行业如何发展是每个行业人和企业家最为关注的话题。2013年-2015年是行业发展历史具有里程碑意义的三年。电梯协会的信息网1986年成立的时候,全国电梯需求量1万台,2015年已经达到60万台。回顾历史,我们最容易发生拐点的是2008年国际金融危机,当时年产量46万台,紧接着进入高速发展期,尽管基数很大,但是发展速度也是两位数以上,在短短的三年中冲到70万台。但也正是在这三年,电梯行业失去了对产业调整的最佳时期,如果没有当年四万亿的投入,把房地产推高,那么现在去库存任务和产能过剩的现象就要弱化的多。
但实际上的发展轨迹是,2013年我国电梯保有量突破300万台,人均保有量达到全球平均水平,标志我国垂直交通领域的新高度,不过这一成绩既令人兴奋,也令人思考。因为于此同时,行业20多年20%以上的增长率进入了换挡期,进入10%以上的中速发展阶段,2013年增长率14%。2014年,在土地存量限期开发和在建住址累积总量急需完成这2个因素的推动下,电梯市场继续保持着11.3%的高速增长,总产量达到了71.4万台,出口接近7万台,超出了我们的预期,达到历史的最高峰。现在可以确认,2014年的71.4万台总产量,是中国电梯行业历史上的产量顶点,这一年中国电梯保有量达到365万台。
必须认识到,中国电梯总产量已经达到全球电梯总产量的65%-70%,中国电梯行业总产能已经突破140万台,是全球总需求的1.3倍,产能过剩已成为不争的事实。如果按国内需求量和出口10%的比例测算,产能过剩几乎一倍。2015年是电梯行业的拐点年,根据上半年统计,订单总量比2014年同期出现明显的下滑趋势。目前已经基本可以确定2015年将是电梯发展史上第二个负增长年,1990年出现过负增长,只有一年。然而,根据房地产的趋势来看,这次负数出现不会再反弹,明年仍然会出现微量下降趋势。
从房地产业来看:上半年业务统计数据表明新增建筑设计合同下降了47%,建筑机械效率下降51%。可预见电梯未来几年,电梯行业以市场增量的时代结束了,以市场刚行需求重新配置的年代来到了。制造企业间的竞争方式和企业发展模式将出现重大改革。
如何做?认清形势、主动作为、调整结构。
对于房地产,简单来说中央有三大精神:一稳定房地产市场;二去库存,全国待售住房按现有销售速度和销售比例,预期需要44个月;三调结构、促发展。
如何来看行业的拐点?这一天迟早要来,迟到不如早到,早到不如早知道,早知道不如早准备。历史不能改变,但必须反思。如果这一天发生在2008年,电梯行业就不会有今天这样严重的产能过剩和产业产品结构严重不合理的状况,这是我们应该吸取的经验教训。
目前中国电梯行业严重不合理,制造业盈余太多、服务也亏欠太多,电梯是制造与服务并重的行业,未来服务业将重于制造业。在欧美发达国家,电梯服务业占60%-70%,制造业30%-40%。
未来电梯产业的特征是后市场增量逐年上升,保有量越多市场需求越大,梯龄越长价值越高,维保、维修、改造市场将超量弥补制造业的减量。因此,电梯行业仍然是产值总量不断上升的行业,发展前景依然光明,但发展模式将出现重大变革,主要表现在两个方面:第一、产业结构进入调整期,即以制造业为主逐步调整到以服务业为主。以日本为例,电梯服务也占比72%-75%。我国电梯行业发展历史较短,因而梯龄普遍较短,目前属于制造业大于服务业的阶段,但由于每年新增的电梯增量巨大,以及使用频率使用强度太大和服务资源不足等原因,将促进行业向服务业转型,相应的与安全相关的政策和技术标准的提高,也将促进这一进程。所以说,目前在这样一个时期非常有利于我们行业进行产业结构的调整。第二、产品结构进入调整期。随着产品标准的提高和新技术的发明应用,以及市场个性化要求的增多,产品结构向更安全、更可靠、安装维保更方便、节能、环保、智能化发展,产品结构必将出现重大变化,对企业核心竞争力提出严峻挑战,无创造力的仅依靠模仿而生产的企业将被淘汰出局,创新驱动发展从概念层次进入实质层次。
回顾电梯30多年的近代发展史,每一次产品结构的调整,无不伴随着技术的创新。而技术标准的提高全面推进了行业的技术进步。
电梯行业的中国制造2025.中国制造2025是参照德国的工业4.0,针对中国制造业大而不强,效率和效益不高的突出问题制定了这样的计划,要从根本上改变制造的路线和格局,我们的战略目标是立足国情、立足现实、力争通过三步走实现制造强国。电梯行业实现制造2025具有重要意义和丰富的内涵,实现产品个性化和多远化,没有真正意义的柔性生产是无法做到的。目前在用的是标准产品自动化生产线,对未来个性化、小批量、多品种的需求是很难满足的,因此电梯行业任重而道远。
中国电梯行业发展空间依然广阔,要充满信心。之所以这么说有充分的理由:1.电梯产品的特征决定了逐年增大的后市场,到2015年底中国电梯保有量将突破400万台,维保、维修、改造增加的产值增量将大于新增电梯的减少量。2.梯龄超过15年以上的电梯累积量增多,改造量将大幅上升。3.政策性的淘汰和标准的提高将制造新的增量。4.公共交通、公共建筑和人口城镇化的刚醒需求,仍将创造新的增量。在这样的情况下,现存的500多家制造企业和8000多家维保企业,将在这一轮的产品调整和产业结构调整过程中,按照市场资源配置重新进行分配,经过淘汰使行业进入更好的发展。最终在新得形势下达到一个新的平衡,行业能够进入健康可持续的发展轨道,留下来的将占有更多的市场资源,发展更快更好。
How the industry develops is the topic of greatest concern to people and entrepreneurs in every industry. 2013-2015 is a milestone in the history of the industry. When the elevator association’s information network was established in 1986, the national elevator demand was 10,000 units, and in 2015 it had reached 600,000 units. Looking back at history, the most prone to the turning point is the 2008 international financial crisis, when the annual output was 460,000 units, followed by a period of rapid development. Although the base is large, the development rate is more than double digits in just three years. The medium rushed to 700,000 units. However, it is also in these three years that the elevator industry has lost the best period for industrial adjustment. If there is no investment of 4 trillion yuan in the year and the real estate is pushed up, then the phenomenon of destocking and overcapacity will be weakened. .
