On the morning of March 5, 2022, Premier Li Keqiang delivered a government work report to the fifth session of the 13th National People's Congress on behalf of the State Council. What are the highlights in this year's government work report that are closely related to the construction machinery industry? The reporter of the first construction machinery network sorted out 13 key words to attract jade, hoping to make a brief interpretation of the development direction and focus of the construction machinery industry in 2022 for reference.
Key words: climbing over sill
According to the comprehensive study and judgment of the situation at home and abroad, the risks and challenges faced by China's development have increased significantly this year, and we must climb over the ridge.
D1cm said: at the executive meeting of the State Council on January 10, 2022, it was proposed that "the current economic operation is at the pass of climbing over the barrier", and the word "climbing over the barrier" appeared in the government work report on March 5. "Climbing a slope and crossing a ridge" vividly describes the current situation of China's economy. At the same time, it is also very similar to the development of China's construction machinery industry: that is, the overall trend is upward, but there are various pressures in the upward process.
As the opening year of the 14th five year plan, the operating revenue of the whole construction machinery industry exceeded 800 billion yuan for the first time, and the export volume of products exceeded 30 billion US dollars for the first time, realizing rapid growth. However, at the same time, many major product sub industries (especially the domestic market) have a "roller coaster" development curve, which has to be paid attention to. Under the influence of many factors, such as the normalization of the epidemic situation, the price changes of major raw materials caused by the changing global situation, and the white hot competition environment in the domestic market, it is worth pondering by every practitioner how to climb the slope and continue to move forward, and strive for "progress" in stability on the premise of "stabilizing the overseas market".
For China's economy, the first half of 2022, especially the first quarter, will be a key period of "climbing over the ridge". To solve this pressure, based on the premise of "stabilizing foreign trade", the "effective investment and final consumption" at the level of domestic demand will be the most critical link, especially the "effective investment". Therefore, in the first half of 2022, the investment policy will continue to be promoted, but it will not be "flooded", but "flowing".
Key words: actively expand effective investment, expand domestic demand and improve high-level opening to the outside world
Original report:
-We will firmly implement the strategy of expanding domestic demand and promote coordinated regional development and new urbanization.
-Actively expand effective investment. Focusing on the major national strategic deployment and the 14th five year plan, we will moderately advance infrastructure investment.
-We will open wider to the outside world at a high level and promote the steady development of foreign trade and foreign investment.
D1cm said: with regard to expanding domestic demand, the report pointed out that we should unblock the national economic cycle, open up all links of production, distribution, circulation and consumption, and enhance the driving force of domestic demand on economic growth. First of all, we should promote the sustained recovery of consumption, increase residents' income through multiple channels, and develop new forms and models of consumption. Secondly, we should actively expand effective investment. In 2022, the state will build key water conservancy projects, comprehensive three-dimensional transportation network, important energy bases and facilities, accelerate the renewal and transformation of urban gas pipelines and other pipe networks, improve flood control and drainage facilities, and continue to promote the construction of underground comprehensive pipe corridors. The central government allocated 640 billion yuan for investment. Government investment is more inclined to people's livelihood projects, and more efforts are made to make up for weaknesses in the field of social people's livelihood. The report also calls for optimizing the investment structure, solving investment problems and giving full play to the key role of investment. It is conceivable that such a policy preference will alleviate the embarrassment of turning the project funds to a certain extent. Thirdly, we should enhance the balance and coordination of regional development, deeply implement major regional strategies and regional coordinated development strategies, and develop the marine economy. Fourth, improve the quality of new urbanization. We will promote urban renewal in an orderly manner, strengthen the construction of municipal facilities and disaster prevention and mitigation capacity, and start the transformation of a number of old urban communities to continuously improve the quality of life of the people.
