八部门力推机械工业数字化转型：智能工厂目标明确 工程机械市场“淡季不淡”

Core Viewpoint - The implementation plan aims to promote the digital and intelligent transformation of the machinery industry, targeting the establishment of at least 200 excellent smart factories by 2027 and 500 by 2030, focusing on high-end, green engineering machinery for intelligent operations and autonomous systems [1][2]. Group 1: Implementation Plan Goals - By 2027, the plan aims for 50% of enterprises to achieve a maturity level of at least level 2 in intelligent manufacturing, with at least 200 excellent smart factories established [2]. - By 2030, the target is to increase the proportion of enterprises at level 2 or above to 60% and establish at least 500 excellent smart factories [2]. Group 2: Industry Transformation and Achievements - Leading companies in the engineering machinery sector have initiated digital transformation strategies, achieving significant results, such as SANY Heavy Industry's establishment of 37 lighthouse factories and a 66% automation rate in key processes [3]. - Zoomlion has reported a comprehensive automation rate of over 85% in its smart factories, with significant improvements in production efficiency, on-time delivery, and procurement rates [3]. Group 3: Market Performance - The machinery industry has shown rapid growth, with a 9.0% increase in value-added output for large-scale enterprises in the first half of the year, outperforming national industrial and manufacturing growth rates [4]. - The excavator market has experienced a "off-season recovery," with a total sales volume of 121,000 units in the first half of the year, marking a 16.8% year-on-year increase [4]. - Major companies like Zhejiang Dingli and Guangxi LiuGong have reported stable revenue growth, with Dingli achieving a 12.35% increase in total revenue for the first half of 2025 [5]. Group 4: Future Outlook - Analysts expect continued positive performance in the machinery industry, driven by favorable policies in real estate and infrastructure, alongside an ongoing equipment renewal cycle [6]. - The overall economic operation of the machinery industry is projected to maintain a stable upward trend, with an expected annual growth rate of around 5.5% [6].