2011 domestic industrial control industry growth dropped to 11%
1.11 years domestic industrial control industry growth dropped from 16% to 11%.
In 2010, driven by domestic demand OEM market of buoyancy, and equipment to upgrade the demand brought activated the financial crisis of the industrial control industry, industry growth reached 16%, the multinational big companies higher growth.In 2011, is the debt, the macroeconomic regulation and control multiple factors, is expected to 11 years in domestic industrial control industry growth dropped to 11%.
2. Industrial control lag economic cycle, petroleum and petrochemical industry in the economy is bad may accelerate, other industries affected by the economy.
China is processing manufacturing power, global economic stability will affect the final product demand, which transmitted to industrial control equipment.G-kong subdivision industry also has difference.Among them, the oil petrochemical industrial control products, cause eye construction cycle is long, generally more than two to three years, so project stability, maintain 5% ~ 8% growth.In the economy is bad, the industry may accelerate investment.In the first half of variable frequency industry is expected to fall to 10% growth.
3. Industry into import substitution, technology, cost, channel, scheme decided to enterprise competitive advantage.
China is the world's industrial automation consumption power.As technology digestion and evolution, China's industrial control industry have entered into import substitution era.Technology of the product to alternative, cost decided the added value of products, channel decided the profit pattern of the products, the products plan decided to comprehensive advantages, four factors together determine the enterprise the competitive advantage.The domestic enterprise import substitution of the advantages in the cost, channel, the future technology and the scheme is high quality industrial control company catch up the breach of the multinational company.
4. Foreign companies have more control.
Siemens (industrial control first), schneider (low pressure electric appliance), ABB (high voltage power transmission and distribution), HuoNing Wells (aerospace), Emerson (industry first three), rockwell (family breath, the pursuit of technology), mitsubishi (elevator stands up to the most rigorous test), omron (small components), panasonic (small components), the Ganges (petrochemical industry), AnChuan (product stability), three industry (inverter has been declining).
5. Domestic industrial control company introduction.
HuiChuan technology (huawei genes), the smoke willy (imitating beyond), when new of (elevator control board started), huazhong numerical control (nc system), focusing technology (technical strength), close kang frequency conversion (high pressure field relationship marketing), jiuzhou electrical (industry competition), the industry of (low pressure electric appliance).
6. Our judgment
In the first half of 2012 overseas demand stays slow, and domestic liquidity to markedly improved, and investment links lags behind economic cycle has revealed, quarter growth slowed industrial control industry;If the second half of the European central bank to release liquidity, domestic directional loose, investment continued to drive economic growth, or can drive the growth of industrial control industry.