研判2025！中国曳引机行业发展历程、产业链及市场规模分析：受房地产等市场深度调整，曳引机行业规模承压[图]

Industry Overview - The elevator traction machine, also known as the elevator main engine, is a core component of the elevator system, responsible for providing power and controlling the elevator's operation [1][4] - The traction machine's performance directly affects the elevator's efficiency, safety, and lifespan, earning it the title of "the heart of the elevator" [4] - The traction machine market is closely linked to the elevator industry, with market demand expanding due to the increasing application scenarios and usage frequency of elevators in modern urban settings [1][4] Market Size - In 2024, the market size of China's traction machine industry is projected to be 20.7 billion yuan, reflecting a year-on-year decline of 4.23%, primarily due to structural changes in the industry and significant impacts from the real estate market adjustment [1][8] Industry Development History - The development of the traction machine industry in China has evolved from relying on imported technology to achieving self-innovation and domestic production [4][5] - China has become one of the largest elevator markets and traction machine producers globally, supported by strong manufacturing capabilities and continuous technological innovation [4][5] Industry Supply Chain - The upstream of the traction machine industry includes raw materials such as steel, rare earths, cast iron parts, insulation materials, and components like motors, reducers, and sensors [6] - The downstream applications are primarily in the elevator sector, which is closely related to the real estate and infrastructure construction industries [6] Key Companies - The traction machine industry features a competitive landscape with both foreign and domestic players. Foreign brands like Mitsubishi and Otis dominate the high-end market, while domestic companies like Suzhou Tongrun and Montanari expand their market share in the mid-to-low end [9][11] - Zhejiang Xizi Forward Motor Co., Ltd. is a key player, recognized as a high-tech enterprise and involved in setting national energy efficiency standards for traction machines [10] - Suzhou Tongrun Drive Equipment Co., Ltd. has developed the ER series of new permanent magnet synchronous traction machines, which have achieved mass production and are aimed at the home elevator and retrofitting markets [11] Industry Development Trends 1. The integration of intelligent and digital technologies is enhancing safety standards and energy efficiency requirements in the traction machine industry [12] 2. The demand for energy-efficient traction machines, particularly permanent magnet synchronous gearless traction machines, is increasing due to the emphasis on green and sustainable practices [12] 3. The acceleration of urbanization and the aging population are driving growth in niche markets such as residential elevators and specialized elevators, necessitating customized solutions from companies [12][13]