However, the actual development track is that in 2013, China’s elevator ownership exceeded 3 million units, and the per capita possession reached the global average level, marking a new height in China’s vertical transportation field, but this achievement is both exciting and contemplative. Because at the same time, the industry’s growth rate of more than 20% in 20 years has entered the shift period, entering the medium-speed development stage of more than 10%, and the growth rate in 2013 was 14%. In 2014, driven by the two factors of limited development of land stocks and the cumulative total of residential sites under construction, the elevator market continued to maintain a high growth rate of 11.3%, with a total output of 714,000 units and exports of nearly 70,000 units. Exceeding our expectations and reaching the highest point in history. It can be confirmed now that the total output of 714,000 units in 2014 is the peak of the production in the history of China’s elevator industry. In this year, the number of elevators in China reached 3.65 million units.
It must be recognized that the total output of China’s elevators has reached 65%-70% of the total global elevator production. The total production capacity of China’s elevator industry has exceeded 1.4 million units, which is 1.3 times of the global total demand. Overcapacity has become an indisputable fact. If the ratio of domestic demand and export 10% is measured, the overcapacity is almost doubled. 2015 is the turning point of the elevator industry. According to the statistics of the first half of the year, the total order volume has a significant downward trend compared with the same period of 2014. At present, it is basically certain that 2015 will be the second negative growth year in the history of elevator development. In 1990, there was a negative growth, only one year. However, according to the trend of real estate, this negative number will not rebound again, and there will still be a slight downward trend next year.
From the real estate industry: business statistics in the first half of the year showed that the new building design contract fell by 47%, and the efficiency of construction machinery fell by 51%. It is foreseeable that in the next few years, the elevator industry will end in the era of market growth, and the era of market reconfiguration will come. There will be major reforms in the way competition between manufacturing companies and corporate development models.
