gameswithcryptocurrency| Equipment updates open up a trillion-level market, Shanghai companies create high-quality development advantages towards "new"
Equipment renewal opens trillions market
Shanghai Stock Exchange companies shape high-quality development advantages to "new"
◎ he Xinyi
After the State Council issued the "Action Plan for promoting large-scale equipment upgrading and Consumer goods Trade-in", local governments introduced intensive supporting measures to promote the landing of the program. According to estimates by relevant institutions, the annual demand for investment and renewal of equipment in key areas such as industry and agriculture is more than 5 trillion yuan, and the demand for the replacement of automobiles and household appliances is also more than 1 trillion yuan. In fact, this round of equipment renewal campaign also provides high-quality development for listed companies.GameswithcryptocurrencyOn the one hand, it promotes the expansion of consumption scale and the optimization of consumption structure, pulls supply-side upgrading from the demand side, and realizes the benign transformation of stable investment and steady growth; on the other hand, it effectively promotes technological progress, speeds up the development of new quality productive forces, promotes equipment renewal and iteration, and realizes industrial transformation and upgrading.
A reporter from the Shanghai Securities News noted that in 2023, the overall performance of physical enterprises on the main board of the Shanghai stock market was sound, with operating income, net profit and net operating cash inflows of 41.Gameswithcryptocurrency.88 trillion yuan, 1.94 trillion yuan and 4.12 trillion yuan. At the same time, physical companies on the main board of the Shanghai stock market have increased their willingness to put into production, and the scale of investment has been expanded. the total expenditure on long-term assets for the whole year is 3.1 trillion yuan, an increase of 12% over the same period last year. The investment growth trend continued in the first quarter of 2024, with a total investment of 640.4 billion yuan. Shanghai companies are paying close attention to and actively responding to national policies, seizing the opportunity of equipment renewal market, and promoting high-quality development to "new".
High-tech manufacturing industry has a strong momentum of production.
At present, the high-tech industry is paying close attention to the rising period of equipment investment and speeding up the gestation of new momentum. In 2023, investment in aviation equipment, rail transit equipment, photovoltaic equipment, software development and other industries on the Shanghai main board grew by 25%, 13%, 83% and 51%, respectively. These industries with high technological content and high added value continue to maintain rapid growth and further strengthen the foundation of the development of the real economy.
As a leading enterprise of high purity crystal silicon in China, Tongwei shares has accumulated comprehensive advantages in technology, talent, capital and management, and its production cost is ahead of the industry average level, and it is the main supplier of N-type silicon material market. The company announced in December 2023 that it plans to sign an investment agreement with the people's Government of Ordos City and Zhungeer Banner, and the company will invest 28 billion yuan to build a green substrate integration project to consolidate the comprehensive competitive advantage of the company's photovoltaic industry chain. help Inner Mongolia photovoltaic industry chain strong chain repair chain.
Xinquan, an auto parts company, responded to the national policy of promoting large-scale equipment renewal with practical actions. At present, the company is building production bases in Anqing, Changzhou, Shanghai, Mexico and Slovakia, with a total investment of about 3 billion yuan, of which equipment investment is about 1.3 billion yuan. At the same time, the company also gradually updates the old equipment that has completed the depreciation cycle, scrapping machinery, transportation and office equipment of about 40 million yuan in 2023; in addition, the company will carry out equipment, process and technical transformation of some of the existing production bases according to the needs of the project, with an estimated investment of 400 million yuan from 2024 to 2025.
Promote the continuous increase in the proportion of advanced production capacity
The current round of equipment renewal and consumer goods are driven by the improvement of technology, energy consumption and emission standards, with emphasis on high-end, intelligent, green and digital. The investment direction of entity enterprises in Shanghai stock market is also to anchor advanced production capacity, continue to carry out production equipment and technology innovation, and promote the company's high-quality development.
Large-scale equipment renewal is the source of vitality to accelerate the green transformation. Pinggao Electric conquers the core technology of high-end products such as environmental protection switches, contributes flat-height solutions to the new power system technology, and promotes the green development of manufacturing technology through domestic substitution, improvement of raw material utilization, process improvement and other measures. We will improve the development plan of lean production, strengthen the construction of lean production system, speed up the transformation of digital intelligence and the construction of lean production lines, comprehensively improve production efficiency, and constantly enhance core manufacturing capabilities.
