Los ntawm Lub Rau Hli 19 txog rau 25th, qhov nrov ntawm cov tshuab ua lag luam hauv paus tau nce 3.51 feem pua, dhau los ua ib qho ntawm cov ntsiab lus kub tshaj plaws hauv kev lag luam thib ob tom qab satellite Internet thiab cov neeg hlau.
Tsav los ntawm cov haujlwm tseem ceeb hauv tebchaws thiab thev naus laus zis xws li "04 Project", cov cuab yeej siv tshuab hauv tsev siab kawg, cov lej tswj hwm, thiab cov khoom tseem ceeb tau pib hloov cov khoom lag luam hauv high-end manufacturing industries xws li kev ua tub rog kev lag luam thiab aerospace, ua tiav kev sib tw. los ntawm kos. Ntau lub tuam txhab "yuav tsum siv" cov cuab yeej siv tshuab hauv tsev, thiab ua kom cov kev hloov pauv ntawm cov cuab yeej siv tshuab high-end los ntawm "usable" mus rau "siv yooj yim".
Raws li cov ntaub ntawv los ntawm Lub Chaw Pabcuam Kev Lag Luam Me thiab Nruab Nrab ntawm Ministry of Industry thiab Information Technology, xyoo 2022, piv nrog Tebchaws Europe, Tebchaws Meskas, Nyiv, thiab lwm yam, cov txheej txheem ntawm Tuam Tshoj tsib-axis machining chaw yog luv luv.
Duab Ntxiv WeChat: yuki7557 xa ib qho kev qhia macro
Industrial niam tshuab nyob rau hauv cov kwj sab saum toj
Xyoo 2021, nyob rau hauv lub npe ntawm Lub Xeev Pawg Saib Xyuas Kev Ruaj Ntseg Hauv Lub Xeev thiab Thawj Tswj Hwm Pawg Neeg Saib Xyuas Pawg Pawg Sib Tham kom ntxiv dag zog rau kev tshawb fawb thev naus laus zis tseem ceeb, lub tshuab ua lag luam yuav ua tiav qib ntawm A-shares saum toj kawg nkaus thiab dhau los ua ib lub tswv yim kub tshaj plaws hauv kev lag luam. ob xyoos dhau los.
Cov cuab yeej siv tshuab, hauv kev txiav txim siab dav, xa mus rau cov tshuab uas tsim cov tshuab thiab tshuab, thiab hauv kev nkag siab nqaim, lawv xa mus rau cov cuab yeej siv tshuab hlau. Raws li kev lag luam tawm tswv yim, cov tshuab muaj tswv yim yog nyob rau pem hauv ntej kawg ntawm tag nrho cov kev lag luam kev lag luam saw thiab nqa lub hauv paus ntawm tag nrho cov kev lag luam tsim. Raws li ib qho ntawm cov cuab yeej tseem ceeb tshaj plaws rau kev tsim khoom lag luam, cov ntawv thov qis qis ntawm cov tshuab hauv paus yog cov cuab yeej siv tshuab, lub zog tshiab, aerospace thiab lwm yam kev lag luam.
Tam sim no, kuv lub teb chaws txoj kev lag luam hauv paus tshuab kev lag luam tau tsim ua tiav kev lag luam, thiab nws yog nyob rau hauv lub thib ob echelon ntawm lub ntiaj teb tag nrho. Hauv kev ua haujlwm ntawm cov khoom tseem ceeb xws li kev tswj cov lej, cov cuab yeej ua haujlwm siab, thiab cov spindles, kuv lub teb chaws txoj kev sib tw tseem tsis muaj zog.
Nyob rau hauv lub lag luam CNC tshuab cuab yeej, muaj "qhov teeb meem nyuaj" ntawm "homogeneous kev sib tw ntawm tsawg-kawg domestic hom, mid-range tiav cov cav tov thiab qhov chaw cia siab rau imports, thiab high-end kev lag luam yog raug rau txawv teb chaws embargoes thiab technology tswj qhov sib txawv. ". Raws li cov ntaub ntawv ntawm Tuam Tshoj Tshuab Tuam Txhab Kev Lag Luam Association, tam sim no, kuv lub teb chaws high-end functional Cheebtsam rau ua tiav cov cav tov cia siab rau imports. Tus kheej-sufficiency tus nqi ntawm domestic high-end systems yog tsawg tshaj li 10 feem pua, thiab li ntawm 90 feem pua vam khom rau imports. Ntawm lawv, Nyiv imports ntau tshaj plaws, suav txog li 1/3, thiab cov tshuab CNC high-end hauv tsev ntxiv txog li 30 feem pua.
