Technological innovation boosts confidence in industry development (new economic direction) Machinery industry | year-on-year | economy
Recently, the semi annual report of the mechanical industry was released: the added value of the mechanical industry in the first half of the year increased by 9.7% year-on-year, which is 5.9 percentage points higher than the national industrial growth rate during the same period; Accumulated operating revenue of 13.6 trillion yuan, a year-on-year increase of 9.4%; The total profit achieved was 775.17 billion yuan, a year-on-year increase of 12.2%.
"Driven by technological innovation, the industry has achieved transformation and upgrading, and major economic indicators have steadily improved, effectively boosting confidence in industry development," said Luo Junjie, Executive Vice President of the China Machinery Industry Federation.
"Dual Carbon" brings new market opportunities
Green equipment is experiencing rapid growth
A set of data to experience the green energy of the mechanical industry.
In the first half of the year, the production of products such as photovoltaic cells, wind turbines, and hydroelectric generators increased by 54.5%, 48.1%, and 32.3% year-on-year, respectively.
The energy industry is accelerating its green transformation, and green energy equipment enterprises are entering a period of opportunity. "In the first half of the year, the growth rate of operating revenue and total profit in the energy equipment manufacturing industry reached 13.9% and 18.1%, respectively." Luo Junjie said, contributing 30.3% and 25.3% to the growth of operating revenue and total profit in the mechanical industry, respectively.
Leading by market demand, the energy equipment manufacturing industry has not only achieved an increase in quantity, but also a qualitative leap.
The core module of Linglong 1, the world's first onshore commercial modular small reactor, has passed acceptance and recently completed hoisting, marking an important breakthrough in China's technological innovation in modular small reactors and the localization of major nuclear power equipment;
The 16 MW offshore wind turbine, which has the largest single unit capacity, largest impeller diameter, and lightest unit weight in the world, is connected to the grid for power generation. China's advantage in wind turbine manufacturing is constantly consolidating;
The solid-state hydrogen storage development project is the first to use photovoltaic power generation to produce solid-state hydrogen energy and successfully apply it to the power system, achieving flexible conversion between "green electricity" and "green hydrogen".
"In recent years, the machinery industry has continuously increased investment in research and development, developed a batch of internationally progressiveness equipment with a high level of localization, and boosted the green transformation of energy," said Luo Junjie.
Moreover, the pace of green transformation in the mechanical industry itself is constantly accelerating, gathering new momentum for the development of segmented industries.
Looking at new energy vehicles, the production in the first half of the year increased by 35.0% year-on-year, driving the production of lithium-ion power batteries, charging stations and other products for automobiles to increase by 46.4% and 53.1% year-on-year, respectively.
Look at batch applications of new energy engineering machinery, electric forklifts, excavators, loaders, mining dump trucks, etc. The proportion of electric forklifts in the total number of forklifts has exceeded 62%; The sales of electric loaders have exceeded 1100 units, approaching the full year sales of last year.
Steady progress in the construction of innovative systems
The emergence of heavy equipment in a major mechanical industry country
The world's first green shield tunneling machine, China Railway 1237, was successfully produced by China Railway in Zhengzhou and shipped to Sicily, Italy. "This is the world's first shield tunneling equipment that applies the green concept, using energy-saving intelligent manufacturing technology and advanced dust removal technology to reduce dust and noise emissions, with significant energy-saving and emission reduction effects," said Yin Yuefeng, Vice President of China Railway Equipment Overseas Branch.
The world's first 12000 meter automated deep well drilling rig sounded its horn and started drilling in the "Shendi Take 1 Well" in the Tarim Basin, Xinjiang, heading all the way underground. "As of June 19th, the automated drilling rig has drilled 3700.19 meters with good performance," said the person in charge of Gem Machinery, stating that the core components of the drilling rig have fully achieved localization.
The world's first set of 3000 ton OMB multi nozzle opposed pulverized coal pressurized gasification furnace, the world's first 10 meter ultra high intelligent coal mining machine, and the world's largest tower crane... In the first half of the year, highlights and innovative achievements in the development of heavy machinery as a major country in the mechanical industry emerged frequently.
Behind this, it cannot be separated from the support of the innovation system.
According to data from the China Machinery Industry Federation, as of the end of June, there were 260 innovation platforms listed for operation and approved for construction in the machinery industry, including 130 engineering research centers, 121 key laboratories, and 9 innovation centers. This has basically formed an industry science and technology innovation system with enterprises as the main body, research institutes and universities as the support, broad radiation, strong research strength, and relatively complete functions.
Behind this, it is inseparable from the improvement of industrial basic capabilities.
In recent years, the mechanical industry has focused on its weaknesses, increased research and development efforts, focused on improving basic capabilities, and made new progress in fixing and stabilizing the supply chain. At the Guangzhou pumped storage power station, the core control system of the No. 7 pumped storage unit is equipped with "Chinese chip", which effectively enhances the competitiveness of China's pumped storage industry chain; The world's first ammonia hydrogen fusion composite power fuel supply system was successfully ignited on a zero carbon direct injection liquid ammonia internal combustion engine of FAW Jiefang, marking important progress in the research and development of commercial vehicle ammonia hydrogen fusion internal combustion engines in China.
In the first half of the year, the strategic emerging industries related to the mechanical industry achieved a cumulative operating income of 10.9 trillion yuan and a total profit of 607.92 billion yuan, a year-on-year increase of 10.4% and 15.6%, with growth rates higher than the mechanical industry by 1 and 3.4 percentage points, respectively.
Global competitiveness continues to improve
Enhanced vitality of foreign trade in the machinery industry
The mechanical industry, which leads innovation, upgrades its structure, and achieves transformation, continuously enhances its competitiveness in the global market.
The new three types are the best examples. In the first half of the year, the export value of electric passenger vehicles, lithium batteries, and solar cells increased by 163.8%, 58.1%, and 10.4% year-on-year, all of which came from the machinery industry.
In addition, the export of high-tech engineering machinery such as crawler excavators, loaders, rollers, bulldozers, electric forklifts, all terrain cranes, and non highway mining dump trucks has also achieved rapid growth.
In the first half of the year, the mechanical industry achieved a total import and export volume of 536.1 billion US dollars, a year-on-year increase of 5.1%. Among them, exports amounted to 392.6 billion US dollars, a year-on-year increase of 14.4%.
Made in China has increasingly assisted the construction and development of countries around the world. "In just the first half of the year, China's machinery industry has provided mechanical equipment to more than 230 countries and regions worldwide," said Luo Junjie, including providing electrical equipment for the construction of the largest installed capacity Minggaichaur gas power plant in Azerbaijan, engineering machinery for the construction of Bangladesh's first nuclear power plant, and complete port machinery for the high-end market in North America.
The industry continues to recover, and corporate confidence continues to strengthen. In the first half of the year, fixed assets investment in the major sectors of the national economy involved in the machinery industry grew. Fixed assets investment in general equipment, special equipment, automobile, electrical machinery and instrumentation industries increased by 3.7%, 7.7%, 20%, 38.9% and 24.1% year on year respectively.
"Especially driven by the fields of battery manufacturing, power transmission and control equipment, the investment growth rate of the electrical machinery industry has always been higher than 33%, and the development trend is good." Luo Junjie said that the stable and positive performance of the main indicators has boosted industry confidence, but objectively, there is still pressure for the stable operation of the current machinery industry. Next, we need to prioritize stable growth and continuously strengthen policy supply. It is expected that the mechanical industry economy will maintain a stable growth trend in the second half of the year.