Railway Project heat-attracting electric equipment market HC Electric Top ten boost industry upgrade

HC Electric Network: In recent time, with the reform of railway related financing system and the public bidding of railway projects, the words "railway" and "rail transportation equipment" are undoubtedly the hot words of news in this stage. The attention of the whole people to the railway project will inevitably cause the electric industry to usher in the high chain effect. A period of time before the listed companies have disclosed a half year earnings, in the original is not optimistic about the market environment, some of the electrical enterprises but ushered in the trend of high growth, which not only caused the concern of the industry, but also caused a number of research institutions. Not long ago, the US general company Immelt's visit to China, and speculation in the domestic "industrial Internet" concept. As the front end of the Internet development, new trends and new phenomena have begun to flash in some developed countries and even in China, and the new integration of the Internet will be bound to bring the daily people's livelihood and industrial construction and economic development more closely together. But what does the concept of "industrial Internet" mean for our country? Railway project action frequently detonated rail transport equipment related industry market Heat July 24, 2013, the State Council executive meeting deployed to reform the railway investment and financing system, will fully liberalize the railway construction market. This is undoubtedly a big positive factor for the folk capital, and the introduction of the Civil Fund also solves a big problem of capital bottleneck for railway construction. It is understood that according to China's "Twelve-Five" railway construction goal planning, in 2013-2015 will complete the railway construction investment of 1.3 trillion yuan, and the new production line will reach more than 20,000 kilometers. According to the adjusted "Twelve-Five" Railway investment Plan, 2014-2015-year railway fixed assets investment will reach 1.4 trillion yuan, an average annual 700 billion yuan, investment scale and 2013 basically flat. (The train model on display at the Expo) in early August, China Railway Corporation (hereinafter referred to as the Iron total) launched the first railway locomotives, EMU, passenger cars and goods bidding procurement work, of which the total purchase project scale up to hundreds of billions. According to incomplete statistics, railway investment has continued to rise in recent years, the whole year planned railway fixed investment of 690 billion yuan, but the first half of the completion is far below the plan, so the second half and the next two years of railway investment will undoubtedly detonate the rail transport equipment industry and the industry's new round of enthusiasm, will also "There will be no other major investment in the second half of the year, and railways must be the country's biggest investment," according to people concerned. According to the general public bidding information, the bidding list includes 159 short groups (8 groups) EMU, and the procurement target of the equipment Department of the Railway General Transport Bureau is expected to add 1400 new EMU units in 2015. As an important subdivision part of the rail transportation equipment industry, bidding for this product will undoubtedly benefit the steady growth of the overall demand of EMU. At the same time, it is undoubtedly the important signal that the market heat of China's railway industry increases. For a long time, rail transit as a subdivision of the application of electrical products industry, the relevant investment and market conditions affect the electrical industry many products, and the next two years the railway related to large movements, for the electrical market areis certainly a series of stimulus. At the beginning of August, the Ministry of China held a press conference in Beijing on the National Motor Energy Efficiency Improvement Program ("plan"). According to industry insiders believe that the motor is an important part of the industrial system, and the move is considered to be an industrial system in recent years, a "transplants" activities, under the support of national policy and the guidance of local government, Stimulate the demand and development of the industrial market. and the railway industry of this series of actions, is also regarded as China's largest investment in the last six months, will be coordinated policies to stimulate the growth rate of China's market economy. From the inverter enterprise Weak City Beautiful High-profile reverse attack to see the development of the electrical industry since the beginning of this year, according to macro data show that China's economic market biased, especially in the first half of 2013, the relevant major macroeconomic data did not meet market expectations, the economic slowdown is a controversial issue of concern to the industry. In particular, manufacturing investment growth in the first half of the year has hit the lowest level in nearly 10 years. In addition, the overall industrial production and demand for lack of power, the industrial sector has a deflationary risk. However, with the recent period of time in the electric field listed companies to disclose the monthly report, the market development of the actual boom should be more than the expected degree. Take the frequency converter industry as an example, British Witten, Chuan technology, such as listed companies in August, the disclosure of the year, Chuan Technology thought January 2013-June to achieve net profit of 225 million yuan year-on-year growth of 58.29% of the high growth of the leading many inverter enterprises, and the company's performance report in the first half of the net profit of 53.07 million yuan , an increase of 29%. Therefore, the high speed growth of the inverter field enterprises in the economic slowdown has led to the market situation in the industry research. According to the analysis of the income growth of the company, summed up the main reasons for the following: first, in the external economic environment, the weak situation, the traditional advantages of products to maintain good growth, the following chuan in one machine and injection molding machine Two aspects of product advantages, is the field of income stability. Hui Chuan Elevator Integrated product output value of about 330 million, an increase of more than 40% points, and injection molding machine is 90 million or so, nearly 40%, the two advantages of product growth to the overall growth of the Sichuan contribution is great. Secondly, the first half of the new products are good performance, such as General servo, high voltage inverter, automotive electronics, especially automotive electronics, photovoltaic, high-pressure and other products, automotive