Нововъзникваща индустрия

Определение

Theemergenceofemergingindustrieshasputforwardcorrespondingrequirementsfortalents.Sincethe1940sand1950s,newscienceandtechnologyhavedevelopedbyleapsandbounds.Inparticular,electronicsandinformationtechnologyhavebeenincreasinglywidelyused,markingthathumansocietyhasenteredanewstageoftechnologicalrevolution.

Класификация

Industryformedbytheindustrializationofnewtechnologies.Atthebeginning,newtechnologybelongstoaformofknowledge,anditsachievementsaregraduallyindustrializedduringthedevelopmentprocess,andfinallyanindustryisformed.Forexample,bioengineeringtechnologywasonlyatechnologyinthe1950sand1960sorearlier,soitbecameabioengineeringindustryandlettheseachievementsservethesociety.IntheUnitedStates,thebioengineeringindustryisknownasaverypromisingemergingindustry.Similarly,theITindustry,duetothedevelopmentofdigitaltechnology,isalsoconsideredanewsunriseindustry.

Usinghigh-techtotransformtraditionalindustriestoformnewindustries.Forexample,hundredsofyearsago,steamenginetechnologywasusedtotransformhand-madespinningmachinestoformthetextileindustry,whichledtotherapiddevelopmentoftheentiretextileindustry.Relativelyspeaking,thetextileindustryisanemergingindustrythattransformstraditionalindustrieswithnewtechnologies.Forexample,transformingthesteelindustrybecomesanewmaterialindustry,producingcompositematerialsandemergingmaterialswithgoodacid,alkali,wearresistanceandflexibility.Similarly,usingnewtechnologytotransformtraditionalcommerceintoalogisticsindustry.Thecoreoftheseindustrialtransformationshasgreatlyimprovedeconomicefficiencyovertraditionalindustries.

Theindustryofsocialwelfareundertakingsisindustrialized.Inthisregard,wehavealotofworktodo.Inforeigncountries,themediaindustryisanimportantindustryandtheindustrythathasproducedthemostmillionairesinthepasttwodecades.Andwetreatthemediaasacareer,itistopostmoney.

Характеристики на индустрията

First,thereisnoexplicitdemand.Nothingcanbeaccuratelydescribedwhentheindustryisindimness,orinthefiveyearsahead.

Второ, няма финализирано оборудване, технологии, продукти и услуги. Вземете за пример индустрията за слънчева енергия. В началото на 90-те години производството на основни компоненти, както и услуги, технологии, продукти, пазари и модели бяха празни и след това постепенно се подобряваха.

Third,thereisnoreference.Industriessuchasautomobiles,refrigerators,colorTVs,andcomputershaveallbeenimportedonalargescalefromabroad.Thesolarenergyindustryisnotavailableinforeigncountries,andthereisnoreferenceinChina.Therefore,inthiscase,itisentirelydependentonsysteminnovation.

Fourth,thereisnopolicy.Aslongasthecountryhasanindustry,ithasanindustrialpolicy,includingloans,technologyinvestment,supportandotheraspects.Thereareindustrialpolicies,whileemergingindustrieshavetoendurealongperiodofloneliness.

Fifth,thereisnomatureupstreamindustrychain.Theupstreamindustrychainisevenstrongerthanthedownstreamindustrychainintermsoftechnology,level,guarantee,andsystem.Forexample,aircraftenginesareatleastonthesamelevel,butsolarenergydoesnot.

Роля

Developingemergingindustriescanincreaseeffectivesupply.Thedevelopmentofthenationaleconomyisthebalanceofsupplyanddemand.Intheprocessofinitiatingdomesticdemand,inthecontextofeconomiccontraction,especiallywhentheworldeconomicrecessiontrendisrelativelyobvious,increasingeffectivesupplyisanimportantdrivingforceforfurtherinitiatingdomesticdemandandensuringthesustaineddevelopmentofthenationaleconomy.Howtoincreaseeffectivesupply?Itistostartemergingindustries.Ifnewindustriescannotbeeffectivelydevelopedandeffectivesupplycannotbeincreased,domesticdemandcannotbeinitiated.Marketsaturationinourcountryislow-levelmarketsaturation,andpeople’sdemandforhigh-levelmarketsisstillverystrongandgrowing.Education,medicalcare,health,sports,entertainment,andotheraspectshavegreaterneeds.Theholidayeconomyinrecentyearsshowsthatpeoplehaveastrongdemandforthisaspect.

