SAIC's own brand cars are waiting for export at the port
In Shanghai, cars produced by SAIC Group are entering ro ro ships that are about to cross the ocean; In Anhui Province, BOE's panel factory in Hefei has been producing non-stop during the Spring Festival, fully driving the orders in the first quarter; In Zhejiang, major chip projects such as SMIC international and Shilan micro are advancing in an orderly manner... Less than two months into 2022, the reporter smelled a sense of pride and surging to seize the opportunity from the energy of emerging industries across the country.
In the face of the current complex external environment and economic downward pressure, as an increment of industrial innovation and upgrading and industrial economic development, it is time for emerging industries with prominent scientific and technological content to highlight their skills, develop their strength and see the truth. In 2021, China's high-tech manufacturing industry achieved remarkable results, and the added value increased by 18.2% over the previous year, 8.6 percentage points higher than the average level of all industries above designated size.
In the first two months of this year, Shanghai, Anhui and other emerging industries with strong development vitality and high industrial concentration made efforts to strengthen the long board and clear the "stuck points" for automobile, electronic information and other industries, promoted the rapid development of emerging industries, and built a new economic growth pole.
Emerging industries all over the world made a good start in the first quarter
The Yangtze River Delta has become a new engine for the upgrading of China's automobile industry. Anhui, Shanghai and other places are not only the gathering place of traditional leading automobile enterprises, but also the place where new forces make cars.
In 2021, Anhui's new energy vehicle industry station reached a new level of annual output of 200000 vehicles. The annual output of 252000 vehicles ranked fourth in the country, with a year-on-year increase of 1.4 times. It is regarded as the "most prominent" of new energy vehicles. According to the data of Anhui Provincial Department of economy and information technology, in January this year, the production and sales of new energy vehicles in the province continued the growth trend of last year. Among them, Chery group sold 107700 vehicles in January, an increase of 20% year-on-year. Chery new energy vehicles sold 20600 vehicles, an increase of 179.6% year-on-year; The sales volume of Jianghuai new energy vehicles was 15500, with a year-on-year increase of 89.49%; Weilai automobile sold 9652 high-end new energy passenger vehicles, with a year-on-year increase of 33.6%.
The reporter learned from the Shanghai Municipal Commission of economy and information technology that in the first quarter of 2022, the auto industry in Shanghai is expected to achieve a growth of more than 10%, and the high-speed growth of new energy vehicles is the main contributor. According to the production and sales data of Shanghai's leading automobile enterprises just released in January 2022, SAIC Group's complete vehicle production and sales volume reached 468 and 456000 respectively, an increase of 8.71% and 13.02% year-on-year. Among them, the sales of new energy vehicles reached 72000, an increase of 26%; Tesla produced 68000 vehicles in January, a new high.
SAIC passenger car intelligent factory workshop
"In 2021, China's automobile production and sales ended the downward trend of three consecutive years, and new energy vehicles' production and sales were booming, with a year-on-year increase of 1.6 times, which shows that China's automobile industry chain and supply chain have tended to be stable." Xu Haidong, deputy chief engineer of China Automobile Industry Association, said in an interview with reporters that China's automobile market will continue to grow steadily in 2022, and it is expected to achieve a 5% increase. The production and sales of new energy vehicles will continue to soar, and the growth is expected to reach 40%.
In the spring, new industries such as integrated circuits, new displays and high-end equipment have also made a good start. A few days ago, all localities predicted positive growth for their own advantageous emerging industries. The Shanghai Municipal Commission of economy and information technology predicts that in the first quarter of this year, Shanghai's electronics industry will continue its growth trend, continue to move toward high-end, and continue to grow in key fields such as integrated circuits, communication equipment, and new displays; A relevant person in charge of the Guangdong Provincial Department of industry and information technology said that it was accelerating the building of China's third pole of integrated circuits and expanding the supply of manufacturing capacity; Data from the Fujian Provincial Department of industry and information technology show that the electronics industry has been driven by consumption during the Spring Festival, and production enterprises have increased production and production capacity has played a better role; In the first quarter of Jiangsu Province, the integrated circuit, photovoltaic and other electronic industries grew well, and the orders of key enterprises were sufficient. Some enterprises were fully booked in the first quarter.
