China's fan industry is facing a new round of strategic layout

　　After China's accession to the WTO, the pace of manufacturing transfer from developed countries to China has accelerated significantly, and China has ushered in the world's third wave of manufacturing transfer following Japan and South Korea. It has become a consensus that China has become the "world factory". With the deepening of the state-owned enterprise restructuring process of petrochemical general machinery industry, especially the restructuring and reorganization of the "five drums" in the fan industry, the new round of strategic layout of China's fan industry is always affected. While GE, Siemens, Mitsubishi and other big foreign fan manufacturers have set up research and development bases in China, the rapid rise of domestic private fan enterprises led by Changsha Sier has injected new vitality into China's fan industry. Some people think that because of the emergence of Changsha, China's fan industry pattern will change within two or three years, and some people think that the industry pattern will not change too much. So, what do the "five big drums" and industry experts think? How far is the road of fan industry merger and reorganization?

　　Shen Gu: Only technical strength

　　At the end of 2004, with the support of relevant state departments and local government, Shenyang Blower (Group) Co., LTD. (shen Gu for short) reorganized Shenyang water pump factory, Shenyang gas compressor factory and Shenyang air compressor factory. In the view of Su Yongqiang, chairman and general manager of Shen Gu, the cross-industry restructuring not only realized the optimal allocation of resources, but also laid a solid foundation for the enterprise to become bigger and stronger in the next step.

　　Look from the output, the shen drum used to be industry leading, in the past two years has been in shaanxi blower (group) co., LTD. (hereinafter referred to as shan drum), through the reorganization of the three companies after 2004, realize the gross value of industrial output 3.6 billion yuan, and shen fan the gross value of industrial output 1.35 billion yuan, sales income is 1.16 billion yuan, profit of 14 million yuan, Profits and taxes: 70 million yuan. January to February this year to achieve sales revenue of about 200 million yuan, a year-on-year increase of 50%. > 100 million yuan, profit and tax 470 million yuan. From January to February this year, the sales revenue reached about 184 million yuan, up 19% year on year.

　　From the total industrial output value, after the reorganization of Shen Drum is still the industry leader, but from the fan output value, still fall behind Shaanxi drum. This is only for shen Gu than the technical strength of the enterprise, until the end of this year, the whole group moved to the new factory, to build China's general machinery industry "aircraft carrier" plan just took the first step, the next step to deepen the internal reform of the enterprise. Su Yongqiang believes that although Changsha Saier technology advanced, but its appearance at least in the recent two or three years within the fan industry pattern will not change. Because, Changsha sale's leading product centrifugal compressor is mainly used in the metallurgical industry, and shaanxi drum conflict is larger.

　　Shaanxi drum: the restructuring plan is confusing

　　Different from Shen Drum, Shaanxi Drum is undergoing restructuring. According to the reporter, shaanxi drum began to prepare for a joint venture with Germany K, and then heard that the form of the joint stock system, the final use of which form, now it is difficult to determine. Because shaanxi drum axial flow compressor market share has reached more than 95%, coupled with enough cash flow to support the daily operation of the enterprise, so enterprise restructuring in the eyes of chairman, general manager Yin Jian 'an is just a tool and means.

　　It is understood that Shaanxi Drum now has a relatively complete restructuring plan, to be approved by the local government, can be published. What exactly that might be is unclear, and Yan jian is keeping mum. Perhaps Shaanxi Drum is brewing a bigger change in the fan industry. For the emergence of Changsha Saier, Yin Jian 'an said, Wang Shangjin is his teacher, in addition to respect Wang Shangjin, inconvenient too much evaluation, Shaanxi drum only holding the attitude of primary school students to learn from peers, the final decision by the market.

　　Upper drum: troubled by the restructuring problem

　　Compared with these two "big names" in the fan industry, the output value of Shanghai Blower Factory Co., LTD. (shanggu for short) has been hovering at more than 200 million yuan in recent years. The "hot" power market, so that the rapid development of Shanggu, last year to achieve a total industrial output value of 500 million yuan, sales revenue of 430 million yuan, profit of more than 5 million yuan. In January this year, the sales revenue reached 107.85 million yuan, up 103% year on year.

