A series of recently published index data, such as operating rate, electricity consumption and PMI index, show that the supply chain of key industrial chains has been accelerated, the industrial structure has been continuously optimized, and the role of industrial economic ballast stone has been further consolidated.
The operating rate data reflects the industrial economy and accelerates blood return.
Industrial chain supply chain is the bone and blood of industrial economy. As a key link of the key industrial chain, the production situation of automobile enterprises is the most representative.
At present, 0/00% production line of BAIC Blue Valley Magna/KLOC has been put into production, and full-load production is hard to come by. Zhao Peng, brand communication director of BAIC Blue Valley Magna, said that after normal production and transportation resumed, we immediately sent engineers to help suppliers solve problems and ensure the correct supply of spare parts.
The leading role of large enterprises, especially leading enterprises, is very important to stabilize the chain. At present, all the five main engine factories of FAW Group in Changchun have resumed production, and all the factories have been off the assembly line, which has led to the resumption of production of more than 700 suppliers in Jilin Province.
On the premise of doing a good job in epidemic prevention and control, highlight leading enterprises and key node enterprises in the industrial chain, and drive relevant enterprises to resume work and production. The Ministry of Industry and Information Technology held a meeting before, demanding that efforts be made in key industries and key nodes to ensure the stable operation of the industrial chain.
The recovery of the automobile industry chain is also reflected in the operating rate of semi-steel tires and all-steel tires in the upstream. High-frequency monitoring data show that the average operating rate of semi-steel tires in July increased from 64.2% in the previous month to 64.4%, and the year-on-year growth rate increased from 13.5% in the previous month to 23.2%.
At present, industrial enterprises above designated size in the Yangtze River Delta and Pearl River Delta regions have resumed normal production, and the production capacity of key industrial chains such as automobiles and integrated circuits has also fully recovered. Tao Qing, head of the Operation Monitoring Coordination Bureau of the Ministry of Industry and Information Technology, said that in the next step, the Ministry of Industry and Information Technology will efficiently coordinate epidemic prevention and control and industrial production, and further promote enterprises to achieve stable production.
The electricity consumption data reflects that the industrial economy is stabilizing and improving.
The electricity consumption data also reflects that the industrial economy continues to improve. Wang Xiaoqian, general manager of Liaoning Jishui Radiator Co., Ltd. said that the company's operation has been picking up, and the company's electricity consumption increased from May to June, achieving a year-on-year increase.
The company is located in Shenyang Free Trade Zone, Liaoning Province. According to the data of Shenyang Municipal Bureau of Statistics, since May, the decline of industrial electricity consumption in the city has narrowed, the industrial economy has shown a rebound trend, and the effect of resuming work and production has initially appeared.
Since July, the demand for electricity in various places has surged, and the load of several provincial power grids across the country has reached a record high. According to the electricity consumption data of key industries in Shanghai, in the first ten days of July, the cumulative electricity consumption of enterprises above designated size increased by 2.8% year-on-year, and the electricity consumption exceeded the same period of last year. According to the data of Jiangsu Provincial Development and Reform Commission, the province's electricity load continued to rise sharply, and the largest electricity load in the province reached a record high on July 12.
At present, the growth rate of electricity consumption has obviously rebounded, which is affected by high temperature weather, but it is more due to the effective prevention and control of epidemic situation and the stabilization of economic policies and measures, which reflects the positive results of the current resumption of work, production and operation. Wang Yi _, director of the Statistical Data Center of China Electric Power Enterprise Federation, said.
Lian Ping, chief economist of Trust Investment Research Institute, believes that industrial production returned to normal level in July, driven by factors such as the relief of epidemic situation, continuous progress of resumption of work and production, and strong endogenous resilience of industrial production. It is expected that industrial production will maintain steady growth in August.
PMI indicators highlight the leading role of new kinetic energy
According to the data recently released by China Federation of Logistics and Purchasing, the PMI of equipment manufacturing industry and high-tech manufacturing industry were 5 1.2% and 5 1.5% respectively in July, both of which remained in the expansion range of 5 1%.
Wen Tao, an analyst at China Logistics Information Center, explained that these indicators show that the growth rate of supply and demand in equipment manufacturing and high-tech manufacturing has maintained a good level, new kinetic energy is emerging, and the industrial structure continues to be optimized.
Fu Baozong, director of the Industrial Office of the Industrial Institute of China Macroeconomic Research Institute, believes that in recent years, the profit growth index of raw materials and energy upstream is relatively high, while the midstream enterprises undertaking manufacturing and processing tasks are under the double pressure of upstream price increase and poor downstream demand transmission, and their profits are squeezed. However, the pressure is also forcing enterprises to carry out transformation and upgrading, in which high-tech added value and industries representing the future upgrading direction are more resilient and growing rapidly.
A refrigerator manufacturer in Qingdao, Shandong Province turns pressure into power. The person in charge of the company said that in the face of survival pressure, the company applied for 20 million yuan of technical transformation support funds to develop low-temperature cabinet products urgently needed for international vaccine transportation, and successfully developed products that meet the strict requirements of vaccine transportation and put them on the market.
Qiao, director of the Industrial Operation Research Office of the Institute of Industrial Economics of CCID Research Institute, believes that the high-tech manufacturing industry has broad market prospects and rich application scenarios, which is an important means of demand traction supply. Its rapid growth will help the manufacturing industry to accelerate the forging of long plates and fill short plates.
Tian Yulong, chief engineer of the Ministry of Industry and Information Technology, stressed that China's industrial economy has shown strong industrial resilience, enterprise vitality and development strength, and the effectiveness of a series of economic policies has continued to show. We are confident, confident and capable of coping with all kinds of difficulties and challenges, and consolidating and upgrading the overall situation that the industrial economy continues to improve.
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