贵州电梯公司的电梯行业转型发展的方向和机遇在哪？

贵州电梯公司的电梯行业转型发展的方向和机遇在哪？

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

行业进入平稳增长阶段

The industry is entering a steady growth stage

在过去的十五年间，我国电梯行业获得了高速发展，2014年电梯销量创纪录地达到了70.5万台的水平，2015年受宏观经济增长放缓和地产调控政策影响略微有所下滑。未来随着经济增长进入平稳期，电梯行业结构逐渐发生调整，未来几年市场销量仍有望保持正增长态势。一方面我国电梯配比的提升保障了地产配套电梯的新增需求，另一方面相比国内市场，电梯出口仍维持较高增速。同时维保市场和县域市场也迎来发展机遇。

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.

维保市场和县域市场迎来发展机遇

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

目前国内电梯保有量超过450万台，按每台5000元/年计算维保市场也有近200亿空间，在安全问题频发的背景下，维保后市场有望规范发展。而形式上就是将原来由第三方维保转向整机厂商自维保发展。近年上市企业的维保收入占比已经在逐步提升，维保市场正在成为电梯企业的第二增长点。而从开工面积来看，二三线城市的开工面积远远超过一线城市，随着未来县域经济的发展，县域市场高层建筑的增多，县域市场也将成为国内电梯行业的新增长点。

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.

稳健主业为转型提供条件，企业迎来最佳转型窗口

The stable main industry provides the conditions for the transformation, and the enterprise ushered in the best transition window

虽然高增速不在，但贵州电梯公司在电梯企业的盈利能力在整个机械制造行业中依然突出，并且有略微提升的趋势。这主要是由于企业自身制造环境的自动化程度在提升，以及对原材料成本的控制力逐渐增强。充沛的在手现金、稳健的主业经营都给企业后续发展和转型奠定基础。

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.

从产业基础的角度来看，电梯企业转型仍然以智能制造为主线，因为国内大部分电梯生产工序都实现了自动化，对机器人应用前景有着直观的认识。目前在寻找新增长点的压力下，国内各大电梯厂商纷纷转型，根据自身优势和构想建立了未来发展战略。虽然路径存在差异，但我们认为将机器人、物联网、高端制造与电梯企业制造能力相融合，切入智能制造领域，必然是未来电梯业的发展方向。

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.