The "economic code" behind the domestic compressor industry"

2023-12-19

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"Deep hidden work and name", which is used to describe the compressor can not be more appropriate. Compressors are closely related to industrial economic production. Compressors are ubiquitous in national production. However, due to general machinery, they cannot independently complete production tasks and have low perception. Therefore, although indispensable, few outsiders pay attention to it.

Read the compressor can read the economy

Compressor products have the dual characteristics of industrial products and consumer goods. The rise and fall of this special industry echoes the rise and fall of all walks of life. It has always been regarded as a barometer and weather vane of the economy. Changes in the compressor industry can often reflect the economic environment. change.

The reason why compressors can measure the temperature of the economy is that there are many types of compressors, involving all walks of life, including traditional industries such as steel, petroleum, metallurgy, cement, coal, and automobiles, as well as emerging industries such as aerospace, high-speed rail, and medical electronics. Enterprises to increase production, production or stop production, can be seen from the operation of the equipment, and the operation of the equipment is inseparable from the compressor, so the increase or decrease in the demand for compressors can directly reflect the business production activities of the enterprise.

Since 2011, although China's overall compressor sales are still growing, the sales growth rate has slowed down. During this period, many enterprises suffered losses, shrank, and even stopped production and changed careers. What is reflected behind it is that since 2011, China's economic growth rate has slowed down, and has entered a new normal of medium-to-high-speed growth from a period of rapid growth. Under the new normal, Chinese enterprises have entered the structural adjustment period of "de capacity, de inventory, deleveraging, cost reduction and short board" from the previous scale expansion and speed expansion, which is undoubtedly a test for compressor manufacturers.

From the end of last year to this year's compressor industry market rose sharply, you can clearly feel the recovery from the entire country's economy. In the first half of the year, compressor sales generally rose by more than 50%, which is not only related to the landing of the national "13th Five-Year Plan" project, but also related to the supply-side reform and the re-release of production capacity.

In addition, the changes in the economic structure can also be observed to a large extent from the changes in the product structure of the compressor.

On the one hand, the demand for compressors in the traditional manufacturing industry is declining, while the demand for compressors in emerging industries is rising, which reflects the change of the industry. For example, with the decline in demand for coal and electricity in the past two years, the country has carried out coal supply-side reforms, and has continuously increased its efforts to reduce production capacity. A large number of coal mines have been shut down, reducing coal production by hundreds of millions of tons, and the market for mining compressors has also shrunk significantly. Especially in several provinces with large coal resources.

On the other hand, the demand for compressors with higher technical specifications and higher quality is rising, which shows that under the development trend of new industrialization, the large-scale and fine equipment used by domestic industrial enterprises is gradually becoming the mainstream, and enterprises pay more attention to cost control and pay attention to the high efficiency of the whole life cycle of equipment, not only limited to the initial purchase cost. This highlights the transformation and upgrading of Chinese enterprises under the supply side reform. A strong example is that before 2011, inverter compressors had already come out, but few people were interested in the market. After 2011, the market share of inverter compressors, permanent magnet inverter compressors and two-stage compression products with higher energy efficiency has increased rapidly, becoming the main products in recent years.