Special equipment for electrical machinery refers to machinery and equipment for special purposes such as production, testing, and maintenance in the fields of power systems, power equipment, electrical components, etc., including wire and cable manufacturing equipment, power transmission and distribution and control equipment manufacturing equipment, motor manufacturing equipment, and battery Manufacturing equipment, etc. Special equipment for electrical machinery is an important foundation and guarantee for the construction of power engineering and the development of the power industry. It plays an important role in improving the safety, reliability and intelligence of the power system, promoting the development and utilization of new energy, and promoting energy transformation and low-carbon development.

Analysis on the Development Environment of 1. Industry

Economic Environment Analysis of 1.1 Industry

According to data from the Champ Consulting Group,2022China's GDP in (GDP) reach112.7Trillion yuan, year-on-year growth6.1%The growth of the tertiary industry.7.9%, the contribution rate to economic growth reached60.5%。2023In the first half of the year, ChinaGDPyear-on-year growth8.1%The growth of the tertiary industry.9.2%, the contribution rate to economic growth reached62.7%. China's economy has maintained a steady and positive development trend, providing good market demand and development space for all walks of life.

In 2022, the electricity consumption of the whole society in China will reach8.4Trillion kWh, year-on-year growth5.5%Among them, the electricity consumption of the tertiary industry increased.8.6%, the proportion reached15.8%。2023In the first half of the year, the electricity consumption of the whole society in China reached4.5Trillion kWh, year-on-year growth9.8%Among them, the electricity consumption of the tertiary industry increased.12.4%, the proportion reached16.2%. China's electricity demand has maintained a relatively rapid growth rate, especially in the tertiary industry, which reflects the optimization and transformation and upgrading of the economic structure.

In 2022, China will complete fixed asset investment (excluding farmers)63.6Trillion yuan, year-on-year growth3.9%Infrastructure investment (excluding electricity, heat, gas and water production and supply) increased.4.0%。2023In the first half of the year, China completed investment in fixed assets (excluding farmers)32.6Trillion yuan, year-on-year growth5.4%Infrastructure investment (excluding electricity, heat, gas and water production and supply) increased.7.8%. China's fixed asset investment has maintained a steady growth momentum, especially infrastructure investment has accelerated its recovery growth, providing strong support for power engineering construction.

To sum up, China's economy has maintained a high level of growth and good quality of development, providing a good economic environment for the electrical machinery special equipment industry.

Analysis on the Policy Environment of 1.2 Industry

Policy is one of the important factors affecting the development of the industry. In the past year, the state has introduced a series of policies and measures to promote the development of the electrical machinery special equipment industry, mainly including the following aspects:

（1) Accelerate the reform of the power system.2022Year3In January, the State Council issued the Opinions on Further Deepening the Reform of the Electric Power System, proposing to improve the power market system, promote cross-regional and cross-provincial power transactions, promote full coverage of power market transactions, improve the power grid operation mechanism, and strengthen power supervision. The reform measures aim to establish a standardized, orderly, fair competition, efficient and convenient modern power market system, stimulate market vitality, and improve the efficiency and quality of power supply.

（2) Increase the development of new energy.2022Year4In January, the National Energy Administration issued a report on doing a good job.2022The "Notice on the Orderly Development and Construction of Wind Power Photovoltaic Power Generation" puts forward a series of work requirements, such as accelerating the grid-connected consumption of wind power photovoltaic, optimizing the layout of wind power photovoltaic projects, improving the quality of wind power photovoltaic projects, and promoting the market-oriented trading of wind power photovoltaic, with the aim of promoting the coordination of wind power photovoltaic development with the power grid and realizing the high-quality development of new energy.

