2025年世界橡机行业谨慎乐观

Core Insights - The global rubber machinery industry continues to grow, with a notable increase in sales, although the growth rate has slowed compared to the previous year [1][3] - China's Soft Control Co. remains the top player in the global rubber machinery market, with six Chinese companies making it into the top ten [2][4] - The industry is experiencing increased concentration, with orders increasingly directed towards leading companies, indicating a "stronger getting stronger" phenomenon [1][4] Global Ranking Changes - The 2024 global rubber machinery rankings show significant changes, with Soft Control Co. achieving a 9.1% growth to reach $661 million, maintaining its top position for three consecutive years [2] - VMI from the Netherlands and HF from Germany follow in second and third places, with sales of $563 million and $484 million respectively, both showing growth [2] - Six Chinese companies are in the top ten, with notable entries from Cimcorp and others, while several companies exited the rankings due to lack of data [2] Industry Concentration - The total sales revenue of the top 30 rubber machinery companies reached $3.842 billion, reflecting a year-on-year growth of 15.4%, although this is a decrease from the previous year's 18.6% [3] - China is identified as the main driver of growth in the global tire and rubber machinery market, with a reported 19.8% year-on-year growth in survey data [3] - The top 10 companies account for 75.5% of the total sales of the top 30, indicating a significant increase in industry concentration [4] Future Outlook - Survey results indicate strong market sentiment among rubber machinery manufacturers, with a notable increase in investment willingness [5] - North America is highlighted as a high-growth region, with 80% of respondents identifying it as such, a significant increase from the previous year's 58% [5] - The tire manufacturing sector remains the strongest market, with 80% of respondents rating it highly, while sentiment in the automotive parts sector remains low due to uncertainties related to the transition to electric vehicles [6] Market Trends - The rubber machinery sector is expected to continue expanding, with manufacturers planning to enhance production capabilities despite geopolitical tensions and trade disputes [6] - There is a growing interest in non-tire markets such as aerospace, construction, logistics, pharmaceuticals, and wind energy, indicating diversification in growth areas [6]