"The reduction of the value-added tax rate of manufacturing", "the" "seal" Zhongxing, "sanctions" HUAWEI, the Sino US trade war "card neck" "," the Expo for the first time to hold a foreign exhibition "...

In the first half of the 2018 half of the year, the exhibition and the activities are dense, and some people continue to add code and some people continue to reduce, and all this has come to a stop with the release of the two quarter report.

After half a year's busy schedule, how about the harvest of the industrial automation market? Let's look at it today!

In the first half of 2018, China's industrial automation maintained steady growth, with an increase of over 10%.

This is mainly due to the adjustment of China's economic policy in the first half of 2018, the changes in the international political environment, the continuous pressure of environmental policies, and the gradual increase in the cost of the manufacturing industry.

China's industrial automation market continued its growth momentum in 2017, but the subsequent growth momentum was relatively insufficient.

In previous interviews and activities, about the first half of the performance, bosses are full of gas, but also frankly to borrow the momentum of development last year.

The industry giant, ABB, continued to expand in the past half a year, set up a robot application center in Chongqing, and under the "full view", completed the acquisition of GE industrial system business in the period of commitment.

In the first half of the year, SIEMENS's digital business portfolio is more brilliant and has been successfully hand in hand to Arivan in the near future, allowing the data to be "landed" in China to benefit Chinese users and believe that it will also bring a considerable market for it.

GE, which has been taking a "lean" route recently, has cut down on the slash, stripped the traditional medical service and quickly withdrew Beck Hughes's investment, although the action was amazing, but the cut after the GE seemed to be more conducive to focusing on the digital business, and the next step was expected.

In terms of national policy, in addition to reducing the value-added tax rate of the manufacturing industry, many environmental policies have put forward more requirements for the factory, and a large number of orders for factory renovation projects have been added accordingly.

Moreover, in order to pay attention to the security of the network, the state has issued a number of security regulations; compliance inspection and the self-test of the enterprise platform have led to the development of many network security scheme suppliers.

After seeing the overall development of the market, we will focus on the industry and products.

From the industry point of view: due to the policy adjustment of the energy industry, the 3C industry has entered the industry cyclical low valley and other factors, resulting in the weakening of the new orders in the two quarter related automation market. Traditional industries such as metallurgy, machine tools, construction machinery, chemical industry and other industries are still rising steadily.

From the point of view of the product: as a result of the sluggish 3C, the sports control products show the weakness of the market, but the traditional PLC, frequency converter and industrial software products are still in a stable rising range.

From the big hot tuyere, the 3C industry has experienced big shuffling in this half year, such as Samsung, and many enterprises have withdrawn from China. It is believed that this also brings many pressures to many enterprises which are focusing on the development of electronic manufacturing schemes, but this is also the performance of industrial upgrading.

In the situation of the stable performance of traditional products, there are also enterprises turning the focus to software products. Rockwell automation is a typical example. In the interview, Rockwell automation, president Shi an, the president of the new Greater China area, once said: "the importance of software is not to be ignored, the future, through continuous cooperation." Software is likely to be the key to maximum differentiation. "

In June, Rockwell automation also practiced this view and worked with PTC to build an industrial software platform.

2018 in the first half of the year, the market situation is as high as the last half of the year.

Considering the higher automation base in the second half of 2017 and the prudence of manufacturing investment in the second half of the year, it is expected that the growth of China's industrial automation market will be further slowed down in the second half of 2018.

As the "bull market" in 2017 is getting farther and farther, the market growth rate is actually slowing down, and this view is understood after the first quarter analysis.

KPI hasn't earned enough in the first half of the year, but it's getting cold in the second half? NO!

Market research shows that, if China is still in the introduction and popularization period of intelligent manufacturing, the potential of the future is still huge, and the industrial automation market still has room for growth.

This is also very obvious. Look at the factories around you.

The market is still very broad, but not for long. The new technology, such as artificial intelligence, will quickly march into automation, or will subvert the "routine" of the traditional factory upgrading. It is believed that this will give the traditional automation manufacturers a little pressure, and you will continue to work hard at the same time.

After understanding the environment, we are more concerned about: How did your company perform in the first half of 2018?

In addition, the most popular topic of the year is the trade war between China and the United States. What changes will happen in the automation market with the escalation of trade war?