Tsis ntev los no, ntau txoj cai thiab cov rooj sib tham tau tsom mus rau kev txhim kho zoo ntawm kev lag luam hauv paus tshuab kev lag luam, nqa "caij nplooj ntoos hlav" rau kev txhim kho kev lag luam.
Nyob rau ntawm "Lub Rooj Sib Tham Thib Peb Lub Tshuab Ua Haujlwm Zoo Tshaj Plaws" uas nyuam qhuav xaus lub hli dhau los, Ministry of Industry thiab Information Technology tau hais tias nws yuav ua raws li "kev xav tau kev taw qhia, qhov chaw traction, pilot test verification, thiab hlua hlaws rau hauv cov saw hlau. ", tsom mus rau kev txhim kho kev ywj pheej innovation muaj peev xwm, txhawb kev txhim kho kev lag luam zoo, ntxiv dag zog rau kev ua lag luam kev nce qib, ua kom tiav kev lag luam ecology, thiab txhawb kev loj hlob zoo ntawm kev lag luam hauv paus tshuab kev lag luam.
Lub rooj sib tham loj tsis ntev los no ntawm Lub Xeev Lub Tuam Txhab Saib Xyuas Khoom thiab Kev Tswj Xyuas Kev Tswj Xyuas Lub Xeev tau hais tias yuav tsum tau coj thiab txhawb nqa cov lag luam hauv nruab nrab kom nce lawv txoj kev xa mus rau hauv kev lag luam tawm tswv yim xws li cov ntaub ntawv tshiab tiam tshiab, kev txawj ntse, kev sib koom ua ke. , thiab kev lag luam motherboards, thiab los txhawb cov digital, ntse, thiab ntsuab hloov pauv thiab txhim kho cov kev lag luam ib txwm muaj.
Lub "Cov Tswv Yim Txog Kev Tsim Kho Lub Tuam Txhab Muaj Zog ntawm Kev Tsim Khoom Zoo" muab los ntawm Guangdong Xeev tawm tswv yim los cog qoob loo thiab nthuav cov pawg lag luam ntawm 100 billion lossis trillion yuan. Tsom ntsoov rau cov cuab yeej tsim khoom thiab cov khoom siv davhlau ya nyob twg, thiab siv zog tsim cov cuab yeej siv tshuab high-end thiab lwm yam kev lag luam.
Qee tus neeg koom nrog kev lag luam tau txheeb xyuas tias nyob rau hauv keeb kwm yav dhau ntawm "kev tswj hwm ywj pheej ntxiv rau lub voj voog hloov tshiab", kev lag luam tshuab cuab yeej yuav ua rau lub voj voog nce siab. Los ntawm qhov kev xav ntawm lub voj voog loj, lub voj voog hloov ntawm kev lag luam hauv paus tshuab kev lag luam yog li ntawm 7-10 xyoo. Qhov kawg ntawm cov ntsiab lus siab yog 2011-2013. Nws cia siab tias qhov hloov pauv ntawm kev lag luam hauv paus tshuab yuav mus txog.
Kev hloov pauv sai ntawm Tuam Tshoj kev lag luam kev lag luam thiab kev nce siab ntawm kev lag luam tshiab xws li precision pwm, aerospace, kev tsheb ciav hlau, thiab biomedicine yuav tsum dhau los ua cov ntsiab lus loj hlob tshiab rau CNC tshuab cuab yeej kev lag luam. Qee lub koom haum kwv yees tias los ntawm 2026, Tuam Tshoj CNC tshuab cuab yeej kev lag luam yuav tshaj 500 billion yuan; Los ntawm 2024 mus rau 2028, lub domestic industrial tshuab cuab tam lag luam yuav ntau tshaj ib trillion yuan.
Cov tuam txhab ntiag tug nkag mus rau hauv bureau, nyiaj koob hmoov
Nrog kev pab los ntawm cov cai, lub lag luam theem nrab "dancing thaum nws hnov xov xwm".
Kev txheeb xyuas los ntawm Databao qhia tau hais tias txij li lub Tsib Hlis, 25 kev lag luam tshuab lub tswv yim cov khoom lag luam hauv Cua tau pom qhov nce zoo, nrog qhov nruab nrab nce ntawm 4.97 feem pua, ua tau zoo tshaj ntawm Shanghai Tshuag Txauv Index nyob rau tib lub sijhawm. Bacheng lub tswv yim cov khoom lag luam tau ua tiav ntau qib ntawm kev nce qib. Ntawm lawv, Changying Precision (300115.SZ) thiab Haozhi Electromechanical (300503.SZ) muaj cov txiaj ntsig loj tshaj plaws, ob qho tib si ntau tshaj 20 feem pua; Huazhong CNC (300161.SZ), Shenyang Machine Tool (000410.SZ), thiab Qinchuan Machine Tool (000837.SZ) tau nce ntau dua 10 feem pua.
