Recently, data released by the China Machinery Industry Federation showed that in the first half of the year, China's machinery industry achieved a cumulative operating income of 12.95 trillion yuan, a year-on-year increase of 5.44%, and a total profit of 735.441 billion yuan, a year-on-year decrease of 5.8%.
Chen Bin, executive vice president of the China Machinery Industry Federation, said that it is expected that the economic operation of the machinery industry will recover steadily in the second half of the year. The annual growth rate of industrial added value and revenue will reach 5.5% year-on-year, and the total profit level will be the same as the previous year. Import and export Trade remained generally stable.
Deal with machinery industry downward pressure
Entering the second quarter, under the influence of many unexpected factors, the downward pressure on the machinery industry, which had a good start, suddenly increased. In April and May, the main economic indicators continued to decline sharply, and their operation deviated from the normal track.
In the face of the complex international environment and the arduous task of reform, development and stability, the machinery industry continued to recover steadily, achieved stabilization and recovery in a short period of time, and turned from negative to positive, showing its growth potential and development resilience.
According to data from the National Bureau of Statistics, the added value of the machinery industry in the first half of the year increased by 0.7% year-on-year, although it was still 2.7 and 2.1 percentage points lower than that of the national industry and manufacturing industry, but ended the continuous decline in April and May. In terms of single-month growth rate, the added value of the machinery industry declined by double digits in April, narrowed to less than 3% in May, and rebounded rapidly to an increase of 8.2% in June, which is higher than the national industrial and manufacturing growth rate in the same period. Showing a "V"-shaped rebound, a strong response to downward pressure.
From the perspective of the sub-sectors of the machinery industry, the five major categories of national economic industries mainly involved, the growth rate of added value in the first half of the year increased three times and fell two, and the added value of special equipment, electrical machinery and equipment, and instrumentation manufacturing increased by 4.1% year-on-year, 9.7% and 4.1%, the added value of general equipment and automobile manufacturing decreased by 2.7% and 1.9% respectively.
From the perspective of main products, among the 120 main products monitored by the machinery industry, 79 products have decreased in cumulative output in the first half of the year, accounting for 65.8%; 41 products have increased in output, accounting for 34.2%. The varieties whose production increased in June are nearly half.
It is worth mentioning that in the first half of the year, the total export value of China's machinery industry increased by 10.41% year-on-year. "Under multiple challenges, it is not easy to maintain double-digit growth in exports, which reflects the resilience of enterprises and industrial development." Chen Bin said.
The export performance of products from industries such as automobiles and construction machinery is particularly prominent. Su Zimeng, president of China Construction Machinery Industry Association, said that in the first half of the year, Chinese construction machinery enterprises had a prominent competitive advantage in the international market, and the industry-wide export value reached 19.89 billion US dollars, a year-on-year increase of 32.3%. Among them, January and June both refreshed the highest monthly export record, and June was close to 4 billion US dollars.
Driven by the growth of exports, in the first half of the year, China's machinery industry achieved a trade surplus of US$176.88 billion, a year-on-year increase of 34.4%. "In the first half of the year, the machinery industry's exports to countries along the "Belt and Road" totaled US$157.23 billion, a year-on-year increase of 13.6%." Chen Bin said that the growth of the trade surplus played a positive role in the steady growth of the machinery industry.
Accelerating the pace of innovation and transformation
At the 25th Qingdao International Machine Tool Exhibition held recently, more than 1,000 exhibitors at home and abroad brought their advanced manufacturing technologies and equipment to provide cutting processing, metal forming, digital factories, flexible production lines for the current emerging intelligent manufacturing and other fields And other industries processing and application solutions.
The "high-end, intelligent and green" direction presented at the machine tool exhibition is the mainstream trend of the machinery industry in the future. Since the beginning of this year, a number of Chinese machinery industry enterprises have achieved a new round of catching-up power source and core drive through independent innovation and digital transformation, and have continuously put on the market engineering equipment that has reached the international advanced level. For example, Zoomlion is specially designed for wind power hoisting. The world's largest tonnage all-terrain crane designed; the second-generation pure electric loader independently developed by Liugong has been used for stable construction of fast-track projects, and three unmanned construction machinery products have been unveiled...
