On April 19, the Ministry of Industry and Information Technology released relevant data on the operation of the industrial economy in the first quarter, and the word "stable" became the key word.
In the first quarter, the word "stable" in industrial operation was the first
The added value of industries above designated size increased by 6.5% year-on-year in the first quarter, 2.6 percentage points higher than that in the fourth quarter of last year, showing a good trend of rebounding quarter by quarter.
Luo Junjie, spokesman of the Ministry of Industry and Information Technology, director of the Operation Monitoring and Coordination Bureau: First, industrial production remained stable, and second, the proportion of manufacturing industry further increased, at 28.9% in the first quarter, an increase of 1.3 percentage points year-on-year, reaching the highest value since 2016.
Among them, the added value of high-tech manufacturing and equipment manufacturing increased by 14.2% and 8.1% respectively, and the growth rate was 7.7 and 1.6 percentage points faster than that of industries above designated size, respectively. The output of new energy vehicles, solar cells and industrial robots increased by 140.8%, 24.3% and 10.2% respectively.
Facing Difficulties and Consolidating the Foundation of Industry
The overall industrial data in the first quarter of this year was stable, but one thing worth noting is that the manufacturing purchasing managers' index in March was 49.5%, falling below the critical point, down 0.7 percentage points from February, which also means that the overall production and operation activities of the manufacturing industry have slowed down.
Affected by multiple factors such as the epidemic and rising raw material prices, the current industrial economic operation is facing many difficulties. Especially since March, due to the impact of the epidemic, the stability of the industrial chain and supply chain in many provinces has been challenged. So how do localities ensure the stable operation of the industrial economy under pressure? We chose Ningbo, Chengdu, Hefei and Foshan for research.
The reason for choosing these four cities is that their industrial economy, especially the manufacturing industry, accounts for a large proportion and high level, and secondly, in the first quarter of this year, the industrial economy of these four cities has achieved stable growth under the predicament.
In the four days starting from today (20th), we will take you to see how these four cities have faced difficulties and made steady progress from the dimensions of the development of the new energy automobile industry, the digital transformation of small and medium-sized enterprises, the cultivation of specialized new small giant enterprises, and the cultivation of manufacturing talents.
The new energy automobile industry "chains" Chinese cities
When combing through the industrial development data of Ningbo, Chengdu, Foshan and Hefei in the past five years, we found that the new energy automobile industry is the common power point of these four cities. From upstream raw materials, to midstream parts, and then to downstream vehicles, the new energy automobile industry "chain" these four cities.
From the perspective of the increment of enterprises, in the past five years, the largest growth rate of the number of new energy automobile enterprises is Ningbo and Foshan, with an increase of 58% and 140% respectively. At present, one-fifth of Ningbo's automobile and parts manufacturers are concentrated in the new track of the new energy automobile industry - battery, electronic control, motor field; and then look at Foshan, as the first batch of national fuel cell vehicle demonstration use of Guangdong city cluster leading city, in 5 years has gathered more than 100 hydrogen energy enterprises and institutions, hydrogen energy industry projects plan to invest more than 40 billion yuan.
Among the four cities, Hefei's new energy automobile industry is relatively small, but it has a strong foundation in the field of vehicle manufacturing, and the number of vehicle manufacturing enterprises has surpassed that of the other three cities five years ago. In recent years, Hefei has grown significantly in the sales of motor vehicle charging (construction of electric vehicle charging stations), the manufacture of distribution switch control equipment and the manufacture of new energy vehicles.
Compared with the number of new energy vehicle industry chain enterprises in the four cities, Chengdu has always been at the top of the list, basically maintaining about 27,000 in the past five years.
The new energy automobile industry "breaks through" the dilemma of broken chains
A new energy vehicle industry chain strings together four cities far apart, and this industrial chain is also one of the many industrial chains in the mainland manufacturing industry, with the longest chain and the largest number of pulling industries.
However, since March, due to the epidemic, raw materials and many other reasons, not only these four cities, but also in the whole country, many new energy vehicle production and parts companies are facing a situation of broken supply chains.
The automobile and parts industry is one of the two trillion-level industrial clusters in Ningbo. In Ningbo Beilun Lingfeng Industrial Community, a large number of new energy automobile accessories enterprises are gathered. Ningbo Xinda Mould is an auto parts enterprise that die-casts molds for new energy vehicle structural parts, because part of the company's accessories coating project was outsourced to an enterprise in Jiangsu, because of the epidemic, Jiangsu enterprises could not send the parts that completed the coating processing back to Ningbo, resulting in the subsequent reprocessing could not progress.
Ningbo Beilun Daqi Street Lingfeng Industrial Community "Fengling Enterprise Service" staff Liu Hualin: We recently visited the enterprise, there is a company is specialized in coating, the park side first communicate with them, because you have to be in a hurry, see if they can insert this batch of goods first to do first.
Jin Keyu, general manager of Ningbo Xinda Mould Manufacturing Co., Ltd.: Because the spare parts cannot keep up, the delivery time of our orders may have an impact, and at present, the community has helped me contact several suppliers, and we will follow up with them for technical docking and complete the production of parts.
In order to solve a series of problems such as supply chain, labor, logistics, and capital in the fastest time, the Party Committee of Lingfeng Industrial Community took the lead in forming a resumption of work alliance to create a group resumption mode of epidemic prevention, employee use, and resource sharing.