（3) Strengthen the construction of smart grid.2022Year6In January, the National Energy Administration issued the "Guiding Opinions on Accelerating the Construction of Smart Grid", which put forward the overall goal of building an intelligent, Internet-based and low-carbon modern power grid system, as well as a series of work measures such as accelerating the construction of intelligent distribution network, promoting intelligent power transmission and transformation, improving the intelligent dispatching system and promoting intelligent power consumption services, aiming at improving the operation efficiency and service level of the power grid and supporting the large-scale consumption of new energy consumption load development.

（41) Strengthen energy conservation and emission reduction.2022Year9In January, the National Development and Reform Commission issued the "On Doing a Good Job".2022-2023The annual notice of double control work puts forward a series of work requirements, such as strictly implementing the objectives and tasks of double control, strengthening the implementation of double control responsibilities, and improving the assessment and evaluation mechanism of double control, aiming to promote the implementation of energy conservation and emission reduction targets and responsibilities in all regions and departments, and realize the unitGDPEnergy consumption and carbon emissions are both reduced.

To sum up, the state has issued a series of policies and measures conducive to promoting the development of the electrical machinery special equipment industry, providing policy support and guidance for the industry.

Analysis of Technology Environment of 1.3 Industry

Technology is one of the important factors that affect the competitiveness and innovation ability of the industry. In the past year, the technical level of the electrical machinery special equipment industry at home and abroad has been greatly improved and innovated, mainly in the following aspects:

（1) The wide application of digital technology. Digital technology refers to the use of computer, network, Internet of things and other information technology to product design, production process, operation management and other digital representation and processing technology. Digital technology can improve product quality and efficiency, reduce costs and risks, and enhance market competitiveness. In the field of special equipment for electrical machinery, digital technology is mainly used in product design and simulation, production process monitoring and optimization, equipment operation and maintenance and diagnosis, etc., to achieve the optimization of product performance, visualization of the production process, intelligent equipment status and other effects.

（2) Continuous innovation of green environmental protection technology. Green environmental protection technology refers to the use of new materials, new processes, new equipment and other technical means to achieve the goals of energy saving and emission reduction, waste recycling, and pollutant treatment in the production process. Green environmental protection technology can reduce the negative impact of products on the environment and improve the social responsibility and market competitiveness of products. In the field of special equipment for electrical machinery, green environmental protection technology is mainly used in the energy saving and consumption reduction of product materials, the lightweight of product structure, the cleaning of product manufacturing process, the recycling of product waste, etc., to achieve the greening of the product life cycle.

（3) In-depth development of intelligent technology. Intelligent technology refers to the use of artificial intelligence, big data, cloud computing and other information technology, to achieve product performance, production process, operation management and other intelligent analysis, decision-making and control technology. Intelligent technology can improve the adaptability and reliability of products, improve the automation and flexibility of the production process, and improve the accuracy and efficiency of operation management. In the field of special equipment for electrical machinery, intelligent technology is mainly used in the intelligence of product functions, the intelligence of production equipment, the intelligence of production systems, and the intelligence of operation services, etc., realizing the digitalization and intelligence of products and production processes. Fusion.

In summary, the technical level of the electrical machinery special equipment industry at home and abroad has been greatly improved and innovated, providing technical support and power for the industry.

Analysis on the Development Status of 2. Industry

2.1 Industry Scale Analysis

According to data from the Champ Consulting Group,2022China's electrical machinery special equipment manufacturing industry to achieve a total industrial output value of about3500Billion yuan, year-on-year growth6.8%; realized sales value of about3400Billion yuan, year-on-year growth7.2%; realized sales revenue of approximately3300Billion yuan, year-on-year growth7.5%; total realized profit of about300Billion yuan, year-on-year growth8.5%。2023In the first half of the year, China's electrical machinery special equipment manufacturing industry to achieve a total industrial output value of about.1900Billion yuan, year-on-year growth8.2%; realized sales value of about1800Billion yuan, year-on-year growth8.6%; realized sales revenue of approximately1700Billion yuan, year-on-year growth9.0%; total realized profit of about160Billion yuan, year-on-year growth9.5%. From the above data, it can be seen that the scale of China's electrical machinery special equipment manufacturing industry has maintained a relatively rapid growth rate, showing a strong momentum of development.

