The differentiation of the hottest industries inte

2022-08-03
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In the first half of this year, the economic operation of the machinery industry showed a trend of stabilization, and the products were too sticky. The overall operation index was better than that of the industry and the same period of last year. In June, the national industrial added value increased by 5.9%, the manufacturing industry increased by 6.7%, and the added value of the machinery industry increased by 7.6%. The growth of the machinery industry was 1.7 and 0.9 percentage points higher than that of the industry and manufacturing industry in the same period respectively. At the same time, it was 2.1 percentage points higher than that of the machinery industry in the same period last year (5.5%). The growth rate of added value was lower than the national average level of industry last year and higher than the national average growth rate again. From January to April, the machinery industry realized a main business income of 7164.999 billion yuan, a year-on-year increase of 5.63%

caiweici, special adviser of China Machinery Industry Federation, summarized the economic operation trend in the first half of the year as follows: the downward trend tends to be stable, with a slight recovery; Automotive electrician, making the greatest contribution; The differentiation is intensified, and private enterprises are better. In view of the industry's "U-shaped" and "L-shaped" judgments on the industry trend, Cai Weici believes that the current "L-shaped" bottom has been basically visible and will continue. From the perspective of the whole year, the industry may consolidate at a low level. Through transformation and upgrading, the industry will make steady progress. China Machinery Association believes that, at present, due to the fact that relevant industries are completing the tasks of de capacity, de inventory and de leverage, it has a great impact on the machinery industry, the industry demand is weak and the differentiation is intensified, and the trend of stabilization still needs to be stabilized

a, data 1

the main economic indicators are better than that of the same period of last year. The growth trend of the output of main products has improved.

industrial added value: from January to may, the national industrial added value increased by 5.9%, the manufacturing industry increased by 6.7%, and the added value of the machinery industry increased by 7.6%. The growth of the machinery industry was 1.7% and 0.9% higher than that of the industry and the manufacturing industry in the same period respectively. At the same time, it was 2.1 percentage points higher than that of the machinery industry in the same period last year (5.5%). The growth rate of added value was higher than the national average industrial growth rate from the previous year

main business income: the monthly main business income of the machinery industry was 7164.999 billion yuan, a year-on-year increase of 5.63%, 3.35 percentage points higher than that of the national industry (2.28%) in the same period; This was 1.73 percentage points higher than the growth rate of machinery industry in the same period of last year (3.9%)

total profit realized: the total profit realized by the machinery industry in the month was 464.328 billion yuan, a year-on-year increase of 6.36%, slightly lower than the national industry (6.52%) in the same period by 0.16 percentage points; This was 5.53 percentage points higher than the growth rate of machinery industry in the same period of last year (0.83%)

seen from the trend, the cumulative growth rate of the added value of the machinery industry has increased month by month. The growth rate of added value of machinery industry from January to march was 0.7% higher than that from January to February; From January to April, it was 0.2% higher than that from January to March. From January to may, it was 0.3% higher than that from January to April

the output growth trend of main products improved slightly. Among the 119 key products monitored by the machinery industry, half of the main products decreased from January to April, and more than half of the products increased year-on-year from January to May

61 product varieties increased year-on-year from January to may, accounting for 51.26%, 58 product varieties decreased year-on-year, accounting for 48.74%, and only 16 products increased by double digits. The number of product varieties with year-on-year growth is increasing month by month, but there are obvious differences among products, which continue to show a differentiation trend

the main economic benefit indicators have slightly improved compared with the same period. The monthly capital preservation and appreciation rate of machinery industry was 110.27%, 3.42 percentage points higher than that of national industry (106.85%); The asset liability ratio is at a reasonable level, 54.49%, 2.31 percentage points lower than the national industrial (56.8%); The turnover rate of current assets was 1.88 times, a year-on-year decrease of 0.02 times, but an increase of 0.02 times compared with 1.86 times from January to March; The cost profit margin was 6.95%, an increase of 0.06 percentage points year-on-year; The profit margin was 6.48%, a year-on-year increase of 0.04%

