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Mobile WebSiteThe Sino-U.S. trade war sword refers to China made 2025, and the recent US sanctions against ZTE have completely raised the urgency of domestic substitution for high-end manufacturing. In fact, in addition to the low self-sufficiency rate of domestic chips that led to the Chinese occupation of the Sino-U.S. game, the domestic market is also subject to control in other individual segments. Under the background of increasing overseas provocation, these industries are also in jeopardy. This is one of them. According to industry data, domestically produced products are less than 10% in high-end CNC machine tools, and there is huge room for domestic alternatives in the future.
Europe, the United States, Japan and other developed countries have completed the process of industrialization of CNC machine tools. China, as a manufacturing powerhouse, is currently in the critical stage of transformation and upgrading to a “manufacturing powerhouse.” Numerical control machine tools are an important part of this, especially in the context of the apparent weakness of high-end numerically-controlled machine tools, and the country naturally attaches great importance to it.
Made in China 2025 is the action plan for the first decade of the Chinese government's strategy to build a strong country. Made in China in the 2025 mentioned in the 10 key areas, "high-end CNC machine tools" to include them. According to the action plan, China must develop a number of sophisticated, high-speed, high-efficiency, flexible CNC machine tools and basic manufacturing equipment and integrated manufacturing systems; accelerate the research and development of cutting-edge technologies and equipment such as high-end CNC machine tools and additive manufacturing; to improve reliability and accuracy. Focus on sex, develop high-end numerical control systems, servo motors, bearings, gratings and other
key functional components and key application software, speed up the realization of industrialization; strengthen user process validation capabilities.
The domestic “04 Special Project” started in 2009 refers to “high-end CNC machine tools and basic manufacturing equipment”, and it mainly supports the key technologies of high-end numerical control systems, such as Huazhong CNC, Guangzhou CNC, Dalian Guangyang, Shenyang High Precision and Aerospace Numerical Control. Localization of high-end equipment. Sheng Shi Chuang Fu stated that more than 90% of the operating systems for manufacturing equipment in the defense and military industry rely on imports, which is bound to cause hidden dangers to national defense security. In the wave of promoting the localization of high-end manufacturing, defense and military equipment as the backing for maintaining national security is bound to usher in a wave of localization. According to research reports, military enterprises have 6,000 sets of CNC machine tools that need to replace domestic CNC systems, and the target for 2020 is to achieve 1000 sets of domestic high-end CNC systems. In 2017, the 04 special item was included in a new major project, “Brain Change Project”, that is, the batch replacement of the imported CNC system with the domestic CNC system in the defense industry, in order to substantially increase the autonomous controllability and safety level of the manufacturing equipment in the defense industry. Applying for the “Thirteenth Five-Year Plan” to increase national allocations, most of the funds will be implemented in 2017-2018.
The high-end CNC home-made alternatives have a wide space, which can be an appropriate opportunity to track the medium and long-term layout opportunities of listed companies in this field.
