Analysis of future development direction of Electric machinery in China

Recently, "China Motor Industry Development Strategy Research (2013)" was released in Beijing. Based on the research on the development status of the world motor industry, relevant policies and market operation of China's motor industry, the report made an in-depth analysis of the development status of the motor industry chain, and proposed the development trend of China's motor industry in the next few years. It provides decision-making reference for local governments and enterprises to arrange motor and upstream and downstream industries.

There are a wide range of motor products and applications

There are many kinds of motor products, according to the model, specification, power, shaft extension, insulation, encoder, speed switch, thermal elements, heating belt and other parameters can be divided into a variety of motor. In order to simply divide motor products, on the one hand, according to industry practices, the motor is divided into large motor, small and medium-sized motor and micro motor; On the other hand, according to the motor specificity motor is divided into ordinary standard motor and special motor.

The application range of motor is very wide, covering all aspects of production and life, different motor should appear in response to different functional requirements. Motor is widely used in machine tools, rolling mills, blowers, printing presses, water pumps, pumping units, cranes, conveyor belts, production lines and other equipment; The elevators and rolling ladders of high-rise buildings are drawn by motors, and the automatic doors and revolving doors of hotels are driven by motors. Electric cars are driven by motors; Medical equipment in the cardiac motor, X-ray machine, CT, dental surgery tools, dialysis machine, ventilator, electric wheelchair, etc., are also inseparable from the motor as a power.

Table 1 Main application fields of motor

High efficiency and energy saving motor has become the consensus of global motor industry development

Under the background of global energy consumption reduction, high-efficiency energy-saving motor has become the consensus of global motor industry development. The United States, Canada, Mexico, Brazil, Australia, New Zealand and other countries have successively formulated energy efficiency standards and energy efficiency labeling systems for motors, specifying the timetable, implementation methods and implementation scope of motor energy saving and efficiency improvement. For example, the United States in the EPACT standard formulated on the NEMAPremium ultra-high energy efficiency standard, the EU - CEMEP standard, Australia AS/ NS1359.5-2000 and China GB18613-2012 standard.

In terms of energy conservation of motor systems, China has issued some guiding policies, especially after 2008, which accelerated the elimination of inefficient motors and driving equipment, and strengthened the promotion of high-efficiency and energy-saving motors. In May 2009, the Ministry of Finance and the National Development and Reform Commission listed the application of high-efficiency and super-efficient motors into the project of benefiting people; In 2009 and 2012, the Ministry of Industry and Information Technology also released two batches of "High energy consumption and backward Mechanical and Electrical Equipment (products) Elimination Catalogue". In May 2010, the Ministry of Finance and the National Development and Reform Commission included high-efficiency motors into the implementation scope of energy-saving products benefiting the people; In the 12th Five-Year Plan for Industrial Energy Conservation and the 12th Five-year Plan for The Development of Energy Conservation and Environmental Protection Industries, motor system energy conservation has been listed as one of the nine key energy conservation projects, and high efficiency and energy-saving motor technologies and equipment, such as rare earth permanent magnet coreless motors and cast-copper rotor technology for motors, have been proposed for demonstration and promotion.

The development of new energy vehicles drives the rapid growth of motor

In 2011, the growth rate of the ownership of new energy vehicles was 59.58%. Under the stimulus of the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)" and other policies, China's new energy vehicle industry market is expected to be good, driving the rapid growth of the driving motor market scale. At present, the domestic bus drive motor system south car times, tianyuan motor is represented by about a dozen. Among them, hybrid electric bus is the main electric bus products at present, but the drive motor system used in pure electric bus has higher requirements on power, and there are few manufacturers.

Investment opportunities and development suggestions of Chinese motor industry

(1) High efficiency and energy saving motor is the inevitable direction of motor industry development

Energy conservation and emission reduction is the key content of the Chinese government in recent years, among which, industrial energy conservation is the top priority of energy conservation and emission reduction, and the energy conservation of motor system is the most important content of industrial energy conservation. The state has issued some policies to implement the energy conservation and emission reduction work. In the 12th Five-Year Plan for Industrial Energy Conservation and the 12th Five-year Plan for The Development of Energy Conservation and Environmental Protection Industries, the energy conservation of motor systems is listed as one of the nine key energy conservation projects, and the demonstration and promotion of high-efficiency and energy-saving motor technologies and equipment, such as rare earth permanent magnet iron-coreless motors and cast-copper rotor technology for motors, is clearly proposed. In 2010, the Implementation Rules for the Promotion of High-Efficiency Motors of Energy-saving Products Benefiting The People Project were released, which improved the promotion of energy-saving motors and detailed the scope of financial subsidies. The standard of Limited Value and Grade of Energy Efficiency of Small and Medium-sized Three-phase Asynchronous Motors (GB18613-2012) released in September 2012 has improved the energy efficiency index of motors at all levels and eliminated the efficiency requirement of motors at 75% rated output power. At the policy level, great promotion and huge market growth space bring a lot of investment opportunities for energy-saving and environment-friendly materials and energy-saving motors.

(2) High-efficiency and energy-saving motors will drive the industrial chain to achieve rapid development

Upstream of the high efficiency and energy saving motor industry chain are suppliers of raw materials such as copper, aluminum, silicon steel and permanent magnet materials, and downstream are channel distributors and high efficiency motor application manufacturers. The huge market demand space will make the upstream and downstream of the industrial chain around the "high efficiency of motor, energy saving" adjustment, upstream supply structure will be adjusted, efficient motor special raw materials and parts of the production of enterprises with advantages will gain more market share and higher yield. With the large-scale production of high-efficiency motors, the supply will be enlarged, the cost and price will be relatively reduced, and the downstream manufacturers will be more widely used to upgrade the original products with high-efficiency motors.

(3) Local governments should step up the formulation of industrial plans and strengthen the construction of industrial supporting facilities

The local government should plan the development of the motor industry from a forward-looking and strategic height, analyze the current situation of the industry, the advantages and disadvantages of the development of the local basic situation, carefully formulate the development plan of the motor industry, and implement the industrial development guarantee measures. The industrial development plan promotes the motor industry to develop in the direction of high efficiency and energy saving from the perspective of energy saving and consumption reduction and industrial chain optimization. At the same time, local governments should also establish the consciousness of serving enterprises and promoting long-term sustainable development of enterprises, strengthen industrial supporting capacity construction, and provide land, financing and fiscal and tax policy support for motor enterprises to reduce operating costs and optimize operating environment.

(4) Support and encourage enterprise mergers and reorganizations to promote the formation of industrial agglomeration

There are a lot of small and medium-sized enterprises in China's motor industry, the industry concentration is not high, it is difficult to form scale advantage, innovation ability is insufficient. Local governments and industry associations can make full use of policy advantages, information resources advantages and organizational advantages to encourage and support mergers and acquisitions among motor industries. Local governments can take large investment and financing enterprises or parks as carriers to set up motor industry merger and reorganization platforms, and use capital means to realize optimal allocation of motor industry resources and promote industrial agglomeration development.