企业竞争图谱：2024年丝杠 头豹词条报告系列

Industry Overview - The lead screw industry is a precision mechanical component sector that converts rotational motion into linear motion, widely used in machine tools, medical devices, new energy vehicles, and humanoid robots [3][4] - The industry is classified into sliding lead screws, rolling lead screws, and hydrostatic lead screws based on friction characteristics [7][8] - The Chinese lead screw market is expected to reach 594.02 billion yuan by 2030, driven by technological advancements and policy support [3][11] Industry Characteristics - The lead screw industry has a broad downstream application scope, including traditional machine tools, medical devices, and emerging fields like new energy vehicles and humanoid robots [10][11] - International companies dominate the high-end market, while Chinese companies are actively improving their technology and competitiveness [12] - Planetary roller screws are a key focus area, with a significant increase in patent applications, especially in China, Germany, Japan, France, and Sweden [13] Industry Development History - The development of lead screws can be divided into five stages, starting from the invention of precision thread grinding machines in 1874 to the current phase of rapid technological advancement and market expansion [14][19] - China's lead screw industry has evolved from imitation of foreign products to achieving international standards, with significant progress in manufacturing and testing technologies [17][18] Industry Chain Analysis - The upstream of the lead screw industry is dominated by steel suppliers, with the steel industry experiencing a downturn in 2023, leading to lower prices [21][23] - The midstream involves lead screw manufacturing, where Chinese companies still face challenges in precision and performance due to weak foundational research in thread grinding processes [26][27] - The downstream includes applications in robotics, new energy vehicles, and machine tools, with China forming major industrial clusters in the Yangtze River Delta, Pearl River Delta, and Beijing-Tianjin-Hebei region [28][29] Industry Scale - The lead screw market size in China grew from 680 million yuan in 2020 to 48.017 billion yuan in 2023, with a compound annual growth rate of 313.25% [34] - The market is expected to grow from 68.164 billion yuan in 2024 to 594.022 billion yuan by 2030, driven by the replacement of high-end machine tools and the rise of new energy vehicles [34][36] Policy Environment - The Chinese government has introduced several policies to support the development of the lead screw industry, including the "Guiding Opinions on Promoting the High-Quality Development of the Casting and Forging Industry" and the "14th Five-Year Plan for Intelligent Manufacturing Development" [44][52] - These policies aim to enhance the industry's technological capabilities, promote domestic substitution, and support the growth of high-end manufacturing sectors [43][53] Competitive Landscape - The lead screw industry is currently dominated by international companies, but Chinese firms are making progress in technology and product quality, leading to a trend of domestic substitution [54] - The industry is divided into three tiers: top-tier companies like Nanjing Process and Bot Precision, second-tier companies like Best Precision and Qinchuan Machine Tool, and third-tier companies with potential to enter the market [54][57] - Future competition will focus on material innovation, intelligent integration, application expansion, and sustainability, with companies needing to adapt to these trends to remain competitive [58] Key Companies - Qinchuan Machine Tool Group (000837): A leading Chinese manufacturer of precision CNC machine tools and industrial robot reducers, with a strong focus on R&D and innovation [65][67] - Zhejiang Wuzhou Xinchun Group (603667): A major player in the bearing and automotive parts industry, with significant investments in international markets and advanced manufacturing capabilities [68][71] - Wuxi Best Precision Machinery (300580): A company specializing in high-precision machinery components, with a strong emphasis on quality control and technological innovation [72][75]