129667840458115392_130Review: "three basic" industry "Twelve-Five" plan released Galaxy securities:--enormous room for import substitution of basic mechanism GF: boom of construction machinery, machine components company optimistic about market share increase zheshang securities: machinery basic parts industry revitalization programme comments on people's livelihood security: 2012 "top grade CNC machine tools and basic manufacturing equipment" sectionTechnology major special comment 18 stocks investment value analysis "three basic" industry "Twelve-Five" plan published officially released yesterday by the Ministry of the machine components, the underlying manufacturing processes and materials industry "Twelve-Five" programme. The plan proposed by five years of hard work, machine components, the underlying manufacturing processes and materials industry innovation ability significantlyEnhanced processing level have markedly improved, can basically meet the development needs of heavy equipment, industry development situation of serious delays to be changed. In the planning, bearings, gears is explicitly for the urgent need for the development of key industries, under the policy support, by 2015, bearing, gear industry sales will reach $ 222 billion, $ 294 billion,Average annual growth rate between in-12%.
Development targeted for the next ten years "three basic level" is the survival and development of equipment manufacturing base, its levels directly determine the important equipment and a host of product performance, quality and reliability. In recent years, China's equipment manufacturing industry levels improved significantly, large equipment can basically meet the needs of national economic construction, butHigh-end "three basic level" product has failed to keep pace with needs of the host, rapid development of high-end hosting and supporting "three basic level" of prominent contradictions of the product is in short supply, has become the bottleneck of restricting the development of China's major equipment and high-end equipment. Bearing industry as an example, at present
Diablo 3 Power Leveling, China's high-speed bearings and areas of growth in wind power spindle bearings, bearing large gaps remained. Going ultraOver 160 km/h emus used bearings, yet completely from Sweden international giants such as SKF imports.
Wang Quanqing made it clear that the Secretary-General of China bearing industry association
Diablo 3 Power Leveling, China high speed bearing development also keep up with the host's development. In view of the above difference, the planning requirements, through the efforts of five years, China's "three basic level" markedly enhanced industrial innovation capacity,Meet the development needs of major equipment by 2020, industry pattern of formation and host collaborative development to meet major equipment and high-end equipment on machine components, the underlying manufacturing processes and materials requirements, innovative capacity and international competitiveness in the international advanced level, international leader in parts. Bearings sector will raise barriers around major equipment, andHigh-end equipment requirements, planning 11 categories of machinery basic parts, 6 basic manufacturing processes and 2 types of base materials specifically for key development areas.
Among them, high speed, precision and heavy bearing in focus on the development of the top of the list. For key areas such as bearings, the plan clear, give full play to the guiding function of industrial policies, raise trade barriers, curb low weightComplex construction, continued the implementation of the existing infrastructure finance and taxation supporting policy, implementation of key parts, raw materials duty-free policy; study and formulate encouraging user adoption "three basics" policy of new products and processes. At the same time, authorities also would step up plans for "three basic level" input of industry technology innovation and technical innovation, supports research cooperation, jointly conquer key technology industry;The setting up of "three basic level" special industrial development, with a focus on supporting machine components, the underlying manufacturing processes and materials technology research and development of enterprises and industrialization; encourage financial institutions to set up "three basic level" Special Fund for industrial development; guide local, Enterprise and social capital increase "three basic level" capital investment in industry. In a series of policy support, the planning requirements, bearing industry "ten25 "the average annual growth rate to reach 12%, gears and hydraulic machinery industry average annual growth rate of 15%. Leading enterprises benefit from rapid development on policies bearing industry, clear development priorities of the plan are: medium and top grade CNC machine tool bearings and spindle, high-power wind turbine bearings, bearing large transport, overloaded helicopters bearing, long life and high reliability automotiveBearings and bearing units, bearing of high-speed trains, heavy haul railway freight bearings, bearing new urban mass transit, bearing of large thin hot and cold continuous rolling equipment, large construction machinery bearings, high speed and long life bearing textile equipment, ultra precision spindle bearing of medical devices. Insiders pointed out that the top priority when is a machine tool bearings. In response, the national science and technology major specialThe high-end CNC machine tools and basic manufacturing equipment already put forward clear requirements, by 2020, China will achieve high-end CNC machine tools based on mainly in the domestic, aerospace, marine, automotive, power generation equipment needed to manufacture top grade CNC machine tools and the realization of basic manufacturing equipment 80% localization. Hong Yuan securities analyst pointed out that, bearing science and technology is a very small number in the world at the same timeElectric spindle and one of the producers of precision machine tool spindle bearings, precision bearings while its main products P4 production technology is not comparable with foreign manufacturers, but with these manufacturers on product performance and quality difference is small, and relatively low price about 30% abroad, is expected to first to enjoy the interests of import substitution. The analyst pointed out that the bearing leading listed companies in the field ofTianma, Longxi shares of shares, and so on. Above company level leadership, strength, and with strong regional advantages, is expected to get strong support from government policies and funding, to get beyond the average growth rate.
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