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1.Existing problems of Lathe machine tools
1) The localization of advanced machine tools in China is slow, but the market prospect is extremely broad
2)The lathe technology integrates Germany and Japan, and the policy supports private enterprises
3) State-owned machine tool enterprises have withdrawn from competition one after another, and state-owned enterprises have declined under the influence of multiple factors
4) With multiple competitive advantages, the rise of private machine tool enterprises is unstoppable
2.Analysis of Chinese lathe machine tool problems:
The localization of advanced machine tools in China is slow, but the market prospect is extremely broad
High-end machine tools refer to machine tools with the characteristics of numerical control, high precision, high processing complexity, and high efficiency. At present, the main high-end machine tool products in China still rely on imports. The industrial environment of “congenital deficiencies and acquired deformities” superimposes the weak situation of domestic machine tool parts and components, which seriously delays the process of localization of high-end machine tools. The conversion rate is only 6%. From the perspective of the proportion of five-axis products and the numerical control rate, my country’s high-end machine tool market has a lot of room for improvement. In 2018, the output of five-axis machining centers accounted for less than 1% of the total output of CNC machine tools, while the numerical control rate of domestic machine tools in 2019 It is only 37%, far lower than Japan’s 90% and Germany’s 75%. Under the broad room for improvement, in the long run, the increase in the localization penetration rate of high-end machine tool products is a long-term trend.
The lathe technology integrates Germany and Japan, and the policy supports private enterprises
From a technical point of view, the current high-end products of domestic machine tool manufacturers have gradually narrowed the gap with foreign giants. For example, in terms of core indicators, the spindle speed of vertical/gantry machining centers can reach 18000/24000rpm, which is higher than the average of foreign high-end products. Horizontal; vertical X/Y/Z axis positioning/repetitive positioning accuracy can reach up to 0.005/0.003mm, while the accuracy of similar foreign high-end products is generally around 0.008/0.005mm. In addition, the price of domestic high-end products is only 50%-80% of foreign imported products, and the cost performance advantage is prominent. From a policy perspective, the state has successively issued a number of policies to speed up the development of high-end CNC machine tools. In August this year, the State-owned Assets Supervision and Administration Commission once again emphasized the strengthening of key core technologies for industrial machine tools, and carried out special actions to supplement and strengthen the chain. The Ministry of Industry and Information Technology made it clear in “Made in China 2025”. It is planned that by 2025, the domestic market share of high-end CNC machine tools and basic manufacturing equipment will exceed 80%. The policy objectives are clear and the high-end product technology will be further converged.
State-owned machine tool enterprises have withdrawn from competition one after another
The first decade of the 21st century was the most glorious decade for state-owned machine tool enterprises, from which eighteen most representative state-owned machine tool enterprises, including Shenyang Machine Tool, Kunming Machine Tool, and Dalian Machine Tool, were developed. The annual output value of machine tools has reached 2.78 billion US dollars, ranking first in the world. However, due to various reasons, these state-owned machine tool manufacturers have fallen behind in the market competition one after another. Now only Jinan No. 2 Machine Tool Factory survives alone. Looking back at the business path of state-owned machine tool manufacturers from prosperity to decline, we believe that the main reasons for the fall of state-owned enterprises include the following:
1) The management system is rigid, and the acquisition company does not operate well;
2) Credit sales and lease sales lead to difficulties in collecting money;
3) The product structure is single, and the adaptability to differentiated demand is poor;
4) The debt repayment pressure is huge, and the high debt ratio magnifies the operation risk.
With multiple competitive advantages, the rise of private machine tool enterprises is unstoppable
As state-owned machine tool companies gradually withdraw from market competition, their original market share is quickly occupied by private machine tool manufacturers, but from the perspective of market share, the industry concentration of the domestic machine tool market is still very low, and the market share of major listed machine tool companies CR5 is only 9.37%. With the continuous advancement of technology, the improvement of industry concentration will be an inevitable trend in the development of the domestic machine tool industry. At the same time, compared with the various drawbacks in the development of state-owned machine tool enterprises, private enterprises have put forward many core measures after learning from the failure experience of state-owned enterprises:
1) Launch more targeted products in order to flexibly respond to the rich downstream needs;
2) There are high-end core featured products under the perfect product line, which are specially oriented to the segmented high-end service market;
3) A benign sales strategy ensures sufficient cash flow and further supports product research and development.
We believe that in the future, under the background of increasing market concentration and accelerating localization of high-end machine tools, the take-off of private machine tool companies has become an irresistible trend. ANTISHICNC Machine and Chinese machine tools are progressing together.Determined to bring high-quality Chinese manufacturing equipment to the world!