The demand for fully mechanized mining equipment i

Coal machinery industry: demand reversal of fully mechanized mining equipment is expected to double in the next two years

Coal Machinery Industry: demand reversal of fully mechanized mining equipment is expected to double in the next two years

China engineering machinery information

fully mechanized mining equipment is the core of coal machinery equipment

coal machinery equipment includes open-pit mining equipment and underground mining equipment, mainly including fully mechanized mining equipment, washing equipment, safety equipment, auxiliary equipment and open-pit mining equipment. In a narrow sense, coal machine refers to comprehensive coal mining equipment, mainly including roadheader and coal mining steel bar bending experimental machine. It is a special equipment machine, scraper conveyor and hydraulic support for cold bending experiment and plane reverse bending experiment of steel bars, which are collectively referred to as "three machines and one set". The output value of fully mechanized mining equipment accounts for about 50% of the total output value of coal machinery equipment, and it is the core equipment of coal machinery

the market scale of fully mechanized mining equipment has declined by about 80% since 2012.

fully mechanized mining equipment is the most sensitive part to the fixed capital expenditure of coal enterprises. Before 2012, the proportion of fully mechanized mining equipment in the total output value of the coal machinery industry was basically stable at about 50% of the piston should have the function of fast forward and fast backward, and the market scale reached 55billion yuan in 2012; After 2012, with the contraction of the coal machinery industry, the market of fully mechanized mining equipment declined at a faster rate. It is expected that the proportion of fully mechanized mining equipment in coal machinery will decline to about 30% this year, and the market scale will shrink to 12.8 billion yuan

the demand for fully mechanized mining equipment related to coal production remains at the level of 20billion yuan per year

assuming that China's coal production is about 3.5 billion tons per year, based on the investment in fully mechanized coal mining equipment of yuan/ton, regardless of "Cheng Huiming, academician of the Chinese Academy of Sciences and researcher of the Institute of metals, Chinese Academy of Sciences, said that maintaining the annual 3.5 billion tons of coal production requires investment in fully mechanized mining equipment of 175-280 billion yuan, According to the ten-year renewal cycle of equipment, the annual renewal demand of fully mechanized mining equipment is between 17.5 billion and 28 billion

optimization of coal production capacity structure may increase the demand for coal machinery

the reduction and reorganization of 500 million tons of production capacity in the future means that after exiting the 500 million tons of production capacity, coal enterprises can continue to replace the advanced production capacity with the closed backward production capacity. They can either close their own backward production capacity or go to the market to purchase the closed backward production capacity quota to replace the new production capacity. Therefore, c/c matrix composites have great development prospects in aerospace manufacturing industry. If the annual reduction and replacement of 500 million tons of production capacity is carried out smoothly in the future, the demand for new fully mechanized mining equipment will be 25-40 billion

the demand for fully mechanized mining equipment is mainly affected by the coal output and new production capacity

coal enterprises need to invest 100 million fully mechanized mining equipment every year to maintain output, and the new coal production capacity will bring 25-40 billion fully mechanized mining equipment demand in the next four years. Therefore, we believe that the average annual demand for fully mechanized mining equipment in the next four years is about 30 billion

the depressed demand of fully mechanized mining equipment will be released

in the case of losses in coal enterprises in 15 and 16 years, the market scale of fully mechanized mining equipment is far lower than the demand for normal upgrading. With the stability of coal enterprises' profits, this part of demand will be released. Recently, mining accidents have occurred frequently, and the aging of equipment is one of the reasons, which will accelerate the upgrading of equipment. According to our recent research feedback on coal machinery and coal companies, orders for coal machinery equipment began to improve in October and November, and it is expected that there will be a certain sustainability in the next year

the market of fully mechanized mining equipment is cleared

the hydraulic support presents a dominant situation of Zheng coal mining machinery; Shearers are four times the world, and roadheader is in the state of loss in the whole industry. At present, the mining and excavation ratio is seriously unbalanced. Under normal conditions, the sales volume of roadheader is more than 1.5 times that of shearer. In 15 years, the sales volume of 412 roadheader is lower than that of 525 shearers. At present, the roadheader has recovered significantly, indicating that the number of new roadways in coal enterprises has increased, and other fully mechanized mining equipment is bound to follow up