Развойна значимост

1.Thedevelopmentofnewindustriesisconducivetomeetingtheneedsofsociety.Ourcountryenteredthebuyer'smarketfromtheseller'smarket,anditonlyenteredatalowerlevelofdemand.Thereisstillashortageofhigh-leveldemand.Forexample,thereisashortageofcheapandgood-qualitycars.Ordinarycarsaresoldatsuchahighprice,sotherewillbeasurplus,whichisabuyer'smarket.People’sdemandforhousingisalsoinshortsupply.Therearestillquiteafewpeopleincities(includingthoseinruralareas)whostillhaven’treachedthepercapitahousingstandardsetbythestate.People'sneedsforhigh-levelculturallifehavenotbeenmet—therighttoeducationhasnotbeenfullymet,andthedemandforhigh-levelmedicalsecurityhasnotbeenmetintime.Sowhattodo,onlythroughthedevelopmentofemergingindustriestosolve.

Второ, може да увеличи ефективното предлагане.

3.Theneedtoimprovetheefficiencyofthewholesocietyandenhancetheoverallnationalstrength.Inthepastundertheplannedeconomicsystem,thebehaviorofmanyeconomicorganizationsbecamegovernmentbehaviorsorsemi-governmentbehaviors.Manyindustriesthatcancreateeconomicbenefitswereregardedasonlysocialbenefits,andmanyindustriesweretreatedassocialwelfareundertakings.ThisisakindofGreatmisunderstanding.Ifindustryisregardedasakindofsocialwelfareundertakings,abenignreproductionsystemcannotbeformed,andeffectivesupplycannotbeincreasedwithoutbenignreproduction.Thisisthemostbasiclawintheeconomy.Therefore,wemustchangeourconcept,andwemustcarryoutindustrializedoperationsfortheso-calledsocialwelfareundertakingsthatcanbeindustrialized.Whatthemarketcansolvemustberesolvedbythemarket.Thereshouldnotbetoomanymarketaccessbarriersandtoomanypolicyconstraints.Whileopeningtotheoutsideworld,itisalsoopentotheinsideandopentoprivatecapital.Bypushingtheindustrytothemarket,itcaneffectivelyimprovetheefficiencyoftheentiresociety,increasethenewsourceofnationalwealth,addnewimpetustothedevelopmentofthenationaleconomy,andimprovetheoverallnationalstrength.

Перспективи за развитие

Inthefirstquarterof2013,thestatecontinuedtoincreasesupportforstrategicemergingindustriesintermsofpoliciesandfunds,andthecentralbudgetaryexpenditurealsoincreasedsupportforstrategicemergingindustries.Investmentinstrategicemergingindustriessuchasenergyconservationandenvironmentalprotection.Thenewgenerationofinformationtechnology,newenergy,newmaterials,high-endmanufacturingandotherfieldscontinuetomakebreakthroughs,andpromotetheexpandingmarketspaceandapplicationscopeofstrategicemergingindustries.

Althoughtheoveralldevelopmentofstrategicemergingindustriesisimproving,someproblemsinthedevelopmentcannotbeavoided.Fromtheperspectiveoftheexternaldevelopmentenvironment,tradeprotectionismhasatendencytostrengthen,andthedevelopmentofmycountry'semergingindustriesiscurbed;fromtheperspectiveofindustrialdevelopmentmodels,someemergingindustrieshaveovercapacityunderthegovernment-leddevelopmentmodelforthepurposeofstimulatinginvestmentandcreatingGDP;Fromtheperspectiveofmarketdevelopment,affectedbyfactorssuchascostandsupportinginfrastructure,thedomesticmarketcultivationofemergingindustriesisrelativelylagging,whichhasbecomeoneoftheimportantbottlenecksthathinderthedevelopmentoftheindustry.

