Development Status of 1. Separation Machinery Industry

According to data from the Champ Consulting Group,2022In the year, the general machinery industry achieved operating income.10194.39Billion yuan, year-on-year growth1.42%, breaking through trillions for the first time; realizing total profits794.75Billion yuan, year-on-year growth13.22%; completed export delivery value1383.18Billion yuan, year-on-year growth5.66%. Among them, separation machinery, as an important part of the general machinery industry, has also achieved better economic operation benefits, with a year-on-year growth.6.95%。

Champu Consulting believes that the separation machinery industry in2022The year has achieved steady growth, mainly due to the following aspects:

Domestic and foreign market demand gradually recovered. With the epidemic under control, the international market demand gradually recovered, the traditional export market of general machinery products is basically stable, while with the continuation of the conflict between Russia and Ukraine, the United States and Europe increased sanctions against Russia, driving the export growth of general machinery products to Russia. In the domestic market, as the country increases investment in infrastructure construction and new energy development, as well as the advancement of refining and chemical integration, coal chemical integration and other projects, it provides a larger market space for the separation machinery industry.

The product structure is continuously optimized. In recent years, the separation machinery industry has increased its industrial structure adjustment, innovated research and development around the high-end market demand and the development needs of emerging industries, and the proportion of high value-added products has continued to increase. For example, in the field of nuclear power, the first domestic shielded main pump with independent intellectual property rights and the world's largest third-generation pressurized water reactor nuclear power technology developed by Shengu Nuclear Power Pump Company was delivered to users for on-site installation.1nm。

Cost control effect is remarkable. Faced with the pressure of rising raw material prices and increased labor costs, the separation machinery industry has taken a variety of measures to effectively control production and operation costs. For example, by improving the level of automation, reducing labor dependence, by optimizing supply chain management, reducing procurement costs, by improving energy efficiency, reducing energy consumption costs, etc.

2. separation machinery industry regional pattern

According to data from the Champ Consulting Group,2022In 2010, the main production bases of China's separation machinery industry were concentrated in Jiangsu, Zhejiang, Shandong, Henan, Guangdong and other provinces, which accounted for nearly70%. Among them, Jiangsu Province, with its perfect industrial chain and strong market competitiveness, ranks first in the country, accounting for the national separation machinery output.20%Left and right. Zhejiang Province, with its flexible business model and innovation capabilities, ranks second in the country, accounting for the country's separation machinery output.15%Left and right. Shandong Province, with its rich resources and broad market demand, ranks third in the country, accounting for the national separation machinery output.12%Left and right.

From the perspective of regional distribution characteristics, the separation machinery industry presents the following aspects:

The eastern coastal area is the main gathering area of the separation machinery industry, with strong technological innovation capabilities and market competitiveness, mainly serving petrochemical, pharmaceutical, food and other industries.

The central region is an important production base for the separation machinery industry, with good cost advantages and resource endowments, mainly serving metallurgy, coal chemical industry, environmental protection and other industries.

The western region is an emerging development area of the separation machinery industry, with large market potential and development space, mainly serving new energy, biomass and other industries.

3. separation machinery industry market demand

According to data from the Champ Consulting Group,2022In 2010, the size of China's separation machinery market reached approximately300Billion yuan, year-on-year growth of about5%. expected2023By the end of the year, the size of China's separation machinery market will reach about320Billion yuan, year-on-year growth of about7%。

From the perspective of demand structure, the market demand for separation machinery mainly comes from the following aspects:

The petrochemical industry is the largest source of demand for the separation machinery market, accounting for about30%. As the country accelerates the construction of refining and chemical integration projects and improves the quality standards of petrochemical products, higher requirements are put forward for separation machinery, which promotes the growth of demand for high-end separation machinery products.

The pharmaceutical industry is an important source of demand for the separation machinery market, accounting for about20%. As the country increases the innovation and supervision of the pharmaceutical industry, stricter standards have been put forward for material separation in the pharmaceutical process, which has promoted the growth of demand for efficient, clean and intelligent separation machinery products.

