通快中国区总裁杨刚：机床行业还未出现大规模整合，两三年见分晓

Group 1 - The global machine tool industry is facing significant challenges from low-cost and homogeneous competition, necessitating urgent industrial transformation and upgrading [1] - The Chinese machine tool market has shifted from a scale-oriented cost optimization model to a more integrated phase, particularly as demographic dividends weaken and market demand trends towards small-batch production [1][2] - Trumpf, a leading German laser and machine tool company, reported a sales figure of €515 million in China over the past year, achieving 30% localization in production [1] Group 2 - The demand for laser and machine tool equipment is transitioning from single, large-batch production to diverse, small-batch, and personalized requirements, leading to significant changes in supply [2] - The proliferation of fiber laser cutting technology, which has a lower entry barrier compared to CO2 lasers, has enabled many companies to produce basic laser cutting machines, contributing to rapid industry growth [2][3] - The current trend of homogeneous competition has evolved into a "price war," which is expected to continue this year [3][4] Group 3 - The industry is anticipated to undergo large-scale consolidation within the next two to three years, driven by the rapid development of smart manufacturing equipment and the deep integration of new information technologies with manufacturing [4][5] - High-quality development in the industry must be based on innovation; failure to address low-cost competition could undermine the foundation of industry growth [4]