The correlation and influence of Chinese motor and upstream and downstream industries
The price change of raw materials in the upstream industry has a great impact on the pricing policy, cost level and sales performance of enterprises, and the degree of correlation is high. Bearings, commutators, inverters and other supporting products have specialized, high-tech products accessory products. The price change of raw materials is more obvious than that of the products. At present, China's main raw materials can be self-sufficient, which provides an important guarantee for the sustainable development of the motor industry.
1. The relevance and impact of upstream industry
(1) Electrolytic Copper
One of the main raw materials is the electromagnetic wire, which refers to the insulated wires of coils or windings in the manufacture of motor products. The main raw material of electromagnetic wire is electrolytic copper, so the main change of the price of electromagnetic wire is closely related to the price of electrolytic copper. The price of electrolytic copper dropped sharply in the second half of 2011, reducing the cost of the whole motor industry.
(2) Silicon Steel Sheet
Silicon steel sheet is the main raw material for stamping and core of motor stator and rotor. The main domestic silicon steel sheet production enterprises are mainly concentrated in large-scale steel production enterprises such as WISCO, Baosteel, TISCO and Angang. According to the production process, silicon steel sheets are divided into hot rolling and cold rolling. Cold rolling sheets have uniform thickness, good surface quality, high magnetic properties and low loss. In order to improve motor efficiency, the state has forced enterprises to choose cold rolling silicon steel sheets. Since 2011, the overall price of silicon steel sheets has shown a downward trend, the product cost of the motor industry tends to decline, and the profit margin level of the whole industry has been raised.
(3) Ordinary Steel Products
In addition to electrolytic copper (electromagnetic wire) and silicon steel sheet, there are a large number of auxiliary steel in the cost composition of the motor. It mainly includes carbon steel, medium plate and so on. The same as electrolytic copper (electromagnetic wire) and silicon steel sheet, the price of ordinary steel presents a trend of first rise and then decrease.
2. Correlation and influence of downstream industries
Motor products are widely used in various fields of national economy, especially large and medium-sized motors. They are widely used in metallurgy, power, petrochemical, coal, mining, building materials, paper making, municipal, water conservancy, shipbuilding, port handling and other industries. The rapid development of related industries has provided a broad market space for the motor industry and promoted the orderly development of the entire motor industry.
Metallurgical industry is a traditional industry, and it is one of the most closely related industries in the motor industry. On the one hand, metallurgical industry is the upstream raw material supplier of motor production enterprises, on the other hand, it is also the downstream customers of motor production enterprises. In recent years, the metallurgical industry has maintained a stable development trend. At present, although the world financial crisis has impacted the real economy of our country, the role of metallurgical industry in the infrastructure construction of urbanization and industrialization in our country has not changed.
Firstly, "Thirteenth Five Development Plan" puts forward the requirements of quickening the withdrawal of backward production capacity, accelerating technological progress and promoting industrial upgrading. At the same time, it calls for the development of circular economy to achieve sustainable development. Promoting the transformation of metallurgical industry, especially steel industry, requires a large number of modern advanced high-end equipment as support, objectively creating market space for the upgrading, transformation, technological progress and localization of motor in metallurgical industry.
Secondly, China is in the mid-term of industrialization, and the state's investment in infrastructure will promote the steady development of metallurgical industry, especially iron and steel industry. In the process of urbanization, the development of the West and the construction of high-speed railway, a lot of steel is needed. In the upgrading of construction, automobile, household appliances and electric power industries, a lot of steel is also needed.
For a long time in the future, China's metallurgical industry will still be in a stable development stage of industrial upgrading and replacement.
(2) Petrochemical Industry
Petrochemical industry is a resource-intensive, capital-intensive and technology-intensive industry, which plays an extremely important role in promoting the upgrading of related industries and national economic construction. As an indispensable and important link in the petrochemical industry chain, motor provides an important material guarantee for the rise and development of petrochemical industry. However, due to the impact of external factors such as the second bottom of the international financial crisis and the debt crisis in Europe, the growth rate of domestic petrochemical industry output slowed down, market demand and prices showed a downward trend, which caused a certain impact on the motor industry.
During the "Twelfth Five" period, China will continue to implement the policy of adjusting and revitalizing the petrochemical industry, improve the industry access and technical standards, eliminate backward and excess capacity, promote technological transformation and innovation, speed up the construction of key energy-saving and environmental protection projects, and the petrochemical industry will enter a critical period of transformation and upgrading in an all-round way. In addition, the state has increased investment in petrochemical equipment and accelerated the localization process of petrochemical equipment. The above planning objectives will create a huge market demand for the motor industry and actively promote the development of the entire motor industry.
