As an important part of the equipment required by the production and life of the national economy, different motors appear according to different functional requirements, and are widely used in new energy vehicles, machine tools, rolling mills, water pumps, pumping units, conveyor belts, production lines and other equipment. As an important part of the production chain, the development of the motor industry is very important. The stator and rotor of motor is the heavy pressure service field of high-speed stamping. I hope this paper can inspire the industry decision-making of high-speed stamping equipment and parts enterprises.
After the rising prices of silicon steel, copper, aluminum and castings, the motor industry will face various cost pressures brought by the rising prices of mechanical equipment. In 2017, the media called it the "black swan" year of the motor industry, followed by environmental protection supervision, rising prices of raw materials, declining subsidies for new energy policies, devaluation of the RMB, Electric machinery enterprises were caught off guard.
In this context, the growth rate of China's motor manufacturing industry slowed down significantly in 2017, while the total profit decreased. According to the statistics of the National Bureau of statistics, the sales revenue of China's motor manufacturing industry in 2017 was 888.425 billion yuan, basically the same as that in 2016, while the total profit was 56.407 billion yuan, a slight decline compared with 2016. From the perspective of enterprise development, compared with the revenue data of domestic listed motor enterprises in 2017, it can be found that nearly half of the profits of enterprises have declined seriously, and some enterprises can still maintain the growth trend. From the change of the number of Enterprises above Designated Size, the statistics of the National Bureau of statistics show that the number of motor manufacturing enterprises above Designated Size in 2017 increased by only 5 compared with 2016, A total of 2854 forward-looking industry research institutes issued the analysis report on market prospect and investment planning of China's high-speed motor industry from 2018 to 2023. Compared with the operating income of 10 listed motor enterprises, it was found that among the top 10 listed companies, except Zhenghai magnetic materials and blue ocean Huateng, the operating income of founder motor The operating income of listed companies such as jiangte Electric Machinery Co., Ltd. has increased, while that of Ocean Electric Machinery Co., Ltd., Huichuang Technology Co., Ltd. and yingweiteng have increased rapidly. Under the influence of a series of market factors, the profit space of most motor enterprises in China has been further compressed. Under the background of high cost and further strengthening environmental protection supervision, high-efficiency and energy-saving motor is the inevitable direction of the development of motor industry. In the 13th five year plan for industrial energy conservation and the 13th five year plan for the development of energy conservation and environmental protection industries issued earlier, the energy conservation of motor system is clearly listed in the nine key energy conservation projects, and it is more clearly proposed to demonstrate and promote high-efficiency and energy-saving motor technologies and equipment such as rare earth permanent magnet coreless motor and cast copper rotor technology for motor. The price rise of the motor also has a certain impact on our leveler industry, because each leveler has several motors, which further reduces the profit of the product.
The upstream of the high-efficiency and energy-saving motor industry chain is the supplier of raw materials such as copper, aluminum, silicon steel and permanent magnet materials, and the downstream is the channel seller and high-efficiency motor application manufacturer. The huge market demand space will enable the upstream and downstream of the industrial chain to make certain adjustments around "motor efficiency and energy saving", and the upstream supply structure will be adjusted,
Enterprises with advantages in the production of special raw materials and parts for high-efficiency motors will gain more market share and higher rate of return. With the large-scale production of high-efficiency motors, their supply will be enlarged, and the cost and price will be relatively reduced. Downstream manufacturers will also more widely use high-efficiency motors to upgrade their original products.
Compared with the net profits of 10 listed motor companies, among the top ten listed companies, only the net profits of Founder motor, jiangte motor, Huichuan technology and yingweiteng are higher than those in 2016, and the net profits of other listed companies are lower than those in the previous year. Among them, Jinlong motor has declined significantly.
