Focus on the future trend of manufacturing 2025 against a new round of reshuffle
Editor：Karhe Technology Co., Ltd. Created On : 2019-05-09 Viewd : 591
China's manufacturing industry is in the "big" to "strong" critical stage is the basis of the existing conditions for the development of manufacturing industries. Huge market size advantage, improve the industrial supporting advantages of multi-level spatial gradient advantage of consumer demand to upgrade advantages, these advantages was born in the growing Chinese market, it is to promote "Made in China 2025" spontaneous core strength.
The State Council recently issued the "Made in China 2025", the deployment of a comprehensive strategy to promote the implementation of the manufacturing power. This is the program of action of the implementation of the first decade of manufacturing power strategy. Manufacturing is the main body of the national economy, science and technology innovation is the main battlefield of the founding of the country, rejuvenation, a powerhouse of the group. Currently, the global development environment for China's economic development pattern and significant changes in the manufacturing sector, we must firmly seize this strategic opportunity to highlight the innovation-driven, optimize the policy environment, play a system advantages and achieve Chinese manufacturing to China to create change, China to speed China quality change, shift to China of Chinese products brand.
Manufacturing investment community optimistic about 2025
CITIC Securities believes that "Made in China 2025" will be the second half of the most extensive and innovative mainline. Huangruo Gu said that manufacturing companies accounted for two-thirds of the total number of listed companies, the market value of 2/5, the impact was very broad. The state encourages support, manufacturing upgrade the quickest way is through the bull market financing, then to Europe and the acquisition of advanced enterprises. Particularly optimistic about intelligent manufacturing, green manufacturing and high-end equipment of these three investment. On this basis, the preference for merger integration and expansion overseas experience or potential of the company, the proposed investment in the corresponding portfolio.
Guotai Junan in the third quarter suggest that investors value the opportunity to continue the growth of the company and the transformation of traditional companies. "Made in China 2025" is the growth of large outlet recommended configuration along intelligent manufacturing, industrial Internet, the application side three areas. Among them, in the field of intelligent manufacturing machinery, military, new materials, telecommunications, electronics, computer, industrial application side of the Internet in the field of electrical equipment and new energy, automotive, biomedical will benefit. Guotai Junan also recommended supply chain finance 3.0, Disney, state enterprise reform and new energy automotive theme. Market risk appetite lifting plate making time shares concentrated benefit, but also its preferred direction.
Zhao Yang said, optimistic about technology stocks. He believes that technology stocks will run through this bull market, similar to the 2006-2007 bull market, financial and real estate. Chao Yang believes that industrialization in the late economic growth rely more on technology and innovation-driven. Specific to the segments, the most optimistic about the "Made in China 2025", followed by "Internet +."
Against a new round of reshuffle
June 6, China Center for Modernization Research Chinese Academy of Sciences published "China Modernization Report 2015" shows that in 2010 the level of China's industrial economy than in Germany, Britain about 100 years behind, compared with about 60 years behind Japan.
No matter how much behind, the reality is that China must be embedded in the global industrial chain, supply chain, and to find outside in addition to low-end manufacturing precision positioning.
According to the British "Financial Times" reported that the global supply chain (intermediate goods and services from different places through it into the finished product) has to change the world, accounting for the global trade of nearly 80%, including approximately $ 12 trillion in the middle trade in goods and services.
Global head of research at Standard Chartered themes pray Boon (JohnCalverley) to Chinese manufacturing wages rose as a disruptive trend, the global supply chain for the loss of traditional manufacturing low-cost advantages of China and re-integration.
Standard Chartered Bank research shows that over the next decade, the nature of change in the global supply chain to reshape global trade patterns. As the world's largest source of Chinese supply chain, we will release a large part of low-cost manufacturing. India and ASEAN could migrate from the low-cost manufacturing benefit, Bangladesh and Africa will also take a slice.