Looking back at 2023, China's manufacturing independent innovation capabilities will continue to improve, and a number of "big country heavy weapons" have made important breakthroughs. From domestic large aircraft to domestic large cruise ships, China's aviation industry and shipbuilding industry have reached a new levelNew energy vehicles have become one of the typical representative industries of China's manufacturing to go overseas, accounting for nearly 60% of global new energy vehicle sales as of the end of the third quarterIn the case of rising uncertainty overseas, the development of "China Chip" has become more and more vigor......ous
Currently, global manufacturing has entered globalization characterized by decentralized production2In the 0 era, the reshaping of the ** chain has become the core theme. In 2023, what key breakthroughs have been made in Made in China?What's the significance?Next, how to continue to "seek progress in stability" in the new ** chain order?
"From the sky to the sea" frequently breaks through
On the first day of 2023, China Eastern Airlines (600115) flew the world's first C919 large passenger aircraft from Shanghai Hongqiao International Airport to Beijing Daxing International AirportOn May 28, C919 (flight MU9191) successfully completed the world's first commercial passenger flight, which was hailed by foreign media as a "milestone" on the road to China's self-relianceOn September 28, China Eastern Airlines signed another purchase agreement to add 100 aircraft, which became the largest single order for C919, and fully started the large-scale commercial operation of domestic large aircraft and large fleetOn 12 December, the C919 embarked on its first visit to Hong Kong, which was also the first time that the C919 aircraft visited a city outside Chinese mainland.
According to public information, the length of the domestic large aircraft C919 is 389 meters, wingspan 358 meters, machine height 1195 meters, is China's first self-developed in accordance with international airworthiness standards, with independent intellectual property rights of the jet trunk airliner. With 158-192 seats and a range of 4,075-5,555 kilometers, it can meet the operational needs of different routes, adopt advanced aerodynamic design, propulsion systems and materials, lower carbon emissions, higher fuel efficiency, and use a new generation of engine LEAP-1C, which has a more obvious economic competitive advantage.
In this regard, civil aviation expert Lin Zhijie has pointed out that C919 has filled the gap in the domestic power of trunk airliners, and its commercial operation has provided new product options for the global trunk aircraft market, breaking the duopoly of Boeing and Airbus, and promoting healthy competition in the civil aircraft market.
In addition, in October this year, China's self-developed 2-ton EVTOL (electric vertical take-off and landing aircraft) M1 successfully completed the test flight in Shanghai, which is considered to be the future of "air car rental", which will be mainly used to solve the needs of short-distance air travel within and between cities, and shorten the 2 to 3 hours of driving distance to about 30 minutes. It is reported that the aircraft in the electric system, flight control system, composite materials three core links have all been localized, airworthiness related work is also in an orderly manner.
In addition to the new breakthrough of "going to the sky", "going to the sea" has also achieved outstanding results. On June 6, the first domestic large-scale cruise ship "Aida Modu" was successfully undocked after completing a series of in-dock experiments at Shanghai Waigaoqiao (600648) ShipyardOn July 24, the first sea trial was completedOn November 4, the official name was delivered;On December 24, the "Aida Modu" carried out its first trial operation to ensure that the first commercial flight on January 1, 2024 will provide better services to passengers.
Relevant analysis believes that the first domestic large cruise ship "Aida Modu" marks that China has become a country that gathers the "three pearls" of the shipbuilding industry and can build aircraft carriers, large LNG carriers and large cruise ships at the same time, and after commercialization starts next year, it will further promote the development of cruise tourism and the promotion of the port economy.
The "new three" show new advantages
In the past, clothing, furniture, home appliances were exported overseas, and now, new energy vehicles, lithium batteries, and photovoltaic products have become the "new three" made in China to sail to the sea. It is reported that in the first three quarters of 2023, the total exports of electric manned vehicles, lithium-ion batteries, solar (000591) batteries and other products increased by 41% year-on-year7%。
In terms of new energy vehicles, data shows that as of the end of the third quarter of 2023, the cumulative global sales of new energy vehicles will be about 37.7 million units, of which China will account for about 60%. According to the data released by Tianyancha, as of December this year, 31 new energy vehicle-related enterprises have been added in China30,000, a year-on-year increase of 3818%, in the same period, a total of 87 financing events occurred in the field of new energy vehicles, with a financing amount of more than 47 billion yuan.
With the continuous advancement of global electrification, as the core component of new energy vehicles, power batteries, the heart of electric vehicles, have also ushered in rapid development. According to different production materials, power batteries can be divided into ternary lithium batteries, lithium manganese oxide batteries, lithium iron phosphate batteries, lithium titanate batteries, etc.