How to do? Recognize the situation, take the initiative, and adjust the structure.
For real estate, simply the central government has three major spirits: one to stabilize the real estate market; the second to go to inventory, the national sale of housing according to the current sales speed and sales ratio, is expected to take 44 months; three-way structure, promote development.
How to see the turning point of the industry? This day is coming sooner or later. It’s better to be late than to arrive early. It’s better to know as early as possible. It’s better to know early. History cannot be changed, but it must be reflected. If this day happens in 2008, the elevator industry will not have such a serious overcapacity and serious unreasonable industrial product structure today. This is a lesson we should learn.
At present, China’s elevator industry is seriously unreasonable. There are too many surpluses in the manufacturing industry and too much service. The elevators are industries with equal emphasis on manufacturing and services. The service industry in the future will be more important than the manufacturing industry. In developed countries in Europe and America, the elevator service industry accounts for 60%-70%, and the manufacturing industry 30%-40%.
The characteristics of the elevator industry in the future are that the market increment has increased year by year. The more the quantity of the market, the greater the market demand. The longer the age of the ladder, the higher the value. The market for maintenance, repair and transformation will over-compensate the manufacturing industry. Therefore, the elevator industry is still an industry with a rising total output value, and the development prospects are still bright, but the development model will undergo major changes, mainly in two aspects: First, the industrial structure enters the adjustment period, that is, the manufacturing industry is the main step-by-step Adjusted to the service industry. In Japan, for example, elevator services account for 72%-75%. China’s elevator industry has a short history of development, so the age of the elevator is generally short. At present, it belongs to the stage where the manufacturing industry is larger than the service industry. However, due to the huge increase in the number of new elevators each year, and the intensity of use frequency and the shortage of service resources, etc., Promoting the transition of the industry to the service sector and the corresponding improvement of security-related policies and technical standards will also facilitate this process. Therefore, it is very beneficial for our industry to adjust the industrial structure in such a period. Second, the product structure entered an adjustment period. With the improvement of product standards, the invention and application of new technologies, and the increasing demands of market individualization, the product structure is safer, more reliable, more convenient to install and maintain, energy-saving, environmentally friendly, and intelligent, and the product structure is bound to become significant. Changes will pose serious challenges to the core competitiveness of enterprises. Enterprises that are not creatively produced by imitation will be eliminated, and innovation will drive development from the conceptual level to the substantive level.
Looking back at the modern development history of elevators for more than 30 years, every product structure adjustment is accompanied by technological innovation. The improvement of technical standards has comprehensively promoted the technological progress of the industry.
China’s manufacturing in the elevator industry 2025. Made in China 2025 is based on Germany’s Industry 4.0, which has formulated such a plan for the outstanding problems of China’s manufacturing industry, which is not strong, efficient and effective, and fundamentally changes the manufacturing route and pattern. Our strategic goal is to build on the national conditions, stand on the reality, and strive to achieve a strong manufacturing country through three steps. The realization of manufacturing 2025 in the elevator industry is of great significance and rich connotation, and realizes individualized and far-reaching products. Flexible production without real meaning cannot be achieved. At present, the standard product automation production line is used. It is difficult to meet the demand for personalized, small batch and multi-variety in the future, so the elevator industry has a long way to go.
The development space of China’s elevator industry is still vast and full of confidence. There are good reasons for saying this: 1. The characteristics of elevator products determine the post-market that is increasing year by year. By the end of 2015, the number of elevators in China will exceed 4 million units. The increase in output value of maintenance, repair and transformation will be greater than Increase the reduction in elevators. 2. The cumulative amount of elevators with a total age of more than 15 years will increase, and the amount of renovation will increase significantly. 3. Policy elimination and improvement of standards will create new increments. 4. The newly-awake demand for public transportation, public buildings and urbanization of the population will still create new increments. Under such circumstances, more than 500 existing manufacturing companies and more than 8,000 maintenance enterprises will be re-allocated according to market resource allocation in this round of product adjustment and industrial restructuring. After the elimination, the industry will enter the market. Good development. In the end, a new balance will be reached in the new situation, and the industry will enter a healthy and sustainable development track. The remaining will occupy more market resources and develop faster and better.