White power "five strong" hegemony

The "12th Five-Year Plan" (hereinafter referred to as "Planning") of the Chinese household appliance industry is expected to be introduced in the near future. It is understood that the "planning" preparation work was officially launched in early March 2010. After soliciting opinions from enterprises, it has now been completed. Informed sources disclosed that "planning" will be announced as soon as this month. Changes in some of the specific economic indicators in the first draft draw attention from all parties. After the revision, by the end of the “Twelfth Five-Year Plan”, China’s home appliance industry’s total output value has been raised from the original RMB 1.1 trillion to RMB 1.5 trillion, with an average annual growth rate of 9.2%; the household appliances export target has been raised from the original USD 50 billion. To 60 billion US dollars, the proportion of the global export market will reach 35%. The adjustment of the output value target indicates on the one hand that the long-term development prospects of the industry are still good, and on the other hand, it releases the signal that the industry hopes to develop steadily. The advantages of leading enterprises will be further strengthened during the “12th Five-Year Plan” period.

The output target is still conservative?

At the end of 2009, the total output value of China's white electricity industry reached 743.3 billion yuan, and exceeded 960 billion yuan last year, with a growth rate of 28%. According to the growth rate of such industries, the originally planned 1.1 trillion yuan target will be "excessively realized" within the year. Is this the original intention of the "planning" output value adjustment?

Xu Dongsheng, secretary-general of the China Household Electrical Appliances Association, told the "China Electronics News" reporter that the amendment was actually a "renewal" of a few indicators. When drafting that edition in 2010, there was no data for the current year. The main basis for this update was the relevant data for the second quarter of this year.

According to the latest data from China Yikang, the sales volume of China's home appliance market reached 612.3 billion yuan in the first half of 2011. It is estimated that the home appliance market in 2011 will be about 1.2 trillion yuan. Based on this calculation, the revised "planned" output target is still too conservative.

In this regard, Peng Yi, director of research and marketing of China Yikang Market, explained that different statistical calibers caused differences among the data. The "home appliances" in the "planning" mainly refer to refrigerators, washing machines, air conditioners, and small home appliances. The statistics of Zhong Yikang added black power, communications and digital products.

However, Xu Dongsheng admits that the "planned" output value target is indeed conservative, but this "conservative" is intentional, "mainly to release a signal, hoping that the industry will develop steadily."

He disclosed that the "planning" has hardly mentioned the specific product index value, which was necessary in the past. "Planning" aims to reduce the amount and quota, but also to remind the domestic appliance companies should pay attention to the transformation and upgrading of the industry, from the direction of adjusting the industrial structure to drive the development of the industry. "After all, the popularity of some household electrical appliances has become so high that companies cannot be mistaken for the rapid growth of the market." Xu Dongsheng expressed his concern over the possible overcapacity of some home appliances. Therefore, it is hoped that the expression “appropriate growth in the size of the home appliance industry” will appear for the first time in the “planning”.

Although Xu Dongsheng is unwilling to predict how large the "platter" of the home appliance industry will be after 5 years, Peng Yu pointed out that the growth rate of the white electricity industry will gradually slow down. He analyzed that as China's home appliance industry matures and the policy dividend expires, it will be difficult to reproduce the scenario of explosive growth of ice-washing air-conditioners in the next few years. The annual growth rate may be less than 9%, and small household appliances will remain. Nearly 20% high growth.

Overall energy efficiency increased by 10%

Xu Dongsheng told reporters that the overall goal of China’s transformation from a “big home appliance country” to a “power home appliance country” has not changed in the next 10 years. He believes that to lay the foundation for strong home appliances, the main task of the "12th Five-Year Plan" period is to focus on technological innovation, in which energy-saving emission reduction will become the main line.

In Peng Peng's view, this means that all companies are now facing a good opportunity for an upgrade. “Every strong brand rises because it seizes the opportunity of industrial upgrading. Energy saving provides such an opportunity for all companies,” he told reporters.

The reporter learned from the interview that "planning" has specific requirements for energy conservation and emission reduction. For example, at the end of the “Twelfth Five-Year Plan” period, the energy conservation and environmental protection levels of China's major household electrical appliances were close to the international advanced level, and the average energy efficiency level of the main household electrical appliances increased by an average of 10%.

Hong Shibin, deputy director of the China Household Electrical Appliances Marketing Committee, said that companies that have taken the lead in energy-saving technologies and are involved in the research and development of core technologies, upstream materials, and parts will receive greater support.

