Analysis of China's machine tool industry in 2012 where to go?

In the first quarter of 2011, China's machine tools and the east-west industry continued to witness a hot market scene in 2010. The rapid increase in the number of companies in hand contracts, and the lack of spare parts became the primary contradiction in the company's production and development at the time; imports continued to climb at a high speed; exports to emerging markets The year-on-year increase in the number of productions of machine tools was significant.

Industry economic operating characteristics 1. Although the calculation of the production and sales speed of the National Computing Bureau has been reduced, in the first quarter of this year, the industrial output value of the machine tool industry and the output value of the products sold in the machine tool industry was higher than that of the same period of the previous year. Both of them exceeded 120 billion yuan, and their growth rate exceeded 38% year-on-year. The sales rate of industrial products in the machine tool industry and eastern industries reached 97.7%, 0.7 percentage points higher than the same period of the previous year.

2. The substantial increase in corporate profit margins is based on the data of the National Bureau of Statistics. In February 2011, the profit margin of the machine tool industry and the east-west industry was 5.9%, which basically reached the highest level in the industry's history.

Although the prices of materials, spare parts, fuel power, labor, and freight rates have continued to rise during the period from time to time, corporate capital has been added from time to time. However, my industry still guarantees the growth of profit margins. Its primary elements are briefly explained as follows: Some enterprises adjust their prices in time according to market demand; second, they have full orders, they can fully produce their products, and their fixed capital costs have decreased. Third, companies strengthen governance and strictly control their capital.

3. Orders increased significantly in the first three months of this year. Industry companies reflected that orders were increasing rapidly and products were too much for supply. According to the inquiry of local key liaison companies, in-order orders reached 30.91 billion yuan at the end of March, up 36.3% year-on-year. According to a survey of CIMT 2011's local exhibitors, the company's current orders are reaching 3 to 6 months of production capacity, and some are even Full-year production capacity is known. Overseas companies also had a good harvest at the show.

4. The lack of functional components has become a bottleneck. The situation in the market continues to improve. Orders increase from time to time, and companies have consistently reflected the fact that delayed delivery has once again become the norm in our industry. The supply of functional components is the core of this contradiction. It has become the bulge of corporate production at the time. contradiction.

5. Imports are fierce. In the first quarter of the year, China’s imports of machine tools and products from western countries were fierce, with an increase of 61.9% year-on-year and a new high of the previous period. Metal cutting machine tools, metal forming machine tools, and numerical control installations are import products of machine tools imported from East and West, with a year-on-year increase of 71.5%, 73.4%, and 58.0%.

6. Export growth remained unchanged In the first quarter of the year, the number of machine tool products continued to maintain constant growth. The value of exports reached 1.83 billion U.S. dollars, an increase of 32.7% year-on-year, and the export value was the highest in the same period for many years, especially for the growth of emerging markets.

Several viewpoints on the situation at the time The current market has continued to increase at a very high speed for one year. In 2010, 50% of the global metal processing machine tools were consumed in China, and the situation was indeed beyond imagination. While many people still reap the benefits of greater planning for the expansion of production capacity, there are also people worried about the market's gradual progress. In this regard, we have some ideas for reference by industry professionals.

Begin by insisting on ideological calm and prudence, and carefully consider the factors that drive the rapid growth of the industry and how long it will last.

Second, the growth rate of imports of machine tools from east to west is much higher than the growth rate of domestic enterprises' total industrial output value, clarifying that the market's demand for medium and high-end products tends to be more intense than the medium-level and low-level products.

Third, it is necessary to enhance the market research in the country's domestic and foreign markets, and keep abreast of policy changes to grasp market information in real time.

Fourth, actively respond to the impact of the formal implementation of ECFA.

Fifth, this year is the year of the “Twelfth Five-Year” endgame in China. Enterprises should formulate a practical five-year plan based on the overall strategy of the company. To make the company stronger is the primary purpose of changing the development method.

From January to March, the status of the industry's primary economic goals, completion status, and import and export calculations. Since 2011, the National Computing Bureau has said that the above-mentioned plans for the above-mentioned enterprises have been adjusted to over 20 million yuan from annual product sales revenue of more than 5 million yuan, and the calculations have undergone some changes. Therefore, the number of companies calculated at the end of the first quarter of 2011 was 4,273, a reduction of more than 2,000 from the end of 2010. The data touched by this article are within the limit of 4,273 companies.

Industry First Economic Objective Completion Status In the first quarter of the year, the machine tool industry and the east-west industry completed a total industrial output value of RMB 129.40 billion, an increase of 38.1% year-on-year. The machine tool industry and the east-west industry completed a total value of 126.43 billion yuan in product sales, an increase of 39.2% year-on-year. The sales rate of industrial products in the machine tool industry and eastern industries reached 97.7%, 0.7 percentage points higher than the same period of the previous year. The machine tool industry and the east-west industry completed a profit of 4.6 billion yuan, an increase of 53.2% over the same period of the previous year; the profit margin of the output value was 5.9%, an increase of 0.6 percentage points year-on-year (January-February data). The total amount of fixed assets investment in the machine tool industry in the current period increased 49.8% year-on-year. 2. Imports and Exports of Machine Tool Products and Products The cumulative import of machine tools and products was US$7.44 billion, an increase of 61.9% over the same period last year. Imports of medium metal processing machines reached US$2.44 billion, an increase of 71.9% year-on-year. Exports of machine tools and other products amounted to US$1.83 billion, an increase of 32.7% year-on-year; exports of metal processing machines to China were US$470 million, an increase of 24.1% year-on-year.