The manufacturing industry must be courageous to "overtaking"

Author:Securities daily Time:2022.08.29

29aug

On August 27th, the National Bureau of Statistics released data. From January to July 2022, the total profit of industrial enterprises above designated size was 4892.95 billion yuan, a year -on -year decrease of 1.1%(calculated based on comparable calibers). According to the branch industry, the profit industry in July increased by 77.8%year -on -year, and the growth rate accelerated by 30.1 percentage points from June. It is one of the fastest -growing industries. Under the increasingly complicated and severe situation at home and abroad, the manufacturing industry has become a "emergency" of breaking the situation. Among them, the automobile manufacturing industry is already the first. At the upcoming service meeting, the Automobile Capital Forum was listed as the first theme forum with the theme "Double Carbon Future Smart Motor Acceleration". Data show that in 2021, the export of pure electric passenger cars in China was about 500,000, leading the world. In July this year, the domestic retail penetration rate of new energy passenger cars was 26.4%, of which the penetration rate of new energy vehicles of independent brands was 45.9%. As a double star in the passenger car and capital market, BYD's success is ultimately the success of independent research and development, and the success of the industrial chain control. In addition, 50 years ago, Shaanxi, which was founded in the Qinling Ronggou, started from scratch and independently developed the first domestic heavy -class off -road military vehicle. At present, the independent brand commercial vehicle represented by Shaanxi Automobile has firmly occupied the domestic heavy truck market and marched into the international market. History proves that the control of the industrial chain determines how far the enterprise can go. For comparison, Apple mobile phones that are about to post new products account for about 70 % of the industry. All domestic brands such as Honor and OPPO account for only about 20 %, and they are also under pressure to be subject to the industrial chain. When we talk about "Madeinchina", what is the talk? In fact, it is necessary to further clarify, is it "Made in China" or "China Intelligent Manufacturing"? More accurately, the former is "assembly in China", which is essentially a regional difference in the factors such as labor and land, which can be "moved away" at any time. At the same time, many machines for "made in China" are not made in China. It is necessary to face up to the global scope, especially between large powers. The manufacturing industry is shifting from efficiency priority to safety priority. Comprehensive and comprehensive competition is "Yangmou". There is no way to develop the manufacturing industry, and every step is. The bypassing and skipping must be replaced in the morning and evening. The curve overtaking and the transform of the road are very happy, but it is not possible. As the second largest economy in the world, we must make up the original innovation of design and make a good preparation for the "straightway" in most tracks. "Straight overtaking" is to speak with the overall strength. First of all, it must be strategically maintained, not lucky, fantasy, and not afraid of lasting war. Regardless of whether the surrounding environment is tight or not, firm and independent innovation will not shake, and the heart has been done for a long time. Secondly, the "renovation of life" of the third -tier construction of Shaanxi and other three lines of the year shows that in the process of "from 0 to 1", it is necessary to continue to give full play to the advantages of the system, concentrate their strengths, and organize high -level organizations to jointly manage them in order The spirit of "ant bone" was destroyed. Third, the oversized market advantages cannot continue to be consumed by local protection and industry monopoly. While accelerating the construction of a national unified market, the breakthrough of key core technologies can be made, one industry, one strategy, one enterprise and one policy, and improving policies on demand. In addition, multi -level capital markets are further supported. The Beijing Stock Exchange was announced at the service of the Faculty Fair last year. As of now, the proportion of strategic emerging industries and advanced manufacturing companies has exceeded 80 %. At the same time, measures should be accelerated to increase investors' attention to "specialized new" companies. Those who are hundreds of miles are half ninety, and the last ten miles are the victory.

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