穷。而工程机 械作为碳排放"大户"，电动化转型自是政策"靶心"所指、大势所趋。 聚焦趋势："三化"融合，潮起浪涌 踏入展会现场，各家主机厂摩拳擦掌，纷纷亮出电动化、智能化 "王牌"整体解决方案，勾勒出行业迈向 ...