With regard to expanding opening-up, the report points out that we should make full use of the two markets and two resources, constantly expand foreign economic and trade cooperation, and promote deep-seated reform and high-quality development with high-level opening-up. We should take multiple measures to stabilize foreign trade, accelerate the development of new forms and models of foreign trade, accelerate the construction of international logistics system, and help foreign trade reduce costs and improve efficiency; We should actively use foreign capital, expand the scope of encouraging foreign investment, and support foreign capital to increase investment in medium and high-end manufacturing, R & D, modern services and other fields, as well as in the central, Western and northeast regions; We must persist in one of the "one belt, one road" construction with a high quality, steadily expand new cooperation areas, and promote the construction of the new western corridor. We should deepen multilateral and bilateral economic and trade cooperation to achieve win-win results.
Key words: Rural Revitalization
Original report: vigorously grasp agricultural production and promote the all-round revitalization of rural areas.
D1cm said that the focus of "agriculture, rural areas and farmers" has historically shifted to comprehensively promoting rural revitalization. This year is a key year for consolidating and expanding the achievements of poverty alleviation and effectively connecting with rural revitalization. Focusing on rural development, construction and governance, the report proposes to carry out the county wide pilot of extending the second round of land contract for another 30 years after it expires, deepen the reform of supply and marketing cooperatives, collective property rights, collective forest rights, state-owned forest farms and agricultural reclamation, strictly regulate the withdrawal and merger of villages, and promote rural toilet reform and sewage and waste treatment according to local conditions; At the same time, we should strengthen the construction of County commercial system. We should develop agricultural product processing, rural e-commerce and express logistics distribution according to local conditions, vigorously grasp agricultural production, fill "rice bags" and enrich "vegetable baskets", strengthen rural financial services, accelerate the development of rural industries, deeply carry out the construction of civilized villages and towns, and vigorously promote leisure tourism, e-commerce and other industries, Digital empowerment and Rural Revitalization.
Key words: urban old community reconstruction, urban gas pipeline and other pipe network renewal
Original report:
-We will start to transform a number of old urban communities and promote the construction of barrier free environment and aging adaptation.
-Adhere to the simultaneous development of rental and purchase, and accelerate the development of long-term rental housing market; Accelerate the renovation of urban gas pipelines and other pipe networks.
D1cm said: the transformation of old urban communities will help improve the living conditions of urban residents, enhance urban security and stimulate economic growth. It has entered the government work report for three consecutive years. In 2022, 56000 old urban communities will be newly reconstructed, an increase of 3000 over 2021. The renewal of gas pipeline has always been one of the important contents of the transformation of old urban communities, and its importance will be further improved in 2022. On February 24, Wang Menghui, Minister of housing and urban rural development, said that about 20000 kilometers of gas pipelines with potential safety hazards will be reconstructed in 2022, and the aging and reconstruction projects of gas and other urban pipelines will be juxtaposed with the supply side reform of real estate, the transformation of old urban communities and "new urban construction". This policy direction was further clarified in the government work report. According to the Research Report of Tianfeng international, the transformation and renewal of urban pipe network is expected to drive the investment in Gas Pipeline Transformation (including construction) to exceed 60 billion yuan.
Whether exploring the new development mode of real estate or accelerating the development of long-term rental housing market, whether the transformation of old urban communities or the renewal of urban gas pipelines and other pipe networks are closely related to traditional infrastructure projects. "Urban renewal + Rural Revitalization" will provide more product construction application scenarios for China's construction machinery industry.
Key words: promoting the development of digital economy
Original report: strengthen the overall layout of Digital China Construction, promote the development of digital economy, build digital information infrastructure, promote 5g large-scale application, promote industrial digital transformation, and develop smart cities and digital villages. Accelerate the development of industrial Internet, cultivate and expand digital industries such as integrated circuits and artificial intelligence, and improve the innovation and supply capacity of key software and hardware technologies.
D1cm said: Premier Li Keqiang specifically mentioned China's manufacturing industry in his government work report. The industrial development is indeed rapid, but he also put forward more requirements in terms of production technology innovation, improvement of core competitiveness and even moving towards medium and high-end. The information transformation and upgrading of industrial manufacturing industry needs to be deepened. On the one hand, we need to continuously accelerate the development of industrial Internet and further consolidate the foundation and guarantee of industrial digital transformation; We should also simultaneously expand digital industries such as integrated circuits and artificial intelligence, drive the development of emerging industries, optimize the industrial structure, improve the development chain, breed new driving forces, and then drive economic growth by improving the innovation ability of key software and hardware technologies.
