Txij li thaum lub Tsib Hlis, lub precision machining kev lag luam nyob rau hauv lubtechnology iteration, mov saw qauv, kev lag luam kub chaw thiab muaj layoutthiab lwm qhov ntev yog tsim nyog them nqi rau cov qauv tseem ceeb. Cov hauv qab no yog qhov systematic combing los ntawm hom kev tshwm sim.
I. Kev txhim kho hauv kev tso tawm cov thev naus laus zis thiab khoom siv
Beijing Jingdiao ua tiav ib xyoos ib zaug ntawm peb lub tshuab tshiab
(May 5 news)
Thaum pib ntawm lub Tsib Hlis, Beijing Jingdiao Group peb lub tshuab cuab yeej, uas ua tiav lawv qhov kev nthuav tawm txhua xyoo ntawm CCMT 2026, tau txais kev mloog zoo. Peb lub tshuab no yog tsom mus rau qhov sib txawv siab -end manufacturing scenarios:
-JDMR400 Vertical 5-axis High-Speed Machining Center: npaj rau aerospace thiab humanoid robotics, nws tuaj yeem ua tiav tag nrho cov txheej txheem los ntawm hnyav - txiav roughing mus rau siab - precision tiav ntawm tib lub tshuab. Nyob rau hauv lub machining ntawm structural qhov chaw rau humanoid robots, cov khoom tshem tawm tus nqi nce mus txog 90%, thiab cov indexes tseem ceeb xws li concentricity thiab perpendicularity yog stably tswj nyob rau hauv 20μm.
- JDHTR800 Kab rov tav 5-axis machining chaw: taw qhia rau loj aluminium alloy tuag-casting qhov chaw rau lub zog tshiab tsheb, siv kab rov tav layout los daws qhov teeb meem ntawm tob-kab noj hniav nti tshem tawm, lub machining ntawm ib tug ib feem ntawm lub cav flywheel plhaub yuav siv sij hawm tsuas yog 25 feeb, thiab lub roundness ntawm Φ400mm bore yog stably tswj nyob rau hauv 10μm.
- JDSGT400 peb -axis siab- nrawm machining chaw: rau precision pwm thiab semiconductor teb, qhov nto roughness ncav cuag li ntawm 4nm tom qab 9.5 teev ntawm tas mus li machining, uas txheeb xyuas qhov ntev - lub sij hawm stability.
Kev lag luam tseem ceeb]: Qhov kev tso tawm ntawm peb lub cuab yeej no qhia txog kev hloov pauv ntawm qhov kev teeb tsa ntawm domestic high -kawg tshuab cuab yeej hauv thaj tsam ntawm tsib-axis txuas los ntawm "point breakthrough" mus rau "scenario-raws li cov khoom matrix". Beijing Jingdiao txoj kev thev naus laus zis ntawm "electromechanical soft" sib sib zog nqus kev koom ua ke yog tsim kom muaj peev xwm hloov tau.
Tsim kom muaj lub tshuab ua haujlwm ntawm Maytag Group
(Lub Tsib Hlis 8)
Thaum Lub Tsib Hlis 8, Meicheng Group tau tsim tsa lub chaw ua haujlwm hauv Xinhua, Hunan Xeev, tsom mus rau kev daws cov teeb meem ntawm kev ua haujlwm zoo ntawm zirconia, alumina, silicon nitride, silicon carbide thiab lwm yam.cov ntaub ntawv ceramic nrog siab hardness thiab siab brittleness.
Kev faib tawm tsom mus rau kev daws teeb meem peb qhov kev mob tseem ceeb ntawm "chipping, cracking, thiab nyuaj rau tswj precision"ib txwm nyob rau hauv ceramic ua, aiming mus qhib tag nrho cov txheej txheem ntawm kaw lub voj ntawm precision pwm tsim, loppable qhov chaw ua, ceramic precision machining, thiab brazing encapsulation kev koom ua ke.
Kev lag luam tseem ceeb]: Cov ntaub ntawv ceramic tau nce dav siv hauv cov khoom siv semiconductor, aerospace, kev kho mob thiab lwm yam kev lag luam, tab sis nws cov hardness siab ua rau cov teeb meem ua haujlwm tau ua rau lub hauv paus ntawm kev lag luam saw. Lub chaw tsim khoom ntawm Meicheng lub machining division qhia txog tus qauv ntawm kev nthuav dav precision machining mus rau qhov tob ntawm "cov khoom siv tshiab".
Lijin Group Exhibits 95-tuj Ultra-loj Tshuab Castings
(Lub Tsib Hlis 6-9)
Ntawm 24th Tuam Tshoj International Foundry Exposition, Lijin Group tau nthuav tawmqhov loj tshaj plaws tshuab cuab yeej castingnyob rau hauv Tuam Tshoj kom deb li deb - 95- tuj pem teb tho txawv thiab milling rooj, uas tsoo lub manufacturing ntaub ntawv ntawm ultra- loj siab- kawg tshuab cuab yeej castings.
Kev lag luam tseem ceeb]: Ultra- loj precision castings yog lub hauv paus ntawm cov cuab yeej siv lub tshuab hnyav, lub zog cua, nkoj thiab lwm qhov chaw, thiab lawv cov peev txheej tsim tau ncaj qha cuam tshuam rau theem ntawm kev tswj hwm ywj pheej ntawm siab - khoom kawg. Qhov kev ua tiav no qhia txog Tuam Tshoj txoj kev tsim khoom muaj peev xwm hauv thaj tsam ntawm ultra- loj precision casting li qub.
