In recent years, the global market for plastics and rubber machinery has fallen into a downturn, but due to the development of China's tire industry, the domestic plastics and rubber machinery industry has developed rapidly, making the distribution pattern of the world's plastics and rubber machinery market gradually changing. Luo Baihui, executive director general of the International Mould and Hardware & Plastic Industry Suppliers Association pointed out that the focus of global rubber machinery production has shifted to China.
On the one hand, the giants of global tire manufacturing companies have invested in setting up factories in China, which has caused the world's tire manufacturing centers to gradually shift to China, increasing the demand for more orders for rubber machinery manufacturers in China, thus stimulating the rubber machinery industry in China. Rapid development. On the other hand, as the world's tire manufacturing centers are shifting to China, the world's rubber machinery manufacturers have also come to China to build factories, and to increase cooperation with China's rubber machinery manufacturing enterprises, also accelerated the transfer of global rubber machinery to China. pace.
According to Luo Baihui, executive director general of the International Mould and Metals and Plastics Industry Suppliers Association, China is the fourth largest exporter of Italian plastics and rubber processing machinery, accounting for 5.8% of total exports, second only to Germany and the United States, and to France. On the same level. At present, Italian plastic machinery and molds account for half of the export market. Italy's plastics and rubber processing machinery and mold manufacturing industry is one of Italy's plastics and rubber processing machinery manufacturing alliance industries, and Italy's plastic and rubber processing machinery and mold manufacturing industry is highly specialized, technologically advanced, and its products are diverse and provide customers with various value-added services.
At present, the output value of Italy's plastics and rubber processing machinery and mold manufacturing industry accounted for 16.5% of the total output value of the ten manufacturing machinery alliances. At the same time, the main export destination of Italian plastics and rubber processing machinery and mold products is still the European Union. The export value of plastics and rubber processing machinery and mold products is 915 million, and the share of plastics and rubber processing machinery and mold products exports is 47%. Italy's exports to China's plastics and rubber processing machinery reached 131 million euros, and Italy's most important commodity for China's exports was injection molding machines, which accounted for 26% of total export value.
At present, the sales of German plastics and rubber machinery manufacturers have increased by 17%, and the biggest increase in sales is in markets outside Europe, with a growth rate of 19%. The VDMA, headquartered in Frankfurt, Germany, issued a press release on February 15. The largest export market was China, and the United States and India ranked second and third. Domestic sales in Germany increased by 10%, and sales to customers in the euro zone increased by 9%.
According to Ulrich Reifenhäuser, chairman of VDMA, German plastics and rubber machinery manufacturers' total sales in 2010 were about 4.5 billion euros, lower than the record high of 5.6 billion euros in 2008. He said that many manufacturers have backlogs of orders and are now producing at full capacity, which has made a good start for 2011.
High-level operation of raw materials tire companies usher in a new atmosphere
Due to the increase in raw material costs, international tire manufacturers have increased the price of tires. At present, in addition to Michelin tires announced to increase tire prices, the Sumitomo Rubber Industry, Bridgestone, Toyo Rubber Industry, Yokohama Rubber and other tire manufacturing companies have decided to increase tire prices. Among them, the Sumitomo Rubber Industry has announced that the average price increase for passenger car tires is 7%.
Rubber prices have a greater impact on the cost of tire production. According to Luo Baihui, executive secretary general of the International Mould and Hardware & Plastic Industry Suppliers Association, in the major cost components of tires, rubber accounts for about half of the total tire production cost, and the current price of natural rubber continues to be high, which makes the production cost of tire companies large increase. Therefore, in order to ease the pressure caused by rising costs, tire manufacturers increase the selling price of tires.
Luo Baihui said that these international tire manufacturers have relatively good product quality, high recognition in the international market, and strong market competitiveness. Therefore, under the current background of soaring prices of natural rubber, these companies can ease the pressure caused by rising production costs by directly raising the prices of tires.
According to relevant data, rubber prices have risen sharply in 2010, and by 2011, natural rubber prices have continued to remain high. Among them, on January 20, 2011, China's Hujiao main contract 1105 price broke the 40,000 yuan mark; by February 9, 2011, Hujiao rose to a record high of 4,350 yuan per ton. Although the price of natural rubber has been corrected, its price is still at a relatively high level.
