Group 1 - The core viewpoint of the news is the establishment of a high-quality standard system for industrial mother machines by 2026, aiming to enhance product quality and promote equipment upgrades, with a target of revising at least 300 standards and achieving a 90% international standard conversion rate [1] - The standard system construction focuses on addressing industry pain points, particularly in high-end CNC systems and high-performance functional components, which will enhance international competitiveness and gradually achieve domestic substitution [1] - By 2030, a comprehensive standard system that supports high-quality development in the industrial mother machine sector is expected to be fully formed, with standards reaching advanced global levels in subtractive manufacturing and leading levels in additive manufacturing [1] Group 2 - The machine tool industry has shown signs of recovery in 2023, with total revenue of 578.9 billion yuan from January to July, a slight decrease of 1.0% year-on-year, while metal cutting machine tools and metal forming machine tools have seen year-on-year growth of 13.3% and 10.7%, respectively [2] - Key enterprises in metal processing machine tools reported an 8.6% increase in new orders and an 8.4% increase in orders on hand, indicating a positive trend in demand [2] - The production of metal cutting machine tools reached 483,000 units, up 13.9% year-on-year, while metal forming machine tools produced 100,000 units, reflecting an 8.7% increase [2] - The demand for high-precision machine tools for humanoid robot components is expected to further open up growth opportunities for industrial mother machines, with various domestic and international manufacturers launching specialized products [2]
工业母机的“反内卷”来了?关注工业母机ETF(159667)
Mei Ri Jing Ji Xin Wen·2025-09-03 02:18