China's basic spare parts industry to accelerate the development of the level of autonomy to be improved

Mechanical basic components mainly refer to bearings, gears, hydraulic components, pneumatic components, seals, and fasteners. They are important basic products in the equipment manufacturing industry and directly determine the performance, level, quality, and reliability of major equipment and host products. It is the key to realizing the transformation of China's equipment manufacturing industry from big to strong.

In 2010, China's bearing industry achieved stable and rapid development. After effectively coping with the immense impact of the international financial crisis, the bearing industry began to stabilize and pick up in the second half of 2009, reaching the bottom. The entire industry has conscientiously implemented the "Restructuring and Revitalization Plan for the Equipment Manufacturing Industry", accelerated the transformation of the economic growth mode, and focused on the adjustment of product structure and market structure. According to the statistics from the China Bearing Industry Association, the main business income of the industry in 2010 was 126 billion yuan, an increase of 36.96% from the 92 billion yuan in 2009; the bearing output was 15 billion sets, an increase of 36.36% from the 11 billion sets in 2009; 3.6 billion yuan, an increase of 20% from the 30 billion yuan in 2009; total profit of 7.5 billion yuan, an increase of 59.57% from the 4.7 billion yuan in 2009; exports of 3.302 billion US dollars, an increase of 63.47% from the 2.02 billion US dollars in 2009, already high Before the international financial crisis, 3.1 billion U.S. dollars in 2008, but imports were 3.809 billion U.S. dollars, and the import and export deficit was 507 million U.S. dollars. The imported bearings are mainly high-end bearings for major equipment. The bearing industry in China still has a long way to go in the research and development and industrialization of high-end bearings.

The industrial concentration of the gear industry is further enhanced. 2010 was a year of steady and rapid growth of the gear industry, with annual sales of 145 billion yuan, up 20% year-on-year; imports of 9.8 billion U.S. dollars, up 35% year-on-year, and exports of 2.2 billion U.S. dollars, up 28% year-on-year, import and export deficits. The US$ 7.6 billion, of which the largest import volume is the automotive automatic transmission, accounted for nearly half of the total industry's imports in 2009. In that year, the key enterprises in the gear industry had a substantial increase in sales. Sales of Shaanxi Fast Automotive Transmission Group Co., Ltd. reached 12.618 billion yuan, an increase of 67.3%; sales volume of Nanjing High-precision Transmission Equipment Manufacturing Co., Ltd. reached 12 billion yuan, an increase of 46.3%. %, the two enterprises with the first billion in production and sales in the gear industry, and the industrial concentration of the industry has further increased.

High-end hydraulic parts have become the key bottleneck restricting the development of the construction machinery industry. According to statistics of the Construction Machinery Association, in 2010 China's excavator industry sold a total of 165,800 units, a year-on-year increase of 78.52%, of which the market share of self-owned brands was 28.30%. At present, the high-end hydraulic components required for construction machinery support still need to rely heavily on imports. According to incomplete statistics, the import of hydraulic parts in 2010 was US$2.858 billion, which was a year-on-year increase of 32%, of which 2/3 of imported hydraulic parts were used in construction machinery and construction machinery. 70% of the industry's profits are swallowed by imported basic components. Due to factors such as high supply price and lack of timely delivery, excavator companies in China are difficult to grasp the initiative in competition in the fierce market competition. Basic components such as high-end hydraulic components have become the bottleneck restricting the development of the excavator industry, and technological investment should be increased to achieve a breakthrough as soon as possible.

The liquid airtight industry achieved rapid growth. In 2010, the market demand and import of hydraulic, pneumatic, and sealing products in China increased rapidly. According to the statistics of China Hydraulic & Pneumatic Sealing Industry Association, in 2010, the industry's total industrial output value reached 63.73 billion yuan, a year-on-year increase of 33.29%. Among them, the hydraulic industry was 35.13 billion yuan, an increase of 30.35%; the hydraulics industry was 1.98 billion yuan, an increase of 23.52%; the pneumatic industry was 11.610 billion yuan, an increase of 46.35%; the rubber and plastics seal industry was 8.560 billion yuan, a year-on-year increase of 38.62%; The sealing industry was 3.830 billion yuan, an increase of 29.83% year-on-year; the machinery and filler static seal industry was 2.62 billion yuan, an increase of 19.09% from the same period of last year.

While domestic production is growing, imports are also growing rapidly. In 2010, the total volume of imports of liquid airtight products was 3.810 billion U.S. dollars, a year-on-year increase of 32.05%. Among imported products, the largest amount of imported hydraulic components reached 2.858 billion U.S. dollars, a year-on-year increase of 47.50%. The annual export of liquid airtight products was 906 million U.S. dollars, an increase of 28.30% year-on-year. The import and export of liquid gas-tight products suffered a deficit of 2.904 billion U.S. dollars. The total value of imported hydraulic parts has exceeded 50% of the annual output value of China's hydraulic industry, and 70% of imported hydraulic parts are used for construction machinery. At present, China's hydraulic and sealed high-end products severely restrict the development of the equipment manufacturing industry represented by construction machinery and nuclear power, and it is necessary to greatly enhance the level of autonomy in order to change the backwardness of technology.