Equipment and raw materials have formed a group of products began to enter the high-end market In 2010, MLCC domestic-funded enterprises produced about 170 billion, in 2010 the export volume reached 904.9 billion, and the import volume reached 1410.9 billion. We should prevent foreign-funded enterprises from exporting at low prices and drive down corporate profits. At present, the domestic manufacturing process equipment and raw materials for capacitors have formed an industrial group that can meet the needs of the capacitor industry and are exported overseas. The equipment mainly includes vacuum coating machine, high-precision and high-speed slitting machine, automatic winding machine, energy-generating machine, automatic welding machine, automatic fluidized bed, automatic comprehensive testing machine, taping machine, and linkage machine (welding, testing, loading Shell, perfusion, heating, infusion, heating test), assembly machine, casting film maker, kilns, silver coating machine, welding enveloper, laser printer. The materials mainly include polypropylene film, polyester film, metalized strip, CP wire, encapsulating material, high-precision plastic shell, aluminum shell, electrolyte, high-purity aluminum foil, formed foil, and gold sprayed solder. The above equipment and raw materials basically meet domestic demand and are also sold to South Korea, India, the United States, Brazil, Japan and other countries. The disadvantage is that there are only two polyester film manufacturers in China and all of them are joint ventures. The high-end
Electrolytic capacitor paper still relies on imports from Japan. According to the different requirements of different markets and machines for capacitor performance and reliability, the capacitor market is divided into high, medium and low grades. China's capacitors are mainly sold to medium and low-end markets. The overcapacity, oversupply and lower prices of domestic and overseas low-end capacitors in domestic capacitors have led to breakthroughs in high-end products and they have begun to enter the high-end market.
Keeping abreast of changes in the entire machine market, adjust product structure in a timely manner. Capacitors are not end-products. They are products for electronic complete machines. Their development is based on the development of the whole machine.
Between 2005 and 2010, the number of domestic color TVs fluctuated between 80 million and 100 million units, and the proportion of LCD TVs increased, and the film capacitors went up and down.
In 2010, the output of mobile phones was 990 million units, which led to the decline in program-controlled switchboard construction. From 2005 to 2010, the annual construction line dropped from 80 million lines to 31.33 million lines.
The output of fax machines has been declining year by year, and the popularity of the Internet is the main reason.
The widespread use of digital cameras has caused the production of film cameras to plummet.
In 2010, 4 billion energy-saving lamps were produced, requiring 20 billion film capacitors and 5 billion electrolytic capacitors, which brought a larger market space for film capacitors and electrolytic capacitors.
2. LED lighting will affect the energy-saving lamp market.
Outdoor lighting LED has entered into the market, but it has not yet affected the indoor energy-saving lamp lighting market. However, we can see from the relevant exhibitions in Guangzhou that there are a large number of LED household downlights and spotlights. With technical bottlenecks and price bottlenecks, breakthroughs will soon occur. Affect the energy-saving lamp market. At present, Europe and the United States and other markets are vigorously promoting low-carbon economy and vigorously promoting LED lighting. According to industry analysts, about 5 years, LED mainstream lighting products began to enter the family on a large scale.
3.
Ceramic Capacitor.
Due to the high temperature resistance, the dielectric constant and loss can be adjusted by the formula. At present, ceramic capacitors below 4700pF (472) are partially replacing CL11 film capacitors.
4. Strategic emerging industries have become a key development direction.
Pay attention to the development of forward-looking industry. As global energy, environmental pressures on the environment, and prices of production factors have risen, we must pay attention to the development of forward-looking industries in the post-financial crisis era. Current areas of concern include: solar photovoltaic, wind power generation, tidal power generation, energy-saving lamps, electric vehicles, hybrid vehicles, automotive electronics, subways, high-speed rail, DC power transmission, triple play, high-definition television, set-top boxes, mobile TV And other industries.
Fortunately, Farah, Jianghai, Tongfeng, Changjie and other companies have successfully entered the new energy industry.
Rethinking the transformation of corporate business strategies from large to strong After the international financial crisis, developing countries proposed policies to expand domestic demand, and developed countries proposed re-industrialization to reduce the unemployment rate.
The relaxed monetary policy of the developed countries has no margin. The debt of some European countries has exceeded their GDP. Therefore, the second bottom is inevitable and will definitely affect the economic development of our country.
Capacitor industry is a small industry, what will be the performance of the second bottom? Our answer is influential, but it is unlikely to happen in October 2008 because of the following reasons:
1. The policy of stimulating domestic demand in our country will continue to have a role, and salary increase will increase the purchasing power of the society.
2. The "homecoming" of home appliances has been popularized in cities, and the social ownership rate of household appliances is higher. China will further promote demand.
3. There is still demand for energy-saving lamps in foreign markets for a period of time, and the domestic demand for energy-saving lamps is also accelerating.
4. The capacitor industry already has some companies entering the high-end market.
We have experienced the first time the international financial crisis has bottomed out. Before the second bottoming out, there are some issues worth thinking about:
1. Revisit the business strategy of the company.
2. Re-evaluate the "scale" of the company and change from bigger to stronger.
3. Improve innovation capabilities and change development models.
4. Strive to practice internal skills, benefit from lean management, and manage your own internal affairs.