In Hefei, due to the concentration of new energy vehicle enterprises and the greater impact of the epidemic, the local government is further promoting the strong chain replenishment chain of new energy vehicles through the coordinated development of production and supply.
Zeng Yan, deputy director of hefei Municipal Bureau of Economy and Information Technology: Support leading enterprises to build local industrial ecological chains. At present, the local verification of 16 kinds of components and 23 kinds of chips has been completed, and it has also promoted the cooperation between 45 enterprises and universities.
In Chengdu, although the supply chain of new energy vehicles has been affected to a certain extent, the 300-kilometer radius supporting circle built by relying on the industrial alliance and the supply and demand docking platform has formed a new energy vehicle industry chain that competes and complements each other. Thanks to this advantage, Chengdu's new energy automobile industry in the first quarter increased by 220% year-on-year.
Deng Xiaoliang, Secretary General of Chengdu Green Intelligent Connected Automobile Industry Ecosystem Alliance: Actively coordinate logistics authorities to help enterprises alleviate the problem of blocked domestic logistics channels and the import of overseas parts. Cooperate with government departments to vigorously implement the action of building a strong chain of industrial circles, encourage and support the use of domestic chips instead, and enhance the stability and competitiveness of the industrial chain supply chain.
At present, the Ministry of Industry and Information Technology also officially launched the "Automotive Industry Chain Supply Chain Smooth Coordination Platform" on April 11 to help automotive industry chain supply chain enterprises timely feedback and solve practical difficulties. Through the platform, information can be exchanged on practical problems in the aspects of resumption of work and production, logistics and transportation, etc., and a problem demand and feedback mechanism for enterprises in the automotive industry chain supply chain can be established, and the practical difficulties faced by enterprises in production and operation can be solved in a timely manner.
Guo Shougang, deputy director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology: led the establishment of a working group for the promotion and application of automotive semiconductors to strengthen the supply and demand docking between vehicles, parts and chip enterprises; implement convenient enterprise service measures such as "tolerant of deficiencies, first do and then make up" to promote the loading and application of alternative products; and work with local industrial and information technology departments to assist in solving problems such as enterprise logistics and transportation, resumption of work and production, and strengthen the coordination of the central government to solve the problem of parts supply breakpoints.
Visit the big data platform for the automotive industry
It can be seen that both government departments and enterprises themselves have taken measures to actively respond to the risk of "broken chains". Since mid-April, some new energy automobile enterprises that have temporarily suspended work have begun to resume production one after another, and the industrial chain has stabilized, continuing to play a role in stabilizing industrial growth. Follow the reporter to visit the big data platform of the automotive industry to see the current production situation of the mainland automobile industry
CCTV reporter Song Yun: I am now in the Ministry of Industry and Information Technology Equipment Center, behind me this big screen is the automotive industry big data platform, in the upper right of this screen shows the mainland new energy vehicle production trend histogram, through this chart we can see that from April to December last year, the mainland new energy vehicle passenger car production is steadily increasing, in December, the monthly output of new energy passenger cars reached 500,000, but we can also see that from January this year, the output of new energy vehicles has declined However, since March this year, this data has rebounded significantly, and the monthly production of new energy passenger cars has exceeded 430,000 units.
At the same time, on this platform, the automotive industry chain supply chain statistics are also displayed, and we can see the real-time monitoring data of the installed capacity of new energy vehicle power batteries in the mainland in 2022, and every time the data is increased, it means that several new energy vehicles have been produced. In addition, there is a ring chart on the right side, showing the mileage data of new energy vehicles, and the current driving range of new energy vehicles in the mainland is greater than or equal to 500 kilometers, accounting for more than 47%, which also shows that the mainland new energy vehicle technology is gradually improving.
Qu Guochun, director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology: At present, due to the epidemic, natural disasters and complex international political and economic environmental impacts, the price of upstream raw materials such as lithium and nickel has risen, and the supply of key components such as vehicle chips and power batteries is in short supply.
Morning Commentary: Mutual Support, Overcome Difficulties Together, Create a New Bureau
In the first quarter, the industrial operation was "stable", but it was not "flat", reflecting the state of "cheering up" in the face of difficulties. While helping enterprises to bail out, we also focus on cultivating excellence and promoting transformation in ensuring smooth flow. The development of the new energy automobile industry is one of the vivid microcosms. The impact of the epidemic is numerous, widespread and frequent, but the new energy industry is trying to keep its industrial chain connected.
Related efforts are not just short-term emergencies, but based on the long-term, to build a safer industrial chain supply chain system; not just individual enterprises themselves are working hard, but between the upstream and downstream of the entire industrial chain, between the industrial clusters in a region, everyone supports each other, overcomes difficulties together, and creates a new bureau.
In this effort, there is the guidance of macro policies, the reasonable help of the government, and the positive actions of market players in accordance with the law of the development of the new energy automobile industry. China's industrial economy, today more than one new energy automobile industry is overcoming difficulties in this way. This is the support behind the word "stable".
Source: CCTV News
Reporters: Zhang Qin, Liang Lijuan, Li Tianlei, Zhu Hong, Zhang Wei, Luo Hongjin, Song Yun, Li Lin, Liu Xuan, Tang Zhijian, Li Ziguo
Anhui Tai Sichuan Tai Foshan Tai Ningbo Tai
Data support: People's Data Chinese translation