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Analysis of Growth Trends in the Construction Machinery Industry
The following is the core analysis of the growth trend of the construction machinery industry in 2025:
I. Growth drivers of core categories
Youdaoplaceholder0 excavator
Sales volume 101,716 units from January to May 2025, representing a year-on-year growth of 17.4%7; The growth rate in June alone reached 13.3%, with double-digit growth for two consecutive months .
The domestic market performed strongly: domestic sales soared by 25.7% year-on-year from January to may (policy-driven + update cycle) ; Domestic sales picked up 13.6% in June .
Youdaoplaceholder0 loader
January - may sales volume 52,755 units, year-on-year increase 14.1%7; The growth rate continued at 11.3% in June .
Electrification explosion: From January to April, the sales volume of electric loaders was 139 units (penetration rate 20.67%) , surging by 255% year-on-year .
️ ii. Multi-dimensional driving factors
Youdaoplaceholder0 Policy and infrastructure support
Ultra-long-term special Treasury bonds (1.3 trillion) + local government special bonds (4.4 trillion) focus on infrastructure investment ;
The list of "two major" construction projects releases 800 billion demand and drives equipment renewal .
Youdaoplaceholder0 export resilience is remarkable
From January to April, the export volume was 18.07 billion US dollars, up 9.01% year-on-year (95.4% of the total import and export volume) ;
Regional differentiation: Africa growth rate 44.6%, Asia accounts for 44.08% (the largest market) , emerging demand in Latin America/India is strong .
Youdaoplaceholder0 Technological upgrade dividend
Electrification penetration accelerates: Electric forklifts account for 74.4%, research and development of hydrogen energy/methanol new energy breaks through ;
Intelligent implementation: Unmanned mining trucks increase efficiency by 30%, batch application of super-large equipment .
⚠️ III. Challenges and Trend predictions
Youdaoplaceholder0 short-term fluctuations
Domestic sales of excavators in May slightly decreased by 1.48% year-on-year (demand overdraft + off-season impact) ;
The pressure of urban investment financing and the delay in project payment have dampened the investment willingness of some investors .
Youdaoplaceholder0 long-term momentum
Equipment update cycle (8-10 years) + environmental protection standard upgrade drive replacement demand ;
Globalization layout deepens: Infrastructure gap in Africa/Latin America continues to release incremental ;
The global market size is expected to reach 296.1 billion US dollars by 2030 (with China contributing core growth) .
Note: The comprehensive data shows that the industry is driven by three wheels of "domestic demand recovery + export expansion + technological iteration", but it is necessary to pay attention to the potential drag of the real estate downturn on the infrastructure pace
v
Analysis of Growth Trends in the Construction Machinery Industry
The following is the core analysis of the growth trend of the construction machinery industry in 2025:
I. Growth drivers of core categories
Youdaoplaceholder0 excavator
Sales volume 101,716 units from January to May 2025, representing a year-on-year growth of 17.4%7; The growth rate in June alone reached 13.3%, with double-digit growth for two consecutive months .
The domestic market performed strongly: domestic sales soared by 25.7% year-on-year from January to may (policy-driven + update cycle) ; Domestic sales picked up 13.6% in June .
Youdaoplaceholder0 loader
January - may sales volume 52,755 units, year-on-year increase 14.1%7; The growth rate continued at 11.3% in June .
Electrification explosion: From January to April, the sales volume of electric loaders was 139 units (penetration rate 20.67%) , surging by 255% year-on-year .
️ ii. Multi-dimensional driving factors
Youdaoplaceholder0 Policy and infrastructure support
Ultra-long-term special Treasury bonds (1.3 trillion) + local government special bonds (4.4 trillion) focus on infrastructure investment ;
The list of "two major" construction projects releases 800 billion demand and drives equipment renewal .
Youdaoplaceholder0 export resilience is remarkable
From January to April, the export volume was 18.07 billion US dollars, up 9.01% year-on-year (95.4% of the total import and export volume) ;
Regional differentiation: Africa growth rate 44.6%, Asia accounts for 44.08% (the largest market) , emerging demand in Latin America/India is strong .
Youdaoplaceholder0 Technological upgrade dividend
Electrification penetration accelerates: Electric forklifts account for 74.4%, research and development of hydrogen energy/methanol new energy breaks through ;
Intelligent implementation: Unmanned mining trucks increase efficiency by 30%, batch application of super-large equipment .
⚠️ III. Challenges and Trend predictions
Youdaoplaceholder0 short-term fluctuations
Domestic sales of excavators in May slightly decreased by 1.48% year-on-year (demand overdraft + off-season impact) ;
The pressure of urban investment financing and the delay in project payment have dampened the investment willingness of some investors .
Youdaoplaceholder0 long-term momentum
Equipment update cycle (8-10 years) + environmental protection standard upgrade drive replacement demand ;
Globalization layout deepens: Infrastructure gap in Africa/Latin America continues to release incremental ;
The global market size is expected to reach 296.1 billion US dollars by 2030 (with China contributing core growth) .
Note: The comprehensive data shows that the industry is driven by three wheels of "domestic demand recovery + export expansion + technological iteration", but it is necessary to pay attention to the potential drag of the real estate downturn on the infrastructure pace
