As the demand for electricity from overseas mines, infrastructure, microgrids, and North American computing centers continues to surge, export orders for diesel generator sets are experiencing explosive growth.
Domestic leading companies that were originally deeply involved in the field of construction machinery and equipment have crossed over to enter the power generation equipment track, and the industry’s competitive landscape has ushered in a major reshaping.
At present, Sany Heavy Industry has taken the lead in completing the market position and won batches of diesel generator set projects in Africa, Southeast Asia, and Latin America. Its leading advantage mainly comes from three core competitiveness: First, the complete machine has the obvious advantage of homologous working conditions.
Specially adjusted for dusty working conditions, it resists low-load carbon deposition and endures continuous full load. It is perfectly suitable for overseas off-grid power station projects. It has a complete range of products from 50kW silent units to megawatt-class container power stations in the full power range. There is no need for outsourced support for overseas project selection. Secondly, global channels are seamlessly reused, and the speed of order landing is far ahead. Sany has 17 major production bases overseas.
, nearly a thousand service outlets throughout Africa, the Middle East, and Latin America. Overseas customers of engineering machinery and mining power generation customers are highly overlapping. Relying on the customer base of the original engineering equipment, diesel generator sets can be distributed directly and simultaneously without developing the market from scratch. A large number of integrated light-storage and diesel-fired microgrid projects are directly equipped with Sany diesel generator sets, and export orders are in bulk.
Third, it can provide one-stop energy solutions, and its competitiveness is far behind its peers. Sany not only sells single machines, but also provides a complete set of microgrid solutions of “photovoltaic + energy storage + diesel generators”, and can win EPC general contract orders. This is also a core advantage that ordinary generator set manufacturers cannot match. The winning rate in energy projects in African mining areas remains high.
XCMG and Zoomlion also followed closely to complete their product layout, and the construction machinery corps officially started the market battle for generating units.
Among them, XCMG relies on its power self-research capabilities to deeply explore the industrial and mining diesel generator market. It has its own complete diesel power industry chain, and all engines and electronic control systems are independently developed. The supporting generator sets do not need to purchase powertrains, and the cost is controllable. Relying on the overseas marketing network of global engineering machinery and equipment, XCMG focuses on layout
It has two main scenarios: backup power supply at bureau construction sites and self-supplied power stations in open-pit mines. It focuses on cost-effective industrial and mining units. With strict factory working conditions testing, the units can adapt to harsh environments such as plateaus and sandstorms. It has quickly opened up sales in the mining markets of Central Asia and Australia, and is rapidly narrowing the market gap with Sany.
Zoomlion focuses on emergency power supply and overseas infrastructure projects, and incorporates generator sets into the emergency equipment business segment. It focuses on engineering rescue, municipal backup, and power supply support for overseas infrastructure projects. Relying on the existing customer resources of concrete equipment and hoisting machinery in Latin America and Southeast Asia, it simultaneously promotes silent and container-type generator sets. The products give priority to supporting its own overseas engineering projects, and the projects drive sales steadily. At the same time, it improves multi-country export certification and lays out foreign trade batch bidding orders.
The current new pattern of tripartite confrontation in the industry has gradually taken shape, and the future direction of the industry has become increasingly clear: at the product level, self-research of power has become the core threshold. Sany and Xugong have independent engine platforms, which have higher matching of the whole machine, high degree of generalization of operation and maintenance parts, and lower life cycle costs. Compared with outsourced engines,
Among the small and medium-sized unit manufacturers, the three major construction machinery brands have strong cost and reliability advantages, which will continue to squeeze the living space of small and medium-sized OEM manufacturers; at the market level, overseas markets have become the main battlefield, and competition in the domestic diesel engine market is becoming saturated. African mines, oil and gas fields in the Middle East, Southeast Asian infrastructure, and offshore computing computer rooms in the Americas
External orders will become the focus of competition. Whoever has denser overseas service outlets, more complete customs clearance certifications, and more complete project packaging plans will seize a larger share. Sany is currently one step ahead.
Machine upgrades are aimed at providing overall energy solutions, and the profits from simply selling generator sets are getting thinner and thinner. In the future, the competition will be complete solutions for microgrids and off-grid power stations. Sany has taken the lead in running the general contracting model, and XCMG and Zoomlion will gradually follow suit. From single machine sales to overall power project delivery, the industry’s gameplay has been completely upgraded.
The current generator set industry is no longer a one-man show for traditional power manufacturers.
As the three major construction machinery giants continue to increase investment, the competitive threshold of the global generator set industry will continue to rise in the future. The barriers formed by complete machine technology, overseas channels, and complete solutions will reshape the entire foreign trade power generation equipment industry landscape.