According to the data, from January to May 2023, the global power battery loading volume will be 2376GWh, up 523%。From January to May, the top 10 companies in the global power battery loading volume, Chinese companies still occupy six seats, namely CATL (300750), BYD (002594), China Innovation Airlines, Guoxuan Hi-Tech (002074), EVE Lithium Energy (300014) and Xinwangda (300207), with a total market share of 627%。
In addition, China's photovoltaic module output has ranked first in the world for 16 consecutive years, and the production capacity of polysilicon, silicon wafers, cells, modules and other production capacity has accounted for more than 80% of the world. In the first half of 2023, the export value of photovoltaic products reached 289200 million US dollars, a year-on-year increase of 116%。On December 20, the National Energy Administration released the statistics of the national power industry, and the new installed capacity of photovoltaic from January to November was 16388 GW, up 149 year-on-year4%；In November, the new installed capacity of photovoltaic in a single month was 2132 GW, up 185 year-on-year41%, month-on-month **5653%。
A few days ago, the China Photovoltaic Industry Association also raised the installed capacity in 2023**, and it is expected that the new global photovoltaic installed capacity will be raised from 305-350GW to 345-390GWChina's newly installed PV capacity has been raised from 120-140GW to 160-180GW, or a record high. According to PVINFOLINK**, PV installed capacity may usher in a tenfold increase in the next decade, and the global demand for new installed capacity is expected to reach 1246-1491GW in 2050.
It is worth mentioning that this year, China's chips have also seen new opportunities under the severe foreign trade situation, including the return of Huawei's mate60 series with Kirin's flagship chips, which has caused a global sensation;China's self-developed, independent and controllable new generation processor Loongson 3A6000 was released. Tianyancha data shows that in the domestic chip industry, 12 new integrated circuit-related enterprises have been added in the country this year50,000, a year-on-year increase of 219%；A total of 527 financing events have occurred in this field this year, with a total financing of 125.5 billion yuan.
Chain remodeling is at the core
Currently, global manufacturing has entered globalization characterized by decentralized production2In the 0 era, the reshaping of the ** chain is the core theme. Lin Xueping, the author of "Chain Attack and Defense Battle" and general manager of Beijing Lianxun Power Consulting Co., Ltd., pointed out that while Made in China is bigger and stronger locally, it is still an unavoidable choice to actively explore the mechanism of developing the best chain overseas. However, in recent years, there has also been a trend of localization of the first chain in Europe and the United States, trying to re-establish a new first-chain order in bases outside China, and Made in China must also make a new response to this.
In addition, Zhu Keli, executive director of the China Information Association and founding president of the National Research Institute of New Economy, said that although China's manufacturing industry has made remarkable progress in many aspects, there are still large gaps and challenges in some aspects. Especially in the fields of high-end equipment, key materials and core components, such as semiconductors and advanced manufacturing high-end equipment, the gap between China's manufacturing industry and the international advanced level is not small. The ability to innovate and the mastery of core technologies are still the key to restricting China's manufacturing industry. The core problem lies in the lack of independent R&D and application capabilities of some key technologies and the relative lack of high-end talents.
Professor Hong Tao, director of the Institute of Business Economics of Beijing Technology and Business University and member of the Expert Committee of China Logistics and Procurement Joint Chain, told Beijing Business Daily that "in 2023, China will continue to strengthen the innovation and development of independent intellectual property rights on the one hand, and play an important role in maintaining the stability of the global industrial chain on the other hand."
From November 28th to December 3rd this year, the first China International Chain Promotion Expo was held in Beijing and ended successfully. This is not only the first in China, but also the world's first national exhibition with the theme of ** chain.
Hong Tao believes that it is necessary to continue to open up and develop, absorb and introduce foreign advanced concepts, technologies and management, use the new globalization concept to explore and maintain the stable development of the industrial chain, explore cooperation on the basis of division of labor, and turn competitors into partnersAt the same time, we will continue to strengthen the innovation and development of China's independent intellectual property rights and form a manufacturing development path with Chinese characteristics.
At present, the global manufacturing industry is in a period of rapid change, and the continuous emergence of new technologies and new models requires China's manufacturing industry to strengthen its innovation capabilities and technology research and development to meet market demand and maintain competitive advantages. In the face of the reshaping of the global ** chain and the localization trend of the ** chain in Europe and the United States, China's manufacturing industry needs to find a path of 'seeking progress while maintaining stability' in the new ** chain order. Zhu Keli said.
Zhu Keli pointed out that on the one hand, digitalization and green transformation are important directions that can be anchored. Through digitalization, the transparency and flexibility of the first chain will be enhanced, and the green transformation will not only respond to the global demand for low-carbon environmental protection, but also help enhance the added value of products and international competitivenessOn the other hand, the construction of local ** chain should be strengthened to improve the ability of independent control. By cultivating local enterprises and strengthening technological innovation, we will reduce the dependence on external chains and ensure the stability and security of chains. In this process, it is also necessary to strengthen cooperation with friendly countries to jointly build a more stable and reliable first-chain system.
Beijing Business Daily reporter Jin Chaoli Cheng Liang.
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