The hottest equipment manufacturing industry usher

The equipment manufacturing industry has ushered in a new period of development, with strong downstream demand. After years of development, China's equipment manufacturing industry has formed an industrial system with complete categories, large scale and certain technical level, and has become an important pillar industry of the national economy. In particular, since the implementation of the "several opinions of the State Council on accelerating the revitalization of the equipment manufacturing industry", the development of the equipment manufacturing industry has been significantly accelerated, the level of autonomy of major technical equipment has been significantly improved, the international competitiveness has been further improved, and the technical level and market share of some products have leapt to the forefront of the world

China has become a big country in the equipment manufacturing industry, but the industry is large but not strong, the ability of independent innovation is weak, the level of basic manufacturing is backward, low-level repeated construction, and the promotion and application of independent innovation products are still difficult. At the same time, affected by the international financial crisis, since the second half of 2008, the demand for equipment in domestic and foreign markets has shrunk sharply, the high-speed growth momentum of China's equipment manufacturing industry for many years has slowed down significantly, enterprises have difficulties in production and operation, economic benefits have declined, and sustainable development is facing challenges

industry experts generally believe that in 2011, the equipment manufacturing industry will usher in a new period of development, the prosperity of the equipment manufacturing industry will increase steadily, and the early warning index is still expected to be in a normal and warm region

this conclusion is by no means groundless. Some analysts said that the current national 12th Five Year Plan has raised the equipment manufacturing industry to an unprecedented strategic height, which means that the country will further give policy support to the equipment manufacturing industry in the future. Therefore, the equipment manufacturing industry is expected to become an industrial hot spot in the process of China's economic operation

however, the more important reason is that China's current equipment manufacturing industry has reached the cycle of accelerating the release of growth potential. On the one hand, China's heavy industrialization has entered the acceleration stage, and the construction of high-speed rail and the late development advantages of new energy businesses such as wind power are accelerating the development trend of China's heavy industrialization, thus forming a powerful engine for the development of equipment manufacturing industry. On the other hand, after years of market for technology accumulation, the high-end equipment manufacturing industry has formed a strong technological accumulation

more importantly, the current strong downstream demand will also promote the accelerated growth of the performance of Listed Companies in the equipment manufacturing industry, which is mainly reflected in the following two points:

first, the trend of mechanization. With the increase of labor costs, both textile machinery and equipment and mining equipment such as coal will face an unprecedented period of strong demand, This provides an excellent growth opportunity for the development of equipment manufacturing industry

on the other hand, it is the large-scale investment of the government or central enterprises in China. In the 12th Five Year Plan, China will increase investment in high-speed rail, offshore oil, wind power and hydropower. With the increasingly widespread use of 3D printing in all walks of life, water conservancy projects, environmental protection, UHV and other aspects, this means that with the increase of investment by the government and large central enterprises, these industries will also face strong demand, especially offshore oil, high-speed rail and other industries, The pulling effect on high-end equipment manufacturing industry is more obvious. Therefore, with the advent of the 12th Five Year Plan, China's equipment manufacturing industry, especially the listed companies of high-end equipment manufacturing industry, will usher in new development opportunities, which means that the industry will become the investment theme for a long time in the future

but some experts expressed concern. In the first quarter of 2011, there were many favorable and unfavorable factors for the development of equipment manufacturing industry, mainly because the international economic situation was more complex and the trend of international demand was unpredictable; Inflation expectations have led to liquidity contraction and increased pressure on the rising cost of capital; The pressure of wage increase in the first quarter is large, etc

according to the analysis of relevant personnel of the national development and Reform Commission, combined with the annual operation data of the equipment manufacturing industry in 2010, assuming that there were no major external factors affecting the development of the industry in 2011, according to the prediction of the monthly output scale at the end of the year, the production of the equipment manufacturing industry in 2011 is expected to maintain an increase of about 21% year-on-year. At the same time, the industry sales department manually measured the relevant items to ensure the normal operation of the measurement work, and the sales scale will still expand, However, the growth rate of sales revenue and corporate profits will significantly slow down