Release Date：2024-09-06 
Click on the quantity：332High-speed rail has indeed shortened our traveling time and improved our efficiency. The technological progress has unknowingly brought convenience to all of us; the institutional civilization has silently brought us joy.
Yesterday afternoon, I took the high-speed train from Xi'an to Deyang, Sichuan Province, to attend part of the 2024 China Electronic Components Association Summit, and the Ninth and Fourth Council of the Sensitive Components and Sensors Branch of the China Electronic Components Association, and made new friends and met old friends, and had a great time meeting each other, as if we were old friends.
At the same time, we listened to the analysis of this year's and next year's economy by the component manufacturers, of course, in the context of the industry. The situation is not optimistic. Competition or not, involution or not, has become the norm in the post epidemic era. Standing in some segments of the industry, it is difficult to judge the current situation of China's economy in a comprehensive manner, but “a glimpse of the spot, to identify the panorama” can be understood one or two. Gu agreed with the AVIC photovoltaic boss of a sentence of analysis, “2025 hold a cautiously optimistic attitude”.
This morning, I arrived at the Deyang Wende International Convention and Exhibition Center, which is the venue of this conference, a little earlier. From the north side of the Convention and Exhibition Center, the Convention and Exhibition Center has a pleasant view, beautiful and exquisite, although Deyang in autumn is still hot, but the morning is still refreshing, just like a beautiful architectural model.
This morning attended the 2024 Sensor Industry Development Conference organized by the Sensitive Components and Sensors Branch of the China Electronic Components Industry Association (CECIA), learned a little bit about the new situation, grew a little bit of new knowledge, and met some new faces.
In the afternoon, a group of people from the Sensitive Sub-Committee sat down to talk about the situation of their respective companies, the bitter 2023, the sour 2024, and the expectation of the sweet 2025, which seems to be the status quo and the future of most of the sensor companies. For your information, “involution” has become a buzzword in the business world in 2024, just like the weather conditions in China's major cities in the summer and fall of 2024.
Under the current economic situation, real enterprises have been involutional, certified enterprises have been involutional, and the government has been even more involutional in attracting investments. How to look at the involution, really benevolent, wise and wise.
Do product enterprises, the involution of the performance in the most severe. Do the scale of the product involution is more obvious, product quality is almost the same, only price reduction, a customer can accept the “golden road”; varistor, thermistor industry rolled particularly prominent, “can not be rolled”, would like to change the channel rolled into the mems The voltage-sensitive resistor and thermistor industries are particularly prominent, “can't be rolled”, so they want to change the channel to mems industry.
The large-scale application market, “can't be rolled up”, then move to aftermarket segments. For example, the encoder market in the general machine tool industry, including optical encoders and magnetic encoders; automotive, including passenger cars and commercial vehicles, aftermarket pressure and temperature sensors.
Civilian sensor market can not be rolled up, then rolled up to the military sensor market; big track sensor market can not be rolled up, then rolled up to the small track sensor market; the domestic market can not be rolled up, will inevitably rolled up to the foreign market.
The real economic involution has also infected the certification body, whether it is a domestic certification body, or foreign certification bodies in China. The same CE certification price difference of several times, foreign customers are also uneven, some only look at the certification, but also do not see which organization is more authoritative. To some of the “pheasant certification company” to create opportunities, but also reduces the overall taste of Chinese sensor companies. This “volume” is harmful to others and themselves.
The economy is difficult to walk, the financial pressure of all levels of government is also big, therefore, the same investment also rolled out a new height. Tax concessions, land concessions, rental concessions, financial subsidies, as long as the business can be attracted, everything is fine. Can not be adapted to the development of local advantageous industries, but the same and then convergence. All over the country, the sensor valley, sensor base, sensor park endless, not seriously analyze the sensor industry, sensor enterprises to attract business where the problem?
The former competition, now renamed inward rolls, the industry's attitude towards inward rolls varies. Incoiling is better than laying flat, incoiling has a more positive attitude than laying flat, acting more quickly, this is a positive factor, this is a voice.
Inside the volume is to promote the progress of the industry, an important means of industry enhancement. Industry reshuffle, wash out the poor quality enterprises, leaving quality enterprises, the country can only progress, this is another kind of loud voice.
Gu believes that these are two positive voices, optimistic attitude, enterprising spirit.
Involvement is self-inflicted, leaving room for foreign investment, reducing involvment and synergizing development, which is the third voice.
Involvement is a survival initiative, hope that in these difficult economic times, reduce the volume of inward investment, so that everyone can survive, this is the fourth voice.
This is the fourth voice. In the view of Mr. Ku, this is negative, and is by no means the words or actions of the strong.
The car passes through Guangyuan Tunnel, and then passes through Hanzhong Tunnel. I've finished writing my public post, but I've left some time to enjoy the Qinling Mountains.
