◎ reporter Xia Zihang
"since the beginning of this yearCabaretclubcasinoAs a mid-and high-end productCabaretclubcasinoOur arm-type aerial work machinery is obviously in short supply, and the output has increased from 45 / day to 60 / day, which still can not meet all the market demand. " Ren Huili, general manager of Hunan Zoomlion Intelligent aerial Machinery Co., Ltd. (hereinafter referred to as "Zoomlion Intelligent Highplane"), told the Shanghai Securities News.
This hot trend comes from strong overseas demand and full orders from Europe and the United States. "at present, most of Zoomlion's arm products are sold overseas, of which the European and American markets account for about 70%." Ren Huili said.
Aerial machinery is a new type of construction machinery and equipment to meet the needs of high-altitude work, which can be widely used in plant construction, building decoration, building cleaning, warehousing and logistics, garden maintenance, aerospace and other fields. On the one hand, it is less dependent on real estate and infrastructure, and its cyclical characteristics are relatively weak; on the other hand, the more developed the social economy is, the more mature its industrial development is.
In recent years, China's construction machinery leaders have made great efforts to develop and compete to break through the emerging industries such as aerial machinery. "Today, aerial machinery has become the first category in China's construction machinery industry to gain a firm foothold in the European and American markets." A person in the construction machinery industry said.
European and American market orders are "hot".
In mid-May, the reporter came to the Zoomlion Wisdom Industry City aerial work Machinery Park in Changsha, Hunan Province, where Zoomlion's brand-new intelligent factory is located. As soon as we enter the bright, neat and modern workshop, we can see that all kinds of intelligent robot "workers" are busy in an orderly manner.
The whole factory has planned 33 intelligent production lines, 2 black light unmanned working areas, 202automatic logistics AGV equipment and 153industrial robots. Relying on "man-machine cooperation" operation, the factory production quality and resource utilization rate have been greatly improved. " Liu Ming, marketing manager of Zoomlion Intelligent High-tech Marketing Center, said.
In the shipping area, all kinds of aerial work machinery dressed in "auroral green" color are arranged neatly, in addition to curved arm type, straight arm type, scissors type products, but also have forklift trucks, intelligent aerial work robots and other innovative products.
"these arm products are about to be shipped to Europe, and middle and high-end products are particularly popular in the European and American markets." Liu Ming pointed to a row of arm-type aerial machines and said.
In the record sheet of investor relations activities disclosed in early May, Zoomlion said that sales revenue from high-altitude machinery grew relatively fast in the first quarter, while production capacity was tilted to overseas business to ensure overseas business sales.
"after entering 2024, Zoomlion intelligent high-tech further opened up the European and American markets, orders are obviously more popular, production is busier." Ren Huili believes that there are two "magic weapons" that have brought about this change: one is the advantages of greening and intelligence, and the other is the innovative research and development of ultra-high rice products.
At present, the electric penetration rate of Zoomlion intelligent high-tech machine is more than 90%. At the same time, the company set a new global altitude record for high-altitude machinery in 2023 and successfully developed 72-meter straight-arm high-altitude machinery.
"precisely because of its relatively simple operating conditions, aerial working machinery is easier to be electrified, and downstream customers' demand for electrified products is increasing. Compared with international giants, Chinese enterprises have greater advantages in electrification and more mature electrified products; at the same time, as we have innovated and developed ultra-high rice segment products, overseas customers have gradually accepted and recognized various rice segment products. " Ren Huili said.
Innovation leads transformation and upgrading
"it is precisely by seizing the two major transformation and upgrading opportunities in the aerial work machinery industry-focusing on lithium new energy and creating arm-type high-end products that Zoomlion's intelligent high-tech has achieved great-leap-forward development." Ren Huili said: "as a representative enterprise in the field of equipment manufacturing, we should let innovation play a leading role, promote the deep transformation and upgrading of the industry, strengthen the deep integration of scientific and technological innovation and industrial innovation, and become a new force in the development of new quality productive forces."
In the past, lead-acid batteries were widely used in aerial machinery, which had to be filled with distilled water once a month, and there were 16 water holes in each battery, so the maintenance work of downstream customers was miserable.
