The production and sales of China's instrumentation industry rose from the low point of the beginning of the year, and it has been stable in the medium-speed growth area (15% to 20%). It is estimated that the year-on-year increase in production and sales will reach about 18%. On August 23, Wu Jiacheng, honorary chairman of the China Instrument and Meter Industry Association, told the author.

He said that if there is no major macroeconomic fluctuations, the major economic indicators of the instrumentation industry this year can reach the target expected at the beginning of the year, and the year-on-year increase in profits is expected to be slightly lower than 13%, while the year-on-year increase in imports will maintain a one-digit low growth rate of around 5%. The year-on-year increase in exports is still about 18%; the import and export deficit is expected to decline slightly, at around US$15 billion.

Production and sales held steady At the beginning of the year, the production and sales of the instrumentation industry fell by 12.8% and 14.1% year-on-year, respectively, year-on-year, but rose significantly in March, fell month-on-month in April and steadily increased in May and June. The year-on-year increase has been continuous for three months. It stabilized at about 17% and entered the medium-term growth zone of the industry in the 15% to 20% range expected at the beginning of the year.

The low growth rate of production and sales in the industry was mainly affected by the weak industrial demand for industrial automation devices that accounted for more than one-third of the industry's total. The growth rate in the first half of the year was lower than the industry average of 3 to 4 percentage points, and the analysis instruments and tests Equipment and other scientific instruments still maintain a growth rate of more than 20%.

Due to industry characteristics, the instrumentation industry used to be ranked seventh and eighth in terms of year-on-year growth in sales in the 12 sub-sectors of the machinery industry. In the first half of this year, it ranked first three places in the first half of the year. The year-on-year increase was second only to the agricultural machinery supported by the preferential policies. industry.

This shows that although the instrumentation industry is affected by the economic weakness at home and abroad, it is less affected, and the problem of overcapacity is not as serious as in some industries. Under the guidance of the country’s policy of vigorously revitalizing high-tech industries, the instrumentation industry is relatively large. The development potential and prospects. Yan Jiacheng said.

The year-on-year profit growth of the industry was -14%, which was lower than -13.7% in January-February 2009. This was the lowest point of the century, but then the economic benefits gradually improved from the lows of the beginning of the year. In this regard, Ruan Jiacheng analyzed that the main reason is that the hard costs such as raw materials and components have steadily declined, the rising trend in labor costs has stabilized; credit conditions have improved, corporate income has eased, and fiscal investment such as structural stabilization has gradually been implemented. Slowly rising.

However, enterprises with medium- and low-grade products, excessive production capacity, and rapid expansion in recent years are facing more difficulties, and whether the full-year profit growth can be restored to double digits remains to be seen. He reminded.

Imports of low-growth exports fell flat due to weak economy, industry imports showed a low growth trend, the overall impact of policies to encourage imports to the industry weakened, but in some industries such as food safety, environmental protection monitoring, even if there are domestic instruments, some departments include grass-roots monitoring Institutions require large numbers or even all configurations of imported instruments.

This phenomenon of overly pursuing imports is more serious and has aroused the concern of the National Development and Reform Commission and other relevant departments. They are actively taking measures to guide them. Yan Jiacheng stated that it must be acknowledged that there is still a gap between the product life span and reliability of some industries in China and that there is a gradual change in the concept of the application sector. Therefore, it is necessary to guide the manufacturing industry to continuously improve the quality level.

Exports remained declining year-on-year, but the rate of decline has been flattened, with double-digit growth still maintained in the first half of the year. The association believes that there are four main reasons: there are many middle- and low-end products, and the rigid demand accounts for a large proportion; the developing countries in exporting regions account for a large proportion; the cost-effectiveness and comprehensive competitiveness still have advantages; the export of medium and high-grade products such as DCS and rail transit monitoring systems has increased.

The overall situation is tight and the company is clearly divided. Jia Jiacheng said that the situation in the industry in the first half of the year has changed significantly compared with previous years.

