Sany Heavy Industry is the absolute domestic giant, is the boss. Better than the automobile plate, fewer competitors, easy to form a monopoly. But to become an international giant still need to work hard, but the gap is narrowing. Sany Heavy Industries advantage is also large, in China so large population base, have a strong backing to become a global giant.
Mining with a giant loader can not compare to Carter, no bulldozer, the best domestic landfill is a mountain pile. 100 tons of Liugong best. Shovel Liugong best. 100 tons above the excavator Komatsu strongest. The most critical engine in the excavator, oil pump distribution valve is still dependent on imports. Feeling three big but not strong, the only bottom line is the concrete pump truck. Now engaged in heavy trucks, ready to use Deutz engine, it is estimated that the first price war will be launched to grab the market, the prospect of bad prediction.
I am engaged in the engineering machinery industry, Sany excavator is very hot, far more than other competitors, Carter had to significantly reduce prices, Sany according to the current development, the world's first is one or two years
About a few years ago, I was ready to invest in long-term stocks, then in the Belt and Road theme, LiuGong and Sany Heavy Industry, I look at the LiuGong is a state-owned enterprise, on the position of LiuGong! Now, a few years later, LiuGong is stagnant, and Sany Heavy Industry has doubled several times!
Sany Heavy Industry
In 1989, Hunan Lianyuan Welding Materials Factory was formally established in 1992, Sany Group was founded in 1994, Sany Group invested in the creation of Sany Heavy Industry Co. Construction machinery industry leader, product categories gradually enriched, the international layout continues to expand, as of January 8, 2020, the company's market value of 342.3 billion, ranked first in the machinery industry, the A-share 37th, a veritable manufacturing industry core assets.
Construction machinery track features a: huge market
According to the KHL data, the global construction machinery sales in 2019 reached 202.975 billion U.S. dollars, the most in history, the global construction machinery market in the last 10 years, 2010-2019, the space mainly in the 130-200 billion U.S. dollars fluctuations in the range of the interval, and the amplitude of the larger. In the past ten years, the average global sales amounted to 165.8 billion U.S. dollars, from the total amount of view, the construction machinery industry is a trillion dollar track, there is a sufficiently high ceiling, can breed large market value enterprises, and present a variety of blossoming of the plate opportunity
Sany Heavy Industry compared to overseas Carter, Komatsu city
According to the closing price on January 8, 2020 Calculated according to the closing price on January 8, 2020, Caterpillar's market value of RMB 6833.29 billion, Sany Heavy Industry's market value of 3422.77 billion yuan, the market value of Sany is about half of Caterpillar's market value. 2019, Caterpillar's and Sany's revenues were 353.6 and 75.7 billion yuan, and their profits were 42.4 and 11.5 billion yuan, respectively, and the size of the Sany's revenues in 2019 was less than Carter's 1/4, and the amount of profits was less than Carter's 1/3, which is not the case for Caterpillar. But compared to Carter, Komatsu is still in a period of rapid growth.
From the global market point of view, construction machinery has entered a mature and stable period, competitors enter the stock game stage, difficult to have new market entrants. From the global construction machinery leading Caterpillar's global market share, in 2019 at about 16% level, in the past 10 years has not been a substantial increase.
From the 2010-2019 global construction machinery head of enterprise market share changes, foreign brands Carter, Komatsu's share of different degrees of extrusion, the gradual rise of national brands. From the perspective of the top ten global construction machinery enterprises in 2019, Chinese brands occupy three seats, namely XCMG (ranked 4th globally, with a market share of 5.5%), Sany Group (ranked 5th globally, with a market share of 5.4%), and Zoomlion Heavy Industry (ranked 10th globally, with a market share of 3.1%).