Формулиране на стратегия

Стратегически анализ

Theformulationofstrategiesforemergingindustriesmustadapttotheuncertaintiesandrisksinthisperiodofindustrydevelopment.Mostoftherulesofcompetitionhavenotbeenclear,thestructureoftheindustryisturbulentandmaychange,andcompetitorsarealsodifficulttodistinguish.However,allthesefactorshaveanothernature-theemergingstageofanindustry'sdevelopmentmaybetheperiodwiththegreateststrategicfreedom,anditisalsotheperiodwhentheleveragegeneratedbygoodstrategicchoicesindeterminingindustryperformanceisthehighest..

Theindustrialstructureistakingshape.Theoverridingstrategicissueinemergingindustriesistheabilityofmanufacturerstoshapethestructureoftheindustry.Throughitsstrategicchoices,manufacturerscantrytheirbesttodeterminecompetitionrulesinareassuchasproductpolicies,salesmethods,andpricingstrategies.Inthelongrun,undertheconstraintsoftheindustry'sfundamentaleconomicandfinancialstrength,manufacturersshouldseektodelineatecompetitionrulesintheindustrybyformingtheirstrongestposition.

Theexternalityofindustrialdevelopment.Inanemergingindustry,amajorstrategicissueisthatmanufacturersstrikeabalancebetweenindustrypropagandaandthepursuitoftheirownnarrowself-interest.Duetopotentialproblemssuchastheimageoftheindustryintheemergingstage,credibility,andthechaoticstateofbuyers,thesuccessofmanufacturersthemselvespartlydependsonothermanufacturersintheindustry.Theoverridingproblemintheindustryistointroducealternativesandattractfirst-phasebuyers.Inthisstage,itisoftenintheinterestsofmanufacturerstohelppromotestandardization,rectifysubstandardproductquality,anduntrustworthymanufacturers.Itcanalsobetargetedatsuppliersandcustomers.Theunitedfrontofthegovernment,thegovernment,andthefinancialcommunity.

Избор на време

Thechoiceofappropriateentrytimingisacrucialstrategicchoiceforcompetitioninemergingindustries.Earlyentry(pioneer)involvesahighdegreeofrisk,butontheotherhand,itmayinvolvelowerbarrierstoentryandcanprovidealargebenefit.Earlyentryisappropriatewhenthefollowinggeneralconditionsexist:

a.Theimageandreputationofthemanufacturerisimportanttothebuyer.ThemanufacturercanimproveTodevelopthereputation.

b.Earlyentrycaninitiatealearningprocessinabusinessunit.Thelearningcurveinthebusinessunitisimportant.Experienceisdifficulttoimitate.SuccessivegenerationsoftechnologywillnevermakethisThelearningprocessisinvalid.

c.Customerloyaltyisgreat,somanufacturerswhoselltocustomersfirstcannaturallygetbenefits.

d.Absolutecostadvantagescanbeobtainedthroughearlycommitmentstorawmaterialsupplyandsalesdistributionchannels.

Inthefollowingcircumstances,earlyentryisparticularlyrisky:

a.Earlycompetitionandmarketsegmentationarebasedondifferent,butimportanttothelaterstageofthedevelopmentoftheindustry.ongoing.Therefore,manufacturerswillbuildthewrongskillsandmayfacehighchangecosts.

b.Thecostofopeningupthemarketisveryhigh,includingcostssuchascustomertraining,approvalofrulesandregulations,andtechnologydevelopment,butthebenefitsofopeningupthemarketcannotbemonopolizedbymanufacturers.

c.Earlycompetitionwiththosesmall,newlyestablishedmanufacturerswillbecostly,butthecompetitionthatreplacesthesemanufacturersinthelaterperiodwillbemoredifficulttodealwith.

d.Technologicalchangeswillmakeearlyinvestmentsobsolete,andgivethoselate-stagemanufacturerswiththelatestproductsandprocessesacertainadvantage.