2.2 Industry Structure Analysis

In 2022, in China's electrical machinery special equipment manufacturing industry, by product category, the proportion of wire and cable manufacturing equipment is28.6%The proportion of power transmission and distribution and control equipment manufacturing equipment is26.4%, the proportion of motor manufacturing equipment is23.7%, the percentage of battery manufacturing equipment is21.3%According to the size of the enterprise, the proportion of large enterprises is18.2%, the proportion of medium-sized enterprises is36.5%, the percentage of small businesses is45.3%According to the nature of the enterprise, the proportion of state-owned enterprises is12.4%, the proportion of collective enterprises is3.6%, the proportion of joint-stock enterprises is46.7%The proportion of foreign-invested enterprises is19.8%, other enterprises accounted17.5%By region, the eastern region accounts54.3%The central region accounts23.2%The western region accounts18.7%The northeast region accounts3.8%. From the above data, it can be seen that the structure of China's electrical machinery special equipment manufacturing industry is more reasonable, but there are still some shortcomings, such as the low proportion of battery manufacturing equipment in the product structure, and the high proportion of small and medium-sized enterprises.

2.3 Industry Competition Analysis

According to data from the Champ Consulting Group,2022China's electrical machinery special equipment manufacturing industry has a total of about1500Home, practitioners about20Ten thousand people.2022Market Concentration of China's Electrical Machinery Special Equipment Manufacturing Industry in (CR4) is approximately35%, the market competition pattern presents“Head concentration, tail dispersion”characteristics. The main competitors in the industry are Wuxi Meida Electrical Machinery Co., Ltd., Zhongshan Kaixuan Vacuum Technology Co., Ltd., Hefei Shenma Technology Group Co., Ltd., Hangzhou Sanpu Machinery Co., Ltd., Chengdu Haite Electrical Equipment Co., Ltd., Gao Deng (Changzhou) Machinery Co., Ltd., Jiangsu Suyang Electrical Machinery Co., Ltd., Shanghai Nanyang Electrical Equipment Co., Ltd. These enterprises have strong technical strength, brand influence, market share and customer resources, and occupy a greater advantage in the industry. At the same time, there are also a number of small and medium-sized specialized and segmented enterprises in the industry, which mainly rely on product innovation, service quality, price competition and other ways to seek survival and development in their respective market segments.

3. industry development trend forecast

Analysis on Driving Factors of 3.1 Industry Development

The development of the electrical machinery special equipment industry is affected by many factors, the main driving factors are the following:

（1) Guidance and support of national policies. The state has issued a series of policies and measures conducive to promoting power system reform, new energy development, smart grid construction, energy conservation and emission reduction, providing policy support and guidance for the electrical machinery special equipment industry, and increasing the confidence and development of the industry. power.

（2) Continued growth in demand for electricity. With the continuous development of the national economy and the continuous improvement of social living standards, China's electricity demand has maintained a relatively rapid growth rate, especially in the tertiary industry, which reflects the optimization and transformation and upgrading of the economic structure. The growth of electricity demand has promoted the construction of power engineering and the development of the power industry, thus driving the demand for special equipment for electrical machinery.

（3) The rapid development of new energy. With the strategic needs of energy transformation and low-carbon development, China has increased the development and utilization of new energy sources such as wind power and photovoltaics, and achieved high-quality development of new energy sources. The rapid development of new energy puts forward higher requirements for the power system, and requires more advanced, more efficient and more reliable electrical machinery special equipment to ensure the grid-connected consumption and operation management of new energy.

（4) In-depth application of intelligent technology. With the continuous innovation and development of artificial intelligence, big data, cloud computing and other information technologies, intelligent technology has been deeply applied in the field of electrical machinery special equipment, realizing the integration of digitalization and intelligence of products and production processes, improving the adaptability and reliability of products, improving the automation and flexibility of the production process, and improving the accuracy and efficiency of operation management. Intelligent technology provides technical support and power for the electrical machinery special equipment industry, and also brings new development opportunities and challenges for the industry.

