Machine tool trend reversal is difficult, low-end melee, high-end failure still exists

Although the country has implemented a proactive fiscal policy and a loose monetary policy in response to the financial crisis since the end of 2008, it has accelerated infrastructure construction and promoted industrial upgrading. However, for the machine tool industry, due to the continuous deterioration of the external market, it partially offset the domestic The industry growth brought about by the recovery; coupled with the high proportion of low-end products, the lack of competitiveness of products, and overcapacity; the overall machine tool industry is still difficult to reverse in 2010.

The machine tool industry faces structural adjustments in products. In 2009, the market demand structure accelerated and the demand for ordinary and low-grade CNC machine tools shrank drastically. The heavy-duty and high-end CNC machine tools continued to grow steadily, indicating that market demand turned to high-end.

With the release of product upgrade requirements and the introduction of “revitalization planning” and “major special” policies, the machine tool industry will have a structural recovery opportunity. The machine tool industry still has a lot of room for growth in the future. China is currently in the middle and late stages of industrialization. From the international historical experience, the most important feature of this stage is the acceleration of the renovation of manufacturing equipment, and the proportion of enterprise equipment investment in fixed assets investment will gradually increase. On the other hand, from the international comparison point of view, the scale of China's machine tool industry is still relatively small compared to the downstream industry, so there is still a lot of room for growth in the future of the machine tool industry.

While the machine tool industry is striving for a trend reversal, the low-end mismatch of low-end machine warfare in China will still exist, which is also a problem that needs to be solved.

The world's machine tools have entered the era of numerical control, and the concentration of production countries and consumer countries is high: machine tools can be divided into ordinary machine tools and CNC machine tools. CNC machine tools are developed on the basis of ordinary machine tools. Firstly, they are for the needs of the military industry. Secondly, the improvement of machine tool performance requirements has promoted the development of CNC machine tools. At present, the world's machine tools are in the form of three pillars of beauty, Europe and Asia, and are represented by the United States, Germany, and Japan.

After entering the 21st century, China's machine tool industry has maintained a good development situation for 8 consecutive years. It has become the world's third largest machine tool producer in terms of scale and output value for four consecutive years. However, at present, most of China's high-end CNC machine tools rely on imports have not yet broken. The simple economical CNC machine tools with low added value in domestic CNC machine tools account for nearly 70%, while the imported high-end CNC machine tools with high added value. Foreign companies account for about 85% of the market share of high-end machine tools in China. To this end, the machine tool industry has formulated a three-year revitalization plan: After three years of development, the domestic market share of domestic machine tools has increased to over 70%, and the share of CNC machine tools has increased to over 40%.

The downstream demand determines the future direction of the industry with large, heavy and high precision: the downstream industries of the machine tool industry can be summarized into four major industries: the automobile industry, the traditional machinery industry, and the military industry (including aerospace, weapons, ships, nuclear industry). Etc.) and high-tech industries represented by electronic information technology. The automotive industry and the aerospace military industry are the markets with the largest demand in the machine tool market and the highest level of technical demand for products. Automotive industry demand accounts for 45-50%, machinery accounts for 20-25%, military industry accounts for 15-20%, and other industries account for the remaining share. The demand of the downstream industry is concentrated on large-scale, heavy-duty, high-precision CNC machine tools, which determines that the industry will continue to be in the direction of “high speed, precision, intelligence, and compounding”. Multi-axis linkage machining centers, composite machining machines, high-speed precision CNC machine tools, etc. Products will also continue to be the key development of the industry in the future.

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