the increase of administrative expenses was lower than that of the same period of the previous year, and the sales expenses and financial expenses increased significantly. The management expense of machinery industry in June increased by 6.23% year-on-year, 1.07 percentage points lower than that in the same period of last year (7.3%); Sales expenses increased by 4.72% year-on-year, 1.39 percentage points higher than that of the same period last year (3.33%); Financial expenses increased by 8.35% year-on-year, a significant increase of 14.37 percentage points over the same period of the previous year (-6.02), of which interest expenses decreased by 4.65% year-on-year

b, data II

the growth rate of investment in the machinery industry decreased, the orders of key linked enterprises were insufficient

inventories and finished products increased slightly, and the growth of accounts receivable was relatively rapid. The monthly inventory of machinery industry was 241.847 billion yuan, a year-on-year increase of 0.17%, lower than the level of the previous year (7.3%), of which the finished products were 927.863 billion yuan, a year-on-year increase of 1%, lower than the level of the previous year (10.28%). Accounts receivable amounted to 3717.908 billion yuan, a year-on-year increase of 10.69%, higher than the national industrial level (8.48%) in the same period, and higher than the machinery industry level (6.1%) in the same period last year. Accounts receivable accounted for 32.48% of total current assets, an increase of 1.09 percentage points over the same period last year (31.39%). Seen from the cumulative growth rate of each month, it was higher than that of the same period of the previous year

this year, the cumulative order volume of key associated enterprises in the machinery industry got rid of the trend of year-on-year decline, with a year-on-year increase of 4.43% from January to March, up 13.67 percentage points from the same period last year (-9.24%). The cumulative orders from January to April increased by 3.65% year-on-year, 0.78% lower than that from January to March, and the order situation is unstable. Although the problem of insufficient orders has improved, compared with the year with the highest output, the problem of insufficient capacity utilization is still prominent

the growth rate of investment in machinery industry is down. According to the National Bureau of statistics, from January to may, the investment in fixed assets of the whole society increased by 9.6% year-on-year, and the investment in machinery industry increased by 6.31%. The growth rate of investment in machinery industry was 3.29 percentage points lower than that of the whole society, but 1.71 percentage points higher than that of manufacturing industry (4.6%)

443.206 billion yuan was invested in May, a year-on-year decrease of 1.62%, 10.55 percentage points lower than the same period of the previous year (8.93%). In the first three months of 2016, the investment growth rate was higher than that of the same period of the previous year, with a year-on-year increase of 6.31% from January to may, lower than that of January to April, and 2.92% lower than that of the same period of the previous year (9.23%)

among the 13 major industries in the machinery industry, the electrical and electrical industry increased by 11.98%, the automobile industry by 12.42%, the basic mechanical parts industry by 10.81%, the cultural office equipment industry by 23.39%, the food packaging machinery industry by 14.58%, and the construction machinery industry by 8.41%, all of which were higher than the industry average

the agricultural machinery, internal combustion engine, heavy duty and machine tool industries decreased year on year. Instrumentation, petrochemical general and other civil machinery increased slightly by about 1%

small industries with a year-on-year decrease of more than 30% in investment growth from January to may include: manufacturing of special equipment for agricultural and sideline food processing, manufacturing of special equipment for feed production, manufacturing of fishery machinery, manufacturing of cotton processing machinery, manufacturing of special instruments and meters for agriculture, forestry, animal husbandry and fishery, manufacturing of other instruments and meters, manufacturing of special equipment for marine engineering, manufacturing of special equipment for rubber processing, manufacturing of steam turbine and auxiliary machinery, and manufacturing of hydraulic turbine and auxiliary machinery, with a decrease of more than 30%

foreign trade import and export of machinery industry is still not optimistic. In January, the total import and export volume, export and import of machinery industry accounted for about 18% of the country. From January to April 2016, the total import and export volume of the machinery industry was USD 1984.497 billion, a year-on-year decrease of 8.95%, of which the import was USD 81.812 billion, a year-on-year decrease of 10.6%, and the export was USD 116.685 billion, a year-on-year decrease of 7.75%

it is worth noting that private enterprises whose exports account for 40% of the industry's total. In the past, exports grew in double digits, but since last year, they began to fall month by month. In this year, both imports and exports showed negative growth. In particular, the growth rate of exports has changed from 8.8% in the same period of last year to 1.03% in this year; The export of Jiangsu, Zhejiang and Guangdong, the major export provinces, decreased by 5.46%, 5.5% and 5.84% respectively year on year. The export pressure of machinery industry was large