electronics sales revenue more than 14 million, increase more than 800%, PV products, although the absolute value is small, But also for the future in the photovoltaic field of expansion and layout laid a good foundation. In addition, in the field of High-voltage inverter products, although in recent years, the trend of the development of high voltage inverter is obvious, but as the project market in the first half of the income settlement although not much, up to 80%, but from the point of view of the order is still very impressive. Therefore, the rapid growth of quasi-new products, the growth is relatively large, but also the main reason for the performance of Sichuan technology. The plight of electric companies in the industrial internet era has hit the concept of industrial Internet, as Mr Immelt of General Electric (GE) once defined as "an open, globalized webTo connect people, data and machines. The goal of the industrial Internet is to upgrade those critical industrial areas. "This is a huge physical world, composed of machines, equipment, clusters and networks that can be combined at a deeper level with connectivity, large data, and digital analysis." This is the industrial internet revolution. "The overall Internet development has gone beyond the concept of Internet cognition in traditional industries," said GE Immelt, which has been in the new development opportunities with the Internet model for some time. On the one hand, the network industry leaps and bounds these years, has already broke into the traditional industry hereditary, and already some Internet enterprises have been involved in some traditional industries, and the current traditional industrial enterprises are not waiting for the empty city of the method can not alleviate this situation; On the other hand, The progress and integration of technology and technology have provided sufficient conditions for the transformation of traditional industries, such as the current hot talk of intelligent cities, the Internet of things, cloud computing, large data and other hot words brought about by the wave of innovation, forming the traditional industrial external environment changes in the mature conditions. Although the trend is so, however, most of the entrepreneurs in China's electric industry are not aware of this situation, and the concept of network still remains in the concept of primary Internet, and with the understanding of the Internet in the process of exposing more and more traditional inherent mental illness. If the network concept does not understand, the Internet operation mode does not understand, to the Internet enterprises do not touch, which to a large extent, limited the traditional enterprises for new trends and new development of understanding. Domestically-made enterprises are still looking at domestic rivals, continued low-end prices in wartime, GE has begun its attempts at traditional advantages such as medical, transportation, aviation and energy, while Siemens, which has been replaced by many of its best companies, has also been exerting power in smart grids and intelligent transportation systems, NALCO, Traditional industrial enterprises, such as Schneider, ABB and Alstom, have also begun to move in their vertical industries, and international industry giants are trying to tap into the potential of traditional industrial devices to achieve "intelligent dialogue" between machines. Siemens, for example, is a business-oriented deployment in the grid software industry. And as smart grids and substations are increasingly being tapped into future networks, grid companies are likely to become the world's largest internet of things. According to media reports, Siemens previously acquired a company dedicated to the intelligent metering data management emeter. At the same time, Siemens has teamed up with power companies to provide large data tools, including data from smart meters and operational data for power grids, to analyze these existing data to prevent power outages, regulate power supply and demand relationships, forecast weather conditions and calculate energy-efficient projects. The concept of industrial Internet is a redefinition of traditional equipment manufacturing. Although traditional equipment sales are still an important part of the business model in the industrial Internet concept, the alternative concept of entrepreneurial change is the value-added services and innovative services that are now based on equipment sales. Maybe this shift doesn't get from selling equipment to selling services.is a long and painful process for traditional equipment manufacturing companies. A list of the top 30 of the company's firepower contest the hero honors the crown to help the electrical industry upgrade with the close of the end of the August Heat, HC Network hosted the "Cohesion-transformation of the Power" 2013 electric industry, the top ten selected 30 network voting has been August 15, the Electrical industry awards nationwide 30 enterprises have been marked the "cohesion-Transformation of power" 2013 China's electric industry most influential figures, enterprise selection activities of the primary stage has been settled. From August 16 onwards, the major finalists of enterprises, the characters will be the Phoenix Nirvana into the Year 10 of the review stage. This year's top ten electric industry selection activities are divided into the registration stage, the 30 audition stage, the 10 strong review stage and the awards ceremony several major stages. The top 30 will be selected by netizens through the network, SMS, net silver and other types of voting, and then invited association experts, authorities, corporate elites, industry media and quality buyers and other users as the judges, combined with senior experts to review the opinion, in a fair, just, open way to finally decide the list of the top 10 winners, This also makes the selection more authoritative and influential, and the final award-winning Enterprise awards ceremony and the top 10 list will also be held in October, the glory of the scene announced. According to industry insiders said, through the HC network electric industry's top ten selection activities, you can understand the status of China's electrical industry, dilemma and future development direction, at the same time for China's industrial equipment system electrical industry sustainable development and add a strong weight. and HC network through this "excellent in the selection" of the industry star-building activities, to promote and recognize and establish a model for enterprises and individuals emerging in China's electrical industry, which have made outstanding contributions to the industry, as well as enterprises with exemplary role and influence in the industry, and good Word-of-mouth enterprises. will also be in the industry to develop a positive, while driving the entire industry's competitiveness and cohesion.