Intelligent manufacturing promotes the transformation and upgrading of enterprises. Through the deep integration of digital technology and manufacturing process, Baoguang has built the first digital production line and precision material distribution line of arc interrupter in China, and established the production line of intelligent manufacturing benchmarking in domestic vacuum interrupter industry. selected by the Ministry of Industry and Information Technology intelligent manufacturing "precision distribution" excellent scene list, Shaanxi Province "intelligent factory" demonstration enterprise The "man-machine cooperation" operation mode of the intelligent production line of the key parts of the company's arc extinguishing chamber has obtained the "excellent scene of intelligent manufacturing" of the Ministry of Industry and Information Technology, laying the foundation for the company's intelligent manufacturing to promote high-quality development.
Digital transformation is the only way for manufacturing enterprises to develop with high quality. In recent years, special electricians have completed the construction of a number of digital plant projects in the power transmission and transformation industry, and their related projects apply new advanced digital manufacturing models, such as cloud computing, big data, simulation, artificial intelligence, and so on. production capacity, product quality and production efficiency have been greatly improved. At the same time, the company enhances its production capacity and workshop automation production level by means of digital transformation, improves the production scale and market competitiveness of intelligent wire and cable, high-voltage wire and cable, and promotes the localization of UHV DC casing. Further consolidate the company's leading position in the field of UHV transmission and transformation equipment.
Equipment renewal is also aimed at the high-end construction of the industrial chain. Xinhua Medical actively promotes the continuous increase of the proportion of advanced production capacity, forming an advanced product line in the medical device sector, covering infection control, radiotherapy and imaging equipment, operating room engineering and equipment, etc.; in the pharmaceutical equipment sector, the company has established injections, solid preparations, traditional Chinese medicine preparations, biopharmaceutical engineering technology centers to provide customers with overall solutions in four major business areas. At the same time, Xinhua Medical Disinfection supply Center, radiation diagnosis and treatment, pharmaceutical equipment series of overall solutions have driven the company's equipment manufacturing output, quality and market share in the forefront.
Activate the stock market with high quality supply
Echoing the expansion of investment and the release of a new round of equipment renewal demand, the operating performance of some Shanghai motherboard equipment manufacturing industries grew rapidly in 2023, with the net profits of general equipment manufacturing and construction machinery industries increasing by 27% and 9% respectively compared with the same period last year.
Shanghai companies are using high-quality supply to activate the stock market, forming a upgrading scale effect. In 2023, Haitian Seiko delivered dozens of gantry and horizontal plus intelligent flexible production lines, developed a variety of high-speed and efficient multi-axis machining centers, and competed with foreign first-class machine tool brands in the new energy automobile industry.
Focusing on customers' requirements for equipment transformation, upgrading and iteration in mining, building materials, metallurgy and coal industries, CITIC heavy Industries takes the initiative to provide customers with integrated solutions for equipment renewal and transformation. In the first quarter of 2024, the company's information on hand opportunities increased by nearly 30% year-on-year, and effective orders increased by about 10% year-on-year.
A new round of consumer goods trade-in action, mainly focusing on automobiles, home appliances, furniture home decoration consumer goods these three categories. In 2023, the household appliances industry on the main board of the Shanghai stock market achieved a net profit of 27.7 billion yuan, an increase of 7% over the same period last year; the furniture manufacturing industry achieved a net profit of 7.7 billion yuan, an increase of 14% over the same period last year; and the automobile industry achieved a net profit of 57.6 billion yuan, an increase of 25% over the same period last year.
Hisense Video is driven by laser TV, ULED X and ULED TV, adheres to the "100-inch pilot" of home display, continues to optimize consumers' display experience, and promotes household display consumption to be healthy, high-end and large-screen. According to reports, laser TV has a significant green and low-carbon advantage in the life cycle of product design, manufacturing and recycling.
As a leading automotive lamp assembly supplier in China, Xingyu actively participates in the design, development, production and delivery of automotive lamps in the domestic new energy vehicle industry. Take the flagship AITO M9 as an example, its intelligent lighting system is designed and developed by Xingyu Co., Ltd., from the lighting controller as the brain to the front and rear lamps as the actuator.