Tacticalaction.Theproblemofrestrictingthedevelopmentofanemergingindustryprovidescertaintacticalactionsthatmayimprovethestrategicpositionofthemanufacturer:earlycommitmentstothesupplyofrawmaterialswillgiverisetofavorableprioritiesduringperiodsofshortage.

Състезатели

Itmaybeadifficultproblemtodealwithcompetitorsinanemergingindustry,especiallyforthosewhoarepioneersandthosewhohaveenjoyedmajormarketshareEspeciallyso.Theproliferationofnewlyformedentrantsandmanufacturersleavingtheparentcompanywillcausedissatisfactionamongpioneers,andmanufacturersmustfacetheaforementionedexternalfactorsthatmakemanufacturerspartlydependentoncompetitorsforthedevelopmentoftheindustry.

Acommonprobleminemergingindustriesisthatpioneersspendtoomuchmoneytodefendtheirhighmarketshare,andwillfacecompetitorswhohavelittlechanceofformingmarketpowerinthelongrun.react.Thismaybepartlyanemotionalresponse.Althoughsometimesitisappropriatetorespondharshlytocompetitorsintheemergingstage,itismorelikelythatthemanufacturer’seffortsarebestplacedonbuildingitsownstrengthanddevelopingtheindustry.Perhapsitmaybeappropriatetoencouragetheentryofcertaincompetitorsbyissuinglicensesorothermeans.Givensomecharacteristicsoftheemergingstage,manufacturerscanoftenbenefitfromothermanufacturersdesperatelysellingindustryproductsandassistingtechnologicaldevelopment.Manufacturerscanalsodealwithcompetitorswhoareknownfortheiroutput.Astheindustrymatures,theycanabandonthepracticeofmaintainingalargemarketshareandinvitecompetitorstoentertheindustrythroughmajorestablishedmanufacturers.Appropriatestrategiesaredifficulttogeneralize,butonlyinextremelyrarecircumstances,itwillbefeasibleandprofitabletodefendamarketshareclosetoamonopolyastheindustrygrowsrapidly.

Howtochallenge

Inordertorescueasolarcellcompany,thelocalgovernmentdecidedtoincludetherepaymentofatrustloanofseveralhundredmillionyuanintothefinancialbudget.Oncethematterwasdisclosed,itimmediatelyarousedpublicopinion.Whydidthelocalgovernmentusethebudgettorescueaprivatecompany?Howdidthecompanyfallintobankruptcy?

Actually,countingfromahighpoint,Thecompany'sstockpricehasfallenbymorethan90%.Inaddition,thecontinueddeclineinthecompany'sbondshasalsotriggeredconcernsintheChinesebondmarketforthecreditmarket,whichisexpectedtobreaktherecordofneverdefaultingintheChinesebondmarketovertheyears.

ThecompanyisarepresentativecompanyinthetransformationofChina'seconomyfromatraditionalindustrytoanemergingindustry.Today'splightofthecompanyisatypicalcasethatmustbereflectedinthedevelopmentofemergingindustriesinChina.Asinvestors,whatlessonscanwelearnfromit,andhowshouldweinvestinChina’semergingindustriesinthefuture?

Firstofall,wemustattachgreatimportancetothedevelopmentoftheindustry.Thetechnicaldifficultyofsiliconwafercutting,cellproduction,anddownstreammoduleproductionisgettinglowerandlower.Themostdifficultistheproductionofupstreampolysiliconrawmaterials.Earlypolysiliconproductiontechnologywasmonopolizedbythesevenmajorcompaniesintheworld,andChinaneededtospendhighpricestoimportfromabroad.Alargeamountofpolysiliconrawmaterials.Fromonehundredtons,onethousandtonstotenthousandtons,ChinesecompanieshavegraduallymasteredtheimprovedSiemensmethodforproducingpolysilicon.Withouttheobstaclesoftechnicalbarriers,theentireindustryquicklyblossomedandproductioncapacityexpandedrapidly.Asoundpatentandintellectualpropertyprotectionsystemisaprerequisiteforthedevelopmentofemergingindustries.Onlyinthiswaycaninnovatorsbeencouragedandprotected,sothatsuperiorcompanieswithtechnologypatentscanbecomebiggerandstronger.ItisapitythatChinahasnotpaidenoughattentiontotheprotectionofpatentedtechnologyandintellectualpropertyrights.Thetechnologypatentsofsomeadvantageouscompaniesarequicklyimitatedbycompetitors,andtheoriginalhigh-techemergingindustrieshavebecomesimplemanufacturingindustries.

