Analysis of the situation and prospect of the motor industry in 2020
The motor industry has a large market capacity and is widely used in different fields as an important driving source.There are a large number of motor enterprises in China, but the high-end market of the industry is occupied by foreign developed countries. Most of the manufacturers in China are concentrated in the field of micro-motor, and the market competition is fierce.At present, China's motor industry belongs to labor-intensive and technology-intensive industries. The concentration degree of large and medium-sized motor market is high, while the concentration degree of small and medium-sized motor market is low, and the competition is fierce.There is a large differentiation within the motor industry. Listed enterprises and large state-owned enterprises have taken the lead in the development of the whole industry and gradually expanded their market share due to sufficient funds, large production capacity and high brand awareness.However, a large number of small and medium-sized, homogeneous motor production enterprises can only share the remaining market share, forming the "Matthew Effect" in the industry, which promotes the industry concentration degree to some extent, and some weak enterprises are eliminated.In general, the scale of domestic motor manufacturing enterprises is small, and most of them concentrate on the production of low-end products. The competition among enterprises in the industry is fierce, and the leading international enterprises have occupied the domestic market by virtue of their advantages in technology and management.At present, Chinese local motor manufacturers can be divided into three types: new energy vehicle enterprises with electric motor control supply chain, enterprises specializing in the supply of auto parts or electric motor control products, and traditional motor enterprises.There is no foreign brand among the top 10 enterprises with new energy vehicle drive motor installation volume from 2016 to 2018.
According to statistics, in the first half of 2019, the performance of more than 90% of the 11 listed motor enterprises declined, and only one of Zhenghai Magnetic Materials achieved double growth in revenue and net profit.On the whole, the revenue of Huichuan Technology, Inverton, Zhenghai Magnetic Materials and Yunyi Electric increased, while the revenue of the other 7 enterprises all declined to varying degrees, among which, the revenue of Yuebo Power declined the most, with a year-on-year decline of 60.22%.Net profit, the sea magnetic materials, Jinlong mechanical and electrical net profit year-on-year growth, most of the net profit of other enterprises have a greater decline.
Data show that from January to November 2019, the production and sales of new energy vehicles completed 1.093 million units and 1.043 million units respectively, with year-on-year growth of 3.6% and 1.3% respectively.According to the statistical analysis of China Association of Automobile Manufacturers, new energy vehicles may show negative growth for the whole year.Even if the subsidies greatly reduced in 2019 affected the overall sales of new energy vehicles, but in the second half of the year, especially in December, the monthly sales of new energy vehicles have gradually recovered to the previous average level.With the arrival of the subsidy policy in 2020, the new energy vehicle market will significantly improve, which will play a positive role in the growth of motor vehicle performance.
Development direction and prospect of motor industry in 2020
Under the influence of a series of market factors, the profit space of most motor enterprises in China is further compressed.Under the background of high cost and further strengthening of environmental protection supervision, high efficiency and energy saving motor is the inevitable direction of motor industry development.In the "13th Five-Year Plan for Industrial Energy Saving" and the "13th Five-Year Plan for Energy Saving and Environmental Protection Industry Development" issued before, it is clear that the energy saving of the motor system is listed in the nine key energy saving projects, and it is more clear that the demonstration and promotion of rare earth permanent magnet non-core motor, casting copper rotor technology for motor and other high-efficiency and energy-saving motor technologies and equipment are proposed.
As a big motor manufacturer in China, remanufacturing is an important link for industrial development, and the energy saving and emission reduction of motor remanufacturing is of great significance.China's motor remanufacturing market has great potential and significant energy saving effect, which will become an important field of remanufacturing in China.
Analysis of the pain points of the motor industry in 2020
The motor industry is a typical discrete manufacturing model in China.At present, more than 80% of the industry for multi-variety, small batch production mode, the actual scale of the supply chain more than 100 billion yuan.In history, China's motor industry has many systems, innumerable data interfaces between systems, information islands, information sharing difficulties;In addition, the motor industry also has a single function, system integration workload, resulting in repeated investment problems.At present, the operation and maintenance of China's motor industry is becoming more and more difficult, with high system maintenance cost, low income and high risk.Overall, at present, the intelligent level of the motor industry is not satisfactory, mainly manifested in: lack of investment in high-end equipment, there is a large gap in the level of technology;Lack of high-end talents and technical team, industry innovation ability is poor;The role of the industry research and development platform is not fully played, and the basic technology research is weak.These potential reasons lead to the general weak profitability of China's motor industry enterprises, most of the manufacturing technology in the industry 2.0 stage, digital workshop, intelligent logistics system is very few.
In addition, there are several pain points in China's motor industry, mainly including: the lack of lean production management concept, low level of informatization, lack of digital ability;Product demand is personalized, motor manufacturing tends to flexible production, but the planning technology is backward;Backward production equipment, mechanization, automation level is low;The age structure of the labor force is unreasonable and tends to be old.The overall quality of the labor force is low and the labor cost remains high.The existence of these problems, shackles the further development of the industry.In order to develop the industry to a higher level, it is necessary to comb the motor industry as a whole and break down the weak links so as to promote the new development of the industry.