Demand Diversification - Export Demand
The size of the overseas market is sizable, and China's current export market share is still low, and the future holds great promise. According to AEM statistics, in 2019, the global sales of 542,000 units of excavators, China 191,000 units, accounting for 35.2%, and 351,000 units in the overseas market, accounting for 64.8% (the ranking of the size of the overseas market is the United States, Japan, the United Kingdom, Germany, and France in order). In 2015-2019, China's export market share of excavators were 2.1%, 2.7%, 3.0%, 5.3%, 7.6%, showing a growing trend, the size of the overseas market basically maintains about 350,000 units, the export market share is still low, and there is plenty of room for growth.
Sany's internationalization development strategy - point to lead the face
R & D, manufacturing, sales of the full range of global layout, point to lead the face of the effect is obvious. Through the "three-step" (set up overseas offices set up overseas R & D centers to build overseas manufacturing base) of the internationalization strategy, the company basically realize the all-round global layout of R & D, manufacturing and sales, formed four industrial parks + twelve overseas sales regions + the form of the German Pulsmeister, set up R & D and production centers in Europe and the United States, set up manufacturing centers in Brazil and India, and set up a manufacturing center in Brazil and India, and set up a manufacturing center in Brazil and India. The company has set up R&D and production centers in Europe and the United States, and manufacturing bases in Brazil and India, completing the coverage of five continents, including Asia, North and South America, Europe and Africa, forming a more comprehensive pattern of Sany's global industrial chain, and the effect of taking the point (R&D and manufacturing parks) to bring the surface (sales regions) is obvious. Internationalization of R&D, absorbing the technical achievements of developed countries; internationalization of production, reducing costs, expanding production capacity and enjoying the development dividends of emerging markets. At present, the company's global layout is basically completed, expanding global market share has become a new important goal.
At present, Sany Heavy Industry is the absolute leader in China's machinery industry, and also the enterprise with the highest market share. However, relative to the international giant Caterpillar there is still a long way to go, but as Sany accelerates the pace of internationalization, market share, revenue growth rate has been increasing, which will undoubtedly increase the Sany for the seizure of market share. Sany is on its way to becoming an international machinery giant.
Sany Heavy Industries equipment personal feeling are quite good, comprehensive excavator is good, after-sales service is also very in place, has been concerned about their stock, when it is 8 dollars or so, the stock market is not good, did not dare to get into the hands of the recent look up to 40 or so, feel that a wave of the market is missed.
I feel can become a mechanical giant
Become a global still have to work hard again ah
Sany Heavy Industry is the high-end manufacturing of infrastructure maniacs, the valuation level is also reasonable, Hengli Hydraulic are 80 more or less, Sany is only more than 20.
It is possible, but not possible probability is greater, China's innovative thinking and environment and the developed countries are still too far away, no innovation can only follow the others ass walk how powerful? There is also the inferiority of the people in the first generation of entrepreneurship, the second generation of losers basically not to the third generation.
Will, although I do not know how long this day can be realized, but I believe that Sany Heavy Industry will be a global giant, Sany Heavy Industry is now developing very quickly and fiercely, China's development is also very quickly and fiercely, and now China's manufacturing industry has reached a certain level of development, step by step, from the Made in China to the development of China's creative stage, we are now assembling more and more industries Chinese enterprises are bending the road to the development of China, before we assemble machinery, assembling cell phones. Industry Chinese enterprises are bending the road are overtaking, especially cell phone communication industry, Huawei is not the representative of it, as well as electric cars, video surveillance, unmanned aircraft field, etc., regardless of the Sany Heavy Industry, or what heavy industry brands are from manufacturing to create the road, and even all walks of life in the research and development of innovation, are in the road from manufacturing to creation, although I do not know how the future of Sany Heavy Industry, but I believe that China's heavy industry Brand must become a global mechanical heavy industry giant, also believe that China will have more giants in all walks of life, more Huawei like giant let the United States feel afraid, feel alarmed, refueling China, China's 1.4 billion people are struggling.
Sany is everywhere in Hunan is a construction site, are building plants