The hottest profit sharply decreased, and the high

Profits plummeted, and the high-end manufacturing of the machinery industry was in a dilemma.

it was learned at the first quarter economic situation operation analysis meeting recently held by the expert committee of the China Machinery Industry Federation that the total output value of the machinery industry from January to February increased by 11.62% year-on-year, down 17.45 percentage points from the same period last year, and the growth rate from January to March rebounded to 12.23%. Since the financial crisis in 2009, the profits of machinery industry enterprises have shown negative growth for the first time. In the context of the obvious tightening of the macroeconomic environment at home and abroad, the growth rate of market demand has slowed down significantly since the beginning of the year, and the contradiction between supply and demand has further intensified

Cai Weici, executive vice president of the China Machinery Industry Federation, believes that the economic growth rate of the machinery industry continues to fall this year on the basis of last year, which has a normal regression element, but the sharp decline in efficiency is really worrying. However, according to the operating data in March, this round of economic growth is approaching the bottom, and will reach the bottom in the first half of the year at most. Cai Weici also stressed that "in the development of high-end machinery manufacturing industry, especially key parts, the state should clearly encourage localization."

the decline in growth rate is normal, and the sharp decline in benefits is worrying.

"the three months of this year are not as good as the march of last year", Lu Ying, director of the statistical information department of China Construction Machinery Industry Association, took excavators as an example. "43000 excavators were sold in March last year alone, and the first three months of this year did not add up to this number."

looking at the whole, the economic operation of the mechanical industry, which can be transformed into the up and down linear movement of the movable beam of the universal tensile testing machine, is not as ups and downs as the excavator, but the main statistical indicators show low-speed growth, and production and sales continue to show a downward trend. Data show that the total output value of the machinery industry from January to February was 239 million yuan, an increase of 11.62% year-on-year, down 17.45 percentage points from the same period last year, the second low point in the past decade. The sales value from January to February totaled 2.34 trillion yuan, with a year-on-year increase of 12.08% in the alignment of the two sections of the fractured specimen at the fracture, down 17.1 percentage points from the same period last year. The export delivery value was 257.87 billion yuan, a year-on-year increase of 12.25%, down 20 percentage points from the same period last year

Cai Weici believes that the economic growth rate of the machinery industry this year continues to fall on the basis of last year, which has a normal regression element

in the past decade, China's industrialization has developed rapidly, and the specific development stage has created a sustained high growth in demand. However, after entering the "12th Five Year Plan", with the deepening of the modernization process, all industries of the national economy will pay more attention to the development quality, have higher requirements for the level and quality of equipment, and the total demand will gradually return to steady growth

last year, the growth rate of production and sales of the machinery industry showed a trend of high before and low after, especially in the first quarter, which was one of the reasons for the increase in the decline from January to February this year. Take construction machinery for example. There were many irrational consumption factors in the ultra-high sales volume in March last year. Although the data fell significantly this year, the actual situation is still OK

although the decline in growth rate has a normal regression component, the sharp decline in benefits is really worrying

since the financial crisis in 2009, the profits of machinery industry enterprises have shown negative growth for the first time this year. The National Bureau of Statistics recently announced that the profits of Industrial Enterprises above Designated Size nationwide fell by 5.2% year-on-year from January to February, while the profits of the whole machinery industry increased negatively by 6.7%, 1.5 percentage points higher than the national industrial average. From January to February, the operating revenue of key associated enterprises of China Machine Union fell by 3.69%, down 29.24 percentage points from the same period last year; The total profit decreased by 13.52% year-on-year, 34.4 percentage points lower than the same period last year

the downward trend is approaching the end, and may reach the bottom in June.

at the economic situation operation analysis meeting at the beginning of this year, the China Machinery Federation predicted that the growth rate curve of the main economic indicators of the machinery industry in 2012 will be low before and flat after, and may reach the low point of this round of decline at the end of the first quarter or the second quarter. The data of the first quarter also proved that this round of economic growth is approaching the bottom, and "we can reach the bottom in the first half of the year at most", Cai Weici said at the analysis meeting

from the statistical data, the automobile production and sales volume in March was significantly warmer than that in February, which was the highest level of production and sales in March over the years. According to the latest statistics of the China Association of automobile manufacturers, auto production and sales in March increased month on month and year on year. In the first quarter, the production and sales of automobiles were 4.7842 million and 4.7927 million, down slightly to -1.8% and -3.4% over the same period last year. In the first quarter, automobile production and sales fell slightly year-on-year, mainly due to the high base in the same period last year. According to the completion of the first quarter of this year, the possibility of achieving positive growth this year is greater than negative growth

the overall operation situation of the machinery industry is also gratifying. From January to March, the growth rate of the gross output value of the machinery industry rebounded to 12.23%, down nearly 17 percentage points from the same period last year, but the output value of 1.55 trillion in March has rebounded to a high point. In addition, the growth rate of inventory has decreased month by month since last September. At the same time, enterprises are replenishing raw material inventory, which shows that they have some confidence in future development. This year, the price index rebounded slightly, which also shows that the market prosperity has improved

high end manufacturing meets policy "Waterloo"

many problems faced by the machinery industry stem from the serious overcapacity of products in the middle and low-end fields, and the way out for development is to strive for high-end. "In the development of high-end machinery manufacturing industry, especially key parts, the state should clearly encourage localization." Cai Weici said at the analysis meeting

at present, the localization momentum of key parts has begun. A series of gratifying progress has been made in the independent innovation of key basic parts and materials such as high-end hydraulic parts, high-performance pressure sensors, graphite seals for nuclear power plants, ultra-high voltage insulating sleeves, non oriented silicon steel sheets and tear resistant steel plates for large generators

however, it should be noted that the development of high-end equipment localization is facing a serious impact of import preferential policies

on December 15, 2011, the Ministry of Finance issued the latest tariff adjustment policy, implementing a lower provisional import tax rate for more than 730 kinds of goods, with an average tax rate of 4.4%, more than 50% lower than the MFN tax rate. The import tariff adjustment includes high-end equipment manufacturing, which has an impact on China's enterprises that are not stable in the field of high-end equipment manufacturing

from the perspective of the international environment, China's economic status continues to rise, which has led to more and more doubts and precautions in developed countries. The western developed countries represented by the United States clearly put forward the strategy of "Reindustrialization" after the financial crisis. Coke enterprises in North China, East China and central China continue to raise their voices; Steel prices rebounded slightly. The primary goal is to seize the commanding height of high-end manufacturing industry and never tolerate and allow other countries to threaten their dominant position. High end equipment suppliers in developed countries usually use the following method to our country: when our country cannot produce independently, they ask for exorbitant prices; Once China has made a breakthrough in localization, the price will plunge immediately. Taking advantage of the precarious foothold of China's domestic high-end products, it will lure users and compete with me for orders, so that domestic enterprises cannot obtain orders and recover huge initial investment, which will eventually be strangled in the cradle

Cai Weici repeatedly stressed that "the state should have a clear attitude of support for enterprises that dare to innovate independently!"