days ago, the State-owned Assets Supervision and Administration Commission held an enlarged meeting to study and deploy key tasks in the next stage. The meeting emphasized that scientific and technological innovation should be placed in a more prominent position, and central enterprises should actively integrate into the national basic research and applied basic research innovation system, and strengthen key core technologies for industrial master machines, high-end chips, new materials, new energy vehicles, etc.
In this regard, many market institutions believe that in the SASAC meeting, industrial mother machines are at the top, ranking before high-end chips, new materials, and new energy vehicles. This not only reflects the important position of industrial mother machines, but may also indicate that the independent substitution of my country's high-end CNC machine tool industry chain is expected to be further accelerated.
From a market perspective, stimulated by the favorable policies, intelligent manufacturing concepts such as "industrial mother machine" have been widely sought after by the market recently. Following the strong last Friday, the General Machinery sector continued to rise by 6.88% on Monday, and the Wande Machine Tool Index soared by 10.35%. The relevant concept stock set off another wave of daily limit, rising by more than 10%, with stocks reaching about 30.
What is an "industrial mother machine"?
"industrial master", also known as tool machine, usually refers to a metal cutting machine tool, which is a machine that processes blanks or workpieces of metal or other materials. It mainly includes lathe , milling machine, planing machine, drilling machine, boring machine, grinder, gear making machine, etc.; industrial master machines generally include two categories: general equipment manufacturing and special equipment manufacturing.
In the early stages of industrialization, there was no concept of industrial master machine, because the industrial equipment at that time had low technical level and low technological content, and it could usually be designed and manufactured by itself. However, with the continuous refinement and deepening of the industrialization process, the technological content of equipment is getting higher and higher, so the industrial master machine industry represented by machine tool factories has emerged.
At present, the working master machine industry provides various mechanical equipment for various industries, and has become the heart of modern industry. The working master machine manufacturing industry is the cornerstone and cradle of the entire industrial system. It is at the core link of the industrial chain and determines the industrial development level and comprehensive competitiveness of a country or region.
The era of intelligent manufacturing is coming soon
China's industry has gone through three eras of mechanization, electrification and automation, and is currently moving towards the fourth stage - intelligence. Intelligent equipment manufacturing (Industry 4.0) is a deep integration of informatization and industrialization, reflecting the long-term trend of industrial manufacturing in the future.
Under the strategic background of carbon neutrality and carbon peak , vigorously developing intelligent manufacturing is an important means for China to move from a manufacturing power to a manufacturing power, and it is also one of the ways to achieve the dual-carbon goal. At present, the intelligent equipment manufacturing industry has ushered in a new stage of transformation, upgrading and development. The industry's overall production and sales are booming, and it is expected to usher in a new trend.
Since the beginning of this year, intelligent manufacturing has received strong support from policies. In April 2021, the "14th Five-Year Plan for Intelligent Manufacturing Development" was publicly solicited. In July, the draft opinion on the "Guidelines for the Construction of National Intelligent Manufacturing Standard System (2021 Edition)" proposed: By 2023, more than 100 national and industry standards will be formulated and revised to support the development of intelligent manufacturing to a new level.
CNC machine tools usher in the golden period of development
intelligent manufacturing development, which is inseparable from the strong support of basic industries. As a "industrial master" for high-end manufacturing, CNC machine tools are high-end equipment used to produce high-end equipment. High-end CNC machine tools are characterized by high precision, high complexity, high efficiency and high dynamics, and can be widely used in electric vehicles, machinery, industrial automation, Internet of Things and other fields.
Previously, high-end CNC machine tools were once monopolized by developed countries, but at present, my country's CNC machine tool industry is developing rapidly and its technical level has been significantly improved. Many machine tool companies have achieved domestic substitution, breaking foreign monopoly, and playing an important role in the construction and production of domestic military industry, aerospace, advanced manufacturing, and new energy industries.
From the perspective of industry cycle, 2011 was the high point of demand for domestic machine tools, and the service life of machine tools is about 10 years. Therefore, there are also expectations for large-scale machine tool replacement this year and next year. As one of the core of high-end equipment manufacturing, CNC machine tools are expected to usher in a golden period of development.
Below are some leading CNC machine tools companies. Investors can refer to:
Huachen Equipment: The company is a leader in roll grinder field. It mainly engages in the research and development and production of fully automatic high-precision CNC roll grinders. Its products can be widely used in steel, paper, non-ferrous metals and other industries.
Yuhuan CNC: The company is one of the leaders in CNC grinding equipment, mainly engaged in the research, development, production, sales and services of CNC grinding equipment and intelligent equipment, focusing on the field of CNC grinding machines and equipment.
Qinchuan Machine Tool : The company is the leader in machine tool tools, mainly engaged in machine tools and parts, financial leasing, commercial factoring, import and export trade and other businesses. Its machine tools ranks among the top three in the industry, and its leading position is stable.
Kode CNC (688305): The company is a domestic substitute for high-end machine tools, mainly engaged in high-end five-axis linkage CNC machine tools and its key functional components, mainly used in high-end manufacturing fields such as aviation, aerospace, military industry, and energy.
Haitian Seiko : The company is one of the leaders in the CNC machine tool industry. Its main products include CNC gantry machining center, CNC horizontal machining center, CNC floor boring and milling machining center, CNC vertical lathe , etc.
East China CNC : The company's main products include CNC gantry milling machine (gantry machining center), CNC gantry grinder, CNC external cylindrical grinder , etc.
Yujing Co., Ltd. : The company is the leader in hard and brittle material processing equipment, and its main products are CNC grinding polishing machine , coating machine, wire cutting machine , CNC, etc., covering consumer electronics, automobile industry, new materials and other fields.
Yawei Co., Ltd. : The company is a sub-sector of the metal forming machine tool industry. It mainly engages in laser processing equipment business, metal forming machine tool business, and intelligent manufacturing solution business, forming three major businesses: metal forming machine tool , laser processing equipment, and intelligent manufacturing solutions. In addition, the company has also laid out the high-end semiconductor equipment industry.
Daily Preparation Machine : The company is the independent leader in mid-to-high-end machine tools, mainly engaged in the development and services of digital intelligent machine tools and production lines, aerospace intelligent equipment and production lines, and intelligent manufacturing production management system software.
Huazhong CNC : The company focuses on the research and development of domestic machine tools CNC systems. The current CNC system technology is strong and it is widely used in domestic CNC hosts. The 8 and 9 models of Huazhong are both the current high-end CNC system in the domestic high-end CNC system.
Genesis: A strong domestic CNC machine tool manufacturing enterprise is the first enterprise in the field of CNC machine tools to receive direct investment from the National Manufacturing Fund. The company's stock price opened high and rose strongly to the daily limit
