Intelligent electrification of construction machinery accelerates: Sany Group has deployed the global market on multiple lines

1. Industry overview: Green and intelligence have become the main track for construction machinery

Since 2026, the global construction machinery industry has accelerated its transformation to electrification and intelligence driven by the infrastructure investment cycle and the "double carbon" goal. Relying on the advantages of complete supply chains and scenario data, China construction machinery companies continue to make breakthroughs in new energy products, unmanned construction, and overseas localized operations. As a leading company, Sany Group's recent developments on its official website also reflect this trend.

2. Sany Group: Expansion of intelligent manufacturing and electrification product matrix

Sany Group continues to promote the construction of the "Lighthouse Factory" and applies industrial Internet, machine vision, and flexible manufacturing to core production lines such as excavators and concrete machinery. In the field of electrification, Sany has launched a variety of products such as electric excavators, electric mixers, and electric mining trucks, and has formed batch delivery capabilities in some regional markets. Public information shows that subsidiaries such as Sany Heavy Industry are accelerating the layout of multiple technical routes such as hydrogen fuel and power replacement to meet the needs of different working conditions.

Industry impact: Electrified products reduce full life cycle costs and carbon emissions, and are expected to take the lead in increasing volume in closed or fixed scenarios such as mines, ports, and urban construction; at the same time, they will force an increase in the localization rate of core components (batteries, motors, and electronic controls).

3. Internationalized and localized operations enter deep water areas

Faced with fluctuations in domestic demand cycles, Sany Group regards overseas markets as an important growth pole and improves its marketing service network and localized manufacturing bases in Southeast Asia, the Middle East, Africa, Europe, Latin America and other places. Through the "global R & D + localized assembly + localized services" model, we can improve response speed to overseas customers and circumvent trade barriers.

Industry impact: China's construction machinery export structure is upgrading from complete machine trade to cooperation in technology, standards and production capacity, and localized operation capabilities have become the key to the next stage of competition. Sany's channel reuse and post-market service layout in key overseas markets provide support for the improvement of its gross profit margin.

4. Industrial chain collaboration: key components and digital service ecosystem

Sany Group relies on industrial Internet platforms such as Shugen Internet to provide digital services such as equipment networking, predictive maintenance, and lease management to upstream and downstream of the industrial chain. At the same time, in the fields of hydraulic parts, reducers, controllers, etc., supply chain resilience has been strengthened through independent research and development and strategic cooperation.

Industry impact: The precipitation of equipment operation data accelerates the transformation from "manufacturing" to "manufacturing + service", and the proportion of post-market revenue is expected to increase, becoming a stabilizer for construction machinery companies to cross the cycle.

5. Industry trends and prospects

Looking forward to the rest of 2026 and 2027, the construction machinery industry will show three major trends: first, electrification products will move from pilot to large-scale commercial use, and the economic turning point is approaching; second, intelligence will evolve from stand-alone intelligence to cluster collaboration and unmanned construction; Third, global competition shifts from cost performance to brand, service and sustainable development capabilities. As the industry leader, Sany Group's technical route selection and overseas rhythm will have a demonstration effect on the upstream and downstream of the industrial chain.

• Electrification: With the decline in battery costs and the improvement of charging and replacing facilities, penetration is expected to increase steadily.

• Intelligence: The combination of 5G and AI has expanded scenarios such as remote control and driverless mining cards.

• Internationalization: Localized production and post-market service capabilities determine the quality of overseas profits.

(This article is based on public developments on Sany Group's official website and industry public information, and does not constitute investment advice.)