Reporter of China Industry NewsYu Na
According to the "China Coal Machinery Industry Development Research Report (2023)" (hereinafter referred to as the "Report") released on December 21, in 2022, the total output of coal machinery in 218 coal machinery industry enterprises (hereinafter referred to as coal machinery enterprises) in China Coal Machinery Industry Association will be 49750,000 tons, with a total industrial output value of 3593300 million yuan. Among them, the output value of coal machinery products is 1414700 million yuan;From 2012 to 2022, the average growth rate of the total industrial output value of coal machinery enterprises was 111%。
A large number of high-end equipment has emerged, such as the "Coal Sea Jiaolong" (i.e., the integrated rapid tunneling system of coal mine excavation, branch and transportation) with a maximum footage of 3,088 meters in a single month, and the coal mine shield machine used for the safe, efficient and rapid excavation of long-distance and large-section coal mine roadways, and the localization of a complete set of 20 million tons of 10-meter ultra-large mining height fully mechanized mining.
The overall scale of the top 50 coal machinery enterprises continues to grow, the entry threshold continues to increase, and the industry concentration is further improved. At the same time, the overall scale of production and operation has expanded steadily, the gap between enterprises has continued to expand, and the echelon hierarchy has become more obvious. The report shows.
According to the report, since 2012, the total industrial output value of China's coal machinery enterprises has shown a trend of declining first and then risingIn 2016, the total industrial output value of coal machinery enterprises was 719200 million yuan, the lowest value since 2012.
Between 2012 and 2022, the coal machinery industry provided a total of 4,329 to coal mines50,000 tons of main equipment. Among them, there are 8,957 shearers, 17,888 roadheaders, 28,214 scraper conveyors, 30,845 belt conveyors, and 73 hydraulic supportsMore than 580,000 aircraft.
In 2022, the national production of shearers will produce 450,000 tons, an increase of 25 compared with 20214%。Since 2012, China's shearer output has shown a fluctuating downward trendIn 2016, the output of production shearers was 210,000 tons, the lowest since 2012;From 2012 to 2022, the average growth rate of shearer output was 05%。
In 2022, the national production of roadheaders will produce 2120,000 tons, an increase of 53% over 2021. Since 2012, the output of roadheaders in China has shown a trend of first declining and then risingIn 2015, the output of roadheaders was 280,000 tons, the lowest value since 2012;From 2012 to 2022, the average growth rate of roadheader production is 55%。
In 2022, the national production of scraper conveyors will produce 3460,000 tons, an increase of 5 compared with 20213%。Since 2012, the overall output of scraper conveyors in China has shown a fluctuating downward trendIn 2016, the output of scraper conveyor was 1820,000 tons, the lowest since 2012;From 2012 to 2022, the average growth rate of scraper conveyor output is -12%。
In 2022, the national production of belt conveyors will produce 4090,000 tons, an increase of 70 compared with 20216%。Since 2012, China's belt conveyor output as a whole has shown a trend of fluctuating first and then reboundingIn 2020, the output of belt conveyors will be 1810,000 tons, the lowest since 2012;From 2012 to 2022, the average growth rate of belt conveyor output is 12%。
In 2022, the national production of hydraulic supports will produce 20380,000 tons, an increase of 24 compared with 20212%。Since 2012, the overall output of hydraulic supports in China has shown a trend of declining first and then risingIn 2016, the output of hydraulic supports was 910,000 tons, the lowest since 2012From 2012 to 2022, the average growth rate of hydraulic support production is 05%。
In terms of main business income. In 2022, the main business income of coal machinery in China will be 3757100 million yuan, an increase of 49 percent over 20218%。Since 2012, the main business income of China's coal machinery enterprises has shown a trend of declining first and then risingIn 2015, the main business income of coal machinery enterprises was 856200 million yuan, the lowest value since 2012. From 2012 to 2022, the average growth rate of the main business income of coal machinery enterprises was 114%。
Coal machine sales revenue. In 2022, the sales revenue of coal machinery enterprises in China will be 1350400 million yuan, an increase of 203%。Since 2012, the overall sales revenue of coal machinery enterprises in China has shown a trend of first declining and then risingIn 2016, the sales revenue of coal machinery enterprises was 566300 million yuan, the lowest value since 2012;From 2012 to 2022, the average growth rate of sales revenue of coal machinery enterprises is 57%。
In terms of industry profits. In 2022, the total profit of coal machinery enterprises in the country will be 214700 million yuan, an increase of 44 compared with 20214%。Since 2012, the total profits of China's coal machinery enterprises have shown a trend of declining first and then risingIn 2016, the total profit of coal machinery enterprises was 5200 million yuan, the lowest value since 2012. From 2012 to 2022, the average growth rate of total profits of coal machinery enterprises is 92%。
Since 2012, the coal machinery industry has deepened the structural adjustment, focused on the strategic adjustment of national coal resources, and built a number of coal equipment manufacturing industry (industrial) parks with obvious scale effect and strong industrial chain driving in North China, Central China, Northwest China, Southwest and other regions, basically forming a "2 high and 5 heavy" industrial pattern of high-end manufacturing enterprise clusters in Beijing and Shanghai, and key manufacturing enterprise clusters in Shandong, Shanxi, Henan, Hebei and Shaanxi. Complete sets of fully mechanized coal mining equipment, shearers, hydraulic supports, etc. are exported to the United States, Australia and other countries.
