Promote the manufacturing industry to the middle and high end of the value chain

The report of the 20th National Congress of the Communist Party of China proposes to implement industrial infrastructure reengineering projects and major technical equipment research projects, support the development of “specialized, refined and new” enterprises, and promote the development of high-end, intelligent, and green manufacturing. In the face of severe situations such as increasing downward pressure on the world economy and increasingly complex internal and external environments, how can the manufacturing industry move towards the mid-to-high end of the value chain? Wei Qijia, director and researcher of the Industry Office of the Forecasting Department of the State Information Center, believes that in the practice of improving the modernization level of the industrial chain and supply chain, it is necessary to fight the “war of annihilation” to take advantage of the system and mechanism to accelerate the breakthrough of blocking points, and to fight the “protracted war” , grasp the stage characteristics of industrial development and the law of technological evolution, and focus on strengthening basic capacity building.

Key links are autonomous and controllable

According to data released by the National Bureau of Statistics a few days ago, in October, the added value of the high-tech manufacturing industry increased by 10.6% year-on-year, and the growth rate was 1.3 percentage points higher than that in September. The role of the industrial economic engine is still obvious. “my country’s industrial upgrading and development trend continues, and the high-tech manufacturing industry with high technological content and high added value continues to maintain rapid growth.” said Fu Linghui, spokesperson of the National Bureau of Statistics and director of the National Economic Comprehensive Statistics Department.

“In recent years, my country’s manufacturing industry has made steady progress, and the added value of the manufacturing industry has ranked first in the world for 12 consecutive years. The construction and application of 5G networks are leading the world. The production and sales of new energy vehicles have ranked first in the world for seven consecutive years. The output of photovoltaic modules The global share exceeds 70%, and the international market share of construction machinery ranks first. The technical level of power transmission and transformation, rail transit and other equipment has been significantly improved, and it plays an important role in the global industrial chain supply chain system.” Industrial Economic Research of CCID Research Institute Guan Bing, the director of the institute, said that there is still a big gap between my country and the international advanced level in terms of high-end equipment manufacturing, independent control of key components, and raw material supply.

According to statistics, my country is difficult to achieve localization in 35 technologies such as chips, industrial software, aero engines, vacuum evaporation machines, and lithography machines, and still relies heavily on imports. About two-thirds of strategic mineral resources come from imports, among which resources such as oil, iron ore, copper, aluminum, nickel, cobalt, and zirconium are more than 70% dependent on foreign countries. “my country’s manufacturing industry has encountered the most prominent problems in moving towards the mid-to-high end. It is manifested in the oversupply of low-end and insufficient supply of high-end. The reason is that the industrial foundation is weak, the industrial chain is large but not strong, wide but not deep.” Wei Qijia said.

In addition, countries around the world are stepping up to seize the commanding heights of the industry, which objectively creates greater competitive pressure on my country’s cultivation of new economic growth points. In this regard, Guan Bing suggested that enterprises should be guided to invest in fields that my country urgently needs to make breakthroughs and have huge market space, jointly promote the industry to become bigger and stronger, and realize independent and controllable key areas as soon as possible; speed up the construction of free trade zones, strengthen international technical exchanges and cooperation, Create a good external environment for enterprises to explore the international market.

Make good use of new technologies and new products

In recent years, emerging industries have become an important driving force to promote the transformation and upgrading of the manufacturing industry. In October, the output of video projectors, tablet computers, 5G smartphones and other products increased by 31.8%, 25.6%, and 18.4% year-on-year respectively; the output of industrial control computers and systems, industrial robots and other industrial new kinetic energy products increased by 44.7% and 14.4% respectively; The output of new material products such as ultra-white glass, polycrystalline silicon, and monocrystalline silicon for the solar industry increased by 80.0%, 96.2%, and 59.9% year-on-year respectively; the output of new energy products such as charging piles, photovoltaic cells, and wind turbines increased by 81.4% and 69.9% year-on-year, respectively. %, 43.9%. “Emerging products and products with new kinetic energy continue to lead and create new demand.” said Tang Weiwei, deputy director of the Industry Department of the National Bureau of Statistics.