(3) building materials
Building materials industry is an important raw material industry in China's national economy. At present, the output of main products in China's building materials industry has exceeded 50% of the world's output, and the development goal has changed to the promotion of technology, quality and energy conservation and environmental protection. It has become an inevitable choice for the construction industry to carry out development transformation. Several key areas are as follows: focusing on energy saving and emission reduction of industrial kilns, such as cement, glass, ceramics, brick and tile, developing a new generation of energy-saving kilns, integrating and demonstrating energy-efficient technology and equipment, speeding up energy-saving renovation and upgrading of existing kilns; vigorously developing advanced energy-saving grinding technologies and assemblies, such as high-efficiency energy-saving grinding, non-spheroidizing grinding, etc. To speed up energy saving and upgrading of existing mineral grinding technology and equipment. A series of key areas of equipment development, replacement and transformation need to support motor products, expanding the future market space of the motor industry.
In addition to the key areas mentioned above during the 12th Five-Year Plan period, with the development of China's economic construction and the implementation of policies for building new countryside and speeding up the urbanization process, the demand of China's construction industry will continue to grow steadily.
(4) paper making
Paper industry is an important basic raw material industry in economic life. It plays an important role in the industries of paper chemicals, papermaking equipment, power electronics, logistics and so on. Its boom cycle basically follows the fluctuation of macroeconomic cycle.
Since 2006, the government has implemented the policy of "energy conservation and emission reduction" and vigorously eliminated backward production capacity of paper making. Elimination of backward production capacity in paper industry is still one of the key tasks during the "12th Five-Year" period. In July 2011, all pulp and paper enterprises in China implemented the new environmental protection standards. The implementation of the new standards has not only continuously raised the threshold of industry access, but also accelerated the elimination process of a number of small enterprises, which is conducive to improving the relationship between supply and demand, and is of great significance to the improvement of the overall image of the industry. With the support of the whole policy, the paper industry has gradually entered a benign period of development. The process of eliminating backward production capacity and renewing and transforming the paper industry has also brought certain market space to the matching electric machinery manufacturing industry.
(5) water conservancy
Water conservancy construction is the primary condition of modern agricultural construction and the basic support of economic development. It has strong public welfare, foundation and strategy.
In recent years, on the one hand, the government has vigorously promoted the reform of water resources, constantly emphasized the important position of water resources construction, and regarded water resources management as a strategic measure to change the mode of economic development, fundamentally reversing the obvious lagging situation of water resources construction. On the other hand, the state has further increased the proportion of water resources construction funds in national fixed assets investment, improved the policy of water resources funds, and widely attracted social funds to invest in water resources construction, which has provided sufficient policy support and a good investment environment for water resources construction. The construction of a number of water conservancy infrastructure projects will require a large number of matching motor products, thus expanding the market capacity of the motor industry. At the same time, the adjustment and upgrading of existing water resources technology and equipment will create large-scale renewal demand for motor products, from which motor enterprises will benefit directly.
(6) wind power
Motor manufacturing enterprises can make their own or produce auxiliary wind power equipment for other enterprises. The development of wind power industry has opened up a new direction for the development of electric machinery manufacturing industry, and the wind power industry is facing a huge market space.
First of all, China has huge reserves of wind energy. According to the Chinese Academy of Meteorological Sciences, China has a total wind energy reserve of 3.226 billion kilowatts, ranking first in the world. There will be huge room for future development of wind energy in China. Secondly, policy support will become a breakthrough. As a kind of clean energy, wind energy has attracted more and more attention from all countries. China has vigorously supported renewable energy industry with wind power as one of the key industries, and included wind power enterprises in the list of encouragement enterprises. Finally, although most enterprises lack core technology and independent research and development capabilities, the wind power industry has duplicated. Construction and low-end overcapacity situation, but China's wind power equipment market as a whole is in the primary stage of competition, in fact, the overcapacity is caused by the unbalance between the various links in the industrial chain and between the production capacity and power grid construction. With the development of wind power rectifier manufacturing industry to large-scale and international, with China's enterprises mastering. With the introduction and independent development of core wind power technologies, the wind power rectifier manufacturing industry will surely develop healthily and rapidly.
(7) equipment manufacturing
Our country is in the process of the development of new industrialization, we need to modernize the traditional production tools and improve the market demand for machinery and equipment. In the process of promoting structural adjustment and industrial upgrading, the machinery and equipment production industry needs to develop ahead of time to upgrade the production technology and equipment of various industries. For equipment support; the acceleration of China's industrialization and urbanization process also provides a huge market demand for equipment manufacturing industry; with the continuous improvement of motor efficiency requirements, a large number of high-energy-consuming motors will be eliminated, and the application of high-efficiency and energy-saving motors has become an important part of the development of equipment manufacturing industry.