The food industry is a rapidly growing source of demand for the separation machinery market, accounting for about15%. With the continuous improvement of consumers' requirements for food safety and quality, higher requirements have been put forward for material separation in the food processing process, which has promoted the growth of demand for high quality, multi-functional and personalized separation machinery products.

The new energy industry is an emerging source of demand for the separation machinery market, accounting for about10%. As the country increases its support for the development of new energy, the demand for new energy materials and equipment is increasing, which puts forward higher performance and efficiency requirements for separation machinery, and promotes the growth of demand for new separation machinery products.

Other industries, such as metallurgy, coal chemical industry, environmental protection, biomass and other industries, are also an important part of the market demand for separation machinery, accounting for about25%. As the country increases the transformation and upgrading of these industries and green development, it puts forward higher requirements for energy saving, emission reduction and resource recycling for separation machinery, which promotes the growth of demand for energy-saving and environmentally friendly separation machinery products.

4. separation machinery industry competition pattern

According to data from the Champ Consulting Group,2022In 2010, the market competition pattern of China's separation machinery industry showed the following characteristics:

Industry concentration is low. According to data from the Champ Consulting Group, as2022At the end of the year, there were enterprises above designated size in the general machinery industry.11.1Ten thousand, of which separation machinery related enterprises about.5000Home around. According to the estimation of Champ Consulting Group,2022The total market share of the top 10 companies in China's separation machinery industry in20%It is far below the international level. This shows that there are still many small and medium-sized enterprises in the separation machinery industry, and the market competition is fierce.

The degree of industry differentiation is high. Due to the wide range of applications involved in separation machinery, the technical requirements and performance standards of separation machinery in different fields are different, resulting in a high degree of differentiation of separation machinery products. According to the classification of Shangpu Consulting Group, separation machinery products can be divided into three levels: first, high-end products, which are mainly used in nuclear power, electronic optics and other fields, with great technical difficulty, high added value and strong market competitiveness. at present, it is mainly mastered by a few enterprises in China, such as Shengu Group and Beijing Science and Technology Co., Ltd. of the Chinese Academy of Sciences; second, middle-end products, mainly used in petrochemical, pharmaceutical, food and other fields, the technology is mature, the added value is medium, and the market competitiveness is average. At present, there are many domestic enterprises participating; the third is low-end products, which are mainly used in metallurgy, coal chemical industry, environmental protection and other fields, with simple technology, low added value and weak market competitiveness. At present, China is facing the dual pressure of foreign low-price dumping and domestic homogenization competition.

Industry innovation capabilities continue to improve. In recent years, as the country has increased its support for technological innovation and industrial transformation and upgrading, the innovation capabilities of the separation machinery industry have continued to improve. It has not only achieved a number of breakthroughs in the high-end field, but also launched in the mid-end field. A variety of new products with excellent performance, complete functions and high degree of intelligence have improved the core competitiveness of the industry. For example, in the high-end field, Shen Drum Group developed the first domestic third-generation PWR nuclear power technology shielding main pump with independent intellectual property rights and the world's largest three-generation PWR nuclear power technology shielding main pump delivered to users for on-site installation.1nmIn the mid-range field, Xuanda Group has independently developed five new products, such as double-supported elastic metal hard seal butterfly valve and high-temperature wear-resistant gate valve. Chaoda Group has independently developed special composite wear-resistant materials to make its wear-resistant ball valve products have more reliable performance.

