一. Overview Of Cnc Machine Tool Industry
1. Definition And Classification Of Cnc Machine Tools
CNC machine tool is the abbreviation of digital control machine tool. It is an automated machine tool equipped with a program control system. The control system can logically process programs with control codes or other symbolic instructions, decode them, express them with coded numbers, and input them into the numerical control device through the information carrier. After calculation and processing, the CNC device sends out various control signals to control the movement of the machine tool and automatically process the parts according to the shape and size required by the drawing.
2. Development History Of Cnc Machine Tools
American inventor John T. Parsons conceived and implemented the CNC system with the help of aircraft engineer Frank L. Stulen, and is therefore widely respected as the "Father of CNC Systems". The birth of machine tools is undoubtedly a milestone event for mankind to improve production efficiency, and the invention of CNC machine tools once again promoted the efficiency revolution.
二. Development Background Of Cnc Machine Tool Industry
1. Policies Related To Cnc Machine Tool Industry
Since 2019, the country has successively issued a number of policies to focus on supporting the development of the domestic machine tool industry. Independence and controllability are the medium- and long-term national development strategies. The 14th Five-Year Plan for Intelligent Manufacturing Development further clarifies the development of intelligent vertical/horizontal five-axis machining centers, turn-milling composite machining centers, high-precision CNC grinders and other work machines.
2. Patent Applications In The Cnc Machine Tool Industry
Observing the number of patent applications in China's CNC machine tool industry from 2016 to 2022, we can see that the number of applications in 2020 is the highest at 7,271, an increase of 2,062 from the previous year, a year-on-year increase of 39.6%; the number of applications in 2022 is 6,069, a year-on-year increase of 39.6%. down 2.0%.
三. Industrial Chain Of Cnc Machine Tool Industry
1. Cnc Machine Tool Industry Chain
The upstream of the CNC machine tool industry chain is core components, including castings, sheet welding parts, precision parts and functional components, CNC systems and electronic components. Functional components include rotary tables, manipulators, tool magazines, etc. The downstream application scenarios are very rich, including automobiles, engineering machinery, aerospace, shipbuilding, molds, etc.
2. Analysis Of Downstream Applications Of Cnc Machine Tools
The high prosperity of new energy vehicles, aerospace and other industries has boosted new demand for machine tools. Automobiles are the main downstream demand field for CNC machine tools, accounting for 40% of applications; followed by aerospace, accounting for 17%; molds and engineering machinery are the third and fourth application fields of machine tool products respectively.
四. Analysis Of The Current Situation Of China's Cnc Machine Tool Industry
1. China's Cnc Machine Tool Output
According to data from the China Machine Tool Industry Association, the output of CNC metal cutting machine tools was 265,000 units, and CNC metal forming machine tools were 21,000 units.
2. China's Machine Tool Numerical Control Rate
According to data from the China Machine Tool Industry Association, the CNC rate of metal cutting machine tools is 46.3%; the CNC rate of metal forming machine tools is 11.3%. Among developed countries, the numerical control rate of machine tools in Japan remains above 80%, and the numerical control rate of machine tools in the United States and Germany exceeds 70%. Compared with this, there is much room for improvement in the numerical control rate of domestic machine tools.
五. Competitive Landscape Of Cnc Machine Tool Industry
1. Competitive landscape of CNC machine tool industry
The competitive landscape of my country's CNC machine tool industry is very fragmented. In 2021, China's CNC machine tool market revenue CR10 is only 38.4%, and Genesis, the leading manufacturer based on sales, has a market share of only 5.5%.
2. Revenue of key companies in the CNC machine tool industry
Genesis is positioned as "the industry's leading high-end intelligent equipment overall solution service provider". Based on the mid-to-high-end CNC machine tool industry, Genesis provides users with CNC machine tool products and high-quality services that are highly reliable, cost-effective, and have comprehensive competitive advantages. The operating income of Genesis CNC machine tool business in 2022 will be 4.422 billion yuan, a year-on-year decrease of 13.67%.
六. Future Development Trends Of Cnc Machine Tool Industry
1. The Speed Of Domestic Substitution Of Cnc Systems And Key Components Is Slower Than Expected.
The CNC system is the "brain" of CNC machine tools. Key components such as encoders are very important to the CNC system. However, currently domestic CNC systems and key components are still dominated by foreign-funded manufacturers with strong technical advantages, and the speed of domestic substitution may not be as fast as expected.
2. The Localization Rate Of High-end Cnc Machine Tools Is Low
According to data from the China Machine Tool Industry Association, China's metal cutting machine tool imports in 2022 will be US$5.61 billion, with an import dependence of 30%. Imported CNC machine tools are basically high-end products. According to data from the General Administration of Customs, the average price of CNC machine tools imported into my country in 2019 reached US$281,000 (approximately 1.97 million yuan), which is much higher than the average price of domestic machine tools.
