industrial master machine sector rises
event driven by event, on the one hand, at the meeting held by the Ministry of Industry and Information Technology held the theme of "Vigorously Developing High-end Equipment Manufacturing Industry", the Director of Equipment Industry of the Ministry of Industry and Information Technology said that industrial master machine is the cornerstone of industrial modernization, and will work with relevant departments to continue to do a good job in the top-level design of the industrial master machine industry and promote the high-quality development of the industrial master machine industry .
On the other hand, since the special implementation of the "High-end CNC Machine Tools and Basic Manufacturing Equipment", the local government has made breakthroughs in high-speed, high-precision, motion control, , multi-axis linkage, etc. of industrial master machines, and has successively developed high-end equipment such as horizontal double five-axis mirror milling machine tools, 80,000-ton die forging presses, and the development of the industrial master machine industry is becoming increasingly perfect.
According to relevant data released by the Ministry of Industry and Information Technology, the market share of domestic high-end CNC systems in domestic machine tools has increased from less than 1% to 31.9%, and the market share of functional components such as five-axis swing angle milling heads has increased from less than 10% to more than 30%.
Under the catalysis of multiple factors such as the news side, A-share market industrial mother machine concept stock has also been active and has made efforts to strengthen. There are many concept members represented by Mingzhi Technology, Yuhuan CNC and East China Heavy Machinery in the sector, all leading the industrial mother machine sector back to the market spotlight with the daily limit.
As we all know, the so-called industrial master machine, generally called a machine tool or a tool machine, is a machine that manufactures machinery. If the processing method is used as the classification standard, machine tools can be divided into two types: metal cutting machine tools and metal forming machine tools.
based on the variety, accuracy and efficiency of machine tools directly affect the production technical level of downstream mechanical products. Therefore, the technical level of machine tools is also an important indicator to measure a country's overall manufacturing level. Overseas developed countries even prohibit high-end CNC machine tool products as strategic materials from being sold outside and implement technical blockade.
Although China is a global manufacturing power, its total manufacturing industry has ranked first in the world for 11 consecutive years, due to the constraints of multiple factors such as the late start, industrial environment and talent training, the local machine tool industry is more large but not strong. It is not only the country with the largest export of machine tool products (mid-low-end) products (mid-end) and one of the largest countries with the largest trade deficit of machine tool (high-end) .
According to relevant data sources, the domestic production rate of low-end CNC machine tools in China is about 82%, the domestic production rate of medium-end NC machine tools is about 65%, and the domestic production rate of high-end NC machine tools is only about 6%.
In the context of the rise of international trade protectionism, the old path of "learning first and catching up" in the past is no longer possible, and independence and controllability have become the top priority of strategy. Since last year, top-level design has also launched a number of policies to support the development of local industrial parent machine industry around " specialization, specialization, new " and "complement and strengthen chains".
At the end of the industry's prosperity, as a ten-year cyclical durable consumer product, industrial master machines have gradually been at the starting point of a new economic cycle from "industry transfer-industry upgrading-demand upgrade" since the high point of the industry's prosperity in the last round (11 years). The industrial master machine industry may be expected to usher in a new development boom driven by the update cycle, demand cycle and independent control.
High-growth industrial master concept stock list
(The following content is only compiled and summarized based on public information such as industry and company fundamentals, and is only used as sharing and communication and learning, and is not used as a basis for buying and selling!)
Based on this, through sorting out industrial master concept stocks related to the A-share market, it was found that with the disclosure of the interim results of listed companies, the overall performance of industrial master concept stocks has also surfaced. Among the 52 listed companies involving the concept of industrial master machines, a total of 26 companies achieved year-on-year growth in net profit in the first half of the year, accounting for nearly 50%.
Among them, listed companies represented by Hezhuan Intelligent, Deen Seiko and Giant Wire Intelligent , all reported net profit growth exceeds 100%.