　　Although last year on the drum sales revenue and on a step, but these two years has been troubled by the restructuring of the problem, the factory director has changed, from the former factory director Zhu Yuanhao to the end of last year just took office liu Guoping, more than two years of time unexpectedly changed two factory director.

　　Although the current specific restructuring plan has not been fully determined, but according to the reporter, in the restructuring of drum is prepared to use the form of diversification of property rights. At present, in addition to discussing joint venture and cooperation with Germany K, Shanggu is also talking about cooperation with Domestic Jiaoda Sel. Wind fan industry only listed company high branch (000967) is the earliest intervention to drum change in the private enterprises, but I do not know what reason quit.

　　"It's a pity to sell the company to a foreigner, but from a management point of view, we can learn from advanced foreign management models," liu said. But the industry believes that Germany K holdings on the possibility of drum is very small. In short, whether it is to sell to foreign capital, or to cooperate with domestic private enterprises, the attitude of drum is very clear, as long as it is beneficial to the development of enterprises, which form can be adopted.

　Speaking of Changsha Sale, Lu Qunli, director of Shanghai Drum office, said that the fan industry commonly known as the "five drums" have their own leading products, it is difficult to break into the other party's leading product market. Now Shanggu is preparing to cooperate with Jiaoda Saier, preparing to make the compressor industry of Shanggu bigger.

　　Changgu: proud roots fan industry

　　Changsha blower Factory Co., LTD. (changgu for short) is the first to "eat crab" in enterprise reform. At the beginning of 2000, with the support of the local government, Changgu took the lead in implementing the shareholding reform, which enabled the company to develop steadily. However, because the equity is too dispersed, shareholders who earn money will require dividends, resulting in insufficient funds invested in technical transformation, and the pace of enterprise development is also slow.

　　Now, Changgu is deepening reform and expanding new market areas. The establishment of Changsha Saier joint venture company will become a new economic growth point of Changgu. In 2004, changgu achieved a total industrial output value of 172 million yuan, sales revenue of 170 million yuan, profit of 12.34 million yuan, profit and tax of 25.67 million yuan. From January to February this year, the sales revenue reached 27 million yuan, up 30% year on year.

　　Wu Gu: busy relocation transformation

　　Compared with the previous four, Wuhan Blower Factory Co., LTD. (wugu for short) underwent the most thorough restructuring and was acquired by a private enterprise at the end of 2003. Chairman Xu Jie told reporters, wu Gu last year to put the main energy in order to straighten out the internal relations and relocation transformation, from the main operating indicators, compared with other enterprises. But as the reporter understands, wu Gu last year not only turned a loss, but also profit of more than 5 million yuan. Wugu, which has just moved into the new factory, may have greater development this year.

　　Let the market have its say

　　Objectively speaking, now the fan industry in Shen Drum, Shaanxi drum, drum between the three formed a stable three-way market pattern, although they want to seize the market share of each other, but who can not do who. China general machinery Industry association fan branch secretary-general Youzemin that the fan industry, product specifications from large to small, technical level from high to low, the application is very wide. Technically speaking, Changsha Cell does fill a gap in the market, but the application area is very narrow.

　　Fan industry from the era of planned economy to today, in the high-end field, the "five drums" and Changsha Saier, each has its own market. In terms of their respective technology, market and comprehensive strength, the market pattern will not change significantly. From the perspective of development, strengthening the cooperation between enterprises can promote the sound development of the industry.

　　From an economic point of view, the fan industry has grown very fast in the past two years. In addition to seizing the current good opportunity, enterprises are expanding the production scale through relocation and technical transformation. The rapid rise of private enterprises has given the fan industry a shot of "stimulant", but the products have not entered the sophisticated field. If one day, private enterprises can also produce products like Shen Drum, Shaanxi drum and Shang Drum, private enterprises will be able to carry the burden. However, from the current situation, private enterprises are not able to take the lead. After all, there are too few private enterprises mastering advanced technology like Changsha Saier.

