With the successful commercial flight of domestic large aircraft, China’s high-end manufacturing industry, represented by aviation equipment and Marine engineering equipment manufacturing, has a rapid development momentum, which is inseparable from the CNC machine tool known as “industrial mother aircraft”. After years of development of domestic machine tool and domestic CNC system industry, to some extent, it has all the preconditions for domestic replacement. Under the background of the strong demand for emerging industries in China and the accelerated transformation and upgrading of the manufacturing industry, the CNC machine tool industry will develop rapidly with the downstream application fields of the industrial chain, such as new energy vehicles, precision medical devices and other industries. In the market demand for high-end machine tools is increasing, the processing accuracy, efficiency, stability and other fine indicators of the machine tool requirements are also increasing, domestic machine tool enterprises have great prospects.

High growth, high barriers, domestic substitution

Numerical control machine tool, also known as industrial mother machine, is an automatic machine tool controlled by digital program. Compared with ordinary machine tools, it has the advantages of high production efficiency, high processing precision and high degree of automation, and solves the problem of “complex, precise, small batch and multi-variety” parts processing.

CNC machine tool about 1500 kinds of main parts, the components that determine the performance of CNC machine tool are CNC system, spindle unit (including electric spindle), tool library and manipulator, CNC tool rest and turntable, lead screw and guide rail and other functional parts, the core functional parts include CNC system, CNC milling head, CNC tool rest and CNC turntable.

As of May, there are 22 listed enterprises in China’s industrial machine industry, and according to the financial report, in the first quarter of 2023, half of the listed companies of A-share machine tools have achieved revenue growth.

Recently, with the rise of new energy vehicles, aerospace, wind, electricity and other downstream industries, the upgrading cycle of the manufacturing industry has risen, and many CNC machine tool companies have achieved rapid sales growth. Yang Xinchun, general manager of bearing equipment of Sunfa Precision Machinery, said in an interview: “This year, the upward trend of new energy vehicles, electric drive bearings, wheel bearings and other modules is more obvious. The basic production capacity of the original factory is 80-100 units per month, and after moving to the new factory, the current normal production capacity is about 150 units per month on average, and the monthly production growth rate is 87.5%.

“Rabbit fly forward” China’s leading machine tool enterprises

According to the data, the top five listed companies with the fastest growth rate in the listed machine tool enterprises are Yujing Shares, Huazhong Numerical Control, Haitian Seiko, Shenyang Machine tools, Qinchuan machine tools.

Shenyang Machine tool has been deeply engaged in the machine tool industry for decades. At present, we have six kinds of machine tool products based on horizontal lathe, vertical lathe, horizontal machining center, vertical machining center and industry special machine, automatic line, etc., mainly used in various fields such as automobile, construction machinery, general machinery, consumer electronics and so on. Among them, the friction welding machine has fully realized import substitution. In the field of new energy vehicles, the company has formed a series of professional complete line solutions such as sub-frame five-axis vertical, ball cage inverted car, torsion beam double-sided milling, and so on, which has significant market competitiveness.

 

Qinchuan machine tool is guided by the host business, supported by high-end manufacturing and core components, and intelligent manufacturing as a new breakthrough, based on the machine tool industry, practicing the concept of market-oriented operation, differentiated competition and leapfrog development, forming an integrated development model, and creating a “domestic leading and internationally renowned” system integration service provider and key component supplier in the field of high-end equipment manufacturing. Its core advantages include gear grinding machines, thread grinding machines, CNC machine tools, cylindrical grinding machines, machining centers, robot joint reducer, tool industry, rolling function parts, etc.