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2022-08-07
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How does the cooling of the vehicle market affect the machine tool industry?

2019 has been more than half. Under the background of complex and changeable economic situation, the user areas of the machine tool industry, such as automobile and 3C electronic consumer markets, continue to decline, and the construction machinery and other markets generally fall back after rapid growth. In particular, the automotive industry, the most important user field in the machine tool industry, has continued its sluggish market performance since the first decline in the second half of 2018, and there is still the possibility of aggravation. In that case, facing the continuous decline of the main user market in the industry, how did the enterprises in the machine tool industry operate in the first half of the year? What new changes have taken place in the industry? How should enterprises respond? What are the new highlights

2019 is more than half of the year. Under the background of complex and changeable economic situation, the consumer market of automobile and 3C electronics in the user field of machine tool industry continues to decline, and the construction machinery and other markets generally fall back after rapid growth. In particular, the automotive industry, the most important user field in the machine tool industry, has continued its sluggish market performance since the first decline in the second half of 2018, and there is still the possibility of aggravation. In that case, facing the continuous decline of the main user market in the industry, how did the enterprises in the machine tool industry operate in the first half of the year? What new changes have taken place in the industry? How should enterprises respond? What are the new highlights? The media department of China Machine Tool Industry Association interviewed several enterprises whose main user market is the industry in which cars can minimize the harm of safety belts to people, including state-owned, private and foreign-funded enterprises with appropriate vaseline oil on the two surfaces of 5.4 samples, and summarized the operating characteristics and business strategies of industry enterprises in the face of the automotive market situation in the first half of 2019, Communicate and share with colleagues in the industry

insufficient new orders in the automobile user market and sluggish growth in the high-end market

among the enterprises we interviewed, especially those with a relatively high share of the automobile market, the first half of 2019 saw a significant decline over the same period last year. Compared with previous years, there are still the following outstanding problems:

January, January and February have always been the low points of the whole year due to the impact of traditional holidays, but the rise in March was weak compared with previous years, Due to the product delivery cycle (generally three months for ordering), this situation directly affects the production and sales in the second quarter

the market performance continued to be sluggish in February and February. Some enterprises' orders can only meet the current production capacity, while some enterprises have been underemployed and are unable to provide effective orders for the third quarter. In addition, the production cycle not only indicates the weakening trend in the third quarter, but also it is very difficult to achieve delivery in the same year even if the orders in the third quarter come up

III. some users' orders have been delayed or even cancelled for many times, increasing the overstock of product inventory and capital occupation

a negative signal is that in the first half of 2019, the new orders of enterprises declined seriously, but the continued effect of the former market recovery. In the first half of the year, enterprises carried forward more orders in 2018. Some enterprises even said that the orders carried forward in the previous year this year were the highest in a decade. However, due to the delay in improving the new orders, with the completion of the carry forward orders of the previous year, the downward pressure on enterprises began to increase continuously. This sudden downward movement of the user market caught enterprises a little unprepared

according to Zeng Lufang, marketing director of Chongqing Machine Tool (Group) Co., Ltd., although the company has obtained some new orders in other fields, such as commercial vehicles, engineering machinery, mining machinery, petroleum machinery, etc., the automotive industry accounts for at least 60% of the company's product demand, especially the passenger car industry's demand for gear processing machine tools accounts for the main position, and the decline of this market can not be compensated by any other industry. Yichang Changji, also a manufacturer of gear machine tools, said that orders from the domestic automotive industry also declined in the first half of 2019, but the overall impact was relatively small because the automotive market accounted for only 20% of its market share

compared with state-owned and private enterprises, how are foreign-funded enterprises affected? Glauber machine tool (China) Co., Ltd. is a typical foreign-funded enterprise with the automobile industry as the main user market. In the field of automobile parts manufacturing, especially in the field of traditional powertrain, Glauber China occupies 75% of the market share, and almost all the internationally renowned automobile enterprises are its customers. The decline of the automobile market still has an obvious impact on Glauber China. According to renhongzhi, general manager of Glauber China, "in the first half of this year, Glauber China's new orders for equipment purchased from the automotive industry decreased relatively, and are basically carried forward from last year's orders. The new orders of Glauber China's automotive industry in the first half of this year are mainly the transformation of stock equipment, and the company achieved 300million yuan in the first half of this year."

take another look at the data of a Japanese machine tool enterprise in China listed in Hong Kong - Jinshang precision machine tool (China) Co., Ltd. The Chinese products of Jinshang machine tools are mainly precision automatic lathes, precision turret lathes, precision machining centers, precision grinders and precision wire rolling machines, covering it and electronic products, automobiles, medical equipment and other industries. The annual performance announcement as of march31,2019 shows that the company's revenue during the announcement period was RMB 2.851 billion, a year-on-year increase of 23.19%; The gross profit was 713million yuan, a year-on-year increase of 50.98%; However, by the middle of the year, Tsusho machine tools (China) announced that the controlling shareholder Tsusho of Japan had realized a profit of 1.229 billion yen in China in the three months ended June 30, a year-on-year decrease of 51.6%. In the application field of CNC high-precision machine tools in China, the automotive industry is the largest industry, and the consumer electronics industry accounts for the second. The continuous downturn in the automotive and consumer electronics market has led to a decrease in the demand for CNC high-precision machine tools, the leading product of Tianjin Shanghai Machine Tool Co., Ltd. in China, which has been shown in the data statements of the company in the second quarter