c, operating characteristics

uneven development of the industry, intensified differentiation between industries

from the operating characteristics of the first half of the year, the differentiation between and within industries continued to intensify. In the first half of this year, among the 13 major industries, the electrical and electrical industry increased by 11.98%, the automobile industry by 12.42%, the mechanical basic parts industry by 10.81%, the cultural office equipment industry by 23.39%, the food packaging machinery industry by 14.58% and the construction machinery industry by 8.41%, all of which were higher than the industry average. Electricians and automobiles, in particular, have played a huge role in driving the development of the industry. The four industries of agricultural machinery, internal combustion engine, heavy duty and machine tool decreased year on year, especially the three industries of instrumentation, petrochemical general and other civil machinery increased slightly by about 1%

from the perspective of the development of specific industries, the economic operation of the electrical industry in the first half of 2016 showed the characteristics of slow overall growth, higher profit growth than income growth but has begun to fall, uneven output growth and decline, and severe foreign trade. According to the electrotechnical Association, from January to may, the completed investment in power supply construction was 90.3 billion yuan, a decrease of 8billion yuan compared with the same period last year. The completed investment in power construction is 163.8 billion yuan, although it has increased by 46.1 billion yuan compared with the same period last year. With the adjustment of the investment structure of national power construction, the investment in power construction will still show an accelerated trend in recent years. The cumulative average utilization hours of power generation equipment in China were 1484 hours, a decrease of 117 hours over the same period last year. From the perspective of import and export, the depreciation of RMB may promote exports to a certain extent, but due to the lack of external demand in the international market, the export situation will not be optimistic. From the perspective of fixed asset investment, the current year-on-year growth rate of the electrical industry is still about 10%, which is basically consistent with the growth rate of investment in the whole machinery industry. This trend may continue in 2016. In order to speed up the development of the industry, the electrotechnical association suggests to accelerate the organization and implementation of the "made in China 2025" high-end equipment innovation project, accelerate the comprehensive promotion of the deep integration of industrialization and industrialization in key industries, especially the implementation of the "going out" strategy and the strengthening of international production capacity cooperation. The relevant person in charge of the Association told that in the electrical industry, leading enterprises in power generation, transmission and transformation have taken the lead in implementing the "going global" strategy and promoting international production capacity cooperation, and have made certain achievements. Therefore, it is hoped that all advantageous enterprises with certain conditions in the industry should actively expand the field of international cooperation, expand market space and improve the level of internationalization

from the perspective of the development of the petrochemical industry, in the first half of this year, as our economic development became more ecological and cleaner, China's petroleum and petrochemical equipment manufacturing industry was still deeply affected by the long-term downturn in both domestic and foreign markets. The economic operation continued the development trend of the previous year, and the stabilization and recovery were still weak. In June, the main indicators of the industrial economic operation were generally lower than that of the whole machinery industry, which showed that the output of main products (oil drilling equipment) decreased significantly year-on-year, the export delivery value and total profit increased negatively year-on-year, showing a downward trend, and the year-on-year growth rate of main business income was similar to that in 2015. The relevant person in charge of the petrochemical industry association said that at present, the overall economic operation is in an "L-shaped" situation, and the bottom fluctuates around the zero point, with weak growth. It is very difficult to break through the zero point to stabilize and recover, and the situation is not optimistic

from the perspective of the development of the machine tool industry, the development data in the first three months of this year show that the demand of China's machine tool market is showing signs of warming temporarily, and the downward trend of the industry is slowing down. The main economic indicators of the industry have been corrected, but they are still in the state of low pressure operation. The main business income of the whole industry decreased by 6.2% year-on-year. The main business income of metal processing machine tools decreased by 7.9% year-on-year. Among them, the main business income of metal cutting machine tools decreased by 7.8% year-on-year; The main business income of metal forming machine tools decreased by 8.6% year-on-year. The main business income of measuring tools decreased by 13.1% year-on-year

the output of metal processing machine tools decreased by 19.2% year on year. Among them, the output of metal cutting machine tools decreased by 18.3% on a year-on-year basis

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