Not long ago, TCL Huaxing’s 8.6th generation oxide semiconductor new display device production line was put into operation in Guangzhou. The project has an investment of 35 billion yuan and a monthly production capacity of 180,000 glass substrates. Technically, it is compatible with high-generation panel production lines such as LCD and Micro LED; in terms of products, it covers different application scenarios such as IT, vehicle, medical, industrial control, and aviation. It can produce a series of full-size display products from 6 inches to 100 inches. After full production, it will drive investment in upstream and downstream industries, give full play to the industrial agglomeration effect, and may form a semiconductor industry cluster with an output value of 100 billion yuan.

“As TCL CSOT’s strategic deployment of ‘Towards Global Leadership’, the above-mentioned project is positioned to produce high-end IT and professional display products. With the advantages of high-mobility oxide technology with independent property rights, it will explore the industrialization of the next-generation display technology and is expected to become a global leader. Competitive LCD panel production line. At the same time, this project actively responds to the national ‘dual carbon’ strategy and strives to create green and environmentally friendly products. After it is put into production, it will provide assistance for regional economic development and the implementation of long-term strategies.” Founder and Chairman of TCL Li Dongsheng said.

However, there are certain risks in the application of new technologies and new products. In high-quality development, we should focus on solving the problem of “dare to buy, dare to invest, and dare to use”. “It is necessary to improve the insurance compensation policy for the first set and the first batch, establish the first version of the insurance compensation system, strengthen the promotion and application of high-end mechanical equipment, new materials, and software through benefit sharing and responsibility sharing, and provide more innovative products. Market space.” Guan Bing said that it is urgent to establish a trial and error tolerance mechanism to solve the problem of “dare to use”. It is necessary to give full play to the role of government procurement, give priority to the purchase of innovative products, provide application scenarios, and form a demonstration effect; severely crack down on discriminatory procurement behaviors, and build a fair market environment; encourage enterprises, especially state-owned enterprises, to give priority to the use of innovative technologies and products, and form open and inclusive innovation atmosphere.

At the same time, establish diversified financing channels to solve the problem of “dare to invest”. Give full play to the role of the government in guiding funds, increase investment in new technologies, and guide social capital to invest in innovative technologies and product development; encourage new technology companies to list on the Science and Technology Innovation Board and the Growth Enterprise Market, and solve the funding problems in the early stages of industrialization and application of enterprises.

Improve the innovation ability of enterprises

The manufacturing industry needs to be escorted by innovation capabilities to climb to the middle and high end of the value chain. my country’s research and development investment has grown rapidly in recent years, but the lack of investment in basic research restricts the improvement of the competitiveness of the manufacturing industry.

“Research shows that enterprises with large investment in innovation tend to have a strong ability to resist risks, and factors such as price changes have little impact on the enterprise. Therefore, increasing investment in innovation and accelerating the improvement of innovation capabilities are the key to enhancing the competitiveness of enterprises.” Guan Bing He told reporters that in the face of the challenges posed by the complex and severe international and domestic situations in recent years to the stability of the industrial chain and supply chain, a more stable industrial development ecology should be built by reconstructing the relationship between supply and demand, collaborative innovation, resource sharing, and joint market development, so as to drive Coordinated and integrated development of upstream and downstream enterprises; use digital means to improve innovation, production and management efficiency, and ensure the efficient operation of the industrial chain supply chain.

In Wei Qijia’s view, leading enterprises are an important supporting force for the implementation of industrial foundation reconstruction projects and key core technology research. Focusing on core basic components, basic electronic components, key basic materials, key basic software, advanced basic technology, and industrial technology foundation, etc., we should give full play to the leading role of leading enterprises and promote industrial technological innovation.