Secondly,weshouldpayattentiontothechangesinindustrydemand.Sincethecostofsolarphotovoltaicpowergenerationishigherthanthatoftraditionalelectricity,thepromotionoftheuseofdownstreamphotovoltaiccellsdependsongovernmentsubsidies.In2005,theGerman"RenewableEnergyLaw"Itwasclarifiedthatthegovernmentpurchasedtheelectricitygeneratedbythephotovoltaiccellsinstalledbyresidentsatasubsidypricehigherthanthemarketelectricityprice.Sincethen,Europeangovernmentshavefollowedsuit.Thishasledtoasharpincreaseinglobalphotovoltaicmarketdemand.GermanyonceaccountedfortheglobalsolarphotovoltaicHalfofthemarket.Germanygraduallyloweredthesubsidyprice,whileotherEuropeancountrieswereaffectedbythedebtcrisisandbegantocontrolthetotalamountofphotovoltaiccellinstallationssubsidizedbythestate,resultinginaslowdowninthegrowthoftheglobalphotovoltaicmarket.Manyemergingindustriesareinseparablefromgovernmentsubsidiesintheearlystagesofdevelopment.Therefore,wemustalwaysbevigilantifthegovernmentsubsidiesarereduced,whetherthemarketdemandwilldecline.

Thirdly,wemustpayattentiontothecorecompetitivenessofenterprises.Althoughthesolarenergyindustryishighlycompetitive,somecompaniesthathavemasteredcoretechnologiesrelyontheirlow-costadvantagesandstillmaintainagoodcashflow.Oncetheindustryrecovers,thesecompaniesareexpectedtotakethelead.Especiallyinthepolysiliconmanufacturinglinkintheupperreachesofthesolarenergyindustry,technologicalgapscausethefateofdifferentcompaniestobedifferentfromlifetodeath,anditisdifficultforhigh-costcompaniestosurvivethelongdownturnintheindustry.

Fourth,wemuststayawayfromover-expandedsimplemanufacturingindustriesandcompanies.Themainreasonforthecompany’sbankruptcyisthecompany’sover-expansion.Afteronlythreeyearsofestablishment,thecompanybecametheworld’sfirstcompanywithacapacityofover1GW.Ofsolarsiliconwafermanufacturers,sincethen,theproductioncapacityhasincreasedatarateof1GWperyear.ThecompanyisonlyamicrocosmofChina’srapidlydevelopingsolarphotovoltaicindustry.Inordertoachieveindustrialtransformation,localgovernmentshavestronglysupportedthesolarphotovoltaicindustryasanemergingsunriseindustry,providingvariouspreferentialelectricityprices,landplantsandfinancialdiscounts.Loanandotherpolicies.Therearemorethan100solarphotovoltaicindustrialparksnationwide,andmorethan300citiesareplanningtodevelopthephotovoltaicindustry.Since2006,domesticphotovoltaiccellproductioncapacityhasgrownfromlessthan1GWto30GWin2011,polysiliconproductionhasgrownfromlessthan1,000tonsto80,000tons,andtheproductioncapacityhasreached150,000tons.Withtheassistanceofgovernmentsatalllevels,asunriseindustryhasturnedintoanindustrywithseriousovercapacityandlarge-scalelossesinthepastsixyears.

