The impact of the hottest Japanese earthquake and

2022-07-22
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The impact of the Japanese earthquake and tsunami on China's construction machinery industry chain

the impact of the Japanese earthquake and tsunami on China's construction machinery industry chain

20 many enterprises have invested in the instrument industry. China's construction machinery information

Guide: the Japanese earthquake has a great impact on the complete construction machinery market. The earthquake affected area is large, and the reconstruction work is heavy. There is no doubt that the demand for construction machinery in Japan will rise significantly. This will enable Japanese enterprises to increase the sales of construction machinery at home, which may reduce the export volume to China

the impact of the Japanese earthquake on the complete construction machinery market

there is no doubt that the demand for construction machinery in Japan will rise sharply due to the large area affected by the earthquake and the heavy reconstruction work. This will enable Japanese enterprises to increase the sales of construction machinery in China, which may reduce the export volume to China

according to the statistics of China Construction Machinery Information (), Japan's exports to China in the machinery industry amounted to more than US $billion/month. In 2009, 78~80% of China's Excavator imports came from Japan, about RMB 8.3 billion; 19% of the cranes are from Japan, about 500million yuan; 21~23% of the loader imports come from Japan, 80million yuan; 76% of bulldozers come from Japan, about 430million; 13% of the rollers are from Japan; 2% of the pavers are from Japan. There is no data on the import of concrete mixing machinery from Japan. Assuming that 30% is from Japan, it corresponds to about 200million yuan. Analysts in China's construction machinery information industry believe that the earthquake has a negative impact on the production and operation of Japan's construction machinery industry in the short term, but it has not had a traumatic impact on Japan's construction machinery industry. It is mainly based on the fact that the capacity of Japan's construction machinery industry is globally distributed and has been well localized. Some capacity and products can be deployed according to market conditions. In addition, most local factory production facilities have not been directly damaged, With the restoration of infrastructure after the earthquake, production will gradually resume

it is preliminarily estimated that the import amount of China's construction machinery from Japan reached 9.5 billion yuan in 2009, 87% of which came from the import of excavators. At the same time, the market share of the Japanese excavator brand in the Chinese market is nearly half, but the key components of the excavator are also imported from Japan, which may have an impact on the market share of the Japanese brand. Therefore, the listed companies related to the domestic excavator brand are relatively benefited from the consumption of materials

in addition, will the rising demand for construction machinery in Japan benefit the export of domestic construction machinery enterprises? We found that China's current construction machinery exports are mainly concentrated in Brazil, Iran, Algeria, India and other countries, and exports to Japan are very small. The adjusted product structure of excavators is less than 3%; Loader outlet less than 2%; Bulldozer outlet is less than 2%; The export of roller to Japan is less than 3%; The outlet of paver is less than 2%; The export of cranes to Japan is less than 5%. Analysts in China's construction machinery information industry believe that China's concrete pump trucks and cranes are expected to increase their export to Japan due to their high cost performance, while domestic excavators, bulldozers, loaders and other machinery are difficult to export to Japan because their emission requirements do not meet Japanese standards. The impact of the Japanese earthquake and tsunami on the domestic and international complete machine markets of China's construction machinery industry: Komatsu's production capacity of complete construction machinery, parts and engines in Japan has been weakened, and its construction machinery products produced in China will be sold back to Japan. China's main engine plant may face greater domestic and international market space

the impact of the Japanese earthquake on the construction machinery accessories

the Japanese earthquake and tsunami have a certain impact on China's construction machinery industry. The engine supply may decline, and the engine capacity of Isuzu may be damaged, affecting the excavator production of domestic manufacturers. Cummins engine is mainly produced outside Japan and will not be affected by the earthquake. However, considering the existing spare parts inventory, it is expected that domestic OEMs can maintain normal production in the short term. Among the excavator main engine plants, Liugong's production will not be affected due to the use of Cummins engine, and may benefit from the limited capacity of other main engine plants

as for the supply of hydraulic parts, Japan's hydraulic parts are mainly produced by Kawasaki, whose production base is far away from the earthquake stricken area and has little impact, so the supply of hydraulic parts produced by domestic excavators will remain stable

the impact of the Japanese earthquake on the downstream of construction machinery

the earthquake and the tsunami caused by the earthquake have caused great damage to the buildings in the northeast of Japan. According to statistics, the reconstruction of houses and infrastructure after the disaster will form a great demand for construction. As Japan is a traditional building power and construction power, it is an important exporter in the international contracting market, Therefore, it is difficult to form a direct contract demand for China's construction enterprises, and the demand for China's construction machinery will not change greatly, but objectively it may still affect the supply and demand structure of the short-term international project contracting market. Therefore, China's construction machinery exports will benefit less from the reconstruction demand brought about by the earthquake

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