In July before the fire, the steady growth trend o

2022-08-05
  • Detail

The "steady growth" situation of the machinery industry in the first July was severely tested

the "steady growth" situation of the machinery industry in the first July was severely tested

China Construction Machinery Information

since this year, the economic operation of the machinery industry has faced great difficulties, the growth rate of major economic indicators has reached a new low since the international financial crisis, and the "steady growth" of the machinery industry is being severely tested

the growth rate is lower than the expected decline of half of the products

since this year, the growth rate of added value of the machinery industry has continued to decline, and the output of more than half of the products has decreased year-on-year

first, the growth rate of added value of machinery industry is lower than that of national industry. From January to July, the added value of the machinery industry increased by 5.5% year-on-year, which was 0.8% lower than the growth rate shown by the relevant national industrial data in the same period, and 5.8% lower than the growth rate of the machinery industry in the same period last year. This is a rare phenomenon for many years, and should be highly valued by the industry

from the growth of added value of the machinery industry from January to July, the general equipment manufacturing industry and special equipment manufacturing industry related to the machinery industry rebounded slightly from January to June, the electrical machinery and equipment manufacturing industry was flat, and the automobile manufacturing industry fell 0.9 percentage points from January to June; If compared with the same period of the previous year, it shows a decline in varying degrees

second, the growth rate of main business income and benefit indicators dropped significantly. In the first half of this year, the main benefit indicators of the machinery industry continued the downward trend since last year. In the first six months, the main business income of the machinery industry increased by 3.47% year-on-year, 8.05% lower than that of the same period of the previous year, and the growth rate was the lowest in the same period since 2008; The total profit of the machinery industry increased by 0.13% year-on-year, which was the lowest in the same period in the past five years. However, compared with the national industry, the growth rate of the main business income and profit of the machinery industry is still 2.07% and 0.83% higher than that of the national industry in the same period

third, positive changes have taken place in the connotation of fixed asset investment. From January to July, the machinery industry completed a total fixed asset investment of 2646.653 billion yuan, an increase of 8.93% year-on-year. The growth rate was 2.27% and 0.27% lower than that of the whole society (11.2%) and the manufacturing industry (9.2%), respectively. Compared with the investment growth rate of the machinery industry in the same period of last year (15.68%), it fell by 6.75% and the growth rate fell for four consecutive years. This year, it has fallen back to single digit growth

it is noteworthy that from January to July, the investment in the reconstruction and technological transformation of the machinery industry was 691.885 billion yuan, a year-on-year increase of 22.02%, 5.48 percentage points higher than the same period of the previous year (16.54%), and 13.09 percentage points higher than the average growth rate of the investment in the machinery industry; From the perspective of proportion, the following analysis is carried out one by one from January to July: the investment in construction and technological transformation accounted for 26.14% of the investment in the whole industry, an increase of 2.8 percentage points over the same period of last year (23.34%), driving the investment in machinery industry to increase by 5.14 percentage points

the change of investment structure shows that the machinery industry is constantly adapting to the new normal, and the investment has changed from large-scale expansion to focusing on connotative development

fourth, the import of foreign trade continued to decline, and the growth rate of export fell month by month. From January to June, only the graphene industry with physical method for machinery had a total import and export volume of USD 332.7 billion, a year-on-year decrease of 4.3%; The import decline continued for three months and deepened month by month. Export growth fell month by month. However, in June, exports turned from negative to positive, with a year-on-year increase of 0.73%, a decrease of 1.99 percentage points narrower than that of the previous month

fifth, the output of more than half of the products decreased year-on-year, but most of the decline narrowed. From January to July, among the 119 main products monitored by China Machinery Industry Federation, 45 products increased year-on-year, accounting for 37.82%; The year-on-year decrease was 74 due to the loss of deformation layer species, accounting for 62.18%. The year-on-year decrease in product varieties continued to increase, but the decline in the output of 35 products was narrower than that from January to June

generally, the number of varieties whose output of mechanical products has decreased over the years only accounts for a small number (10% to 20% before 2012, about 40% from 2012 to 2013, and about 30% in 2014). For the first time this year, it is more than half, which is enough to see that the current downward pressure on the growth of the industry is indeed great

sixth, the product price index continued to decline. Affected by insufficient demand, the market competition of mechanical products is more intense. The overall price level has continued the downturn of the previous year. By the end of June, the cumulative year-on-year price index had been below 100 for 43 consecutive months, and the decline continued to deepen compared with the beginning of the year

from January to July, among the 142 main mechanical product prices counted by China Machinery Association, 96 products had a year-on-year decrease in price, accounting for 67.61%, an increase of 12 over the same period of the previous year; The number of products with cumulative year-on-year price increases dropped to 43

seventh, there is obvious differentiation among industries. Since the machinery industry entered the stage of transformation and upgrading, the industry differentiation is obvious, and the macroeconomic structural adjustment has a great impact on the industry dominated by investment products

there are many bright spots in the restructuring of enterprises under pressure

since this year, when China's economic development has entered a new normal and the "steady growth" of the machinery industry has been severely tested, downward pressure has forced enterprises to accelerate transformation and upgrading, and there are many bright spots in the restructuring of industry enterprises

first, the development of products that conform to the national policy orientation is accelerated. Second, enhance the awareness of quality and efficiency. Third, new breakthroughs have been made in independent innovation. Fourth, intelligent manufacturing and application were actively promoted. Fifth, new marketing models are emerging, and new energy vehicles in the automotive industry are growing at a high speed

statistics show that from January to July, 95500 new energy vehicles were produced and 89500 were sold, with year-on-year growth of 2.5 times and 2.6 times respectively. Among them, the production and sales of pure electric vehicles were 60300 and 55200 respectively, with a year-on-year increase of 2.7 times and 3 times respectively; The production and sales of plug-in hybrid electric vehicles were 35200 and 34400 respectively, with a year-on-year increase of 2.2 times and 2.1 times respectively. The market share of Chinese brand passenger cars increased. From January to July, the sales volume of Chinese brand passenger cars was 4.6788 million, a year-on-year increase of 13.6%, and the market share was 41.2%, an increase of 3.7 percentage points over the same period of the previous year

the marketing mode of financial leasing has begun to explore in a number of complete sets of projects such as metallurgy and mining; Some enterprises have also begun to try Networking Manufacturing; The air separation equipment enterprises in the general machinery industry have changed from supplying equipment to users to supplying gas, made efforts to transform to manufacturing service industry, and successfully overcome the difficulty of insufficient equipment orders

the growth rate of loose policy environment will be lower than that of the previous year.

through investigation and analysis, we believe that under the background that the country has issued a series of policies and measures to stabilize growth, adjust structure and promote reform, which is expected to further warm the macroeconomic situation, the development of China's machinery industry is facing many opportunities and challenges, and the "steady growth" of the machinery industry is undergoing a severe test. For example, from the perspective of the machinery industry, the downward pressure is still large; From the macro environment, there are still many uncertain factors. However, the whole industry is still striving to achieve the goals expected at the beginning of the year

it can be seen from various factors that in the first quarter of this year, the growth rate of the machinery industry fell sharply, and the situation was more severe than expected; In the second quarter, the downward speed slowed down and there were signs of recovery; In view of this, it is expected that the growth rate of the machinery industry in the second half of 2015 is expected to stabilize and rebound, but the annual growth rate will be lower than that of the previous year

Copyright © 2011 JIN SHI