According to statistics, in the first half of the year, the cumulative operating income and net profit of listed companies in the machinery industry increased by 47% and 71% respectively year-on-year, and the overall growth rate was significantly faster than other A shares. However, in the first three quarters, the above data of the industry both declined, and the growth rate dropped to about 42%. It is understood that with the continuation of the tightening policy and the slowdown of new infrastructure projects, orders for the machinery industry will continue to decline, and the fourth quarter results will be tested.

At the “2011 China International Industry Fair” held in Shanghai, the reporter learned that in the first half of the year, the growth of machine tools, laser cutting, and elevators significantly increased the number of orders in the first quarter of the fourth quarter, from June to July. The downward trend of orders appearing in the month may continue into the first half of next year.

More influence of general-purpose machine tools In the CNC machine tool exhibition area, Xuan Shanhua, deputy general manager of Liyang Numerical Control Equipment (Hefei) Co., Ltd., told reporters that “in the first half of the year, the number of company orders increased steadily, but it suddenly fell by 20% in the third quarter.” Looking into the fourth quarter, Xuan Shanhua affirmed that the number of orders will decline, and this trend may continue until the middle of next year.

Statistics from industry associations show that in the first half of this year, the output value of the domestic machine tool industry increased by more than 30% year-on-year, and the number of imported machine tools increased by 57% year-on-year. Xu Xu, director of the China Machine Tool Information Network, told reporters that from the second half of last year to the first half of this year, the machine tool industry used "hot" to describe it. As a corroboration, billions of inventories accumulated by a listed company in China from 2008 to 2009 were reduced to zero in just half a year in 2010.

However, since last year, the demand for the machine tool industry has become more and more obvious, and the demand for heavy machine tools has continued to decline. In the second half of this year, the number of orders fell even more, while high-end products such as CNC lathes were less affected by the environment. Xu Xu said, “Since June, the number of general-purpose product orders that accounted for most of the industry's proportions has been reduced by approximately 30% per month.” Affected by this, even with optimistic estimates, the overall industry revenue in the second half of the year can only reach the first half of the year. About half of it.

Lifting of orders for laser cutting in elevators in October was an emerging industry that started in 2003. Laser cutting is one of the highlights of this industry fair. In the metal processing exhibition area, domestic and international leaders including Han's Laser, Huagong Laser, Chutian Laser, and Yamazaki Mazak participated in the show. Due to the sluggish downstream industries such as steel, automobiles, real estate, and shipbuilding in the second half of the year, these companies also felt the coolness.

A salesperson of Daheng Lasers told reporters that corporate sales in the first half of the year increased by about 20% year-on-year, and the third quarter was the same as last year, but since October, orders from exporting countries have declined significantly. Peng Furong, a marketing specialist of China Labor Engineering Co., Ltd., also stated that orders for small-power customers in the fourth quarter, especially in the East China region, have declined. However, she also stated that February and March are traditional peak seasons in the industry and orders for the first quarter of next year are expected. There will be a rebound in the number.

In recent years, the process of urbanization and infrastructure construction in China has accelerated, driving the speeding development of elevators and other related industries. China Elevator Industry Association statistics show that the country’s elevator production increased by 40% year-on-year in the first half of the year and doubled by an average annual growth rate of 20% in the past 10 years. However, this growth momentum may stop here in the second half.

A person in charge of Zheng Xing, an elevator technology division of Siemens, told reporters that the signs of a decline in elevator orders appeared in June of this year, and the overall situation was satisfactory from July to September. However, the order status in October was “obviously not very good” and 11- The situation in December may be even worse. "I hope the sales will be good in the peak season next February, but it's hard to predict."

For companies such as Siemens and ABB, the subway accident occurred in the middle of the year was not the main cause of the decline in elevator business orders.