The era of high dividends is about to end the transformation of China's machine tool industry.

The US Forbes website published a report on July 23rd entitled: The End of China's Manufacturing Industry and the Rebirth of American Industry. This article argues that Chinese people are currently extremely worried about China's real estate and infrastructure bubble, but this is a short-term challenge that China can solve by spending money, and the real threat to the Chinese economy is even greater and lasting: the manufacturing bubble. The author, Vivek Wadwa, believes that by providing subsidies, cheap labor, easing policies, and manipulating the renminbi, China has successfully attracted many US companies to move their factories to China. But due to rising labor costs, concerns about government support for stealing intellectual property rights, and production time lags, companies such as Dow Chemical, Caterpillar, Volkswagen and Ford have decided to move some of their production back to the US. In addition, a series of rapidly developing and merging technologies will also break the status quo, such as robotics, artificial intelligence (AI), 3D printing and nanotechnology. These technologies have been slow to develop, but they are starting to grow rapidly. In the next decade, these technologies will usher in further development. At that time, the materials and production technologies used in manufacturing will be completely different from the current production processes based on production lines in China and the United States. Vivek Wadwa firmly believes that even if the Chinese factory is equipped with robots and 3D printers with artificial intelligence, it can realize automated production, and it will not be wise to ship raw materials to China after the assembly of finished products in China. Act of. Therefore, the return of manufacturing to the United States is unquestionable, not this decade, but the next decade. However, similar jobs lost in the United States will not return, and these jobs will cease to exist in the future. Although the reporter disagreed with the assertion that China's manufacturing bubble was only asserted when some US companies moved the production sector, the change in manufacturing patterns caused by major technological advances is indeed worthy of caution. Slow transition is not a consensus in the manufacturing industry this year, that is: the era of high dividends in China's economy has begun to pass, and the focus of China's economic transformation in 2012 is the transformation of manufacturing. As the working machine of the machinery industry, the urgency of transformation and upgrading is more obvious. One of the current conditions is that although China has the largest number of machine tool manufacturers in the world, it lacks the famous multinational machine tool group and world-class “fine, special and specialized” small giant enterprises. For a long time, the high-end beds required for China's economic construction and key projects mainly rely on imports. The domestic market share of domestically-made mid-range CNC systems is only 5%, while 95% of the numerical control systems required for high-end beds come from overseas, and the domestic market share of functional components is only It is 30%. Some analysts believe that the proportion of high-, medium-, and low-end machine tool consumption in China's CNC gold-cut machine tools market has the following characteristics: about 5:5:4.5 in consumption and about 15:7:15 in consumption. Therefore, the domestic demand for high-end machine tools exceeds the low-end machine tools in both consumption and consumption. Correspondingly, the pace of adjustment of domestic machine tool products is still not fast and timely. Most of the domestic machine tool products are mainly low-end, and medium- and low-end machine tools account for more than half of China's machine tool output. The import volume of China's machine tool products is high. On the one hand, due to the accelerated transformation and upgrading of the national economic structure, the demand for machine tool products in the domestic market is rapidly increasing. On the other hand, the technological innovation and product structure adjustment of the machine tool industry cannot. Keeping pace with the upgrading of market demand levels, the market competitiveness of domestically produced medium and high-end machine tool products needs to be improved. Chen Guilin, chief technician of Xi'an Aerodynamics Co., Ltd., pointed out that the current machine tool design and innovation capabilities can not meet the needs of the aviation industry, so users have to seek foreign manufacturers, such as the overall blade processing, blade processing, professional broach grinding, compounding Processing equipment and special processing equipment. Domestic machine tools also do not have mature and reliable CNC systems. The domestic CNC system only maintains a corresponding market share in general electrical processing equipment. Therefore, the transformation and upgrading of the machine tool industry is imminent. Chen Huiren, chairman of the China Machine Tool & Tool Industry Association and chairman of Dalian Machine Tool Group, said that "transformation and upgrading" is an inevitable choice for China's machine tool enterprises to become bigger and stronger. He believes that transformation and upgrading is only enough to be able to do it. It needs to be upgraded and leapfrogged from “can do” to “do it well”; it is not enough to be able to do certain products, and it needs to provide complete solutions for users. Ability; only technical means is not enough, and the overall quality of the enterprise needs to be comprehensively improved; only product and market adjustments are not enough, and the adjustment of the internal professional structure is required; it is not enough to consider only technical and economic factors, and enterprises are needed. Innovation and upgrading at the institutional and cultural levels. Especially nowadays, China's manufacturing industry has a complex external ecological environment: the first-line market with fierce competition; huge second- and third-tier markets; rising labor costs; lack of financing channels; management talents flowing to administrative agencies, foreign-funded multinational groups, and high monopoly industries ; low market credit and high transaction costs. Under such an external ecology, it is not easy for companies to survive. Especially in the machine tool industry, talents and technology need long-term accumulation. Now is another era of speed. If the company lacks acceleration, it may only become a follower. However, the characteristics of the industry itself need to be “quiet” and undivided. Regardless of the international market, in China's huge second- and third-tier markets, it does not mean that enterprises can only hit the market at low prices regardless of quality, innovation ability and brand competitiveness; regardless of brand strategy and development strategy, impetuous and blind The psychology of seeking happiness does not belong to those entrepreneurs with ambitions and ideals. After all, there is no stable and lasting development strategy, and China’s creation cannot be achieved. Lai Weimin, an economist who walks on two legs , believes that in this era of the spirit of the cottage, the Chinese manufacturing in the rapids must be prepared for two roads. The so-called two-legged walk, he agreed that Chinese companies should go global first, and then go back to localization. Why are there many internationally renowned brands in Japan, South Korea, and Taiwan? The reason is that they do not have such a huge domestic market to digest their products. They must go out first and take the initiative to dance with international first-line brands from birth. Lai Weimin believes that Chinese companies do not have such a forced environment, because China's manufacturing industry exports a large number of high-quality products with a large and cheap labor force, and at the same time, dumping a large number of cottage products with the huge domestic consumer market. But in the long run, China's manufacturing industry is undoubtedly suicide. He believes that it is easy to go out and then come back. It is easy for China's manufacturing industry to upgrade its creation in China, establish an international brand, and cultivate a first-class brand that is internationally recognized. In fact, in view of machine tool enterprises, China's machine tool enterprises already have a number of enterprises that go out, such as Shenyang Machine Tool, Qinchuan Machine Tool, Shanghai Machine Tool, Spark Machine, etc., but going out does not mean obtaining world-class manufacturing level or Level, how to operate, how to graft is the focus of consideration. But it is undeniable that these industry leaders are reluctant to stay in the low-end market and are not willing to bend to the bottom of the food chain. "Get the law, it depends on it." If you want to flow better in the river, you must first flow better in the sea. If you want to lead the Chinese market, you must aim at the world market. In this sense, the reporter agrees that only if Chinese brands go out to dance with wolves first, can they truly refine their views on strong competitiveness.

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