Key words: accelerating the development of industrial Internet
Original report: accelerate the development of industrial Internet, cultivate and expand digital industries such as integrated circuits and artificial intelligence, and improve the innovation and supply capacity of key software and hardware technologies.
D1cm said: since the industrial Internet was first written into the government work report in 2019, the industrial Internet has become a hot word during the two sessions for four consecutive years. The government work report in 2022 once again clearly proposed to accelerate the development of the industrial Internet. In 2020, the added value of China's industrial Internet industry will reach 3.57 trillion yuan, with a nominal growth rate of 11.66%, accounting for 3.51% of GDP. In 2021, the added value of industrial Internet industry will exceed 4 trillion yuan and reach 4.13 trillion yuan, becoming an important force to promote the high-quality development of China's economy.
Industrial Internet is not only the biggest economic opportunity after mobile Internet, but also the core element of new infrastructure. At present, China's industrial Internet has entered the "fast lane" of development, but further acceleration still faces great challenges. According to the action plan for innovation and development of industrial Internet (2021-2023), 30 5g fully connected factories will be built in 10 key industries within three years, more than 60 key standards will be developed, five national industrial Internet industry demonstration bases will be built, and 10 "5g + industrial Internet" integrated application pilot areas will be built. For construction machinery enterprises, there is a lot of room for development in the future, but at the same time, there is a long way to go.
Key words: innovation driven
Original report: we will thoroughly implement the innovation driven development strategy and consolidate and expand the foundation of the real economy. Promote scientific and technological innovation, promote industrial optimization and upgrading, break through the blocking point of supply constraints, and rely on innovation to improve the quality of development.
D1cm said: innovation driven means that economic growth mainly depends on the benefits brought by scientific and technological innovation to achieve intensive growth mode, and technological change is used to improve the output rate of production factors. From investment driven to consumption driven to today's innovation driven, economic growth based on a high base needs transformation and upgrading in driving force. Obviously, a large number of leading enterprises of construction machinery have stood at the forefront of innovation driven, and how more small and medium-sized enterprises seize the opportunity to achieve curve overtaking and geometric growth is doomed to this "gamble" of seeking progress in stability, which needs to play every card in their hands.
Key words: manufacturing
Original report:
-Enhance the core competitiveness of the manufacturing industry. Guide financial institutions to increase medium - and long-term loans for manufacturing. Start a number of industrial infrastructure reconstruction projects, promote the upgrading of traditional industries, accelerate the development of advanced manufacturing clusters, and implement the national strategic emerging industry cluster project. Focus on cultivating "specialized and special new" enterprises, and give strong support in terms of capital, talents and incubation platform construction.
-We will continue to implement the policy of reducing taxes and fees to support manufacturing, small and micro enterprises and individual industrial and commercial households, and increase the scope of reduction and exemption and expand the scope of application.
-Speed up the training of urgently needed talents for high-quality development of the manufacturing industry, let more workers master their skills, and let 360 talents emerge in large numbers.
D1cm said: manufacturing is a high-frequency word in this year's government work report. Manufacturing industry is the main body of the real economy, the foundation of building a country, the instrument of rejuvenating the country and the foundation of strengthening the country. To understand contemporary China, made in China is a very good window. It is certain that promoting the high-quality development of manufacturing industry, promoting the transformation and upgrading of China's manufacturing industry, and promoting the integration of industrialization and informatization have become the primary task and key work of China's economic development in the new era. China's construction machinery market is a completely open market, gathering world-famous brands. In the top 50 list of global construction machinery in 2021, Chinese brands occupied 11 seats, and their sales jumped to the first in the world. However, China's covid-19 pneumonia has been aggravated by the economic and political factors, especially the new crown pneumonia epidemic. China's equipment manufacturing needs to increase its independent innovation and transform to high-end manufacturing, and build China into a global leading and influential manufacturing power. Among them, construction machinery is a business card of the rise of made in China and an industry with the most strength to rank among the first echelon of the global market. Although the road is blocked and long, the line is coming.