"in the second year of the establishment of the company, Zoomlion Intelligent High computer took the lead in launching a series of lithium products, promoting the development of new energy products and technological upgrading in the industry." Ren Huili said.
Before 2019, the most widely sold products of high-altitude machinery manufacturers in China are mainly scissors series products, and the operation height is limited. Arm products such as curved arm and straight arm are more high-end, and the unit price is often several times higher than that of scissors, but the technical content is higher and the safety standard is higher.
"based on the technological accumulation and R & D advantages of the construction machinery industry, Zoomlion created the arm product layout from the very beginning, and completed the research and development of the mainstream rice section arm products. with the breakthrough of a series of key technologies, a series of ultra-high-meter arm-type products such as 40 meters, 50 meters, 60 meters and 70 meters have come off the line one after another, opening up the market through arm-type high-end products." Ren Huili said.
Since entering the high-altitude machinery industry in 2018, Zoomlion's intelligent high-tech performance has grown at an astonishing rate in the past six years and has become the sixth largest manufacturer of high-altitude machinery in the world. From 2020 to 2023, the operating income of Zoomlion Intelligent High-tech is about 1 billion yuan, 3 billion yuan, 4.6 billion yuan and 5.5 billion yuan respectively, and the net profit is 20.27 million yuan and 2 yuan respectively.Cabaretclubcasino0.4 billion yuan, 5.Cabaretclubcasino80 million yuan and 750 million yuan, and the proportion of overseas main business income has exceeded 30% in 2023.
Data show that in 2023, China's high-altitude machinery market sold more than 170000 sets, with more than 730000 units, an increase of about 20 times compared with 35000 units in 2015, making it the third largest market in the world after the United States and Europe. Leading enterprises such as Zoomlion Intelligent High-tech, Zhejiang Dingli, Xugong Machinery, Xingbang Intelligence and so on emerged.
High-altitude working machinery is becoming intelligent
"under the new round of scientific and technological revolution in emerging technologies such as artificial intelligence, aerial machinery should not only serve as' ladders' and 'platforms', but also liberate workers and further save labor. Let aerial machinery really develop into an 'intelligent robot', which will promote the greater development of the industry." Ren Huili thinks.
In the delivery area, the reporter saw the intelligent aerial cleaning work vehicle released by Zoomlion Intelligent High-tech Machinery in 2023. The work vehicle has added a set of cleaning tools and wastewater recycling device to the working platform, allowing the terminal operation method to change from the original manual cleaning to machine cleaning.
Next to the intelligent aerial cleaning work vehicle, there is also parked an indoor high-rise curtain wall installation robot SR-V800 newly developed by Zoomlion's intelligent high-altitude machinery. "It integrates hoisting, adsorption, transfer and installation functions, and can take an elevator to enter the building for work, bringing about a change in the installation method of indoor high-rise curtain walls." Liu Ming introduced.
At present, Zoomlion Intelligent High-Tech is engaged in strategic cooperation with Nantong COSCO Klaifen Shipbuilding Engineering Co., Ltd. The two sides will carry out in-depth cooperation on the application of automated spraying equipment in the field of ship building and building.
During ship building and building, paint spraying is an important process to improve the service life of the ship, protect the ship's steel structure, and beautify the appearance of the ship. In recent years, with the accelerated application of aerial work machinery in ship spraying operations, construction safety, convenience, and operation efficiency have been significantly improved, but the last part of the operation-painting still relies on labor.
It is reported that the model of the high-altitude spraying robot signed this time is SR-P26, with a maximum working height of 26 meters, a maximum working range of 18.2 meters, and a spraying efficiency of up to 15 square meters per minute. It can realize intelligent control of the boom and is equipped with curved surface tracking spraying operations, one-button attitude adjustment, one-button lifting and other functions. Complex ship surface spraying operations can be completed with a one-button operation method, and the operation efficiency is expected to be improved several times.
"Aerial work machinery can be safer, simpler, smarter and greener. We strive to build it into a 'smart robot' that liberates labor and saves labor, and promote it in one scene after another." Ren Huili said.