Thaum Lub Rau Hli 20, Huazhong CNC teb rau cov tub ua lag luam cov lus nug thiab tau hais tias, raws li lub tuam txhab ua lag luam nyob rau hauv nruab nrab-rau-high-end CNC systems, lub tuam txhab tam sim no tau ua tiav cov cuab yeej cuab tam ywj pheej rau ntau qhov kev sib txuas ntawm high-end CNC system. cov khoom lag luam, thiab tau paub txog kev ua haujlwm hauv cheeb tsam thiab kev tsim khoom ntawm tus kheej ntawm cov khoom tseem ceeb xws li kev tswj cov cuab yeej, servo drives, thiab servo motors, rhuav tshem cov tshuab txawv teb chaws.
Nyob rau hauv lub xyoo dhau los, Shenyang Machine Tool tau teeb tsa 35 kev tshawb fawb pab pawg kom kov yeej ntau tshaj 10 cov thev naus laus zis tseem ceeb xws li kev tsim thiab tsim cov cuab yeej siv high-end CNC tshuab, thiab kev tshawb fawb thiab kev tsim peev txheej suav nrog. 11.9 feem pua ntawm tag nrho cov nyiaj tau los muag. Hais txog kev ua haujlwm raug, Shenyang Machine Tool's Longmen series khoom tau ua tiav hla kev lag luam pib ntawm 0.01mm.
Thaum lub Tsib Hlis, Qinchuan Tshuab Tuam Txhab tau tshaj tawm tias nws npaj yuav nce tsis pub ntau tshaj 1.23 billion yuan hauv cov nyiaj ntxiv, uas yuav siv rau high-end industrial machinery tool innovation puag project (Phase I), R & D thiab industrialization tsim ua haujlwm ntawm dov. cov khoom siv ua haujlwm nyob rau hauv lub zog tshiab lub tsheb, kev tsim kho ntawm lub zog tshiab neeg caij tsheb qhov chaw thiab kev tsim kho cov cuab yeej kev lag luam txuas ntxiv ntxiv cov saw txuas ntxiv zog thiab txhim kho cov kev hloov pauv technology. Nws tau tshaj tawm tias tom qab ua tiav cov haujlwm uas tau hais los saum toj no, Qinchuan Tshuab Tuam Txhab cia siab tias yuav muaj peev xwm ntawm high-end tsib-axis machining chaw kom ncav cuag 235 units, tag nrho cov khoom siv hluav taws xob tshiab yog 13.44 lab daim ib xyoos, thiab lub peev xwm ntau lawm ntawm ntau yam khoom siv high-end complex yog 194,700 daim ib xyoos.
Hauv thawj peb lub hlis twg ntawm 2023, 6 cov khoom lag luam suav nrog Haitian Precision (601882.SH), AVIC High-Tech (600862), thiab Hongyuan Green Energy (603185.SH) muaj cov txiaj ntsig tau nyiaj ntau dua 100 lab yuan, thiab feem ntau ntawm lawv. ua tiav xyoo-rau-xyoo kev loj hlob. Ntawm lawv, Haitian Precision cov nyiaj tau los tau nce los ntawm 22.84 feem pua xyoo-rau-xyoo, qeb duas ntawm cov saum toj kawg nkaus.
Ob peb xyoos dhau los, cuam tshuam los ntawm kev sib kis thoob ntiaj teb, kev ntshuam ntawm high-end CNC tshuab cuab yeej raug txwv. Haitian Precision thiab lwm yam kev siv tshuab hauv tsev cov thawj coj '5-axis linkage tshuab cov cuab yeej thiab lwm yam khoom tau nkag mus rau hauv aerospace qhov chaw kev lag luam muab cov saw hauv batches, ua kom pom kev sib tw ntawm kuv lub teb chaws high-end CNC tshuab cuab yeej thiab accelerating ntshuam hloov nyob rau hauv lub siab. -end CNC tshuab cuab yeej.