He Forging Intelligent : Interim report net profit increased by 213% year-on-year;
domestic forging machine leader, the company was formerly Hefei forging machine tool factory, and its main business is hydraulic press , machine press and other high-end forming machine tool products, widely used in automobiles, light industry, home appliances and energy scenarios, and is the most complete equipment manufacturer in the domestic hydraulic press industry.
Deen Seiko : Interim report net profit increased by 131% year-on-year;
pulley transmission industry leader in export, the company's business involves the research and development, production and sales of pulleys, CNC machine tools, turning centers, CNC machining centers and other products. With the production and manufacturing capacity of more than 30,000 tons of mechanical transmission parts formed by the four major production bases, the export scale of pulley transmission series products ranks first in the domestic industry.
Giant wheel intelligent : Interim report net profit increased by 116% year-on-year;
tire mold leading manufacturing company, its main business consists of three major modules: tire mold, hydraulic vulcanizer and robot and intelligent equipment. It has high-end industry products such as radial tire mold, high-precision hydraulic vulcanizer , CNC machine tools, industrial robots, etc. The products are sold to Europe, America, Southeast Asia and other countries and regions.
Newway CNC : Interim report net profit increased by 68% year-on-year;
is the leader in the local CNC machine tool industry, and its main business focuses on the research, production and sales of mid-to-high-end CNC machine tool . It is one of the few suppliers in my country that can provide a rich CNC machine tool model products. It currently has more than 200 models of products in series, including large machining centers, vertical CNC machine tools, horizontal CNC machine tools, etc.
Haitian Precision : Interim report net profit increased by 60% year-on-year;
CNC gantry machine tool leader, the company's business started with a large gantry machining center. Later, through the horizontal and vertical expansion of the industrial chain, it gradually built a rich matrix of mid-to-high-end machine tool products. The gantry machining center products produced have reached the international first-class level in terms of performance, accuracy, etc., and are a leader in the field of mid-to-high-end CNC machine tools.
Dazu CNC : Interim report net profit increased by 34% year-on-year;
global PCB equipment leader, the company mainly started from mechanical drilling machine tool products, and then gradually completed the coverage of PCB key process equipment such as exposure, molding, and general inspection. The production capacity is firmly ranked first in the operating income scale of domestic PCB equipment manufacturers, and ranked first in the industry in terms of product diversity and technical certification.
National Machine Heavy Installation : Interim report net profit increased by 32% year-on-year;
A shares voluntarily delisted the first stock. The company's business focuses on the research and development and manufacturing of heavy machinery and equipment, and gradually builds a "national machine Heavy Installation" platform integrating science, industry and trade. The research and development of special thick plate rolling mills, wide thick plate rolling mills and hot continuous rolling mills have pioneered many heavy equipment in China and are the birthplace of national-level metallurgical equipment innovative technologies.
Yiheda : Interim report net profit increased by 31% year-on-year;
FA components leader, its main business continues to focus on the supply of one-stop factory automation parts, forming supporting facilities for emerging growth industries such as lithium batteries, 3C, photovoltaics, and robots. Production equipment mainly includes CNC lathe , machining center, CNC high-speed cutting gear hobbing machine , etc.
Huichuan Technology: Interim report net profit increased by 26% year-on-year;
, a leader in the domestic industrial control industry, the company's business started with inverters, seized the opportunity in the elevator field and laid out multiple industries such as lifting and metallurgy. The products have grown into well-known brands after many iterations. The inverters, motion control, control technology and other products produced can be applied to machine tool industry .
Kode CNC : Interim report net profit increased by 26% year-on-year;
Investment is risky, so you need to be cautious when entering the market. Let us be friends of time and enjoy the benefits brought by value investment. Readers are welcome to discuss what they think about the stock market in the near future. #A shares#
is not easy to write and collect data. Friends who think it is helpful can click to follow, share, and like . Support it, thank you! You can also click to collect for future search.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-