Due to the high degree of correlation with steel, electricity, coal, chemical, and oil industries, the rapid growth of the automation instrument industry in the past increased from 30% to 13% year-on-year, while analysis, testing, and other scientific instruments still maintain more than 20%. The growth rate indicates that the demand for scientific research and test equipment for technological innovation remains strong, but the pattern of medium-to-high-end equipment mainly reliant on imports has not changed; at the same time, it accounts for a small proportion in the entire industry, but involves people's livelihood, culture, education and other meteorological conditions. The growth of special instruments such as oceanography, geological exploration, agriculture, forestry, animal husbandry and fishery, culture, education, and medical care is also rapid.

With the gradual deepening of the economic structure adjustment, the overall operation of the instrumentation industry has become tighter and the situation of the enterprises has been significantly different.

Currently, companies with good production and sales conditions, which may increase by more than 20%, account for about 10% to 15%; small increases are about 50%; and currently, they still account for about 1/3 of the negative growth regions. With the steady growth measures in place, it is expected that the ratio of Class I and Class II will gradually increase.

The companies with good conditions this year are generally those with high technological content, good industrialization results, and little capacity expansion, such as Zhejiang Zhonghua, Beijing and Lishi, Hangzhou Congguang, Shanghai Haoyu Hengping and Shanghai Lanbao.

Their common feature is that despite the macroeconomic impact, the total demand for products has not grown significantly, but due to competitive advantages, market share has continued to rise. For example, in the DCS field, in the competition with many well-known foreign companies, Helishi and Zhonghua may enter the top three. They rely mainly on technological progress and services to recapture the market from foreign companies.

It is reported that due to the high-end products and attention to modern enterprise management, the gross profit rate of the leading products of some outstanding enterprises exceeds 50%, the net profit of enterprises is greater than 15%, and the service business such as engineering integration and software accounts for 35%.

High-end export growth Three kinds of capital continued to slump According to Yan Jiacheng, different from 2008, many companies expanded their exports this year to compensate for the decline in domestic demand, such as the meter industry. The industry has exported 14.54 million units from January to June, an increase of 40.39%, and the export value was 295 million US dollars, an increase of 43.7%. It is estimated that the annual export will reach more than 25 million units and exceed 500 million US dollars for the first time.

At the same time, the gas meter industry whose exports have been declining for two consecutive years has also turned negative, achieving double-digit growth; the optical component industry, which had been declining in exports due to sluggish cameras and video cameras in recent years, has recently seized the global mobile phone industry. The trend of strong sales has been structurally adjusted. At present, 80% of the world's mobile phone lenses are produced in China. From January to June, 12.58 million optical components have been exported, with an amount of USD 880 million, an increase of 33.6%.

In fact, not only are traditional export products growing, exports of high-end products are also being vigorously exploited.

On March 20th this year, Beijing and Leasy signed a contract with the Hong Kong Railway Company to provide all ground and on-board signal systems for the Guangzhou-Shenzhen-Hong Kong High-speed Rail (Hong Kong Section) with a contractual amount of HK$490 million; in the following April and May, Zhejiang Zhonghua Two countries in the Middle East have undertaken two petrochemical projects respectively, and they intend to use the Chinese control system as a MAV method, with an amount of about 400 million and 300 million yuan.

The above situation shows that although the global economy is weak and export growth is difficult, there is still potential to be tapped, and research needs to be subdivided and supported. Yan Jiacheng concluded.

Compared with the rapid rise of domestic companies, foreign-funded enterprises are in a continuous downturn. According to reports, from January to June, the growth rate of its production and sales was only 5.23% and 4.65%, which was 12 percentage points lower than the growth of the entire industry. The profit growth rate has been negative so far, and the loss-making enterprises have exceeded 30%.

In the first half of this year alone, the proportion of production and sales of foreign-funded enterprises in the industry fell by 3% after falling for the fourth consecutive year.

The downturn of foreign-funded enterprises has become an important reason for the industry's difficulty in recovering to a 20% year-on-year increase. Yan Jiacheng told the author that although some foreign-funded enterprises have begun to adjust their structure to adapt to the changes in China's automation market, it is difficult to fundamentally reverse their decline.