Tus tuav tswj ntawm AVIC Hi-Tech yog Aviation Industry Corporation ntawm Tuam Tshoj, uas yog ib tug ntawm cov loj-scale qaum tuam txhab uas muag nyob rau hauv kuv lub teb chaws cov cuab yeej cuab tam kev lag luam thiab ib tug ntawm cov manufacturers nrog loj tshaj plaws muag thiab exports ntawm radial caj npab milling tshuab nyob rau hauv Suav teb. . Daim ntawv tshaj tawm thawj peb lub hlis twg rau 2023 qhia tau hais tias lub tuam txhab ua tiav cov nyiaj tau los ntawm 1.252 billion yuan, ib xyoos ib zaug nce ntawm 8.36 feem pua; net profit attributable rau niam txiv yog 334 lab yuan, ib xyoo-rau-xyoo nce ntawm 14.91 feem pua.
Kev txaus siab ntawm cov tuam txhab ntiag tug los sim cov cuab yeej siv tshuab hauv tsev tau nce ntau, coj txoj hauv kev loj hlob tshiab rau cov cuab yeej siv tshuab hauv tsev siab kawg.
Daim ntawv tshaj tawm kev tshawb fawb ntawm Guohai Securities qhia tau hais tias nyob rau hauv tus txheej txheem ntawm kev txhim kho cov kev thov qauv ntawm lub zos industrial puag tshuab lag luam, cov lag luam ntiag tug tau ntsiag to sawv. Qee lub tuam txhab siv tshuab ntiag tug tau txeeb lub sijhawm ntawm kev hloov pauv kev lag luam, muab tso rau nruab nrab-rau-siab-siab CNC tshuab cuab yeej khoom, thiab ua tiav cov khoom lag luam nyob ib puag ncig cov kev xav tau ntawm kev lag luam qis xws li tsheb, khoom siv hluav taws xob, thiab cov khoom siv high-end.
"Peb lub luag haujlwm tseem ceeb ntawm kev lag luam tswv tshuab, turntable, turret, thiab cov cuab yeej magazine, txhua tus tau tso siab rau kev xa tawm ob peb xyoos dhau los. Tom qab kev ua haujlwm ntawm R & D cov neeg ua haujlwm, peb tsoo cov ntshuam monopoly ntawm cov cuab yeej cuam tshuam. " Zhao Xiangyu, tus thawj coj ntawm Jiangsu Gutian Automation Co., Ltd., tau hais.
Huachen Equipment (300809.SZ), tus thawj coj ntawm kev lag luam ntiag tug hauv Kunshan thiab tus thawj coj hauv tsev hauv kev tsim cov khoom siv high-end yob grinders, kuj tau qhia tsis ntev los no hais tias los ntawm kev siv tshuab mus sij hawm ntev, lub tuam txhab tau rov ua dua tshiab kev lag luam txawv teb chaws monopoly nyob rau hauv siab. -precision CNC dov grinders thiab lwm yam kev lag luam, thiab tau kov yeej ntau lub "kab caj dab" cov thev naus laus zis siab.
"Yuav kom paub txog kev hloov pauv hauv tsev ntawm cov cuab yeej siv tshuab high-end, nws yog qhov sib cais los ntawm kev loj hlob ntawm cov saw hlau. xav tias ntxiv nrog rau cov cuab yeej siv tshuab high-end, qee qhov nyuaj-rau-txoj kev sib txuas hauv cov khoom lag luam txuas ntxiv yuav nce ntxiv.Vim kev koom ua ke ntawm software thiab kho vajtse, cov lej tswj hwm muaj qhov cuam tshuam ntau tshaj plaws thiab tus nqi siab tshaj. Kev ua tiav qhov kev ua tiav tiav yuav tsum muaj kev txhawb nqa sab nraud ntau dua rau kev tshawb fawb sib koom ua ke, uas xav tias yuav dhau los ua qhov tseem ceeb ntawm kev saib xyuas kev txhawb nqa cov cai thiab nyiaj txiag. "
Cov ntaub ntawv tshiab tshaj plaws qhia tau hais tias lub tuam txhab kev lag luam kev lag luam kev lag luam kev lag luam tau ua tiav cov ntaub ntawv ntawm Fund Industry Association nyob rau lub Ob Hlis xyoo no, thiab tam sim no tau tshaj tawm kev nqis peev, nrog rau theem thawj ntawm 15.8 billion yuan. Nyob rau hauv lub neej yav tom ntej, cov peev nyiaj sib npaug yuav tsom mus rau tsib lub ntsiab lus tseem ceeb ntawm cov cuab yeej siv tshuab high-end, high-end CNC systems thiab cov khoom tseem ceeb, cov cuab yeej siv siab tshaj plaws thiab cov khoom siv tshwj xeeb, kev tshaj lij software thiab kev txhawb nqa, kev daws teeb meem thiab cov neeg siv khoom qis.