Leading enterprises trigger "chain effect"
"Leading enterprises have a large scale, high industrial level and strong industrial chain drive. It can be said that stabilizing leading enterprises is the 'anchor' for stabilizing the operation of the industrial chain." A responsible person of the Shanghai Municipal Commission of economy and information technology told this reporter.
Tesla's Shanghai superfactory, which has been operating for only two years, is the vehicle manufacturing center of the popular models model 3 and model y and Tesla's main export center. It is understood that at present, the localization rate of parts in Tesla's Shanghai Super factory has reached more than 90%. In the New Lingang District, around the Tesla factory, one upstream supplier has settled down and opened a factory, and many auto parts enterprises have formed Tesla's "4-hour circle of friends" in Suzhou, Ningbo, Nantong, Wuxi, Shaoxing, Taizhou, Nanjing, Changzhou and other places, forming a large-scale industrial cluster.
A person in charge of the Shanghai Municipal Economic and Information Technology Commission said that in 2022, Shanghai will continue to promote the improvement of Tesla's capacity utilization rate and strengthen local supporting capabilities. This will also drive the growth of a number of supporting enterprises in the industrial chain such as Ningde times, saiyasen, Daimei, Junsheng and Daya.
"At present, more than 1 / 4 of the display screens in the world come from BOE, and Hefei is the largest R & D and production base of BOE group. Most black technology products have been mass produced in Hefei." According to BOE staff, at present, the world's highest generation line has been running at full capacity and is busy delivering orders for the new year. During the Spring Festival of the year of the tiger, nearly 9000 employees of the enterprise stayed on their posts to ensure the operation of the production line, and realized the monthly production of more than 15 million LCD panels.
Since BOE took root in Hefei, it is like knocking down a domino, triggering a huge chain effect. Now, in the core area of Hefei new display industry base, there are nearly 100 display upstream and downstream supporting enterprises with international influence, including BOE, vicino, rainbow, Corning, sanlipu, Sumitomo chemical, France liquide.
Engineers of vicino Hefei company are developing and testing new products in the laboratory
During the Spring Festival, Hefei weixinnuo Technology Co., Ltd. was busy with production at full capacity. "At the beginning of 2022, customers released the first order for our new technology." Zhang Ming, general manager of Hefei weixinnuo Technology Co., Ltd., said that since January, the monthly production capacity of the enterprise has been close to 100000 pieces, and by February, there will be 200000 pieces, achieving a doubling growth; Rainbow (Hefei) photovoltaic 8 hot end production lines and 10 deep processing, edge grinding and cleaning photovoltaic glass production lines are in full operation, with a daily output of 1550 tons of photovoltaic glass; Due to the increase of production capacity and the increase of orders, bosun optoelectronics expects that the company's production capacity in the first quarter is expected to increase by more than two times year-on-year.
The key to the high-quality development of emerging industries lies in the integration of development speed, efficiency, quality and safety. Instead of relying on one link of the industrial chain to "outshine others", it is necessary to form a new situation of "a hundred flowers blossom" through the development of the whole industrial chain. Hefei has explored the industrial development path of "leading enterprise major project industrial chain industrial cluster". So far, it has built three TFT-LCD high-generation liquid crystal panel production lines (a 6th generation line, an 8th.5th generation line and a 10th.5th generation line), a silicon-based OLED display device production line and a 6th generation AMOLED full flexible panel line, from "chain" to "cluster", The overall scale of Hefei's new display industry has ranked first in China.
