High-end equipment manufacturing "Twelfth Five-Year Plan" is expected to be introduced in March

According to authoritative sources, the Equipment Department of the Ministry of Industry and Information Technology is actively taking the lead in formulating the “Twelfth Five-Year Plan” for high-end equipment manufacturing. The “Twelfth Five-Year Plan” for the equipment manufacturing industry has been drafted and is ready for submission to the State Council for approval. It is expected to be introduced before the end of March. .

The high-end equipment manufacturing industry includes five major segments, including aviation equipment industry, satellite industry, rail transit equipment manufacturing, marine engineering equipment manufacturing, and intelligent manufacturing equipment. Analysts believe that China's high-end equipment manufacturing has a considerable technical base and talent reserves in China. Whether it is high-speed rail, nuclear power, shipbuilding or military industry, every segment has huge investment opportunities. The R&D and investment of the industry during the “Twelfth Five-Year Plan” period are “big-handed” and it is expected to enter the spring in advance.

According to relevant persons from the Ministry of Railways, in 2010, the Ministry of Railways invested a total of 700 billion yuan in high-speed rail, of which the infrastructure component accounted for the largest proportion, reaching 40%-60%; the purchase of Motor vehicles accounted for 10%-15%. The automobile production industry chain has entered a period of rapid growth since 2010, and the business related to high-speed rail has grown rapidly.

It is also known that during the “Twelfth Five-Year Plan” period, the research and development expenses of large aircraft projects will be about 60 billion yuan, which will be invested in five years. The development cost for large civil passenger aircraft is 40 billion yuan, which is used for the development of large military transport aircraft. It is 20 billion yuan.

Securities believes that the machine tool will usher in the spring. "By 2020, about 80% of the high-end CNC machine tools and basic manufacturing equipment needed for aerospace, shipbuilding, automobile and power generation equipment manufacturing will be based in China. In the future, the space for import of China's machine tool products will be replaced. Very big."

Marine engineering equipment companies also face huge market space. During the "Twelfth Five-Year Plan" period, China will build another 50 million tons of capacity on the offshore shelf and the continental slope, which will drive the total investment of offshore engineering equipment to more than 250 billion yuan.
 

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