The hottest packaging machinery and equipment indu

2022-09-19
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Packaging machinery and equipment industry opens the curtain of integration

in the current overseas market, primary and secondary packaging machinery and equipment are integrated forward and backward, and from the current situation of domestic listed companies, the road of integration has been opened

in terms of physical properties, primary packaging and secondary packaging are not naturally independent. In the actual process, there is no particularly clear boundary between primary and secondary packaging, and the distinction is obvious, mainly concentrated in the food and beverage industry. The reasons for industry integration mainly include:

(1) from the perspective of user demand, the supply of complete sets of equipment is better than physical assembly

(2) with changeable packaging, industrial users are more looking forward to the joint production line. Therefore, user demand forces the integration of the industry. In terms of industry integration, we believe that the integration between primary and secondary packaging has its own advantages and disadvantages, and the industrial output value has also increased to more than 30billion yuan. We pay more attention to companies with leading technology and large volume to become industry integrators

combined with the experience of Krones, an international packaging machinery giant, the integration of front and rear is the only way

in the current overseas market, the primary and secondary packaging machinery and equipment are integrated forward and backward, with Krones as the representative manufacturer. It can be seen from the growth process of Krones:

(1) its integrated production machine includes bottle blowing, cleaning, testing, filling, capping, labeling, hot film packaging, stacking, and packing after the first phase of the project is put into operation

(2) the business system has broken through the scope of hardware and formed a complete set of services for hardware and software services

(3) through mergers and acquisitions, we have completed the integration of front and back roads, and developed from a single labeling machine business in the early days to a comprehensive equipment provider

the road of domestic integration has quietly opened. Who can break through

judging from the current situation of domestic listed companies, the road of integration has been opened. Da Yilong, new American star and Central Asia Machinery have entered the field of secondary packaging with less oil and bubbles, and began to plan from primary packaging to secondary packaging. In terms of the proportion of business composition, the annual production of secondary packaging of new American star is more than 3000 tons, accounting for 32% of the business

investment suggestion: the general trend of packaging machinery industry is to complete the unification of front and rear packaging machinery, and the trend of industry integration is irreversible. We suggest paying attention to the enterprises with leadership strength in the process of industry integration, which are expected to grow into the leader of the whole industry in the future

risk tip: downstream demand continues to stagnate; The expansion of intelligent production line did not meet expectations; The front and back channels are integrated

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