The industry encountered many hardships such as the soaring price of rubber and the continuation of the impact of the US tire special protection case. However, the tire sales revenue, production, and foreign exchange earned through exports still maintained a large growth, and the product structure, export structure adjustment, and other aspects presented a new atmosphere. According to Luo Baihui, China’s tire exports were strong in 2010, and new features such as export prices, geographical location, and product structure emerged. Export sales increased by 36.4% year-on-year, and export sales increased by 18% year-on-year. Exports were adjusted from medium to low-end products to mid- to high-end products. The export prices were favorable; the number of passenger tires exported to the United States decreased, but the tire export markets in Africa, the Middle East, and Russia were expanded, and the impact of the US tire special security case on China's tire industry was reduced to a low level. According to export sales rankings, Hangzhou Zhongce, Shandong Linglong, China Jiatong, Triangle Group, Cooper Chengshan, Xingyuan Tire, Fengshen Tire, Shuangqin Group, Shandong Wanda, Jiangsu Hantai occupy the top ten, among which Hangzhou Zhongce, Shandong Linglong and China Jiatong Tire Enterprises' export earnings exceeded the 5 billion yuan mark for the first time. Only 5 out of the 45 companies have decreased their foreign exchange earnings through exports. The five companies with the largest growth were Shandong Xingyuan, Tianjin Zhenxing, Xinjiang Kunlun, Shandong Jinyu and Guizhou Tire, which were 170.7%, 108.1%, 104.6%, 76.9% and 73.4% respectively. Shandong Tyre exports continued to lead the way. In 2010, Shandong Inspection and Quarantine Bureau tested a total of US$5,085 million in exported tires, which was a year-on-year increase of 47.87% and exceeded the US$5 billion mark for the first time.
The tire product structure has undergone certain changes. The production of radial tires continued to grow at a double-digit rate, with a growth rate of 19.6%. The output of all-steel heavy-duty tires increased by 21.4% year-on-year, and the output of bias tires was basically the same as that of the previous year. The radialization rate of tires has further increased from 83.6% in 2009 to 83.9% in 2010.
Among them, the performance of all steel tires. In 2010, China's all-steel tire project again set off a climax, the expansion of old factories, and the launch of new plants became the main melody. It is estimated that more than 20 million all-steel radial tires will be added, and the total production capacity of all steel tires in China will reach more than 100 million. Guilin Tire, Sichuan Haida, Nanjing Kumho, Double Happiness Tire and Wanda Group, etc., all increase their radial load on trucks by more than 60%. At the same time, China's tire companies, especially some companies in Shandong, have benefited from all-steel tires and have accumulated a certain amount. They have successively launched grand semi-steel tire projects, and China's semi-steel investment boom has occurred. According to preliminary statistics, the number of new semi-steel tires in 2010 will be 50 million or more. However, this has further exacerbated the contradiction between the oversupply of all-steel radial tires.
According to the all-steel radial tire production rankings, Hangzhou Zhongce, Shuangqin Group, China Jiatong, Fengshen Tire, Shandong Linglong, Triangle Group, Cooper Chengshan, Xingyuan Tire, Qingdao Double Star and Shandong Shengtai occupy the top ten; Outer tire production rankings, China Jiatong, Hangzhou Zhongce, China Zhengxin, Shandong Linglong, Triangle Group, Nanjing Jinhu, Cooper Chengshan, Guangzhou South China, Jiangsu Hantai and China Michelin accounted for the top ten; by radial tire production rankings, The top ten are: China Jiatong, Hangzhou Zhongce, Shandong Linglong, Triangle Group, China Zhengxin, Nanjing Kumho, Guangzhou South China, Cooper Chengdu, Jiangsu Hantai and China Michelin. The top ten semi-steel tire production in China are: China Jiatong, Hangzhou Zhongce, China Zhengxin, Shandong Linglong, Triangle Group, Nanjing Kumho, Guangzhou South China, China Michelin, Jiangsu Hantai and Cooper Chengshan.
Driven by China's infrastructure projects, the production and sales of engineering tires are good, but due to the impact of product quality but the market is not booming, most of the companies are in the state of production suspension and semi-discontinuation.
According to statistics, the sales revenue of 45 major tire companies reached 17.18 billion yuan, a year-on-year increase of 23.5%. Of these, 41 companies’ sales revenue grew or remained unchanged. The top ten companies followed were: Hangzhou Zhongce, Delta Group, China Jiatong, Shandong Linglong, China Zhengxin, Qingdao Double Star, Double Money Group, Fengshen Tire, Cooper Chengshan and Xingyuan Tire. Hangzhou Zhongce, Triangle Group and China Jiatong are the first companies to enter the world's tires of USD 2 billion.
Although sales of major tire companies increased significantly last year, due to the soaring price of natural rubber, corporate profits have plummeted and losses have increased. After September last year, natural rubber prices broke through 4000 US dollars (t price, the same below), 5,000 US dollars and 6,000 US dollars in succession. The proportion of natural rubber accounting for tire costs has increased from about 40% in the traditional case to more than 50%, which has had a huge impact on the production and operation of tire companies. The company’s tire inventory has increased, and profits have dropped significantly. The total inventory value of 45 companies was 12.9 billion yuan, an increase of 41.9% year-on-year, of which 33 domestic-funded enterprises increased by 51% year-on-year. The inventory of Shandong Wanda, Shandong Shengtai, Nanjing Jinhu, Shandong Sangong, Double Happiness Tire, Xuzhou Xugong, Race Wheels, Qingdao Huanghai, and Tianjin Zhenxin increased more than twice as much.
The profits of most tire companies have fallen sharply, with total profits falling by 21.8% year-on-year. There are 9 loss-making companies with a loss of 20.9%. Some tire companies have difficulties in production and operation. After November last year, many tire companies only maintained 80% of their production load. During the Spring Festival, most companies chose to take longer holidays. It is expected that the high price of natural rubber will also have a greater impact on the production and operation of tire enterprises in 2011.
