Electronic information industry stabilized recovery

The data released by the Ministry of Industry and Information Li Xiaoyu's Ministry of Industry and Information Technology recently showed that in May, the growth rate of domestic sales of domestic electronic information manufacturing and export delivery values ​​increased by 3 and 0.7 percentage points respectively from April, and the electronic information manufacturing industry is expected to gradually stabilize and pick up. According to data from the IDC report, IT spending in China's manufacturing industry will grow from US$11.17 billion to US$16.76 billion in 2016, and the compound annual growth rate from 2012 to 2016 will be 10.68%. China is expected to overtake Japan as the largest IT spending country in the Asia Pacific region next year. In the context of the crisis of domestic manufacturing industry and the “reindustrialization” of developed countries, the adoption of information and intelligent means to increase production efficiency and promote the profound transformation of production methods has become a choice of more and more companies. This is also an electronic information industry belt. Come the opportunity.

Global Manufacturing Move Back, Chinese Manufacturing Facing Solace

The impact of the European debt crisis on the world economy has gradually deepened, and global manufacturing industries are collectively experiencing cold weather. Foreign demand is weak, costs are high, and exchange rates are rising... After the financial crisis, China’s status as a “world factory” faces multiple pressures.

First, the demand in the international market has shrunk and exports have encountered difficulties. According to data released by the National Bureau of Statistics and the China Federation of Logistics and Procurement Industry, China's manufacturing PMI was 50.2 in June, which was a seven-month low, reflecting that both the new orders index and the new export order index of demand did not perform well. good.

Second, developed countries such as Europe and the United States have regained their pressure on Chinese manufacturing. On the one hand, manufacturing has retreated into a trend. China Guangwang reported that the moves of some US companies have attracted market attention. For example, Ford Motor Company has to relocate 12,000 jobs from Mexico and China to the United States. High-tech, automotive parts, and household appliances have become the first major manufacturing industries in the United States to return. On the other hand, we use offensives to promote overseas acquisitions. According to the statistics of the Zero2IPO Research Center, Chinese traditional industries are favored by foreign companies, and machinery manufacturing is thriving. They completed 8 M&A transactions totaling US$1.031 billion, accounting for 61.6% of the total foreign M&A transactions.

In addition, domestic labor, raw materials and other costs have risen. The original advantages of Chinese manufacturing have gradually disappeared. Emerging economies continue to grow and become new forces for the transfer of productivity in Europe and the United States. China's manufacturing industry faces a risk of drastically increasing wages.

The third industrial revolution struck, and the key to manufacturing upgrades was the "intellectual" crisis that gave birth to change. The famous British magazine "Economist" recently proposed that digital manufacturing will lead the third industrial revolution. In a world that is accelerating globalization, manufacturing has become more digital, and some major changes have taken place. Intelligent software, new materials, robots, and new manufacturing methods will form a synergy that will generate tremendous power to change the economic and social processes.

Today, emerging industries represented by new energy sources, new materials, new communications, energy conservation and environmental protection have not only become the driving forces in the global economy. It not only spawned new industries, but also profoundly changed the manufacturing methods.

Some European and American manufacturing companies withdrew from China, indicating that the global industry transfer has begun a new round of major reshuffling. On the one hand, the "reindustrialization" of Europe and the United States is not a simple industrialization, but a new high-tech point of seizing technological and industrial changes. High-end manufacturing and emerging industries will certainly become the focus of wrestling. On the other hand, emerging countries took advantage of cost advantages to accept the transfer of low-end manufacturing. The fact that the high-end and low-end markets are hit by a clampdown indicates that the old path of low-cost, low-cost manufacturing in China is not feasible. Leading by technological innovation to product innovation, promoting industrial upgrading, and increasing productivity are crucial to maintaining competitiveness. Informatization and intelligence have become the left-handed arms of China’s manufacturing transformation to China’s wisdom. Today, companies are increasingly focusing on IT technology investments. The report shows that in all sub-sectors of China's manufacturing industry, it is expected that the high-tech manufacturing IT spending will be the highest in 2012, accounting for 24% of the total IT spending in the manufacturing industry.

From a macro perspective, strategic emerging industries are seen as an important starting point for China’s economic transformation and upgrading. Miao Miao, Minister of the Ministry of Industry and Information Technology, recently stated that China is nurturing strategic and emerging industries. It is not a simple alternative to traditional industries, but it is the upgrading of industries through the promotion of the industrialization of emerging technologies and the high technology of traditional industries. The development of most strategic emerging industries cannot be done in a vacuum. It must rely on the basic support of the accumulation of technology, manufacturing capacity, and industrial organization formed by traditional industries.

A new round of global industrial transfer, the electronic information industry follows the trend

Data from the Ministry of Industry and Information Technology shows that since the beginning of this year, multiple factors at home and abroad have become more complicated, and China's economic downside risks have increased. However, under the influence of a series of steady growth policies and financial policies, China's electronic information manufacturing industry is expected to gradually stabilize and pick up.

Faced with the revolution in the new technology, the new round of global industrial transfer, as well as the adjustment of domestic economic structure and industrial upgrading, the electronic information industry will gain new opportunities for transformation.

According to IDC, China’s economy will face four major changes during the “Twelfth Five-Year Plan” period: structural changes, industrial changes, environmental changes, and changes in urban and rural areas. These changes also bring tremendous business opportunities to China's IT market. IDC attributed the substantial increase in China's IT spending to the following two key areas: the growing demand for consumer IT, and the IT opportunities brought by the Twelfth Five-Year Plan.

It is worth noting that in the last round of industrial transfer, China has undertaken a large number of low-value-added, labor-intensive processing industries. Today, China attracts the influx of international IT giants, and the western region has risen to a new height. Experts said that thanks to the low-cost, high-efficiency labor force, good infrastructure, supporting industries, and preferential policies, China will eventually become the center for the transfer of international IT industry manufacturing. This pattern will not change in the short term.

China's manufacturing is increasingly integrated into the global value chain. However, the electronic information manufacturing industry itself also needs to complete the transformation from "Made in China" to "China's Zhi Zhi", grasp the key directions of technological development, establish an independent and independent industrial chain, and seize the high-end link of the industrial chain.