　　In the eyes of Sui Yongbin, deputy secretary-general of China Machinery Industry Federation and chairman of China General Machinery Industry Association, Jiao Da Cel did some work in the software design of centrifugal compressor, and also made some achievements in the transformation of old technology. From the complete fan flow channel calculation, The technology of Changsha sale is really advanced. However, a good blower or compressor, whether advanced technology, should be reflected in the overall performance of the machine, including the match with the turbine. The market has the right to say what changsha Sale can develop next.

　　The best combination of industries

　　Compared with other industries, fan industry in the restructuring process of mergers and acquisitions of the case is not much. Sui Yongbin believes that companies like Shen Drum, Shaanxi Drum and Shanggu play an important role in the country's infrastructure construction. And some local authorities or leaders, regardless of the role of the enterprise in the industry or even in the national infrastructure construction, desperate to sell to foreign or private enterprises. It would be better to combine industries than to sell them. For example, if the Shaanxi drum and Shen drum can be regrouped together, they can give full play to their respective advantages and avoid "fighting in a room". But now, under the restriction of the local government, it is difficult to combine shen gu and Shaanxi Gu together according to the scientific reorganization plan. To tell you the truth, they were all restructured at the behest of local governors. Take Shaanxi Drum as an example. Its annual profit is more than 300 million yuan. Why can't it be restructured by others instead of others?

　　In reforming shen Drum to walk in front of Shaanxi drum, reorganized three factories last year. The reorganization of Shen Drum is not only the reorganization of the fan industry, but the cross-industry reorganization. This reorganization, from the perspective of market development, product development and scientific research, can reduce repetitive work; From the product point of view, the workshop can be divided according to the processing characteristics of parts, in order to fully improve the utilization rate of equipment, save investment; From the perspective of management, it can achieve the purpose of streamlining the organization and maximize the optimization and integration of resources.

　The challenges are more severe

　　Just as the domestic fan enterprise blood price, reform the problem of state-owned enterprise development, foreign enterprises to China's huge market has long coveted. It's hard to crack the Chinese market if you just sell equipment. Therefore, a considerable number of foreign enterprises through the acquisition of domestic enterprises, into the Chinese market. SuiYongBin said: "now, Siemens, GE and so on some foreign big companies are busy buying large state-owned enterprises, which are the products of the enterprise is the key equipment of national infrastructure, if these companies are multinational acquisition, the autonomy of the equipment manufacturing industry in our country scientific research development, also is in the hands of foreigners."

　　Foreign companies use acquired state-owned enterprises as "beachheads" to enter the Chinese market, while domestic companies ignore them and continue to fight among themselves. Foreign companies such as a firm foothold, price is no longer a sharp weapon for domestic enterprises, domestic enterprises will face more severe challenges.

　　Overall development is slowing down

　　In recent years, the fan industry has developed rapidly, mainly in the petrochemical industry, steel industry investment surge, to the development of centrifugal, axial flow compressor has brought a lot of space. However, after the implementation of macro-control, some industries have entered a short "rest period" and investment in fixed assets has also begun to be controlled, but this adjustment does not mean the cancellation of all projects.

　　Sui Yongbin finally pointed out that the sustained and steady development of the national economy will not change much, and the demand for equipment will not fluctuate wildly. Generally speaking, the development of petroleum, chemical, oil refining and metallurgy industries will still maintain a good market boom period. In this case, China's fan industry has a market first, second will not be as big as the recent two years of growth. Therefore, we should neither be too optimistic nor too pessimistic about the future market. A normal market demand will still be maintained.

　　The accelerated pace of multinational companies' acquisition of Chinese enterprises shows that multinational companies have begun to make efforts in China's wind turbine market. As China has a huge market potential, it is not ruled out that multinational companies will be the first to launch new technologies and new products in the Chinese market.