Affected by the epidemic situation and the global economic fluctuation, the year 2020 will be a memorable year for the coating industry. Many heads of coating and raw material enterprises feel very confused about the future development. Where is the future way out? Should we wait for the change, or should we take the initiative to seize the market? Many enterprises do not have an accurate direction. As the largest new media service platform in the paint industry, recently, paint procurement network interviewed top leaders of Libang, tiger, Chenyang, mingshida, Guangzhou Qingtian materials and raw material suppliers. Let's listen to how they judge the future market trend.
Libang: we are optimistic about the future. It is expected that the sales volume in May will be the same as that in the same period last year, and the sales volume in this year will increase 36% year on year. As one of the largest coatings enterprises in China, Nippon coatings took the lead in the construction of the Asia Pacific R & D center and Nippon Innovation & R & D center project in Shanghai Jinqiao 5g industrial ecological park while all domestic coatings enterprises were still lost. According to the person in charge of Nippon, the project is an important part of Nippon's global R & D system. It undertakes the R & D and product application research of Nippon in China and Asia Pacific region, including various functions such as inspection center, R & D center, innovation center, customer experience center and Nippon University. Nippon Asia Pacific R & D center project is an important part of Nippon group's strategic layout of building a dream in China, and also a milestone for Nippon group to open an innovative chapter in China in the future. Tiger: the epidemic will not pass quickly. The impact on the domestic economy will be felt by each of us within half a year. It's also a good opportunity for many people and enterprises to take advantage of this gap, consolidate their basic knowledge, and improve their soft power. One day, after the epidemic, we can show our hands and feet, and make good achievements again. First, in terms of products, affected by the epidemic situation, domestic antibacterial powder and antiviral powder will become the hot spot of future industry development. In addition, metal powder is still the main product of powder coating industry in the next few years. Secondly, most enterprises are limited to start work. Many enterprises are telecommuting. Affected by the epidemic, telecommuting and intelligent office will become a trend for a long time in the future. In addition, it can be seen from the epidemic that the medical conditions in some areas are relatively backward, most of the medical equipment will be updated in large quantities, and the development of the medical machinery industry will also be a great direction for a long time in the future. Third, the impact of the real estate on the powder coating industry shows that the impact of the epidemic on the real estate industry is not great. The fundamentals of the whole domestic real estate industry have not changed. The state will not change the national policy of light real estate and real estate control because of the epidemic, but the epidemic will help the second-hand housing to have a great improvement, especially the second-hand housing interior decoration. Fourth, isolate as far as possible and keep away from the crowd, which will definitely bring a new growth point to the automobile industry. In the past two years, the domestic automobile industry has been in a continuous downturn, which is a great driving factor for the development of the automobile industry, involving the automobile bottom powder, acrylic transparent powder, etc. in these subdivision areas, tiger new materials has had a strong influence. In the future, the development direction of the whole powder coating industry will be from offline to online. Now online is not only B2C, but also a big development direction in the future. Through a long time of isolation, many customers have been used to remote intelligent office and remote online ordering products. As the leader of the coating industry, tiger new material has done a lot of preparatory work in this regard. In 2020, tiger new material will also launch its own B2B online platform to promote the intelligent development of the domestic powder coating industry. Wansheng stock: according to Wang Zong of Wansheng stock, although the current epidemic situation has had a certain impact on the development of the domestic coating industry, it is not enough to affect the main direction of the development of the whole coating industry. Recently, the state has approved a lot of large-scale infrastructure projects. After these large-scale infrastructure projects are implemented, they will stimulate the demand of the domestic coating industry, so this is a good development opportunity for the coating enterprises with strength. Chenyang: the epidemic has an impact on the country, enterprises and individuals. January to march was the relative off-season, but the impact was not great. For some "scattered pollution" or non-standard enterprises, there is a role of elimination, and an opportunity for environmental protection, health and green development enterprises. Only by strengthening internal strength, improving management mode, increasing online marketing interaction and seizing this opportunity, can we develop better. In the early stage, the impact on raw material logistics scheduling, capital pressure, financing channels, real estate building materials sector still exists, and there are also difficulties and setbacks. On the other hand, for the benign operation of environmental protection enterprises, developing enterprises have a good role. Can let the enterprise and the consumer all have the opportunity to ponder to the future promotion green product production capacity development. During the epidemic, Chenyang water paint called on all the staff to learn, dealers to guide the purchase, technical personnel, etc. to supplement the shortage, learn the technical professional skills, and set up several targeted training courses, striving to make sure that the sharpening knife does not miss the firewood cutter. At present, the Internet sales mode has not been fully opened, because the coating is a semi-finished product, not a conventional consumer product for daily use. Therefore, Chenyang water paint adopts online live broadcast, video interaction and other modes, and carries out publicity and marketing on multiple platforms such as today's headlines and tmall, with various forms and themes, including decoration, material selection, identification, improvement, etc., to grasp the current close contact of consumers Access to the Internet, popularization