How to solve the problem of homogeneity of the machinery industry

Since the beginning of this year, the continued weakness in internal and external markets has exposed some of the hidden problems in the rapid growth of the manufacturing industry. According to the data, the machinery industry in the first nine months increased by 8.6% year-on-year, 1.3% lower than the national average growth rate, and the machinery industry fell to the 10th in terms of value-added growth rate in the 12 industrial sectors.

Blind expansion and irrationality At the 2012 National Machinery Industry Economic Situation Report held recently, Cai Weici, executive vice president of the China Federation of Machinery Industry, pointed out that excessive overexpansion and deterioration of the market environment have led to an increase in total demand year after year. Supply capacity has increased and vicious competition has become increasingly fierce. One of the reasons for the current situation is that some manufacturing industries invest too much and cause excess capacity. For example, in the iron and steel industry, capacity has rapidly expanded by about 50% in the past few years.

According to a sample survey conducted by the Federation of Machinery Industry’s key enterprises, the cumulative amount of orders placed in the first nine months of the year has dropped by 0.35% year-on-year, which is a significant drop from the usual increase of more than 20% in previous years. The demand situation is still in a relatively depressed state." “Especially in recent years, investment in high-speed growth of construction machinery, power transmission and transformation equipment, wind power equipment, machine tools and other industries, the price war will be difficult to ease.” Cai Weici said, in fact, in addition to technology has not yet cleared, has still not achieved a small number of localization In addition to high-end equipment, most mechanical products are currently facing the oversupply and vicious competition.

Where is the current contradiction in the current machinery industry is not insufficient demand, but the homogenization of production capacity has expanded too quickly. "As long as the supply exceeds demand, the supplier will not have the right to speak. To avoid struggling in the market without the right to speak, we must take the road of "differentiated" competition; only if we can achieve "incapable of talents" in a certain area can we create local areas. "Demand exceeds supply" to obtain a profit rate that is higher than the average level of the industry, said Cai Weici. Therefore, in order to change the current situation of the machinery industry, we must start from all aspects of the entire industry chain and adjust the existing industrial structure that has been formed over the long term. In particular, we must suppress the blind expansion of homogenization capacity, enhance the “soft” capability, and change the pursuit of products.” Big and heavy are "fine, fine, and spiritual."

According to the analysis, competition will make the survival of the company worse and worse: those companies with strong sense of independent innovation, active supply of key parts and components, faster product upgrades, and core competitiveness are expected to emerge rapidly, and products and processes have no characteristics and Advantageous enterprises will face the dilemma of continuous decline and even demise. This point of view is confirmed in the machinery industry. Statistics show that enterprises with quicker structural adjustments and faster development of "high-end and low-cost infrastructure" are generally able to achieve a converse trend, with growth in production and sales reaching about 20% or more. Such enterprises account for about 20% of all companies, but 80 The growth rate of % of all enterprises has significantly decreased compared with the previous year, of which about 1/3 of production and sales and profits have been in negative and negative growth.