In summary, the guidance and support of national policies, the continuous growth of electricity demand, the rapid development of new energy, the in-depth application of intelligent technology and other factors are the main driving factors for the development of the electrical machinery special equipment industry, will promote the industry to maintain a faster growth rate and better quality of development.

3.2 Industry Development Trend Forecast

Based on the above analysis of the development environment, current situation and driving factors of the electrical machinery special equipment industry, combined with relevant industry report data, forecast.2023Throughout the year, China's electrical machinery special equipment manufacturing industry will present the following development trends:

（1) The size of the industry will continue to expand. Expected2023The total industrial output value of China's electrical machinery special equipment manufacturing industry was about4000Billion yuan, year-on-year growth14.3%; realized sales value of about3900Billion yuan, year-on-year growth14.7%; realized sales revenue of approximately3800Billion yuan, year-on-year growth15.2%; total realized profit of about350Billion yuan, year-on-year growth16.7%. The scale of the industry will maintain a relatively fast growth rate, reflecting the strong market demand and the improvement of industry competitiveness.

（2) The industry structure will be further optimized. Expected2023In the whole year of China's electrical machinery special equipment manufacturing industry, according to the product category, the proportion of wire and cable manufacturing equipment will increase29.5%The proportion of transmission and distribution and control equipment manufacturing equipment will increase27.2%, the proportion of motor manufacturing equipment will be reduced22.8%, the proportion of battery manufacturing equipment will increase20.5%According to the size of the enterprise, the proportion of large enterprises will increase19.5%, the proportion of medium-sized enterprises will be reduced35.8%, the proportion of small businesses will be reduced44.7%According to the nature of the enterprise, the proportion of state-owned enterprises will be reduced11.9%, the proportion of collective enterprises will be reduced3.4%, the proportion of joint-stock enterprises will increase47.8%, the proportion of foreign-invested enterprises will increase20.5%, the proportion of other enterprises will be reduced16.4%By region, the proportion of the eastern region will be reduced53.5%The proportion of the central region will increase23.8%The proportion of the western region will increase19.2%The proportion of Northeast China will increase3.5%. The industry structure will be further optimized, reflecting the adjustment and upgrading of product structure, the expansion and concentration of enterprise scale, the diversification and opening of enterprise nature, and the equalization and coordination of regional distribution.

（3) Industry competition will become more intense. Expected2023Market Concentration of China's Electrical Machinery Special Equipment Manufacturing Industry (CR4) will be raised37%, the market competition pattern will present“Head consolidation, middle pull, tail elimination”characteristics. Major competitors in the industry will continue to increase investment in technological innovation, brand building, market expansion, etc., in order to maintain and expand their dominant position; at the same time, a number of emerging enterprises focusing on market segments and having core technologies and innovation capabilities will emerge in the industry to challenge the existing competitive landscape; in addition, the industry will also face competitive pressure from advanced foreign enterprises, especially in high-end products. Industry competition will become more intense, requiring enterprises to continuously improve their competitiveness and innovation capabilities.

To sum up,2023China's electrical machinery special equipment manufacturing industry will maintain a faster growth rate and better development quality, but it also faces some challenges and risks, which require enterprises to constantly adapt to market changes, grasp development opportunities and cope with development problems.

Proposals for the development of the 4. industry

According to the above analysis of the development environment, current situation, trends and driving factors of the electrical machinery special equipment industry, combined with the relevant industry report data, the following industry development suggestions are put forward:

（1) Strengthen technological innovation and R & D investment. Technological innovation is an important means to improve product quality and efficiency, reduce costs and risks, and enhance market competitiveness. The electrical machinery special equipment industry should strengthen technological innovation and R & D investment, introduce and digest and absorb advanced technologies at home and abroad, develop products with independent intellectual property rights and core competitiveness, and meet market demand and customer demand. In particular, it is necessary to strengthen the technological innovation and application of digitalization, green environmental protection, and intelligence to achieve the optimization of product performance, the visualization of the production process, and the intelligence of equipment status.

