The worst of the machine tool industry has gone to recover the horn is bright

In the first half of 2012, under the support of a series of investment plans and industrial policies of the country, China's machine tool industry basically bottomed out. It is expected that the government may introduce more measures to stimulate economic growth in the second half of the year, and the overall recovery of the downstream equipment manufacturing industry and industrial upgrading will be achieved. Will inject new growth momentum into China's machine tool industry, and the overall recovery of the industry will soon begin!

Against the background of the financial crisis, the demand for high-end and middle-end CNC machine tools is stable, and the growth rate is significantly higher than that of the industry as a whole.

The machine tool industry as the "parent machine" of the equipment manufacturing industry is the carrier of advanced manufacturing technology and the basic production method of the equipment manufacturing industry. The rapid downstream equipment manufacturing industry has brought about a huge market demand for the machine tool industry; the development of China's advanced equipment manufacturing industry will eventually Still rely on the support of the civilian machine tool industry, national machine tool industry will also fully enjoy this huge demand cake.

Many companies at home and abroad have high hopes for the Chinese market. Not only the world airport giants of Germany, Japan, and the United States have gone to cities in China, but also Korean and Chinese Taiwanese products have poured into the market at a low price. Competition in the domestic market has become increasingly fierce.

After years of development, the gap between China's machine tool industry and foreign countries is getting smaller and smaller, but we still rely heavily on imports for key functional components such as CNC systems. At this stage, with the advantage of price, and good performance, the domestic CNC system has a greater chance in the field of machine tool CNC remanufacturing, and will occupy most of the market.

Investment in the machine tool industry should focus on industrial integration and structural adjustment, product upgrades and two ideas, to find corresponding platform companies with restructuring and integration opportunities, such as Shenyang Machine Tool, Qinchuan Development and Tianma shares; and CNC products, especially high-end CNC Products with relatively large products, advanced technologies or potential for improvement, such as Kunming Machine Tool, Tianma Co., Ltd., Huadong CNC and Qinghai Huading, and Fain CNC are the leading players in the field of special machine tools and have relatively stable performance.