of environmental protection knowledge to consumers, popularization of family precautions, selection skills, has been unanimously recognized and praised by consumers. There are thousands of people in the live room, which is very hot. There are three reasons to be optimistic about the future. One is the blowout growth trend. After the epidemic, the demand for buying houses and selling houses, marriage and decoration will explode, which is a good thing for the paint industry. Second, through the recent training, to achieve the fierce improvement of thinking mode and business skills, which has a promotion effect on enterprises and industries. Third, we have had long-term exchanges and contacts with our families in the near future, which has stabilized the rear, so there must be no problem in the front charge. In particular, the recent construction of the battlefield hospital requires the use of healthy and green paint products, that is, brush and live paint products, which give Chenyang water paint brand of 22 years the opportunity to show its own strength, safeguard human health, and protect green water and green mountains. Guangzhou giant material: 1. It will definitely be affected in the short term, but it is still optimistic about the future. How long the short-term impact lasts depends on the global epidemic control situation. In the long run, we can expect to see a long-term future. At the policy level, both at home and abroad, we attach great importance to the economic level, and are rapidly taking measures to stimulate the economy by quantifying the currency and introducing various favorable policies. For example, in the United States, the Federal Reserve directly sets the interest rate to zero and launches a $1 trillion stimulus plan. In China, in addition to the targeted reduction of interest rate and the expectation of future interest rate reduction, local governments have recently released a list of key projects of local governments. This round of new infrastructure projects of $25 trillion will be a new round of pull to China's economy, and there is a huge space in the next 5-10 years. From the perspective of demand side After the epidemic is stable, there will be retaliatory growth, consumption, export and investment will usher in an outbreak period, and the market will soon be activated. What enterprises need to do now is to work hard to cope with the fierce market fluctuations and overcome the difficulties. Risks: 1. The business risk of the enterprise, due to the reduction of downstream demand, the poor supply chain will lead to a series of problems: for example, less shipments, slow return of funds, high inventory, etc., and the risk of bankruptcy of some enterprises mainly relying on loan operation and leasing of factory buildings increases. In the short term, with the aggravation of the epidemic situation in foreign countries, Europe, the United States and other countries may adopt the situation of closing their doors, which will also lead to the shortage of some irreplaceable raw materials, and the normal production of high-end products due to the shortage of supplies. 2. Stability of enterprise core team: if the epidemic time is prolonged, some weak companies will be difficult to support, unable to cope with market mutation, which may lead to the flow of some core technical managers to large enterprises. 3. Payment risk: the epidemic will not only cause the increase of overdue payment, but also lead to dead accounts and bad debts. Enterprises with insufficient capital may suddenly break the capital chain. Opportunity: the epidemic situation is absolutely an opportunity for powerful enterprises, and it is also an opportunity greater than risk for our company. First of all, excellent companies must have a sound risk control system, and their anti risk ability is much stronger than that of ordinary enterprises. With the company's long-term strategic awareness, market specialized operation, continuous R & D investment, talent training and brand building, the company has a number of high-quality strategic partners, and we are responding to risks with a strategic industrial chain. So we will not only get through the difficulties, but also live better than most enterprises. During the epidemic, we not only managed the company's main products well, but also took this opportunity to enter the medical equipment industry and expand new product areas, which is the embodiment of opportunities and strength. At the same time, for our domestic and export-oriented company, the export business will also usher in a better opportunity. In addition to the supply of relevant resources in the epidemic countries, from March 20, the country will increase the tax rebate rate for export products, which is also a great opportunity for us to promote the expansion of international business. In short, at present, enterprises should carefully analyze and deal with risks, find ways to overcome difficulties, have innovative thinking, be good at discovering and seizing the opportunities brought by the epidemic, and deal with the uncertainty of external environment with the internal certainty of enterprises. Beijing Hansen bond technology: affected by the epidemic situation, the whole coating industry was greatly affected in the first half of the year. I am pessimistic about the powder coating industry. The reason is that there are many people in the industry. This is a persistent disease for many years. It is impossible to change the current situation of the powder coating industry to take care of the snow in front of the door. This epidemic will cause many enterprises to compete for orders at a low price in order to survive Price war escalates, but it's not a bad thing for bond. The first epidemic makes our enterprises slow down and think about how to improve their competitiveness and brand competitiveness; the second epidemic speeds up the speed of industry reshuffle and quickly purifies the market environment, which is an opportunity for enterprises that are down-to-earth and focus on product quality. Because the end of the epidemic, the global market dividend will soon be released, whether domestic or international We have great opportunities. We are confident to do well in our products and services, because this is our corporate culture. China's manufacturing industry should really learn from Germany and Japan, and advocate more craftsmanship, because this is the key to the sustainable development of enterprises
Qianjiang high tech: it will speed up the reshuffle, the downstream market will shrink and people's demand for health and quality will be raised to an unprecedented level. The good will be better, and the weak will be eliminated immediately. But from the long-term development of the whole industry, coating industry