Development trend of 5. separation machinery industry

According to the analysis of the Champ Consulting Group,2023The separation machinery industry will face the following development trends:

Market demand will maintain steady growth. As the country increases investment in infrastructure construction and new energy development, as well as the advancement of refining and chemical integration, coal chemical integration and other projects, it provides a larger market space for the separation machinery industry. At the same time, with the continuous improvement of consumers' requirements for food safety and quality, higher requirements have been put forward for material separation in the food processing process, which has promoted the growth of demand for high quality, multi-functional and personalized separation machinery products. expected2023By the end of the year, the size of China's separation machinery market will reach about320Billion yuan, year-on-year growth of about7%。

The product structure will be further optimized. As the country increases its support for technological innovation and industrial transformation and upgrading, the separation machinery industry will accelerate the adjustment of product structure and increase the proportion of high-end products and new products. On the one hand, in the fields of nuclear power, electronic optics, etc., the separation machinery industry will continue to break through the "stuck neck" technology to improve independent innovation capabilities and market competitiveness; on the other hand, in the fields of petrochemicals, pharmaceuticals, and food, the separation machinery industry will Accelerate the promotion and application of efficient, clean and intelligent separation machinery products to meet the market's demand for energy conservation, environmental protection and quality efficiency.

The regional layout will be further optimized. As the country increases the policy guidance of regional coordinated development and industrial transfer, the separation machinery industry will further optimize the regional layout, forming a pattern with the eastern coastal area as the leading, the central region as an important base, and the western region as an emerging region. On the one hand, in the eastern coastal areas, the separation machinery industry will continue to give full play to its advantages in technological innovation and market competitiveness to serve petrochemical, pharmaceutical, food and other industries; on the other hand, in the central and western regions, the separation machinery industry will make full use of its cost advantages and resource endowment advantages to serve metallurgy, coal chemical industry, environmental protection, new energy and other industries.

Suggestions on Layout Optimization of 6. Separation Machinery Industry

According to the analysis of Shangpu Consulting Group, in order to adapt to the development trend of the separation machinery industry and improve the competitiveness and development level of the industry, it is recommended to optimize the layout from the following aspects:

Strengthen technological innovation and personnel training. Technological innovation is the core driving force for the development of separation machinery industry, and personnel training is an important guarantee for technological innovation. It is recommended to increase investment in science and technology, strengthen cooperation with universities and scientific research institutions, accelerate the research and development and promotion of key technologies and core equipment, and improve independent innovation capabilities and market competitiveness. At the same time, it is suggested to strengthen the talent training mechanism, attract and retain high-level talents, and improve the professional level and innovation ability of the talent team.

Improve product quality and service levels. Product quality is the basis for the separation machinery industry to win market trust and reputation, and service level is the key to improve customer satisfaction and loyalty in the separation machinery industry. It is recommended to strengthen the quality management system, strictly implement national standards and industry standards, and continuously improve product performance, efficiency, safety and reliability. At the same time, it is recommended to strengthen the service management system, provide all-round, full-cycle, and full-process services, and continuously improve the timeliness, professionalism and personalization of services.

Expand market channels and regional layout. Market channel is an important way to achieve product sales and brand promotion in the separation machinery industry, and regional layout is an important means to achieve industrial agglomeration and collaborative development in the separation machinery industry. It is recommended to strengthen market research and analysis, understand market demand changes and customer demand characteristics, expand diversified market channels, and improve market coverage and penetration. At the same time, it is suggested to optimize the regional layout according to the characteristics of regional development and the law of industrial development, so as to form a pattern in which the eastern coastal area is the leading, the central region is the important base, and the western region is the emerging region.

Conclusion

The separation machinery industry is an important part of the general machinery industry, and it is also an indispensable support industry for the development of various fields of the national economy.2022In the complex and changeable domestic and international environment, the separation machinery industry achieved steady growth and demonstrated strong development resilience.2023With the support of the state to increase scientific and technological innovation and industrial transformation and upgrading, the separation machinery industry will face more development opportunities and challenges. Shangpu Consulting believes that the separation machinery industry should seize the theme of the development of the times, adhere to innovation-driven development, survive by quality, win the market by service, promote coordination by layout, and strive to improve the competitiveness and development level of the separation machinery industry. Make greater contributions to the high-quality development of the national economy.