As a complex high-tech product, high-end CNC machine tools can only achieve continuous improvement and iterative improvement through a large number of experimental verifications on product design, manufacturing process, reliability and precision retention in practical applications. However, my country's high-end CNC machine tools have only been initially applied in many key areas, and there is still a phenomenon of "dare not to use, unwilling to use" in the domestic market, and it is impossible to realize the transformation from "usable" to "easy to use" and " use well" transformation.
The machine tool industry is an important midstream industry. The upstream undertakes industries such as castings, numerical control systems, and electrical components, and the downstream connects industries such as automobiles, mold manufacturing, and general equipment manufacturing. The upstream raw materials are mainly steel, and the downstream industries have a large demand for automobiles and equipment manufacturing industries. The transmission effect of the entire industrial chain is bottom-up, that is, downstream demand affects the production and R&D of machine tools in the midstream, which in turn affects the demand for upstream raw materials and parts. A machine tool refers to a machine that manufactures a machine, also known as a machine tool or a tool machine, and is customarily referred to as a machine tool. Generally divided into metal cutting machine tools, forging machine tools and woodworking machine tools.
"If domestic high-end CNC machine tools want to go from 'bigger' to 'stronger', the key is to connect technology research and development at one end and touch the application market at the other end." Yu Xubo, a representative of the National People's Congress and chairman of General Technology Group, suggested that a On the one hand, select machine tool companies to cooperate with the upstream and downstream of the industrial chain and related universities to accelerate the construction of high-end CNC machine tool laboratories to form a strong joint force for key core technology research; on the other hand, promote the establishment of long-term cooperation mechanisms between users in key fields and key machine tool companies Domestic high-end CNC machine tools from "easy to use" to "good to use".
China has also become the world's largest machine tool country. After more than 30 years of development, domestic CNC machine tools have basically matured in terms of industrial technology, with a complete range of products, and their performance and quality have been recognized by countries all over the world. However, in recent years, due to the sluggish economic environment and slowing growth, almost all industries have been affected, and the machine tool industry, which is the upstream of the equipment manufacturing industry, has also been dragged into a cold winter. At present, CNC machine tools have become the mainstream of machine tool consumption. In particular, high-end CNC machine tools belong to the high-end equipment manufacturing industry, featuring high-tech content and high-tech added value, and are an important focus for the development of strategic emerging industries. The market for high-end CNC machine tools will be huge in the future.
In recent years, my country's machine tool manufacturing industry has benefited from the national revitalization of the equipment manufacturing industry and has made great progress. Among them, the CNC machine tool industry, which is ahead of the current level of machine tool manufacturing technology, is even better. At present, with the establishment of the industrial master machine ETF and the establishment of the industrial master machine industry investment fund, the relevant support policies for domestic substitution of high-end CNC systems will continue to increase. At the same time, the manufacturing transformation and upgrading fund has participated in the fixed increase of Kede CNC, and has also maintained continuous communication with Huazhong CNC. At the capital level, leading domestic numerical control system companies are also expected to receive continuous support.
In terms of competition pattern, my country's CNC machine tool industry is "big but not strong". Products are mainly concentrated in the low-end and mid-end markets, and most of them use outsourced core components + independent production and processing models. R&D and design capabilities in the high-end field are still seriously insufficient. 80% of CNC systems are still highly dependent on imports. The independent production capacity of core components is low. The overall domestic penetration rate is only 6%. The pattern of foreign-funded enterprises dominating the domestic high-end machine tool market is It will be difficult to see significant changes in the short to medium term.
In the field of precision parts, my country's medium and high-end machine tool precision parts are imported from Japan, Germany, etc., and some are manufactured domestically. At present, they are still in the stage of partial localization. As for the relevant software of the machine tool, in terms of the numerical control system, my country adopts the method of further purchasing from Japan and Germany. At present, listed companies in China's CNC machine tool industry include Genesis, Qinchuan Machine Tool, Haitian Precision, Yawei, Shenyang Machine Tool, Heforging Intelligence, Rifa Precision Machinery, Guosheng Zhike, Huadong Heavy Machinery, Zhejiang Headman, and Yujing , Yuhuan CNC, Huachen Equipment, Qinghai Huading, Kede CNC, Huaming Equipment, Huadong CNC, AVIC Hi-Tech, Shandong Weida and Shangji CNC, among which Genesis is the leading enterprise.
Benefiting from the national revitalization of the equipment manufacturing industry and the strong market demand, the domestic machine tool industry has experienced rapid technological development and high investment enthusiasm. CNC machine tools have become one of the key points to revitalize the equipment manufacturing industry. In the future, my country will focus on the development of high-speed, precision, composite CNC metal cutting machine tools; heavy CNC metal cutting machine tools; CNC special processing machine tools; large-scale CNC forming stamping equipment and related components of CNC machine tools. From the perspective of the industrial inventory cycle, my country may enter the stage of active inventory replenishment in the second half of 2023, which will stimulate the growth of investment in production equipment such as machine tools. In addition, the development and growth of emerging industries such as new energy vehicles and wind power will continue to drive new demand for CNC machine tools.
With the optimization and upgrading of my country's industrial structure, the requirements for refined indicators such as machining accuracy, efficiency, and stability of machine tools are gradually increasing, and the demand for mid-to-high-end products is increasing. The structural upgrade of China's machine tool market will develop in the direction of complete sets of automation, customer customization and gear shift upgrades. Products will be upgraded from ordinary machine tools to CNC machine tools, and from low-end CNC machine tools to mid-to-high-end CNC machine tools. In the process, the domestic high-end machine tool market has huge potential. The level, variety and production capacity of CNC machine tools reflect the comprehensive national strength of technology and economy of the country. As the strategic equipment of national defense and military industry, CNC machine tools are the most important manufacturing means of various weapons and equipment, and an important guarantee for the modernization of national defense and military equipment. However, revitalizing the CNC machine tool industry has certain difficulties for the machine tool industry. According to experts, the digital manufacturing technology required for the development of CNC machine tools is the core of advanced manufacturing and the key to realizing independent innovation.
