貴州電梯公司的電梯行業(yè)轉(zhuǎn)型發(fā)展的方向和機(jī)遇在哪？

Where is the direction and opportunity of the elevator industry in Guizhou elevator company?

行業(yè)進(jìn)入平穩(wěn)增長(zhǎng)階段

The industry is entering a steady growth stage

在過(guò)去的十五年間，我國(guó)電梯行業(yè)獲得了高速發(fā)展，2014年電梯銷(xiāo)量創(chuàng)紀(jì)錄地達(dá)到了70.5萬(wàn)臺(tái)的水平，2015年受宏觀經(jīng)濟(jì)增長(zhǎng)放緩和地產(chǎn)調(diào)控政策影響略微有所下滑。未來(lái)隨著經(jīng)濟(jì)增長(zhǎng)進(jìn)入平穩(wěn)期，電梯行業(yè)結(jié)構(gòu)逐漸發(fā)生調(diào)整，未來(lái)幾年市場(chǎng)銷(xiāo)量仍有望保持正增長(zhǎng)態(tài)勢(shì)。一方面我國(guó)電梯配比的提升保障了地產(chǎn)配套電梯的新增需求，另一方面相比國(guó)內(nèi)市場(chǎng)，電梯出口仍維持較高增速。同時(shí)維保市場(chǎng)和縣域市場(chǎng)也迎來(lái)發(fā)展機(jī)遇。

In the past fifteen years, China's elevator industry has been developing rapidly. In 2014, the sales volume of the elevator reached a record level of 705 thousand units. In 2015, it was slightly slowed down by the slowdown of macroeconomic growth and the influence of real estate regulation policies. In the future, as economic growth enters a stable period, the structure of the elevator industry is gradually adjusted, and the market sales in the next few years are still expected to maintain a positive growth trend. On the one hand, the upgrading of our elevator proportion guarantees the new demand of the supporting elevator, and on the other hand, the elevator export still maintains a relatively high growth rate compared with the domestic market. At the same time, the maintenance market and the county market also usher in the development opportunities.

維保市場(chǎng)和縣域市場(chǎng)迎來(lái)發(fā)展機(jī)遇

The market for maintenance and the opportunity for development in the county market

目前國(guó)內(nèi)電梯保有量超過(guò)450萬(wàn)臺(tái)，按每臺(tái)5000元/年計(jì)算維保市場(chǎng)也有近200億空間，在安全問(wèn)題頻發(fā)的背景下，維保后市場(chǎng)有望規(guī)范發(fā)展。而形式上就是將原來(lái)由第三方維保轉(zhuǎn)向整機(jī)廠商自維保發(fā)展。近年上市企業(yè)的維保收入占比已經(jīng)在逐步提升，維保市場(chǎng)正在成為電梯企業(yè)的第二增長(zhǎng)點(diǎn)。而從開(kāi)工面積來(lái)看，二三線城市的開(kāi)工面積遠(yuǎn)遠(yuǎn)超過(guò)一線城市，隨著未來(lái)縣域經(jīng)濟(jì)的發(fā)展，縣域市場(chǎng)高層建筑的增多，縣域市場(chǎng)也將成為國(guó)內(nèi)電梯行業(yè)的新增長(zhǎng)點(diǎn)。

At present, there are more than 4 million 500 thousand elevators in China. According to 5000 yuan per year, there are nearly 20 billion spaces in the maintenance market. Under the background of frequent safety problems, the market is expected to standardize development after maintenance. And in the form of the original third party maintenance to the entire machine manufacturer self maintenance development. In recent years, the proportion of the insured income of the listed companies has been gradually improved, and the maintenance market is becoming the second growth point of the elevator enterprises. From the construction area, the area of the two or three line cities is much larger than that of the first tier cities. With the development of the county economy in the future, the number of high-rise buildings in the county market will increase, and the county market will also become a new growth point of the domestic elevator industry.

穩(wěn)健主業(yè)為轉(zhuǎn)型提供條件，企業(yè)迎來(lái)最佳轉(zhuǎn)型窗口

The stable main industry provides the conditions for the transformation, and the enterprise ushered in the best transition window

雖然高增速不在，但貴州電梯公司在電梯企業(yè)的盈利能力在整個(gè)機(jī)械制造行業(yè)中依然突出，并且有略微提升的趨勢(shì)。這主要是由于企業(yè)自身制造環(huán)境的自動(dòng)化程度在提升，以及對(duì)原材料成本的控制力逐漸增強(qiáng)。充沛的在手現(xiàn)金、穩(wěn)健的主業(yè)經(jīng)營(yíng)都給企業(yè)后續(xù)發(fā)展和轉(zhuǎn)型奠定基礎(chǔ)。

Although the high speed growth is not in, the profitability of Guizhou elevator company in the elevator business is still outstanding in the whole machinery manufacturing industry, and there is a slight upward trend. This is mainly due to the increasing automation of the enterprise's own manufacturing environment and the increasing control of the cost of the raw materials. Plenty of cash in hand and steady main business have laid the foundation for the future development and transformation of enterprises.

從產(chǎn)業(yè)基礎(chǔ)的角度來(lái)看，電梯企業(yè)轉(zhuǎn)型仍然以智能制造為主線，因?yàn)閲?guó)內(nèi)大部分電梯生產(chǎn)工序都實(shí)現(xiàn)了自動(dòng)化，對(duì)機(jī)器人應(yīng)用前景有著直觀的認(rèn)識(shí)。目前在尋找新增長(zhǎng)點(diǎn)的壓力下，國(guó)內(nèi)各大電梯廠商紛紛轉(zhuǎn)型，根據(jù)自身優(yōu)勢(shì)和構(gòu)想建立了未來(lái)發(fā)展戰(zhàn)略。雖然路徑存在差異，但我們認(rèn)為將機(jī)器人、物聯(lián)網(wǎng)、高端制造與電梯企業(yè)制造能力相融合，切入智能制造領(lǐng)域，必然是未來(lái)電梯業(yè)的發(fā)展方向。

From the perspective of industrial foundation, the transformation of elevator enterprises still takes intelligent manufacturing as the main line, because most of the domestic elevator production processes have been automated, and have an intuitive understanding of the future application of robots. At present, under the pressure of finding new growth points, all the major elevator manufacturers in China have transformed, and the future development strategy is set up according to their own advantages and ideas. Though there are differences in path, we believe that integrating robots, Internet of things, high-end manufacturing and elevator manufacturing capabilities into intelligent manufacturing is bound to be the development direction of elevator industry in the future.