自称中立国却断供中国机床？如今国产崛起，瑞士订单暴跌自断财路

Core Viewpoint - China's CNC machine tool industry is rapidly advancing towards high-end manufacturing, driven in part by Switzerland's previous supply restrictions, which have inadvertently accelerated domestic development [1][19][27]. Group 1: Swiss Machine Tool Industry - Switzerland's precision machining industry is highly regarded, particularly known for its watchmaking, which reflects the strength of its machine tool sector [3][5]. - Swiss machine tools rank among the top five in global exports, with export revenues consistently leading the world for over 20 years [5][9]. - The price of Swiss machine tools is significantly higher than those from Japan, the US, and China, indicating their premium quality [7][15]. Group 2: Impact of Supply Restrictions - Since 2021, Swiss machine tool exports to China have plummeted by 37% due to US pressure, leading to significant inventory buildup and production halts among Swiss manufacturers [19][25]. - The loss of the Chinese market has created challenges for Swiss manufacturers, as their products are not easily sellable to other countries due to limited demand for high-precision equipment [21][23]. Group 3: China's Machine Tool Development - China's CNC machine tool production value ranks first globally, but the domestic high-end machine tool localization rate has historically been low, with only 6% in 2018 [29][31]. - The localization rates for mid-range and high-end CNC machine tools have improved significantly, with high-end rates rising to 15.6% by 2022 [31][33]. - By 2029, it is projected that the sales of high-end and mid-range CNC machine tools in China will reach 57,000 and 207,000 units, respectively, indicating a shift towards domestic production [33][39]. Group 4: Future Outlook - The development of high-end machine tools in China is expected to continue, driven by increasing demand in sectors like aerospace and military manufacturing [31][39]. - Chinese machine tool companies are beginning to innovate, with advancements in precision and the integration of AI technologies, which may allow them to compete directly with Swiss products [35][37]. - The industry must adopt an international perspective to ensure sustainable growth and avoid over-reliance on domestic markets [41][45].