Key words: orderly promote carbon peaking and carbon neutralization, and properly handle the relationship between development and emission reduction
Original report:
-Orderly promote carbon peak and carbon neutralization. Implement the carbon peak action plan. Promote the energy revolution, ensure energy supply, based on resource endowments, adhere to the first establishment and then destruction, and make overall plans to promote the low-carbon transformation of energy. Strengthen the clean and efficient utilization of coal, orderly reduction and substitution, and promote the transformation of energy conservation and carbon reduction, flexibility and heating of coal and electricity. Promote the planning and construction of large-scale wind and solar power bases and their supporting regulatory power sources, and improve the consumption capacity of the power grid for renewable energy power generation. Promote the R & D, promotion and application of green and low-carbon technologies, build a green manufacturing and service system, and promote energy conservation and carbon reduction in iron and steel, nonferrous metals, petrochemical, chemical, building materials and other industries. We will resolutely curb the blind development of projects with high energy consumption, high emissions and low levels. Promote the transformation from "dual control" of energy consumption to "dual control" of total carbon emission and intensity, improve the incentive and restraint policies for pollution and carbon reduction, and accelerate the formation of a green production and lifestyle.
-We will strengthen pollution control, ecological protection and restoration, properly handle the relationship between development and emission reduction, and promote the harmonious coexistence between man and nature.
D1cm said: in the past year, the "1 + n" policy system of carbon peaking and carbon neutralization has taken shape, and the timetable, road map and implementation path have been gradually clarified. However, in specific practice, we have also encountered practical problems such as the tight supply of energy and raw materials and the adoption of "one size fits all" and "mobile approach" in policy implementation.
Compared with the relevant statements in the 2021 government work report, this year's goal has become more moderate and specific, emphasizing "building first, breaking later and overall planning". Relevant work objectives are also more realistic. In terms of stock, the government work report once again emphasized the basic role of coal and coal power, and made it clear that it should be replaced in an orderly manner and transformed flexibly, so as to give full play to its bottom-up guarantee role. In addition, for the existing traditional high energy consuming industries, such as iron and steel, nonferrous metals, petrochemical, chemical industry, building materials, etc., implement energy conservation and carbon reduction; In terms of increment, it is clear that while promoting the planning and construction of large-scale wind and solar power bases and their supporting regulatory power sources, it is also necessary to improve the consumption capacity of the power grid for renewable energy power generation. In addition, it also emphasizes the control of the source. For the new "two high" projects, strictly control the access gate of the projects, and the relevant ministries and commissions will also take the strict control of the "two high" projects as the focus of supervision.
The 14th five year plan is considered to be a key five-year plan for China to further fight the tough battle of pollution prevention and control and continuously improve the quality of ecological environment. It is also a key period and window period for China to reach the peak of carbon before 2030. The two tasks of pollution reduction and carbon reduction face great difficulties and challenges. In the process of eco-environmental protection, pollution reduction and carbon reduction will play a "grasping" role, and the two need to be carried out in coordination.
For China's construction machinery, it will be an excellent interpretation of "orderly promotion of carbon peak and carbon neutralization" to successfully complete the comprehensive switching of "national four" equipment in 2022 and focus on strengthening the development of new energy products represented by electrification.
It can be seen from these keywords in the government work report that in 2022, the country will continue to strengthen its development in the fields of manufacturing, innovation driven, digital economy, industrial Internet, new development model of real estate, long-term rental housing market, transformation of old communities and renewal of urban pipe network, Rural Revitalization, carbon peak and carbon neutralization. On the whole, a number of plans will benefit the construction machinery industry. But at the same time, from the central economic work conference at the end of 2021 to the current government work report, it is always inseparable from the word "stability". The so-called "go steady and make progress while maintaining stability, and work hard"
