Total output value of domestic electronics equipment industry recovered by 54.3%

According to the latest statistics released by the China Electronic Equipment Industry Association, all domestic economic indicators of domestic equipment companies have been growing at a rate of over 30% in the first half of the year, and 67 industry units have achieved a total output value of 6.485 billion yuan, an increase of 54.3% over the same period of last year. .

In the top 10, the CLP-48 remained the leader of the industry and its growth rate was far ahead of its year-on-year. Its sales exceeded 1.7 billion yuan, and its growth rate reached 135%. Except for Sichuan Tanjong, other companies have achieved or exceeded double-digit growth.

According to the deputy secretary-general of the association, Jin Cunzhong, the rapid growth of the crystalline silicon solar industry is the key to the rapid development of many equipment companies. Semiconductor equipment, which accounts for half of the sales revenue of electronic equipment, recorded an increase of 50.3% in sales revenue in the first half of this year from the same period last year to 1.679 billion yuan. This is mainly due to the increase in demand for crystalline silicon solar equipment in the photovoltaic industry in the first half of the year. In the first half of the sales revenue of semiconductor equipment, crystalline silicon solar equipment accounted for 79.5%, reaching 1.334 billion yuan. Among them, crystalline silicon material growth processing equipment 737 million yuan, battery chip production equipment 597 million yuan.

Looking forward to the second half of the year, from the perspective of China’s macroeconomic development trends, according to the report of the relevant government departments of the country, China’s economic fundamentals have further improved, and it is more likely that the economy will slow down and stabilise in the future. According to Jin Cunzhong, crystalline silicon solar equipment will continue to be the main direction for the development of the industry in the second half of the year. Although the subsidies for photovoltaics will be reduced in European countries in the second half of the year, due to the increasing importance of new energy sources in various countries, and the on-grid tariffs are approaching the market price, photovoltaics are emerging both at home and abroad. With the rise of the market, the market share of domestic photovoltaic equipment will continue to rise as the cost-effectiveness of domestic photovoltaic equipment increases. China's photovoltaic equipment will continue to maintain rapid growth in the second half of the year, and annual sales are expected to double compared to last year, reaching 3 billion yuan. about.

The electric vehicle market will be rapidly developed in the second half of the year under the support of national policies. This will further promote the development of high-energy and permanent magnetic material equipment and high-energy storage lithium-ion battery production equipment in China.

The new generation of mobile phones, computers and digital products will continue to maintain rapid development in the second half of this year, which will drive the continued development of new types of chip components and surface mount equipment in China.

Since the industry has not yet recovered in the first half of last year and the bases of various economic indicators are relatively low, the growth rate of the industry in the second half of the year is expected to fall. However, the annual sales revenue of the industry is expected to create a historical high, and the sales revenue of major companies in the industry will be About 30% increase.