An epidemic situation is like a big test. After the baptism, has China's manufacturing industry withstood pressure and ushered in new development prospects and opportunities; can it look for opportunities in the epidemic and open up a new situation of localization of manufacturing parts. Under the soil of the digital economy, promoting new power represented by strategic emerging industries and high-tech industries is the main challenge for China's manufacturing to become a powerful country. The localization of key parts of the manufacturing industry is a key part of it.
Taking this epidemic as an example, the ventilator, a medical device that was originally very small, was widely concerned because of the outbreak. Even the first sentence that British Prime Minister Johnson made when he diagnosed new coronary pneumonia when he called US President Trump on the phone was "We need a ventilator." At present, there is such a voice that no country in the world does not want to buy it from China immediately. Ventilator.
This kind of precision instrument composed of 1500 to 1600 parts, due to the highly globalized production supply chain, with the epidemic severely hit the global industrial chain and supply chain, the upstream supply chain started to be blocked, resulting in insufficient supply of European and American giants. Although the whole world is eager for China to rapidly increase the capacity of ventilator, the core technology and short board of key components are also a missing link in China's ventilator supply chain.
Localization of the industrial chain
It must be said that the production capacity of the ventilator is on the one hand, on the other hand, the ventilator is a high-end medical equipment, and the entry barrier is very high. It is understood that although there are some ventilator manufacturers in China, this is a highly globalized industry. The core components include voice coil motors, turbo fans, solenoid valves, chips, flow and pressure sensors, etc. Europe and America. At present, this is the most important reason for restricting the production of ventilator worldwide.
Due to the fact that the supply of spare parts rarely happened in the past, Chinese ventilator manufacturers have rarely considered localized alternatives. At present, although Chinese ventilator manufacturers have begun to explore alternatives to domestic components, there are not many Chinese companies that manufacture components for ventilator or even high-end medical fields.
This reflects that China's manufacturing industry lacks a certain solution when responding to the crisis, but more importantly, it is necessary to pay attention to the problem of localization of key components. Carry out research and development of such parts. For domestic ventilator companies, especially leading companies, these large-scale international orders will play a stimulating role. They see what quality the ventilator required for international orders is, and will strengthen R & D investment in the later stage to avoid a certain degree The phenomenon of "stuck neck".
Looking at the automobile industry again, the weaknesses of the industry have been exposed in the epidemic. The characteristics of clustering and globalization make it impossible for any industry chain-related enterprise to be alone. Although benefiting from economic globalization, it also brings certain problems. The manufacturing industry, especially the components of the automobile manufacturing industry, is highly dependent on globalization. A car needs nearly 30,000 parts to make up, and the interruption of supply of key parts means that the entire production is stalled. In this global war epidemic, will the future industrial chain be transferred and simplified on a large scale? Will the supply chain of Chinese automakers become more localized?
It is understood that among the auto parts imported from China, the proportion of these four countries from Germany, Italy, Japan and the United States is as high as 60%. From the current point of view, although the supply of spare parts will not appear in the short term, the survival of enterprises is still the survival of the industrial chain. The key lies in the localization of the industrial chain, especially the localization of upstream suppliers. Therefore, the localization of the industrial chain will become the key.
In fact, China's manufacturing capacity is very strong, and many parts are not impossible to produce, but only subject to time and cost. To cite such an example, China was not without the strength to produce the ball at the front end of the ballpoint pen, but the value of the ballpoint pen is more cost-effective than the R & D cost. This is the same reason as auto parts, which may also be the reason for global procurement.
According to the prediction of relevant analysts, after the epidemic, all manufacturers, including China, will pay more attention to the localization of production capacity deployment and parts supply, and strive to achieve a higher degree of parts integration, so that the industrial chain is at a physical distance Upper becomes shorter. China's auto industry needs to master the true core technology, better realize localization in some parts, and form some advantages in the upstream and downstream industry chain competition. This is the path that the Chinese auto industry needs more.
Of course, there has been good news recently, and Chinese semiconductor companies have suddenly announced that the lithography machine has been successfully shipped, and the degree of localization has greatly increased. At present, the semiconductor industry is gradually gaining the attention of the country and people, and the "Chinese chip" is also growing rapidly like a mushroom. The localization of the lithography machine means that China has achieved "from zero to existence" and laid a solid foundation for the future development of the lithography machine.
At present, with the gradual improvement of the domestic epidemic situation, many manufacturing companies are seeking transformation and upgrading, and China's important position in the global manufacturing industry chain has gradually become prominent. In the context of the gradual relocation of low-end manufacturing industries due to cost issues, mid- to high-end manufacturing will be the main direction of China's future development. Such as 5G equipment, semiconductors, new energy vehicles, construction machinery, computer hardware and software, etc.
Manufacturing is the cornerstone of China's rise and the guarantee of the people's survival. To achieve high-quality products and advanced technology in this field is an important symbol of a developed industrialized country. In manufacturing, China is lagging behind developed countries in many fields, and it needs to be humbly to learn from others Successful experience, expand your horizons, determine the direction, in the process of accumulating bit by bit, slowly change, innovate and surpass!
