Accelerated Industrial Layout Optimization, The Money Way Of Domestic Motor Gold Period Is Not Limited

- Nov 11, 2018-

Accelerated industrial layout optimization, the "money way" of domestic motor gold period is not limited

In the past two days, American automation equipment manufacturer Emerson Electric frequently made moves in one day, and changed the automation industry “net red” in minutes and minutes: on August 2, announced the sale of Emerson network energy business to Platinum Equity and partnership investment. On the same day, Nidec Corporation announced that it would spend $1.2 billion to acquire industrial motor and generator business from the US motor giant Emerson Electric Group in Europe and the United States.

The Emerson Group was founded in 1890 and is headquartered in St. Louis, Missouri, USA. In the field of fusion technology and technology engineering, it is the leader. Provide innovative solutions to customers in the areas of industrial automation, process control, heating, ventilation and air conditioning, electronics and telecommunications, and appliances and tools.

Both transactions will end before the end of this year. The so-called "fat and water does not flow outside the field", the "protagonist" of the above merger and acquisition event 2, Nidec Corporation and Emerson have a deep relationship: as early as mid-August 2010, Emerson announced the sale of Emerson commercial and industrial motors (CIM) to Nidec Corporation ) and Emerson Home Appliances Motors and Controllers (EAMC). These two businesses accounted for more than $800 million in Emerson's 2009 fiscal year sales.

Displayed according to relevant public information. Headquartered in Kyoto, Japan, Nidec Corporation is a $8 billion manufacturer of precision motors for small and medium-sized motors and fans for IT and consumer electronics, automotive, appliance and industrial applications. At the same time, the company also manufactures electronic, optical components and mechanical equipment. The LeroySomer and CT acquired by Nidec Corporation are leading manufacturers and suppliers of alternators, variable frequency drives and motors, which will further strengthen Nidec's motor and related business in the US and North American markets.

The Japanese industry giant's cross-border acquisition of North American motor companies highlights the strong appeal of the motor industry. The motor, commonly known as "motor", refers to an electromagnetic device that converts or transmits electrical energy according to the law of electromagnetic induction. It is represented by the letter M (old standard D) in the circuit. Its main function is to generate drive torque as a power source for electrical appliances or various machines. Whether it is industrial or home appliance, the popularization of high-efficiency and energy-saving motors is already the trend of the times.

For Chinese motor companies, the "13th Five-Year Plan" will be a rare golden period and blowout period for China's motor industry. Domestically produced motors will have a big impact. In particular, high-efficiency motors enjoy unlimited possibilities due to the special nature of their preferential policies. Since high-efficiency motor costs are higher than traditional motors, financial subsidies will reduce the gap between the two, thus greatly increasing the market share of high-efficiency motors. .

2016 is the first year of the “Thirteenth Five-Year Plan”. It is also the year of China's manufacturing 2025 strategy to reduce inventory, make up the short-board, and supply-side reform. The profitability of domestic motor companies has increased significantly, which has enhanced the confidence of the domestic motor industry and enhanced The international competitiveness of domestic motors. Recently, the semi-annual report released by Dayang Motor pointed out that the company achieved revenue of 2.997 billion yuan in the first half of 2016, an increase of 26.17% year-on-year; net profit of home 190 million yuan, an increase of 34.32%; non-net profit of 187 million Yuan, an increase of 67.52%. Motor revenue for air conditioners increased by 11.84% year-on-year, non-air-conditioning motor revenue increased by 16.80%, starter and generator increased by 12.57%, and new energy vehicle powertrain system was driven by electricity, with a year-on-year increase of 398.93%; The gross profit margins of various businesses have increased year by year.

This indicates that the division has completed the strategic layout of “electric motor, electric control, and battery” for new energy vehicles, and the industrial eco-chain of vehicle rotating electric machine and powertrain system in synergy, charging and operation. It should be noted that due to the strong domestic demand of the new energy automobile industry during the “13th Five-Year Plan” period, the demand for motors as the core components of its control system will also be released.

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