The recovery of the machine tool is not obvious. Finding the power is the key

In the first two months, some people in the machine tool industry expressed to the reporter optimistically that the machine tool industry is recovering due to the increase in demand for downstream construction machinery and other products. But right now, the judgment of the machine tool industry outlook has undergone no small changes. Analysts pointed out that with the shift of domestic macroeconomic policies, some strong-period varieties such as construction machinery and machine tools may face downside risks in the near future, and the recovery of the machine tool industry may end earlier. In this situation, the pulling effect of energy equipment on the machine tool industry will become more apparent.

The machine tool industry is not completely out of the trough According to the data from the China Machinery Industry Federation, in the first three months of this year, the machinery industry increased by 43.48% year-on-year, a deceleration of approximately 3 percentage points from the previous month's growth, and exports increased by 25.56% year-on-year, an increase of approximately 6.5 percentage points from the previous month. .

Fu Caixia, an analyst at the national securities machinery industry, said that the recovery of the machine tool industry may end prematurely. According to her research, the sales value of the machine tool industry increased by 41.38% year-on-year, and the growth rate increased by approximately 3.8 percentage points month-on-month; the export volume increased by 23.78% year-on-year, representing a decrease of approximately 2 percentage points from the growth rate. “We had been worried that the economic recovery policy intervention in 2009 was too imprinted. Once the policy shifts to the recovery time of the compressor bed industry, our concern is now becoming reality.” Fu Caixia said.

At the same time, some analysts believe that the economic operation of the machine tool industry is still at the bottom of the cycle, and the overall industry can hardly be reversed. Despite the fact that China has implemented a proactive fiscal policy and loose monetary policy in response to the financial crisis since late 2008, China has accelerated infrastructure construction and promoted industrial upgrading. However, for the machine tool industry, due to the continuous deterioration of foreign markets, it partially offset domestic recovery. The industry growth, coupled with a high proportion of low-end products, makes the products less competitive. Therefore, it is very difficult to reverse the overall industry in 2010. At the same time, the rapid development of the energy industry has driven the demand for energy equipment and is expected to inject a strong booster for the recovery of the machine tool industry.

Strong demand for energy equipment and machine tools It is understood that a large number of heavy-duty, precision, multi-coordinate, high-efficiency, and special-purpose CNC machine tools are required for large-scale power generation, power transmission and transformation equipment, large-scale petrochemical and coal chemical installations in the energy sector. For energy, equipment, and other energy equipment companies, such as heavy, heavy, and Harbin, many large-scale key components must be produced by themselves, and there is a great demand for high-end machine tools.

According to the relevant personages of the China Machine Tool Industry Association, the demand for CNC machine tools in the power equipment manufacturing industry is embodied in the thermal power and nuclear power turbine cylinders, turbine rotors and blades, generator stators and rotors, nuclear heat exchangers and orifice plates. Hydro-generator base stators and rotors require heavy-duty machine tools.

Benefiting from the continuous growth of power grid investment, the power equipment industry will maintain rapid growth in the next few years. The power equipment industry is expected to maintain a growth rate of around 20% in 2010. With the development of power equipment, the increase in installed capacity of the power generation industry will drive heavy-duty CNC gantry boring and milling machines, heavy-duty CNC vertical lathes, heavy-duty CNC horizontal lathes, special root-slot milling machines, and blade heavy-duty machine tools such as CNC machining equipment. Super heavy machine tool product demand.

In addition, the current power plant equipment companies are stepping up their technological transformation and adding special milling machines for large and heavy equipment. There is a great demand for large-sized CNC floor-standing boring and milling machines with a boring bar diameter of 250 mm or more and 16-meter-diameter heavy-duty vertical lathes.

Long Xingyuan, chairman of Shaanxi Qinchuan Machine Tool Group Co., Ltd. believes that in addition to the equipment required for traditional energy sources, the rise of new energy industries will expand the scope of application of mechanical products, thus providing new market opportunities for processing equipment. The most obvious example is the development of the wind power industry for the demand for wind turbines and their parts and components and the development of wind power processing equipment.

The reporter learned that at present, the overall design and load calculation capacity of China's large-scale wind turbines are relatively weak, and the design and production capacity of control systems, generators, gear boxes, and bearings have a big gap compared to the advanced level in foreign countries. Control systems and other key components also need to be imported from abroad. One of the key factors of the restriction is that our manufacturing process and processing equipment are relatively backward.

Energy equipment promotes the structural adjustment of the machine tool industry In fact, the machine tool industry and the energy equipment industry are interdependent. On the one hand, the use of machine tool tools as the “parent machine” for equipment manufacturing is the fundamental guarantee for upgrading the energy equipment manufacturing industry. On the other hand, the energy equipment industry has a strong pulling effect on the machine tool industry, which can help the machine tool industry recover quickly.

Or based on the considerations of the energy equipment's pulling power for the machine tool industry, last month, the domestic-made CNC machine tool application forum in the military industry and energy equipment field was held in Nanjing. It is reported that the purpose of the meeting is to deepen the long-term cooperation mechanism between the machine tool industry and the military industry. The second is to establish a long-term cooperation mechanism between the energy equipment field and the machine tool industry.

Li Ye, director of the Energy Conservation and Technology Equipment Division of the National Energy Administration, said that in the process of structural adjustment and technological progress in the energy industry, it will be able to stimulate the technological advancement of domestic machine tool products and domestic processing equipment. With this opportunity, the machine tool industry cannot afford to miss any opportunity that can drive industry adjustments and product upgrades. “You can learn from the successful experience of the military industry, ask the energy companies to talk about demand, talk about the products to be processed, talk about processing technology and requirements, conduct supply and demand, and then identify the demonstration projects and the supporting units.”

Zhou Jianping, director of the National Economic Mobilization Office of the National Development and Reform Commission, pointed out that machine tool companies must increase their awareness of service, and must realize the transition from providing a single commodity to the society to providing complete sets of products and products for users, and eventually become a supplier of complete solutions. On the basis of the optimization of key cell technologies, the development of proprietary technologies.