The independent innovation and self-reliance at the key technical level have laid the foundation for the survival and development of machinery enterprises. Zhang Xiaolun, Secretary of the Party Committee and Chairman of SINOMACH, said that SINOMACH is striving to cultivate the "chain length" of the modern industrial chain, achieving major breakthroughs in advantageous fields, common technologies and key technologies again and again, and contributing to the realization of high-level scientific and technological self-reliance and self-improvement.
The equipment supply capacity of the machinery industry has continued to improve, and it has also promoted green development and transformation to achieve remarkable results. For example, Sany Group has launched a full range of electric port equipment to help China's port industry achieve a green, ecological and intelligent transformation.
Machinery enterprises are actively innovating and transforming, driving strategic emerging industries to achieve continuous success. Chen Bin introduced that in the first half of the year, the total revenue and profit of the strategic emerging industries of the machinery industry accounted for 79.3% and 76.64% of the total machinery industry, an increase of 3.38% and 2.67% year-on-year respectively. In the first half of the year, the production and sales of new energy vehicles exceeded 2.6 million, a year-on-year increase of 1.2 times.
Favorable factors are released one after another
Different from the obvious increase of pressure from multiple parties in the second quarter, entering the third quarter, the machinery industry is relatively optimistic.
The excavator, known as the "barometer" of the industry, saw its sales growth in July turn positive for the first time after a lapse of 14 months. Among them, the recovery of the medium and large excavation market related to infrastructure, real estate and mining is relatively slow, and the small excavation has recovered better.
Automobile production and sales also increased in July. Despite the low season in the traditional market, driven by the policy of halving the purchase tax and local policies to promote consumption, coupled with the promotion of car companies and dealers, the sales volume of the passenger car market continued to grow rapidly year-on-year.
Looking forward to the second half of the year, Chen Bin said that factors favorable to the operation of the machinery industry are being released one after another. The effectiveness of policies and measures related to stabilizing growth has been further demonstrated. Various regions and departments have introduced many measures to stabilize economic operation, expand domestic demand, promote consumption, and appropriately advance infrastructure investment. At the same time, major projects specified in various plans of the "14th Five-Year Plan" have been started one after another, providing strong support for the steady growth of the machinery industry.
Industry confidence is recovering. The survey shows that most companies have higher expectations for revenue and profits in the second half of the year than in the first half. According to Tianyancha data, as of now, there are more than 1.054 million enterprises related to China's machinery industry, of which 210,000 newly registered enterprises from January to July this year, with an average monthly growth rate of 41%.
In addition, the stabilization and improvement of the automobile industry will play an important supporting role in the smooth operation of the machinery industry. Chen Shihua, deputy secretary-general of the China Automobile Association, analyzed that the auto market continued to maintain steady growth in August. With the arrival of the traditional golden consumption season in the auto market in September, the production and sales of passenger cars will grow rapidly, and the export of new energy vehicles and automobiles will also remain good. Performance.
Chen Bin reminded that the next step needs to pay close attention to the three major pressures. First, the international political and economic situation remains complex and faces multiple risks. Second, the contraction of total domestic market demand and the weak growth momentum of consumption and investment have brought great challenges to the steady growth of the machinery industry. Third, factors such as poor international trade and logistics, and the tightening of the global supply chain situation have made the foreign trade environment of the machinery industry more severe.
Looking at all aspects of the situation, the economic operation of China's machinery industry will gradually recover in the second half of the year, and it is expected that the overall profit level will be the same as the previous year. Chen Bin proposed that the next step should be to accelerate the implementation of the policy of stabilizing growth, aiming at the stuck points and breakpoints of the industrial chain to stabilize the chain and help enterprises to solve difficulties.
No comments:
Post a Comment