The CNC system of the core parts of the machine tool and the lead screw guide rail still rely on imports

1, the core parts of listed machine tool companies

T9803 From the upstream of the machine tool industry, upstream parts can be divided into structural parts, numerical control systems, transmission systems, functional components, etc., which account for the most important cost of the machine tool. From the perspective of the branch company, the top three parts of Haitian Seiko machine tools are structural parts, control systems and transmission systems, accounting for 34.92%, 21.60% and 20.35% respectively; The top three parts of Newe CNC machine tools are functional parts, electrical parts and castings, accounting for 25.58%, 22.33% and 20.86% respectively; The top three parts accounted for other materials of machine tools, T9803 CNC systems and accessories and plate welding raw materials, accounting for 22.73%, 20.17%, 20.05% respectively; The top three parts of Corde CNC machine tools are structural parts, transmission and control systems, accounting for 39.26%, 17.26% and 13.11% respectively; The top three parts accounted for the guide rail, CNC system and castings, accounting for 26.69%, 24.05%, 14.82% respectively.

2. Parts suppliers

T9803

The company is concentrated in Fanuc, Siemens, HIMIN and Taiwan Yintai, etc. Core functional components such as turntable, tool store, tool tower, etc., are partly imported, some use domestic brands, the company is concentrated in Taiwan Baojiacheng, Xuyang, Changzhou Desu, Beiju and so on. Structural parts and castings, plate welding parts to domestic brands, such as Guangyang Technology, Yunkesheng numerical control and so on. In general, the upstream core T9803 parts of the machine tool are mainly imported from Japan and Germany, and non-core parts are gradually using domestic brands.

3. Expansion plan for key enterprises

In response to the national 14th Five-Year Plan, China’s machine tool manufacturers actively carry out production capacity expansion plans based on high-end CNC machine tools. Up to now, Newey CNC’s third phase of high-end CNC machine tool industrialization project has been completed and put into operation in August 2022, and it is expected to increase annual production capacity by 2000 units, and the fourth phase project has been planned; The middle and high-end CNC machine tool production project of Guosheng Zhike has also roughly completed the construction phase, which is expected to reach 50% of the design capacity in 2023 and achieve production in 2024; The industrial capacity improvement project of the high-end five-axis CNC machine tool for aerospace has completed the plant construction and renovation and decoration stage, and is installing and commissioning equipment. The company plans to achieve 500 five-axis CNC machine tools production capacity by 2025; Genesis, Qinchuan machine tools and Haitian Seiko also have corresponding expansion plans. In summary, after these projects reach production, we conservatively expect an annual increase of more than 15,000 high-end machine tools, which will inject new vitality into the field of domestic high-end machine tools.