According to the report, according to the 2022 annual statistical annual report, the China Coal Machinery Industry Association selected the top 50 enterprises in China's coal machinery industry in 2022 in order of sales revenue of coal machinery products.
In 2022, the top 50 enterprises in China's coal machinery industry will achieve a total output value of 1185 coal machinery products1.5 billion yuan, an increase of 185 percent year-on-year6.9 billion yuan, a year-on-year increase of 1858%。The total accumulated profit is 835.2 billion yuan, an increase of 1.3 billion yuan year-on-year, a year-on-year increase of 1843%。
From the point of view of the production of the main production products, the roadheader has the fastest growth rate. The top 50 enterprises produced 2,613 roadheaders, with an output of 18020,000 tons, a year-on-year increase of 3448% and 4942%；78,433 hydraulic supports were produced, and the output was 185520,000 tons, a year-on-year increase of 2163% and 2036%；709 shearers were produced, and the output was 4110,000 tons, a year-on-year increase of 1043% and 181%；1597 scraper conveyors were produced, and the output was 29040,000 tons, a year-on-year increase of 1098% and 405%；2,525 belt conveyors were produced, and the output was 21580,000 tons, a year-on-year increase of 006% and 1358%。
From the perspective of the development of the top 50 coal machinery enterprises, the overall presentation of the following five characteristics:
The overall scale continues to grow. In 2022, the top 50 enterprises in China's coal machinery industry will complete a total of 1120 sales revenue of coal machinery products2.1 billion yuan, an increase of 168 percent year-on-year2.3 billion yuan, a year-on-year increase of 1767%。
The threshold for entry continues to increase. The minimum sales revenue of coal machinery products of the selected enterprises is 72.3 billion yuan, an increase of 06.1 billion yuan, an increase of 1 over 20123.2 billion yuan.
The concentration of the industry has been further improved. The cumulative coal machinery sales revenue of the top five enterprises accounts for 45 percent of the cumulative coal machinery sales revenue of 218 coal machinery enterprises in the country6%, and the top 10 companies accounted for 609%。In 2022, the sales revenue of coal machinery products of four enterprises, Tiandi Technology, China Coal Equipment, Zhengmei Machinery and Shanneng Equipment, will exceed 10 billion yuan.
While the overall production and operation scale of the top 50 enterprises is steadily expanding, the gap between enterprises continues to widen. In 2022, the sales revenue of coal machinery products will be the highest at 1611.8 billion yuan, an increase of 201.2 billion yuan, an increase of 51 over 20129.3 billion yuan;The gap between the sales revenue of the first-ranked company and the fifth-ranked company is 1539.5 billion yuan, an increase of 50 percent over 20126.1 billion yuan.
The echelon hierarchy of the top 50 enterprises has become more obvious. There are 6 large-scale coal machinery groups with sales revenue of more than 5 billion yuan in the first echelon, followed by Tiandi Technology, China Coal Equipment, Zheng Coal Machinery, Shanneng Equipment, Sany Heavy Equipment, and Jinneng Holding Equipment Manufacturing Group, and the sales revenue of coal machinery in 2022 will reach 161 respectively1.8 billion yuan, 1243.1 billion yuan, 1225.9 billion yuan, 1092.7 billion yuan, 989 billion yuan, 523.4 billion yuan;The second echelon is 15 large-scale coal machinery enterprises with sales revenue of 2 billion yuan to 5 billion yuan;The third echelon is a large coal machinery enterprise with a sales revenue of 1 billion yuan to 2 billion yuan, with 20 companiesThe fourth echelon is the coal machinery enterprises with sales revenue of less than 1 billion yuan, and there are 9 coal machinery enterprises.
Review: Yu Zaozao.
Editor-in-charge: Huo Yue.
Editor: Hu Na.