貴州電梯公司的電梯行業轉型發展的方向和機遇在哪？

貴州電梯公司的電梯行業轉型發展的方向和機遇在哪？

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

行業進入平穩增長階段

The industry is entering a steady growth stage

在過去的十五年間，我國電梯行業獲得了高速發展，2014年電梯銷量創紀錄地達到了70.5萬臺的水平，2015年受宏觀經濟增長放緩和地產調控政策影響略微有所下滑。未來隨著經濟增長進入平穩期，電梯行業結構逐漸發生調整，未來幾年市場銷量仍有望保持正增長態勢。一方面我國電梯配比的提升保障了地產配套電梯的新增需求，另一方面相比國內市場，電梯出口仍維持較高增速。同時維保市場和縣域市場也迎來發展機遇。

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.

維保市場和縣域市場迎來發展機遇

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

目前國內電梯保有量超過450萬臺，按每臺5000元/年計算維保市場也有近200億空間，在安全問題頻發的背景下，維保后市場有望規范發展。而形式上就是將原來由第三方維保轉向整機廠商自維保發展。近年上市企業的維保收入占比已經在逐步提升，維保市場正在成為電梯企業的第二增長點。而從開工面積來看，二三線城市的開工面積遠遠超過一線城市，隨著未來縣域經濟的發展，縣域市場高層建筑的增多，縣域市場也將成為國內電梯行業的新增長點。

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.

穩健主業為轉型提供條件，企業迎來最佳轉型窗口

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的盈利能力在整個機械制造行業中依然突出，并且有略微提升的趨勢。這主要是由于企業自身制造環境的自動化程度在提升，以及對原材料成本的控制力逐漸增強。充沛的在手現金、穩健的主業經營都給企業后續發展和轉型奠定基礎。

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.

從產業基礎的角度來看，電梯企業轉型仍然以智能制造為主線，因為國內大部分電梯生產工序都實現了自動化，對機器人應用前景有著直觀的認識。目前在尋找新增長點的壓力下，國內各大電梯廠商紛紛轉型，根據自身優勢和構想建立了未來發展戰略。雖然路徑存在差異，但我們認為將機器人、物聯網、高端制造與電梯企業制造能力相融合，切入智能制造領域，必然是未來電梯業的發展方向。

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.