Investors are optimistic about the rise in the industrial mother machine sector

Entering 2022, the development of the domestic and foreign machine tool industry is improving
.
According to reports, data released by the Japan Machinery Industry Association on April 11 showed that the order value of machine tools (express value) in March increased by 30.
2% year-on-year to 166.
4 billion yen
.
It surpassed the previous year for 17 consecutive months, second only to March 2018 (182.
8 billion yen), reaching the second highest in a single month history; AMT, the American Association of Manufacturing Technology, recently stated that the total order volume in February was 479.
3 million US dollars
.
This was an 8.
9% increase from January's adjusted $440.
2 million and a 27% increase from February 2021's $377.
2 million
.

 

The domestic machine tool market is also developing gratifyingly
.
On April 13, stocks in several sectors rose
.
According to the Securities Times, the stocks of industrial mother machine concepts moved up, Qinchuan Machine Tool, Yuhuan CNC, Huadong CNC daily limit, Huazhong CNC, Han's CNC, Huachen Equipment, Qinghai Huading, Neway CNC, Boya Seiko, etc.
rose
.

 

Among them, Qinchuan Machine Tool opened at 7.
71 yuan on April 13, and as of 10:20, the stock rose 10.
01% to 8.
57 yuan, closing the price limit
.
COFCO Engineering and Huazhong CNC rose by more than 10%; Huanyu CNC and Huadong CNC rose by the daily limit; Han's CNC rose by nearly 7%; Kede CNC and Huachen Equipment rose by more than 5%
.

 

　　Regarding the development of the domestic machine tool industry, the industry generally boils down to the following reasons:
 

　　There are various application scenarios of machine tools, incremental replacement of superimposed stock updates, and huge potential for machine tool demand
.
Machine tools can be used in aerospace, shipbuilding, automobiles, construction machinery, electrical equipment, industrial molds, etc.
, and have a huge market base
.
In recent years, China's machine tool industry has been developing in the direction of numerical control, high-end, specialization and intelligence, and has achieved initial results - the numerical control rate of domestic machine tools has increased year by year, and more and more enterprises in the industry have begun to adopt special and refined products.
road
.
It is foreseeable that China's machine tool industry still has broad room for improvement in the future
.
At present, it is generally believed in the industry that China's machine tool industry has ushered in a new round of replacement cycle.
With the superposition of various factors, the machine tool industry is expected to usher in an explosion in the next few years
.

 

　　The machine tool consumption market is upgraded, and there is a large space for import substitution of complete machines, parts, and CNC systems
.
Data shows that China, as one of the largest machine tool consumer markets in the world, needs to import more than one-third of machine tools every year
.
Among them, machine tool parts and CNC systems are highly dependent on imports
.
With the transformation and upgrading of the domestic manufacturing industry, the demand for high-end products in the machine tool consumer market is rising
.
In order to adapt to the new market changes, domestic machine tools and related enterprises are accelerating the speed of product development and iteration.
This change can be seen in the products exhibited at major industry exhibitions
.
Under the dual efforts of policy support and enterprise innovation, some fields of China's machine tools have achieved domestic substitution of imports
.
In the future, with the improvement of manufacturing and R&D technology in the fields of domestic machine tools and parts, it is believed that domestic brands will occupy a larger share in the high-end market
.

 

　　Policy support + innovation, the steady recovery of the economic environment has driven the recovery of the machine tool consumer market
.
This year, the country has issued a series of policies to vigorously develop the manufacturing industry, among which it is named to support the development of high-end equipment manufacturing such as machine tools
.
Policies have driven the development of the machine tool industry, the enthusiasm of enterprises in the industry has been greatly stimulated, and the scale of the industry has continued to expand
.
With the stabilization of the domestic epidemic, the manufacturing industry has begun to recover, which has effectively boosted the consumer confidence in machine tools in the downstream market
.

 

　　In this context, major institutions have been optimistic about the mother machine sector
.

 

　　Pacific Securities pointed out that with the strong support of national policies, the value of domestic brands will be further revealed.
It is recommended to focus on green harmonics (Y series reducers are used for machine tool turntables), Topstar (acquisition of high-end domestic five-axis machine tools Eve) m), Genesis (a leader in 3C machine tools, a large fund has invested in, and is optimistic about the continuous breakthrough of high-end), Huazhong CNC, Kede CNC, Haozhi Electromechanical and Haitian Seiko,
etc.

 

　　China Securities Index Co.
, Ltd.
announced that it will officially release the China Securities Green Power 50 Index and the China Securities Machine Tool Index on May 9, 2022, to provide the market with more investment targets
.
The CSI Machine Tool Index selects 50 securities of listed companies whose business involves the manufacture and service of complete machine tools and their key components from the Shanghai and Shenzhen markets as samples to reflect the overall performance of the securities of listed companies in the machine tool industry
.

 

　　In general, although the mother machine sector will still face greater downward pressure on the economy in 2022, the opportunities are equally huge
.
Machine Tool Business Network will continue to pay attention to changes in the main machine sector and share relevant information in a timely manner
.
If you want to know more machine tool industry information, please search "machine tool business network" on each platform and pay attention!
 

　　(Original title: Investors are optimistic about the rise in the industrial mother machine sector)