1、Presidents Forum2011年主席论坛,President, CITA中国工程机械协会工业车辆分会 会长President, Beijing Materials Handling Engineering & Research Institute 北京起重运输机械设计研究院 院长 Lu Daming陆大明 September 2011, Miami 2011年10月 迈阿密,AGENDA演讲内容I. Chinas Macro-economic Situation under the New Circumstances 新形势下的中国宏观经济形势II. Development of C
2、hinas Industrial Truck Market中国工业车辆发展状况III. Development Trend of Chinas Industrial Truck Market 中国工业车辆发展趋势,Complex world economic situation, and miscellaneous economic factors see slow recovery, with fluctuating curve.今年世界经济运行形势非常复杂,诸多因素导致世界经济复苏缓慢,而且是波动曲折。,I. Chinas Macro-Economic Situation under th
3、e New Circumstances 新形势下的中国宏观经济形势,The major economics slowdown with faltering global economic recovery; the unemployment rate remains high; the increasing risk of property bubbles and inflation among emerging economics,Sluggish economic growth in the US; worsening sovereign debt crises in Europe; tu
4、rbulence in Mid-East and North-Africa,Geology disaster; riots and violence incidents caused by recession in some countries,Whole整体,Part局部,Incident突发,The economic development is now shifting to self-initiated growth from previous overheated expansion spurred by the economic stimulus经济增长由前期政策刺激的偏快增长向自
5、主有序增长转变。,The opportunity and challenge of Chinas economy中国经济机遇与挑战并存,There are many advantages for the development, every participants engaged in works with highly motivated, for a economic development. Especially as the 1st year of the 12th Five Year Plan, every industry have strong desire to accele
6、rate forward.发展的有利条件较多,各方面发展的积极性很高,经济发展动力充沛,特别是十二五开局之年各行业加快发展的愿望很强烈。This years economic policies - “two prevents”: to hold down inflation, and to prevent the fast-growing economy from being overheated同时,控制通胀与保持经济平稳较快发展的“两难”问题是今年的主要问题。,100 Million RMB,Growth Rate %,2011 H1,GDP in China,Consumer Price
7、 Index (CPI)2009-July 2011,Chinas Fixed Asset Growth Rate 2011 H1 Investment in Urban Areas,100 Million RMB,Chinas Fixed Asset Investment in Urban Areas中国城镇固定资产投资,July Aug Sep Oct Nov Dec Jan Feb Mar Apr May June July Aug 2010 2011,Chinas Purchasing Managers Index (PMI)中国制造商采购经理指数(PMI),Continue to a
8、nd improve Macro-economic control, maintain sustainable implement a prudent fiscal policy and stable monetary policy to strengthen and rapid growth.继续加强和改善宏观调控,实施积极的财政政策和稳健 的货币政策,促进经济平稳较快发展,Strengthen the adjustment of the industrial structure, promote energy saving and emission reduction, raise the
9、 investment in the technology improvement and innovation, and realize sustainable development. 推进产业结构优化升级和节能减排,加大技术改造和技术创新投入力度,实现可持续发展,To keep the overall level of prices stable, protect and improve the residents livelihood, and guarantee the harmonious and stable society.着力稳定物价总水平,大力保障和改善民生,保障社会 和谐
10、稳定,Speed 速度Structure结构Prices物价,Chinas Economic Growth Path中国经济发展主要方向,II. Development of Chinas Industrial Truck Market 中国工业车辆发展状况,提高水平Level-up,政策驱动Policy-driven,2009: Revitalization Planning for Logistics Industry物流业振兴规划2011:Eight Measures to Boost Logistics推动物流业发展的八项措施,Still in the primary stage of
11、 development, which cannot totally satisfy the requirement for national economy development. Still far away from the developed countries. Need to find our way out.仍然处于初级阶段,还不能够完全适应国民经济发展的需要,与经济大国差距很大,函待解决。,需求增加Increase in Demand,1,The rise in national economy volume, optimized economic structure, an
12、d better living conditions国民经济总量的增长、经济结构的优化和人民生活水平的提高,,Logistics enter a new stage of rapid development物流业进入快速发展新阶段,2,3,Factors in Logistics Development 诸多因素促使物流业发展,世界各大洲销售情况,The sales of world industrial trucks has been recovered since 2010, and maintains the increasing trend in 2011世界工业车辆的销量,2010年
13、开始恢复,2011年保持了增长。,Sales of Industrial Trucks in Global Market,Sales Units Growth Rate,2011 H1,Sales of Industrial Trucks per Continent (2010 H1 & 2011 H1),Europe America Asia Africa Oceania,2010 H1 2011 H1,Sales Situation for Domestic Manufacturers,Sales units Growth rate,units,2011 H1,Sales and Grow
14、th Rate of China Industrial Truck Market in 2010 & 2011 H1,units,Jan. Feb Mar Apr May June July,Growth rate,After global financial crisis, the sales of domestic market created new historical records in two successive years, the supporting to the underdeveloped areas and manufacturing industry gather
15、 to cluster in western Chinaall these show the strong demands for the industrial trucks in China market. 金融危机后国内市场销量连续两年创历史记录,欠发达地区发展、制造业向西部转移。决定了中国市场对工业车辆的需求仍然强劲。,三、中国工业车辆发展趋势,The Old and New Problems for Chinas Forklift Truck Industry中国工业车辆行业发展存在的老问题和出现的新问题,The improvement of logistics efficiency,
16、 labor force to be replaced by machine, the development of the western regions and the acceleration of urbanization process, etc.物流业效率提升、机器代替人工、西部开发、城市化进程等等,The demand for FLT will be further increased工业车辆的市场需求量还会增加,low-carbon and environment protection, the development in warehousing industry.低碳环保、
17、仓储业发展,The proportion of Electric Trucks will higher year after year电动叉车比例会逐年提高,Local market: the increasing user requirement for the operating environment and product performanceInternational market: The Competitiveness is weakened, owing to the up price of raw materials, RMBs appreciation, and the increase of labor force cost. 国内市场:用户对使用环境、产品性能的要求提升;国际市场:原材料价格上涨、人民币升值、人工成本上涨,竞争力有所减弱,The production structure in the domestic manufacturers must be adjusted国内生产企业需要产品结构调整势在必行,1,2,3,Development Trend of Chinas Industrial Truck Market 中国工业车辆发展趋势,