The decline in the proportion of industry and the development of the robot industry-Smart Manufacturing Channel

Today I saw an article worrying about the de-industrialization of our country, and the analysis is not unreasonable. In the 10 years since 2010, the proportion of my country's secondary industry in the economy has dropped from 46.5% to 37.8%, while the proportion of the tertiary industry has risen from 44.2% to 54.5% in the same period. On the positive side, the economic structure is upgraded from the secondary industry to the tertiary industry; on the bad side, the secondary industry is shrinking too fast, which means that the industry is hollowed out. After all, my country is not yet a high-income country, and it still needs manufacturing to build a nation.

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From the perspective of sub-industries, the shrinking proportion of manufacturing industry has become more obvious. Industry is the main component of my country's secondary industry. In the past 10 years, the proportion of industry in the economy has dropped from 40.1% to 30.1%, a decrease of 10%. The proportion of the tertiary industry has risen rapidly. Among them, the proportion of the financial industry has increased from 6.2% to 7.8%, and the proportion of the real estate industry has increased from 5.7% to 7%. Considering that many industrial enterprises have increased their relevance to the real estate industry, and some enterprises rely on the appreciation of their factories and land to maintain their livelihoods, the real real estate industry accounts for much higher proportions than statistics.

Although the gradual decline in the proportion of manufacturing is in line with the current law of economic development in my country, a sharp drop of 10% in the past 10 years is unhealthy. You know, South Korea, which has a higher per capita output value than ours, has been rising in the manufacturing sector in recent years. There are many reasons for the rapid decline in the proportion of my country's manufacturing industry, including rising labor costs, land prices and other factor costs, the rapid development of indirect financing squeezing the profits of the real economy, and the crowding-out effect of real estate on the manufacturing industry, and so on.

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In order to reduce the squeeze on the manufacturing industry, the policy will be further adjusted, focusing on the financial and real estate industries. In the reform of the financial industry, the general direction is to expand the proportion of direct financing, such as the full implementation of the registration system. The direct financing markets are mainly stock and bond markets, and investment in the secondary market will usher in a new spring. It also requires indirect financing financial institutions represented by banks to transfer profits and squeeze profits from the tertiary industry represented by finance and real estate to the secondary industry represented by industries, especially high-end industries. The financing policy of the real estate industry has been tightened, and the next step will guide the released liquidity to flow to the real economy, especially the manufacturing industry.

Directly financed capital markets are more market-sensitive than indirect financed banking institutions, and have more advantages in promoting the transformation and upgrading of manufacturing. In particular, the development of high-tech manufacturing, which lacks sufficient collateral, is very dependent on the support of the capital market. Take the robotics industry as an example. Since 2013, China has been the world's largest demand market for industrial robots and has been enthusiastically sought after by the capital market. China is also the world's largest producer of industrial robots. In 2020, the number of industrial robots produced in China will reach 237,068 units, a sharp increase of 19.1% year-on-year. It has not been affected by the epidemic at all. Most of the companies have received direct financing support from the capital market.

In the high-end manufacturing industry represented by robots, my country still has a lot of room for development and there are good investment opportunities. Although my country is the largest producer and consumer of industrial robots, there are still many shortcomings. According to one of the goals of the “Made in China 2025” plan proposed in 2014, local robot manufacturers should provide half of the domestic market by 2020 and reach 70% of the domestic market by 2025. However, we failed to achieve the 2020 goal. In view of this, policy support will only increase unabated, and there is a lot of room for imagination in related fields in the future.

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At present, there is still a big gap in core technology between domestic robot brands and foreign top brands. Especially in high-end industries such as automobiles and 3C manufacturing, foreign brands are still dominated. As the two core components of industrial robots, the manufacture of reducers and servo motors is mainly dominated by Japan. More than 75% of the reducers used in China are imported from Japanese engineering companies, and these components account for more than one-third of the cost of industrial robots made in China. Driven by the market and supported by policies, domestically produced substitutions will appear in these fields in the future, leading to the growth of leading companies in certain segments, and investors can focus on them.

Founded in 2015,Zunhua Baorui Titanium Equipment Co.,Ltd. is a manufacturer specializing in pvd vacuum ion coating equipment. The company’s products mainly include large plate coating machine, large tube collating machine, tool coating machine and LOW-E glass production line. Mr.Wang baijiang ,general manager of the company ,has been engaged in vacuum coating industry for more than 30 years. He continuously improve production technology, improve product performance and devote himself to provide customers with better product experience and higher production efficiency.