Fifth,wemustpayattentiontothecompany'sbalancesheet.Oncetheindustryfallsintoatrough,companieswithafragilebalancesheetwillfaceacrisis.Solarphotovoltaicisacapital-intensiveindustry,especiallyintheupstreampolysiliconfield.Inordertoadvanceupstream,thecompanyinvested12billionyuantobuilda15,000-tonpolysiliconproject.Withtherapidexpansionofproductioncapacity,thecompany'sliabilitieshaverapidlyexpanded.Asoftheendof2011,thetotalliabilitieshaveexceeded30billionyuan,andthedebtratiohasreached87.7%.Duetothedeteriorationofthesupplyanddemandsituationintheentiresolarenergymarket,thoseassetsformedbyhighinvestmentquicklybecameassetswithunder-utilizedcapacity,andhighdebtbecamethesourceofthecompany'sbankruptcy.Themostfrighteningthingisthatthesolarenergyindustryisstillundergoingtechnologicalinnovation.Theproductioncapacityformedafewyearsagoisdifficulttoformaneffectiveproductioncapacityafterthenextroundofindustrycyclereversal.Forcompaniesinemergingindustriesthatexpandthroughhighinvestmentandhighdebt,theyareessentiallysimplemanufacturingindustries,andinvestorsmustremainvigilant.

Inshort,weshouldnotbeconfusedbytheauraofthefourwords"emergingindustries".Comparedwithtraditionalindustries,emergingindustriesalsohavehugerisks.Inemergingindustries,wemustlookforcompaniesthattrulyhavetechnicalbarriersandinnovationcapabilities,lookforcompaniesthathavelightassetinvestment,cancreategoodcashflow,andhaveexcellentbusinessmodels,andcareabouttheexpansionspeedoftheentireindustryandchangesindownstreamdemand.OnlyinthiswaycanweavoidRisk,reallygetagoodreturnoninvestmentfromthegrowthofenterprisesinemergingindustries.

CurrentAffairsViews

OnNovember28,2011,the"TwelfthFive-YearDevelopmentPlanfortheInternetofThings"wasreleasedasanimportantcomponentofstrategicemergingindustriesPart,itplaysanimportantroleinacceleratingthetransformationofeconomicdevelopmentmode.TheCentralPeople’sGovernmentissueddocumentstoseizetheopportunity,clarifythedirection,highlightthekeypoints,andacceleratethecultivationandgrowthoftheInternetofThings.TheFive-YearPlanOutlineandtheDecisionoftheStateCouncilonAcceleratingtheCultivationandDevelopmentofStrategicEmergingIndustries,aspecialplan,theplanningperiodis2011-2015.

TheInternetofThingshasbecomeoneofthestrategiccommandingheightsofthenewroundofeconomicandtechnologicaldevelopmentintheworld.ThedevelopmentoftheInternetofThingshasimportantpracticalsignificanceforpromotingeconomicdevelopmentandsocialprogress.Theintegrationofindustrializationandindustrializationisalsoadevelopmentdirection.Soonafterthe"Plan"wasannounced,theMinistryofIndustryandInformationTechnologyapprovedGuangdongShundetocreatea"deepintegrationofindustrializationandindustrializationandintelligentmanufacturingpilot",andShundeproposedtobuildabatchof"unmannedfactories"intermsofintelligentproducts.

TheunmannedmanufacturingindustrymayprovideapathfortheupgradingofChina'smanufacturingindustry.LiGuangqianbelievesthatintelligenceisaninevitablewayto"integratethetwoindustrializations"ofinformatizationandindustrialization.ThecoreofitstechnologyisundoubtedlytheInternetofThings,butitisnecessarytoweightheinputandoutputanddowhatwecan.WuHequanpointedoutthat,basedonthepremise,"integrationofindustrializationandindustrialization"isquitegeneral,andtheInternetofThingsistheentrypointof"integrationofindustrializationandindustrialization",whichcangreatlypromotetheapplicationofinformatization.AlargenumberofapplicationsoftheInternetofThingsareintheindustry,includingsmartgrids,smarttransportation,smartlogistics,smartmedical,smarthomes,andsoon.Thepurposeofthecountry'sdevelopmentoftheInternetofThingsisnotonlytogenerateapplicationbenefits,butalsotopromoteindustrialdevelopment.WiththeInternetofThings,everyindustrycanimproveitscorecompetitivenessthroughinformatization.Theseintelligentapplicationsarethetransformationoftheeconomicdevelopmentmode.

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