Investment Rating - The report does not provide a specific investment rating for the laser cutting industry Core Insights - The laser cutting industry is characterized by high speed, precision, and adaptability, with applications expanding across various sectors such as aerospace, automotive manufacturing, and medical devices. The demand for high-power and ultra-high-power laser cutting is expected to grow significantly as industries move towards smarter and more precise manufacturing processes [4][5][14]. Summary by Sections Industry Definition - Laser cutting utilizes high power density laser beams to heat materials rapidly, creating cuts through vaporization. It is applicable to both metal and non-metal materials, offering advantages over traditional cutting methods, including reduced production costs and improved quality [5][8]. Industry Characteristics - The laser cutting industry features high technical barriers, a wide range of applications, and a shift towards fiber laser cutting technology, which is gradually replacing CO2 laser cutting due to its efficiency and cost-effectiveness [11][12][13]. Development History - The laser cutting technology in China has evolved through several stages since the 1970s, transitioning from CO2 lasers to fiber lasers, with increasing domestic capabilities and a growing demand for automation and intelligent manufacturing [14][18]. Industry Chain Analysis - The laser cutting industry chain consists of upstream components (laser optics, mechanical parts, etc.), midstream manufacturing, and downstream applications in various sectors. The report highlights a trend towards domestic production of key components, reducing reliance on imports [20][21][22]. Market Size - The market size of the laser cutting industry grew from 19.066 billion RMB in 2021 to 30.272 billion RMB in 2023, with a compound annual growth rate (CAGR) of 26.01%. Projections indicate growth to 103.376 billion RMB by 2028, with a CAGR of 27.35% [39][43]. Upstream Analysis - The report notes that the cost of components in laser cutting equipment can account for over 85% of total costs, with lasers being a significant part. The domestic production of these components is increasing, leading to lower prices and enhanced competitiveness [21][26]. Midstream Analysis - The industry is experiencing a trend towards cluster development, particularly in East and South China, which enhances collaboration and efficiency within the supply chain. The demand for high-power laser equipment is expected to rise as industries upgrade their manufacturing capabilities [22][29]. Downstream Analysis - The diverse applications of laser cutting technology are driving demand for customized solutions, which in turn pushes upstream manufacturers to innovate and expand their production capacities [23][32][33]. Policy Overview - Recent policies support the development of advanced manufacturing and laser technology, aiming to enhance the competitiveness of domestic manufacturers and promote innovation within the industry [46][50][55].
企业竞争图谱：2024年激光切割 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-15 12:00