Many companies have begun to make efforts. Recently, Haier and Honeywell, the global leader in energy conservation, have created a joint innovation center. Both parties will carry out a number of technical cooperation for household appliances and intelligent control. All cooperation projects are based on low-carbon environment, reducing emissions and improving energy efficiency. aims. Hisense applies its energy-saving technology to its entire range of products. At present, Hisense refrigerators have completely suspended production of products with energy efficiency below Grade II, and all refrigerator products have achieved energy conservation.

The most intense wrestling occurs in the air conditioning field. Gree Electric Chief Engineer Huang Hui explained that this is mainly because air conditioners account for a large proportion of China’s energy consumption, especially in the summer, which may account for 40% of the city’s power consumption. Therefore, the main research direction of the air conditioning industry is energy conservation. Interestingly, the development of inverter air conditioners has not touched the "light" of the policy, and it is more dependent on the industry itself. However, its rapid advancement is closely related to the withdrawal of energy-saving policies. In every company's spare no effort to "scramble", the popularity of inverter air conditioners is accelerating. Based on this, "Planning" will increase the proportion of inverter air conditioners from the original target of 30% to 50%, adding to their development of "Chai."

Gree said that the investment in frequency conversion R & D will not count the cost. The vice president of the China Refrigeration Appliance Group's China Marketing Headquarters, Wang Jinliang, emphasized that Midea's frequency conversion strategy is centered on the theme of “energy saving”, through the upstream and downstream, from the frequency conversion control chip to the motor, until the whole machine manufacture forms an integrated match. Also eager to try is the second and third line brands. Reliance on "home appliances to the countryside" hit a day of high-profile Soy appliances have announced their entry into the air-conditioning market, Suoyi vice president of electrical appliances revealed Liu Yong, which inverter air conditioner more than 60%.

"Boldly said that after 5 years, inverter air conditioner may occupy 70% of the market." Peng Yu estimates.

100 billion yuan club expansion

In an interview with reporters, Xu Dongsheng clearly pointed out that the development of the home appliance industry in the next five years will further strengthen the advantages of leading enterprises. He pointed out that one of the hallmarks of home appliance powerhouses is the emergence of a number of large multinational corporations that possess technological innovation and management innovation capabilities, and have the values ​​of integrity, self-esteem, responsibility, openness, and the pursuit of excellence.

"Planning" proposed that during the "Twelfth Five-Year Plan" period, develop about five international enterprise groups with comprehensive competitive strength and three to five international famous brands. In other words, the trend of strong and permanent will continue.

According to the reporter's understanding, the "Eleventh Five-Year" period is the period when the integration effect of the home appliance industry is most significant and the degree of industrial concentration rises fastest, and it is also a period during which the competitiveness of leading enterprises is rapidly rising. In 2009, there were 5 enterprise groups with a sales income of more than 10 billion yuan in the home appliance industry, including 1 company with over 100 billion yuan (currently two in Haier and Midea). Haier, Midea, Gree, Hisense Kelon and Galanz accounted for more than 1/3 of the total sales revenue of the enterprise groups.

Peng Yu believes that the powerful significance of the leader lies in the fact that industry profits and leading product research and development can be guaranteed, and technological progress has always been promoted by big brands and strong brands. From the point of view of manufacturing capacity alone, the overall scale of the Chinese home appliance industry has been large enough; but from a global perspective, the size of a single company is still younger than Samsung, Sony, LG and other giants. From this perspective, the scale expansion of China's home appliance companies should also accelerate.

Compared with world-class household electrical appliance enterprises, in addition to a magnitude difference of scale, our country’s giant enterprises’ investment in independent innovation is also insufficient. There is no substantial breakthrough in core technologies and key technologies, and the proportion of self-owned brands’ exports is low. Because of this, Peng Yu said that taking care of the leader is "necessary" and the intensity should be greater.

Liu Yong also expressed his understanding of this arrangement of "planning." He also stressed that the huge gap between urban and rural incomes and developments has determined that China's big brands will certainly not be able to dominate the world. “There is a strong primary and secondary market in China, and there are also vast 3rd and 4th markets. The key is to see how small and medium-sized enterprises are positioned. The increase in the concentration of home appliance brands is a trend, but there will certainly be many brands that exist in this industry at the same time.” Liu Yong For example, "It's like eating food. Some people like to eat Cantonese food. Some people prefer Anhui cuisine."

Xu Dongsheng predicts that in the next five years, the "100 billion yuan" club members of China's home appliance companies "may increase 1 to 2". "They must be diversified and there is no hope of relying on a single product," Peng Yu added.

Other CCTV ACCESSORIES

led light street housing Co., Ltd. , http://www.cnccasting.com