We will identify a path for implementing high-end development
“By 2027, the penetration rate of digital R&D and design tools and the numerical control rate of key processes in industrial enterprises above designated size will exceed 90 percent and 75 percent, respectively.” This is a hard indicator proposed by the “Action Plan” for the digital transformation of industrial enterprises, and it is also forcing industrial mother-machine enterprises to seize the opportunity of equipment renewal, find the path of implementation, abandon the concept of simple replacement of similar products, and upgrade to high-end and intelligent.
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“Simply from the point of view of the scale increment of CNC machine tools, it has more than doubled. It is believed that combined with the implementation of quality requirements, the product body of the machine tool industry will realize the upgrade from CNC machine tools to high-end CNC machine tools, and the supply capacity will be greatly improved.”
Of course, in the process of equipment renewal and transformation, especially in the high-end equipment manufacturing process, the problem of selecting foreign brands for key functional components is difficult to avoid and cannot be ignored. On the surface, it reflects that the ability of domestic host enterprises can not match the application needs, but it is the lack of advance research and original innovation of basic common technologies, which restricts the development of domestic CNC systems and functional components.
“Capable enterprises can strive to increase the proportion of high-end CNC machine tool products under the basic conditions.” Enterprises that master core technologies, have a complete industrial chain and supply chain ecology, and have a high degree of autonomy will become the main force to participate in this round of Action Plan.”
The reporter learned that the key directions of industrial mother-machine updates include host manufacturing equipment, key parts manufacturing equipment, tool accessories manufacturing equipment, etc. “We should seize both policy dividends and market dividends.” Li Yanxia said that the equipment update is conducive to two directions. One is the traditional industry based on the replacement cycle and the existence of technology upgrading, and the other is the advanced productivity that conforms to the long-term development trend and has long-term value.
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So, what is the market opportunity for industrial mother-machines? “Production equipment updates in key industries such as steel, nonferrous metals, petrochemical, machinery, aviation, and shipping are all related to industrial mother-machines. In addition, the inventory cycle of mechanical equipment is generally about four years, and the current inventory is at the bottom stage, and some industries have started the replenishment process. We caught this opportunity and should seize it to meet the demand for renewal.” Li Yanxia said.
In other words, the domestic manufacturing industry is expected to release the demand for machine tool equipment renewal, promote the domestic replacement of high-end CNC machine tools, and accelerate the CNC rate of key processes. Hua ‘an Securities said that the large-scale equipment update policy is expected to promote the release of downstream customer update demand, under the background of autonomy and control, industrial mother-machine as a domestic alternative key areas are expected to continue to benefit from policy advancement.