"Core machine linkage" to create a large industrial chain
According to the data just released by the China Automobile Industry Association, in January this year, the production and sales of new energy vehicles maintained a high growth rate, with 452000 and 431000 vehicles respectively, up 1.3 times and 1.4 times year-on-year. "With the gradual alleviation of the chip shortage, the supporting technologies such as intelligent Internet connectivity and power batteries and the supply chain support capacity of the industrial chain are further strengthened, and the demand of the automobile market is further released." Xu Haidong stressed to reporters that this fully illustrates the importance of improving the resilience of the industrial chain supply chain for the steady growth of the automobile industry and the steady improvement of the industrial economy.
"The 14th Five Year Plan period is an important strategic opportunity period for the high-quality development of China's strategic emerging industries." Sheng chaoxun, director and researcher of the strategic policy office of the Chinese Academy of macroeconomics, told reporters that to stabilize industrial growth, it is necessary to actively cultivate emerging industries. First of all, it is necessary to solve the problems that restrict the smooth and healthy operation of emerging industries and industrial economy, including lack of cores, cabinets, workers and electricity. It is necessary to implement the industrial chain supply chain penetration project in key fields to ensure the smooth supply chain of key industrial chains.
In order to actively respond to the shortage of automobile chip supply, the Ministry of industry and information technology has organized and held coordination meetings for many times, stressing the need to give full play to the strength of local governments, vehicle enterprises and chip enterprises, strengthen supply and demand docking and work coordination, formulate targeted measures, and promote the improvement of the supply capacity of automobile chips.
In Anhui, Zhejiang, Guangdong and other places, "core machine linkage" has become the key word to promote the integration of different industries and break through the blockages of emerging industries in 2022. Core machine linkage, as the name implies, is to strengthen the linkage between whole machine enterprises and chip enterprises, promote chip R & D with whole machine upgrading, and support whole machine upgrading with chip R & D, so as to create a large industrial chain of interactive development between chips and whole machines.
Anhui Province has built a linkage development model of "screen, core and end". In order to promote the synergy of "car core", Anhui Province organized Jianghuai Automobile, Weilai, Changhui electronics, Li hi tech energy, etc. to connect with chip enterprises, coordinate to solve the problem of chip shortage, and build a stable automotive industry chain supply chain system. Through government capital investment, leading industries and strategic emerging industries such as "core screen auto integration" and "lifelong intelligence" were introduced. Last year, the industrial added value of display device manufacturing, integrated circuit manufacturing and computer machine manufacturing in Anhui Province accumulated positive growth of 45.3%, 242.4% and 14.9% respectively.
"In 2022, Anhui Province will promote the completion and operation of BYD's new energy project, accelerate the construction of Volkswagen Anhui, Hefei Xinqiao intelligent electric vehicle industrial park, AVIC lithium battery, honeycomb energy, Junsheng safety and other projects, and promote a new round of cooperation between Jianghuai and Weilai. At the same time, it will do a good job in the related work of" double recruitment and double introduction "of the industry, and attract a number of upstream and downstream enterprises in the industrial chain to further transfer and gather in Anhui." Ma Cuibing, director of the Automobile Department of the Anhui Provincial Department of economy and information technology, told the reporter.
The reporter learned that in 2022, the Department of economy and information technology of Zhejiang Province will strengthen the modeling and arrangement of enterprises in industries affected by the shortage of core and other factors, continue to do a good job in "core machine linkage", accelerate the completion and operation of major chip projects such as SMIC international, siliger and Shilan micro, and ensure the smooth supply chain of the industrial chain; A relevant person in charge of the Guangdong Provincial Department of industry and information technology disclosed to reporters that in 2022, Guangdong will focus on the new generation of mobile communications, smart home appliances, automotive electronics, ultra-high definition video display, medical devices and other advantageous industrial fields, carry out chip application verification demonstration, establish a "chip complete machine" linkage development platform, implement the automobile chip application traction project, and achieve synchronous design, system verification, batch application and iterative upgrading of chips and complete machine products.