The current policy is promoting a new round of large-scale equipment renewal, which will provide strong support for undertaking new quality productivity.
With the marginal improvement of macroeconomic indicators, pro-cyclical general equipment represented by general machine tools and tools is expected to usher in a new round of development opportunities.
According to CCTV, since the beginning of this year, orders from mainland industrial machine tool enterprises have risen sharply, and the market demand for high-end CNC machine tools has shown a strong growth momentum.
The key to high-end CNC lies in the supporting links of the industrial chain represented by the CNC system of core components.
High-end CNC systems play a very important role in the machining of important key parts such as aerospace, automobiles, and ships, and have always been regarded as important strategic resources.
At present, the localization rate of high-end CNC systems in mainland China is low, and the domestic substitution space is very broad. In recent years, the state has implemented a series of policies to "strengthen the chain and supplement the chain", aiming to quickly make up for the shortcomings of the industry and strengthen the weak links.
Pay attention to [Leqing Industry Observation] and gain insight into the industrial pattern!
Overview of the CNC machine tool industry
Machine tools are known as "industrial machines" and are machines that make machines. The main function of a machine tool is to precisely machine metals and various other materials to achieve the desired geometry, dimensional accuracy, and surface finish.
According to the authoritative classification standard of China Machine Tool Industry Association, machine tools are divided into four host industries: metal cutting machine tools, metal forming machine tools, foundry machinery and woodworking machinery. At the same time, it also covers four auxiliary equipment or related supporting parts industries, such as machine tool accessories, tools and measuring tools, and abrasives.
Machine tools can be classified according to whether they are equipped with a CNC system, that is, CNC machines and non-CNC machines.
CNC machine tools are highly automated machine tools, equipped with a program control system, capable of logically processing and decoding programs containing control codes or other instructions, and then input them into the CNC device through an information carrier.
At present, the CNC machine tool industry in mainland China has formed a manufacturing system with complete types and functions.
Upstream basic materials and parts manufacturers of CNC machine tool industry chain, midstream machine tool manufacturers and downstream end users.
The upstream CNC system, the transmission system (including key components such as lead screws, guide rails, bearings), spindles, turntables, turrets and other core functional components together form the technical cornerstone of the machine tool.
Diagram of CNC machine tool industry chain:
Source: Kaiyuan Securities, Xingxingcha
Overview of the CNC system industry
CNC system and accessories are the technical core of CNC machine tools, including three parts: control system, servo system and detection system, accounting for about 20% of the total cost of CNC machine tools.
The technical difficulties of the high-end CNC system in mainland China are mainly concentrated in high-precision servo control, feedback mechanism and encoder technology, and the gap between domestic and foreign countries is more obvious.
From the perspective of the global supply chain of core components of machine tools, Japanese Fanuc, NSK, THK and other enterprises occupy a leading position in the field of CNC systems and lead screw guides.
From the perspective of the competitive landscape, high-end CNC systems are mainly occupied by internationally renowned enterprises such as Siemens, Heidenhain, Fanuc, and Mitsubishi because of their high technical requirements and added value. Moreover, most of these imported systems adopt a closed architecture, which makes it relatively difficult to modify and expand the control and software.
The competitive landscape of the CNC machine tool industry in China is currently highly fragmented, and the market concentration is relatively low, which also leads to a relatively fierce competitive environment. The leading manufacturers of domestic CNC systems include Huazhong CNC, Guangzhou CNC, Kede CNC, Shenji, Suzhou Xindai, Baichu Electronics, Weihong Electronics, Kede CNC, Beijing Jingdiao, etc. #数控系统##机床##工业母机##财经##科技##制造##科技#
In addition, as the main functional component of CNC machine tools, the CNC turntable also determines the processing performance and technical level of the CNC machine tool, and it is the key condition for the mainland CNC machine tool to realize the upgrade to four-axis and five-axis linkage.
Pay attention to [Leqing Industry Observation] and gain insight into the industrial pattern!