High-end equipment manufacturing has been listed as a key development task for the "Twelfth Five-Year Plan"

It is understood that under the guidance of the State Council's development of strategic emerging industries, the "12th Five-Year Plan" for the equipment manufacturing industry drafted by the China Federation of Machinery Industry has been completed, and the development of high-end equipment manufacturing has been listed as a "key development task."

What is "high-end equipment manufacturing" is currently not clearly defined. However, in general, high-end equipment manufacturing should have several characteristics, such as high reliability, high strength, and high precision, and it is difficult for domestic production. In a nutshell, it is specialized, refined, special, and new. CNOOC, coal chemical, electronic integrated circuits, nuclear power, wind power, and high-end machine tools will all become key industries for high-end equipment manufacturing breakthroughs.

The reason why high-end equipment manufacturing has become a strategic emerging industry is to replace imported materials and enable domestically advanced products to become the pillars of national economic development. Qu Xianming, former deputy director of the Institute of Machinery Science, believes that high-end equipment manufacturing is a strategic emerging industry characterized by advanced technology and basic maturity. There is already a considerable technical base and talent pool in China; there is a large market space for equipment manufacturing. The industry and the national economy can play a supporting role; the use of the national economy is more effective; at the initial stage of industrial growth, there is great potential for growth; and there is sufficient protection in the energy and resource supply system.

In accordance with the above description and characteristic requirements, relevant departments have put forward a number of high-end equipment manufacturing industries that need urgent development. For example, in the field of new energy power generation equipment, with the goal of high-efficiency, energy-saving, clean and environmentally friendly, and intelligent, we will actively develop new energy power generation equipment. In terms of smart grids and their equipment, we will strengthen the construction of UHV power transmission and distribution and smart grids, and focus on development. High-voltage power transmission and transformation equipment, smart grid equipment, distributed power grid equipment, intelligent power distribution equipment, intelligent power equipment and giant energy storage equipment. In addition, it also includes high-speed railway equipment, marine engineering equipment, internet of things and their equipment, and facilities for energy conservation, environmental protection, and comprehensive utilization of resources.

The Ministry of Industry and Information Technology requires that we focus on developing high-end equipment manufacturing, cultivating large leading enterprises, and building advanced manufacturing bases, focusing on independent innovation, strengthening brand building, promoting intensive development, and actively promoting "Made in China" to "Created in China." "Change and speed up the construction of an industrial power.

Look forward to the rules issued a clear direction

Analysts said that the “Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries” currently has only a framework content, and it needs functional departments to further refine it.

It is understood that the Planning Department of the Ministry of Industry and Information Technology is preparing a list of special projects in certain industries. Its intention is to support key projects and seek breakthroughs.

"Before, strategic emerging industries stayed more in the concept stage and had a long-term trend. However, how good and which company can benefit from it, can not be seen clearly at the moment." said Shi Yunjin, research director of Shenzhen South Huijin. High-end equipment manufacturing companies are mostly state-owned large-scale leading enterprises, and they will certainly receive more policy support in the future.

Northeast Securities analyst Niu Chunbao also believes that the high-end equipment manufacturing industry is very broad and the direction is relatively vague. The companies that are actually implemented are not yet clear and must wait for the details to be issued.

Yang Shuanchang, Director of the Major Technical Equipment Division of the Equipment and Industry Division of the Ministry of Industry and Information Technology, once stated that one strategy of the equipment manufacturing industry during the "Twelfth Five-Year Plan" period is to "adjust the transformation, innovate and upgrade," and one goal is to "promote the large-scale equipment manufacturing industry." Become stronger".

In this regard, Guoxin Securities researcher Chen Jian believes that one of the signs of “big change” is the rise and improvement of China’s aircraft manufacturing industry. The country will vigorously support aircraft manufacturing companies in the future. Its original intention is to hope that there will be more strength in our country. Enterprises will be able to make greater breakthroughs in complete sets of equipment technology and parts and components, and bring them closer to Airbus, Boeing and Honeywell. . For example, the take-off weight of the world’s largest aircraft Airbus A380 has reached 560 tons, but China is still unable to manufacture aircraft with a take-off weight of more than 100 tons.

For the satellite industry, with the completion of China's Beidou II network, it is expected that the country will introduce more specific Beidou satellite application support and encouragement policies after 2012, and will focus on the promotion of surface equipment and satellite applications.

Marine engineering is also an important part of high-end equipment manufacturing. Under the dual influence of shipping capacity and excess production volume, China Shipbuilding, Guangzhou Shipyard International, etc. all have breakthroughs in offshore engineering business, while China Heavy Industry, CIMC, Zhenhua Heavy Industry and other companies are also large-scale offshore facilities and accessories. Production has its own uniqueness. In July of this year, ZPMC has already delivered the Fortuna shallow-water lifting and pipelaying vessel to foreign companies. This is also the first time that Chinese companies have delivered this type of pipelaying vessel to overseas shipowners. Some medium-to-large-scale enterprises such as Shanghai Jia Hao and Juli rigging are also developing some of their offshore projects.

Zhao Zhiming, executive vice chairman of the China Petroleum and Petrochemical Equipment Industry Association, said that the “Twelfth Five-Year Plan” development plan for offshore engineering equipment has been basically drafted and will be launched soon. The relevant person in charge of CNOOC also said that in the next five years, China will increase 50 million tons of offshore oil production, and 2-3 deep-water oil and gas fields will also be completed and put into production. The development of offshore oil will have more room.

However, Xu Minle, a researcher at Bank of China International, believes that high-end equipment manufacturing industry may cover more companies, such as companies engaged in CNC machine tools, high-speed railways and so on.

Guoxin Securities researcher Yu Aibin pointed out that there are also new policy opportunities for companies including China First Heavy Duplex Heavy Industries Group, Shanghai Electric, Dongfang Electric, Shenyang Machine Tool, and Kunming Machine Tool. “Next, what kind of detailed rules will be introduced by the government? At that time, there would be a clearer definition for high-end equipment manufacturing."

Yang Shuanchang stated that during the "Twelfth Five-Year Plan" period, the state will study and formulate relevant revitalization policies, establish a coordination mechanism for trans-regional, cross-industry, and inter-departmental coordination of major technology and equipment, make overall plans for the relevant policies for equipment manufacturing, and organize and supervise the implementation of localization programs. . At the same time, establish a major technological equipment R&D innovation reward system, and give appropriate R&D incentives to companies that develop and use the first (set) equipment of domestic independent innovation platforms to encourage insurance companies to develop the first (set) major technical equipment. Insurance business. In addition, related departments will also increase financial support.