（2) Strengthen brand building and marketing strategy. Brand building is an important means to improve product visibility and reputation, enhance customer trust and loyalty, and expand market share and influence. The electrical machinery special equipment industry should strengthen brand building and marketing strategy, establish its own brand image and value proposition, create its own brand characteristics and advantages, and enhance its brand influence. In particular, it is necessary to strengthen the use of new marketing methods such as online marketing, social media marketing, and content marketing, and use Internet platforms and channels to expand their market coverage and customer base.

（3) Enhance service quality and customer relationship. Service quality is an important means to improve the added value and satisfaction of products, enhance customer stickiness and reputation, and cultivate customer loyalty and recommend. The electrical machinery special equipment industry should strengthen service quality and customer relations, provide high-quality pre-sale, in-sale and after-sales services, solve customer problems and needs, and improve customer satisfaction and loyalty. In particular, it is necessary to strengthen the services of equipment operation and maintenance and diagnosis, equipment transformation and upgrading, equipment leasing and recycling, so as to extend the product life cycle and maximize the value.

（4) Strengthen industry cooperation and exchanges. Industry cooperation and exchanges are an important means to improve the overall level and efficiency of the industry, enhance industry collaboration and innovation, and respond to industry challenges and risks. The electrical machinery special equipment industry should strengthen industry cooperation and exchanges, establish industry associations, alliances, platforms and other organizations, promote information sharing, resource integration, technical exchanges, market expansion and other aspects of cooperation within the industry, and enhance the agglomeration effect and scale effect of the industry. In particular, it is necessary to strengthen cooperation and exchanges with advanced foreign enterprises, introduce and learn foreign advanced technology, management experience, market strategy and other aspects of knowledge, and improve their international competitiveness.

In summary, the electrical machinery special equipment industry should strengthen technological innovation and R & D investment, strengthen brand building and marketing strategies, strengthen service quality and customer relations, strengthen industry cooperation and exchanges, etc., in order to adapt to market changes and grasp development opportunities, To deal with development problems.

5. Conclusion

Special equipment for electrical machinery is an important foundation and guarantee for the construction of power engineering and the development of the power industry. It plays an important role in improving the safety, reliability and intelligence of the power system, promoting the development and utilization of new energy, and promoting energy transformation and low-carbon development. This paper is right2023The current situation analysis and challenge prediction of China's electrical machinery special equipment manufacturing industry were carried out, and the corresponding development suggestions were given. The main conclusions are as follows:

（1）2023China's electrical machinery special equipment manufacturing industry will maintain a faster growth rate and better development quality, but also face some challenges and risks.

（2) The guidance and support of national policies, the continuous growth of electricity demand, the rapid development of new energy, and the in-depth application of intelligent technology are the main driving factors for the development of the electrical machinery special equipment industry.

（34) The electrical machinery special equipment industry should strengthen technological innovation and R & D investment, strengthen brand building and marketing strategies, strengthen service quality and customer relations, and strengthen industry cooperation and exchanges to adapt to market changes, grasp development opportunities, and respond to development problems.

Shangpu Consulting believes that the electrical machinery special equipment industry is an industry full of opportunities and challenges, and companies need to continuously improve their competitiveness and innovation capabilities to achieve sustainable development. According to data from the Champ Consulting Group,2023The market size of China's electrical machinery special equipment manufacturing industry will reach3800Billion yuan, year-on-year growth15.2%Market competition will be more intense. Therefore, enterprises should formulate reasonable development strategies according to their own advantages and disadvantages, seize market opportunities, respond to market challenges, and maximize their own value.