the continuous downturn in China's automobile market has a wide range of impacts. Almost all machine tool enterprises, from foreign-funded enterprises to state-owned enterprises and private enterprises, have been significantly affected. It is worth paying attention to the future trend

still optimistic about the Chinese market to seize the new energy vehicle user field

despite the market downturn, foreign-funded enterprises are still optimistic about the Chinese market and still invest in expanding production

on June 25, 2019, Germany eswell machine tool (SW) Co., Ltd. held a ceremony for opening in Yongchuan, Chongqing, officially announcing the establishment of SW Chongqing company. Chongqing is one of the provinces and cities with the most dynamic economic development in recent years. There are a large number of auto parts enterprises and machining enterprises in this area. Mr. Norbert Wiest, general manager of SW Suzhou company and SW Chongqing company, said, "although there has been a short downturn and decline in China's automobile market, from a global perspective, compared with the saturated market capacity in Europe, we believe that China's automobile market still has great potential."

in 2018, Jinshang machine tool (China) disclosed that it would establish a wholly-owned subsidiary in Bowang District, Ma'anshan City, Anhui Province, China, and establish a new factory in Bowang District, Ma'anshan City. On August 1st, 2019, the company announced that Tianjin, Shanghai and China had entered into two construction agreements on the construction of Anhui plant, involving an investment of RMB 178million. The construction of Anhui plant is expected to be completed and put into production in 2021. It is reported that although the group knows that China's manufacturing industry has an impact on the current market demand for CNC high-precision machine tools due to changes in the international situation and a number of macroeconomic uncertainties, there is no change in the group's assessment of the medium - and long-term development of China's machine tool manufacturing industry, that is, the Chinese market maintains a high potential demand for CNC high-precision machine tools

compared with the weakness of the traditional automobile market, the new energy automobile industry is in a period of horse racing and enclosure. Previously, the monthly sales volume of new energy vehicles reached record highs. The new production line has brought a large amount of capital into the purchase of manufacturing equipment. It is obvious that foreign-funded enterprises are also optimistic about this cake and use their strong technical capabilities to seize the new energy vehicle market

has been remixed into urban domestic waste again. Ren Hongzhi, general manager of Glauber China, believes that fuel consumption can be saved by 7%. In the future, the traditional automobile market may not see significant improvement in a short time, but the power driven transformation of the automobile industry will bring new opportunities to the automobile industry. Glauber China Dalian production base started the phase III expansion project in may2018 and completed the expansion in may2019. The phase III expansion project has enabled Glauber to significantly expand its product range and production flexibility, and gradually expand to the field of electric vehicles. Renhongzhi said that for the general environment of China's automobile power driven market transformation, Gruber has made full preparations in terms of technology, talents and infrastructure, and is confident to meet the changes in the automobile industry. Mr. Norbert Wiest, general manager of SW Suzhou company and SW Chongqing company, also said that "the rapidly developing field of new energy vehicles is the direction that SW company attaches great importance to and makes continuous efforts."

state owned and private enterprises are also trying their best to get involved in this field. Zeng Lufang, marketing director of Chongqing machine tool, said when introducing Chongqing machine tool, "In terms of passenger cars, in consideration of cost control and price competition, some new energy vehicle transmission systems and domestic automatic transmission enterprises increase production capacity, which brings some opportunities to domestic high-end machine tools. However, the total amount is limited, and the requirements for machine tools are very high. Domestic enterprises have the opportunity to take a share of the market share of imported machine tools only when they meet the requirements of users." Anhui Licheng Intelligent Equipment Co., Ltd., a modular machine tool enterprise, whose users are mainly in the automobile and motorcycle parts industry, said that an important strategy of the company in 2019 is to develop and launch new products such as turning units according to the development needs of new energy vehicles and other industries

industry enterprises face more severe challenges

compared with the traditional automobile market, the base number of new energy vehicles accounts for a small proportion, and the automobile statistics in July show that the sales of new energy passenger vehicles fell sharply in July due to the end of the transition period of new energy subsidies in June. In July, the production and sales of new energy vehicles were 84000 and 80000 respectively, down 6.9% and 4.7% over the same period of the previous year, which directly affected the overall growth rate of new energy vehicles. The future trend of new energy vehicles remains to be seen. It is also noteworthy that in July, 277000 and 281000 commercial vehicles were produced and sold, down 6.4% and 14.6% respectively compared with June; Compared with the same period last year, the production and sales volume decreased by 12.7% and 6.4% respectively

the insiders have basically reached a consensus that the future trend of the automobile market may be downward for a long time, and the competition in the future market will be more severe. Compared with some multinational companies with rich technical reserves in the high-end market, the living space of some small and medium-sized enterprises is facing more severe challenges

the machine tool industry is not only affected by the downward trend of the automobile market, but also has an impact on the industry enterprises due to the accelerated transformation and upgrading of the automobile industry in recent years. For example, the impact of the continuous upgrading of automobile emission standards and the rapid coverage of the automatic gear of passenger cars over the manual gear may have a greater impact on the demand for domestic equipment. Taking gear machine tools as an example, the current situation of domestic equipment is that a large number of domestic equipment are used to process parts and components of manual transmission, and the domestic automatic transmission has a good development momentum in recent years, bringing opportunities for transformation and upgrading for this part of domestic equipment. However, the overall proportion of domestic automatic transmission is still low, and a large number of automatic transmission are produced by joint venture brand enterprises. Their equipment is mainly imported, providing them with

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