What are the details of China's advanced manufacturing worth doing
Abstract: the United States has always been the leading innovation frontier in the world. Its strong talent reserve, information technology advantages and market-oriented incentive mechanism have created the foundation for it to continue to occupy the most high-end manufacturing
from the perspective of added value of manufacturing industry, in the stage of stagnant development of other countries after the financial crisis in 2008, China is the economy with the most significant improvement in the status of manufacturing industry, and jumped to the top in the world for the first time in 2012. However, we believe that China's advanced manufacturing is still a short board, and the new energy vehicle and integrated circuit industry may be the key to qualitative change. We continue to be optimistic about leading companies in global advantageous industries such as high-speed rail and construction machinery, as well as technologically competent companies in China's fast-growing industries such as integrated circuit equipment and robots
China's advanced manufacturing is still a weak point, and the new energy automobile and integrated circuit industry may be the key to qualitative change.
select enterprises with a global market capitalization of more than US $100billion and analyze their industry distribution. Among them, the corresponding industry distribution of Chinese companies (considering A-shares and Hong Kong shares) is Internet, finance, energy, food and beverage, and communication; In the United States, there are Internet, finance, energy, retail, automobile, aerospace, semiconductor, etc; Japan is automobile, electronics, medicine, communication and finance; Germany is automobile, chemical industry, medicine, energy and finance. In combination with the above market value data and industry distribution, we will generally put forward suitable material processing technology and mold design schemes at the same time. We believe that the key areas to be broken through in the further expansion of manufacturing in China are new energy vehicles and integrated circuit manufacturing industries, because of their long investment chain, strong pulling effect, high technical barriers and added value, and are closely related to future key fields such as IOT and AI
observation on made in China: enterprises are investing in intelligence and informatization instead of expanding users' capacity.
the rebound in investment since 2015 has promoted the recovery of China's manufacturing industry. More importantly, we have observed that in the current upward cycle, enterprises invest in intelligent equipment and manually loaded pressure testing machines, with the maximum load of 1 as the best production, instead of expanding production capacity. On this basis, made in China is shifting from relying solely on labor advantages to winning room for growth and expansion through technological breakthroughs
observation on made in the United States: talent reserve, information technology and market-oriented incentive mechanism
the United States has always been the leading innovation frontier in the world. Its strong talent reserve, information technology advantages and market-oriented incentive mechanism have created a foundation for it to continue to occupy the most high-end manufacturing. We predict that in the future, the high-end part of the U.S. manufacturing industry will have a solid position but face competition. The middle-end part may return, and the low-end part may continue to decline
observation made in Germany: field research has revealed four "tough" genes
four major reasons: 1) "slow" and rigorous national character; 2) Vocational education and trade union organization, cultivate and protect industrial workers; 3) R & D system with a history of more than 100 years; 4) Automation and informatization. At the same time, we also note that the next five years will still be a good time for China to acquire Germany and other European countries
they are optimistic about the investment opportunities of China's equipment rise and global pattern reshaping. IC manufacturing or "the key to development"
from the perspective of industry researchers, many customers are very satisfied with the details of future industrial policies after buying them: 1) pay more attention to the education and resource investment of skilled workers, and follow the German vocational training system; 2) Pay more attention to the protection of intellectual property rights, and open up the exit mechanism after the industrialization of innovation through the capital markets at all levels; 3) Facilitate the merger and integration among enterprises in key development industries. In the field of mechanical equipment, we continue to be optimistic about leading companies that have established global competitive industries such as high-speed rail and engineering machinery, as well as companies with technological strength in China's rapidly growing industries such as integrated circuit equipment and robots
risk warning: international trade friction intensifies; The progress of domestic industries is slower than expected