China's tire mold "big country" to "powerful country" transformation
China's tire mold started relatively late. Compared with foreign molds, especially compared with developed countries such as Europe, the United States, Japan, and South Korea, there is still a certain gap, mainly manifested in: lack of independent innovation ability, product structure is not reasonable, specialization degree Low; The level of process equipment is low, there is still a gap between the processing precision and the advanced level in foreign countries; the degree of standardization is low, the product compatibility is not good, the utilization rate is at the end, the high-end product market is absent; the enterprise management is relatively weak, and the technical talent is seriously lacking. High-level cutting-edge talent.
At present, China has formed a mold supply system that is complete in variety and meets the rapid development of China's tire industry. According to Luo Baihui, Managing Director of the International Die & Metals and Plastics Industry Suppliers Association, tire mold companies such as Jieyang Tianyang and Shenyang Mould have been accelerating their efforts to adjust product structure, transforming traditional state-owned enterprises by information, and their production capacity and product quality have reached a new level. . At the same time, a number of new tire mold manufacturers such as Shandong Haomai, Guangdong Wheel, Shaoxing Laifu, Shandong Wantong, etc. were born. Shandong Haomai has the production capacity of 250 radial tire molds per month. The Guangdong giant was listed in Shenzhen in August 2004 and became the first listed company in the tire mold industry. The company took the opportunity of successful listing to expand its production scale, further improve the technical level and production capacity of radial tire mold products, increase market share, drive the improvement of technology and management of the company and even the tire mold industry, and become highly agile and intelligent. Highly integrated development.
The rapid development of China's tire molds has provided support and assurance for the meridianization of the tire industry in China. In 2008, radial tire molds were included in the China Famous Brand Directory and 3 companies participated in the evaluation.
China's tire mold development speed has been the highest in the world for many years in a row. In recent years, the total industrial output value of China's tire mold enterprises has grown by 20% annually, export output value has increased by 40% annually, and sales revenue has increased by 20% annually. Tire mold production and sales continued to grow steadily, economic efficiency increased dramatically, new product development reached a new level, and foreign exchange earned through exports climbed steadily. Luo Baihui, executive secretary general of the International Die & Metal & Plastics Industry Suppliers Association, said that there are indications that China is still in The Key Stage of Transition from "Great Power" to "Powerful Country". In the process of globalization, China's tire molds in order to improve a grade and to a higher level of development, must be changed in the following aspects: the market competition will be the domestic, partial, imperfect competition to the international all-round competition Market competition will shift from competition in production capacity to competition in production capacity and circulation capacity; from product competition to brand competition; from simple competition for market share to competition in the ability to respond quickly to the market; from price wars to technology for upgrading products High-level competition of content and added value; competition from monetary capital investment to competition for human capital acquisition. China's tire mold enterprises must seize this opportunity to do fine and strong competition with the international giants to achieve a sound and rapid development.
Looking into the twelfth five-year plan, Luo Baihui suggested that China's tire mold manufacturing enterprises must make efforts to improve their core competitiveness, in order to improve the overall level of the industry. The main measures are: increase capital investment, increase technology both inside and outside, adopt new technologies and advanced technologies; accelerate the pace of reform of enterprise system and mechanism, establish a modern enterprise system as soon as possible; actively train talents, solve talent shortages through multiple channels, especially the most advanced The problem of lack of talents; comprehensively promote digitalization and informationization, adopt multiple methods to improve innovation capacity; do a good job of standardization, raise the level of standardization as soon as possible, and increase the use coverage of standard parts.
Shandong Haomai's 2011 operating income of 688 million yuan
Shandong Haomai Machinery Technology Co., Ltd. disclosed in its earnings report that it will achieve operating revenue of 688 million yuan in 2011, an increase of 15% from the same period last year. The net profit attributable to the shareholders of the listed company was 215 million yuan, an increase of 14% year-on-year.
The downstream applications of Hammer's technology products can be broadly divided into one-third of the total for domestic and foreign companies, and one-third of domestic virtual vehicles. The decline in the sales volume of domestic vehicles in the second half of last year made one-third of them significantly affected. The demand for renewal has also been slightly affected by the economic downturn. As a result, the demand for domestic tire molds has been sluggish in the second half of last year. Foreign market demand performed better due to rising market share, and exports rose month by month. On the whole, the second half of last year was basically the same as the first half of the year.
The fact that car sales fell by more than 20% year-on-year in January this year was mainly due to holiday factors and is expected to stabilize and possibly increase slightly during the year. Luo Baihui, the secretary-general of the International Modeling Association, believes that the domestic demand for Haomai's products will further rise in the downstream industry environment for tire molds, and this year it will maintain the original stable growth trend.
In addition, after the relationship between the company’s subordinate Hammer Manufacturing and the relationship is clarified, some mature projects in the second half of the year may be injected into the listed company, which will also increase the company’s profitability. Taken together, Haomai Technology expects this year's growth rate to be around 20%.
Changxing Mingwang Rubber & Plastic Technologies Co.,Ltd. , https://www.cxmingwang.com