The hottest orders of machinery industry enterpris

In 2018, the orders of machinery industry enterprises increased in confidence, but the direction has been adjusted. Investment needs to be cautious

at the beginning of the year, the prediction of the operation trend and investment intention of machinery industry enterprises in 2018 were carried out for more than 100 machinery enterprises, including inventory, price, market expectation, investment plan and investment direction. Our company Jinan new period gold testing instrument Co., Ltd. returned from the long holiday on October 1, and today officially opened a questionnaire survey and interview. It involves 10 major industries, including engineering machinery, petrochemical and general, machine tools and tools, electrical and electrical appliances, automobiles, heavy mines, instruments and meters, and basic parts. The results showed that at the beginning of 2018, the confidence of enterprises increased, but the pressure remained, and the investment was prudent but the structure was optimized

confidence in good orders increased

in terms of order volume, 60% of the surveyed enterprises' orders on hand increased compared with the previous year, and 20% of the enterprise orders were the same as the previous year. In terms of order cycle, 78% of enterprises' orders on hand can meet the production demand within half a year, and the start situation is basically stable. Affected by this, enterprise confidence has increased. 50% of enterprises expect that the production scale will be higher than that of the previous year, and new concepts such as home integration and smart home will be further developed in the next 10 years; 1. Integrated decoration, online and offline o2o mode will guide the development of the trend; Big data, industry 4.0, etc. are likely to promote the rapid progress and expansion of society and market. Another 41% of enterprises are expected to have the same production scale as last year on March 19. The proportion of enterprises that are expected to achieve profit growth is 61%, higher than that of enterprises that are expected to expand their production scale; Enterprises with flat profits are expected to account for 33%

in addition, enterprises make optimistic judgments about the operating environment. Nearly 98% of the surveyed enterprises believe that the macroeconomic trend will be flat or increase in 2018, 84% of the enterprises believe that the market demand for their products will be flat or increase, and 61% of the enterprises expect that the export market will show significant growth

it is difficult to transmit the rise in costs

from the perspective of raw material costs, the price of raw materials represented by steel has increased significantly since 2017, putting pressure on the production and operation of machinery enterprises. For the expectation of raw material prices in 2018, 77% of enterprises are expected to continue the upward trend, which is specifically reflected in high volatility or upward volatility; Another 23% of enterprises are expected to continue to fluctuate

for the problem that the price rise of raw materials can be smoothly transmitted to the downstream, 30% of enterprises think it is difficult to transmit, and 70% of enterprises think it needs to be observed. In the interview, the enterprise specifically explained that in order to resolve the risk of rapid rise in raw material prices, for products with large steel consumption and long production cycle, enterprises mostly sign open contracts with users - that is, adjust the contract amount according to the real-time price of steel at the time of delivery. In addition, enterprises are more strict in the review of contracts, and strictly control the signing of contracts with high loss risk. However, even if a variety of methods are adopted, only 34% of the surveyed enterprises can realize the price increase of finished products

in terms of labor costs, the rise of labor costs is a common problem faced by enterprises, with an annual increase of 8% to 10% in recent years. In order to cope with the pressure of rising labor costs, 27% of the surveyed enterprises have layoffs plans. When asked about the layoffs, some enterprises said they plan to reduce front-line employees by improving the level of automated production; Other enterprises said that they planned to compress the management department because the number of front-line employees was at a low level

29% of enterprises plan to increase employees. When asked about recruitment objects, enterprises all said they would increase R & D personnel rather than ordinary employees. In addition, some surveyed enterprises plan to increase the proportion of R & D personnel in the total number of employees on the basis of the same total number of employees

it is understood that the current salary of R & D personnel is about 1.5~3 times that of ordinary employees, so the adjustment and upgrading of employment structure will also become an important factor to boost the continuous rise of employment costs

investment prudence direction adjustment

fixed asset investment and investment plan are another focus of this investigation. The summary results show that the last round of large-scale fixed asset investment of enterprises was mainly concentrated in the period from the 11th five year plan to the 12th Five Year Plan, accounting for 71% of the surveyed enterprises. The investment is mainly used for plant construction and equipment purchase required to expand production capacity. After this round of investment, the surveyed enterprises have basically formed a certain production scale and production capacity, which is enough to meet the market demand for their traditional products

24% of the surveyed enterprises made large-scale investments in 2016 and 2017. It is understood that the large-scale investment during this period is mostly related to R & D. some are to establish technology R & D centers, and some are to build production bases for new products with successful R & D. compared with the investment direction of simply expanding production capacity in the early stage, there has been a certain change

when asked about the future investment plan, enterprises generally believe that the probability of making another round of investment similar to the previous round is not high. The future investment will be local, and the scale will basically stabilize at the level of nearly two years. The results of the questionnaire show that 33% of the enterprises plan to invest in the composite ink we studied in 2018, which will decrease compared with the previous year, 44% of the enterprises will be basically the same as the previous year, and only 23% plan to increase investment. In the direction of fixed asset investment, it basically focuses on digital and intelligent transformation, energy conservation and environmental protection transformation, etc. In addition, the development strategy of increasing R & D investment and reducing fixed assets investment has been mentioned by enterprises for many times

the survey results show that the market confidence of machinery enterprises has increased at the beginning of 2018, but the investment is still cautious. It is expected that the industry will operate smoothly throughout the year, and the investment in fixed assets will remain low