On August 23, the industrial mother machine sector hit the daily limit on the screen, with the total turnover of 25 concept stocks totaling 14.1 billion yuan, 4 billion yuan higher than the previous trading day, and the total market value of the sector increased by 28 billion yua

machine tool represents the core competitiveness of the country's manufacturing industry.

Source: Choice

News, recently, the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council held an enlarged meeting and proposed to promote central enterprises to actively integrate into the national basic research and applied basic research innovation system, and strengthen key core technologies for industrial mother machines, high-end chips, etc. Guojin Securities believes that the promotion of support policies is expected to increase.

At present, in the high-end machine tool supply chain, my country is in the middle and lower reaches of the market, lacking dominance, and high-end machine tools and core components rely on imports. According to statistics disclosed by the General Administration of Customs, China Securities Journal reporters, from 2015 to 2019, the total number of CNC machine tools imported by my country reached 68,332 units, with a total import amount of 97.8 billion yuan.

is currently at the middle and low end of the value chain

machine tools refer to machines that manufacture machines, but their connotations have surpassed the traditional definition of various machine tools and machining center , and also covers equal-material manufacturing equipment (casting, forging, welding, heat treatment and surface treatment process equipment), additive manufacturing equipment and composite processing equipment.

CNC machine tool is the abbreviation of digital control machine tools, and is an automated machine tool equipped with a program control system. According to the China Business Industry Research Institute, CNC machine tools have better solved the problem of complex, precise, small batch, and multi-variety parts processing. They are a flexible and high-efficiency automated machine tool, representing the development direction of modern machine tool control technology, and are a typical mechatronics product.

At present, the world's industrial master machine development is mainly concentrated in the United States, Japan, Germany, the United Kingdom, Swiss and other countries. These countries control the core components and advanced products of industrial master machine represented by high-end CNC machine tools and additive manufacturing equipment. Among them, Japan and Germany have the strength of the CNC machine tool industry around the world.

Although my country's industrial master machine has established an ecosystem from R&D, manufacturing to supply chain, it is not small in size.

CEDI Consulting Intelligent Equipment Industry Research Center research center Yang Xueying said that my country's industrial mother machine has weak basic capabilities in key links in the industrial chain such as common technologies and core components, and is still at the mid- and low-end world.

Domestic high-end machine tool industry development ushers in a major opportunity period

Industry insiders pointed out that some high-end five-axis linkage CNC machine tools cannot be imported from abroad at all.

machine tool linkage axes are an indicator to measure the advanced level of CNC machine tools. Five-axis linkage CNC technology is difficult and widely used. It integrates computer control, high-performance servo drive and precision machining technology, and is one of the important criteria for measuring the level of production equipment automation technology in a country.

China Business Industry Research Institute stated that 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 as industrial master machines have gradually increased, and the demand for mid-to-high-end products is increasing.

Under the above background, China Business Industry Research Institute believes that the structural upgrade of China's machine tool market will develop towards automation sets, customer customization and general shift upgrades, and the 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 this process, the market potential of domestic high-end machine tools is huge.

China Business Industry Research Institute predicts that the scale of my country's CNC machine tool industry will reach 405.6 billion yuan in 2025.

Edit: Wang Yin