Beltone Precision txhawb kev nce ntxiv ntawm kev lag luam saw
(Kev ua yeeb yam luv luv rau lub Tsib Hlis 8)
Thaum Lub Tsib Hlis 8, Belon Precision tau tshaj tawm ntawm 2025 thiab 2026 thawj lub hlis twg cov txiaj ntsig tau piav qhia tias lub tuam txhab txuas ntxiv nws cov txheej txheem muaj peev xwm mus rau sab saud ntawm kev lag luam saw los ntawm kev tsim ntawm Yuyao Belon Intelligent Technology Co Ltd (cov cuab yeej siv hluav taws xob R & D thiab kev tsim khoom) thiab Ningbo Xinlong Electronics Co.
Peb lub hlis twg cov ntaub ntawv qhia tau hais tias lub tuam txhab VCM lub cev muaj zog precision structural Cheebtsam IMMT txheej txheem technology tau tiav loj ntau lawm, lub quarter ua nyiaj tau los ntawm 3.2510 lab yuan, yog nyob rau hauv lub peev xwm mus nce theem.
[Qhov tseem ceeb ntawm kev lag luam]: Precision manufacturing tuam txhab tau sib tw los ntawm ib qho kev muaj peev xwm mus rau "tag nrho kev lag luam saw tswj muaj peev xwm" txuas ntxiv. Automation cov cuab yeej tsim khoom + txheej txheem kev kho deg ntawm tus kheej- ua, dhau los ua txoj hauv kev tseem ceeb rau lub taub hau ntawm kev lag luam los tsim lub moat.
II. Cov saw hlau thiab kev ua lag luam hloov pauv
Nyiv lub CNC system tau tshwm sim tawm ntawm cov khoom lag luam, kev hloov pauv hauv tsev muaj zog ntxiv
(Txuas ntxiv fermentation thaum ntxov lub Tsib Hlis)
Raws li ntau cov ntaub ntawv kev lag luam tau lees paub tias txij li thaum lub Plaub Hlis 2026, kev lag luam hauv tsev tau ntsib nrog Nyiv FANUC (FANUC), Mitsubishi thiab lwm lub tshuab CNC thiab servo motors hauv qhov tsis txaus. nruab nrab-Lub Plaub Hlis qhov xwm txheej zoo li hnyav, lub sijhawm xa khoom ntawm tus neeg xa khoom tau txuas ntxiv los ntawm 1-2 lub hlis dhau los mus rau 6 lub hlis lossis ntev dua, ib feem ntawm cov qauv tau tseem ceeb nyob rau ntawm ntug ntawm cov khoom.
Qhov cuam tshuam ntawm qhov xwm txheej yog suav tias:
- Raws li kev lag luam cov kev kwv yees, tsuas yog hauv 2026 yuav tsum tso tawm 5-10 lab units / xyoo qhov sib txawv.
- Nyiv cov ntaub ntawv kev lag luam tshuab ua haujlwm tau qhia tias nyob rau lub Peb Hlis 2026, Nyiv lub tshuab cuab yeej kev lag luam xaj tau nce mus txog 28% xyoo- ntawm - xyoo kev loj hlob nyob rau lub Peb Hlis kev txiav txim tau tsoo tag nrho - lub sijhawm siab, kev txiav txim txawv teb chaws tau nce siab los ntawm 40%, uas qhia tias lub ntiaj teb xav tau kom muaj zog thiab nruj ntawm qhov tsis sib xws.
Kev hloov hauv tsev nrawm nrawm:nyob rau hauv Japanese system tsis txaus keeb kwm yav dhau, domestic manufacturing qhauj raug yuam kom ceev cov khoom siv hloov pauv. Huazhong cov lej tswj thiab lwm cov tuam txhab tsim hluav taws xob hauv tsev tau tso siab rau "Huazhong 9-hom" ntse cov lej tswj cov tshuab thiab lwm yam khoom lag luam txhawm rau txhawm rau ua lag luam sib txawv. Thaum lub hauv paus system los ntawm qhov teeb meem no batch imported downstream cov neeg muas zaub ntau lawm kab, raws li tus nqi hloov thiab tus cwj pwm ntawm raising ib tug siab moat, yuav tsim ib tug ntev-lub sij hawm sib hloov.
Zhongtai Securities Machinery Lub Limtiam tau taw qhia tias txij li thaum pib ntawm 2026, vim qhov tsis txaus ntawm cov khoom siv ntws, Fanuc thiab Mitsubishi thiab lwm yam kev xa tawm mus rau hauv CNC system tau ntsib lub sijhawm xa khoom ntev lossis tawm ntawm cov khoom lag luam, qhov kev tsis txaus tam sim no txij thaum pib lub Plaub Hlis pib tshwm sim, nruab nrab -Lub Plaub Hlis tau pom zoo kom them nyiaj ntau dua rau kev tswj hwm, kev sib koom ua lag luam. lwm yam tseem ceeb thiab cov khoom ntawm lub tuam txhab.
AI Hardware Upgrades Boost Demand for Machine Tools
(May 11 brokerage report)
Orient Securities tau tshaj tawm tsab ntawv tshaj tawm kev lag luam tshawb fawb rau lub Tsib Hlis 11, taw qhia tias AI kho vajtse hloov kho tau dhau los ua lub cav tshiab ntawm cov cuab yeej siv tshuab xav tau.
Core logic:AI neeg rau zaub mov ib lub txee fais fab txuas ntxiv nce, ua kua -txoj kev pab cuam los ntawm "optional" mus rau "yuav tsum tau", cov khoom muaj feem xyuam thiab cov khoom tau hloov kho dua tshiab. Siv cov kua ua kua-cooled ceev coupling (UQD) ua piv txwv, cov ntsiab lus tseem ceeb tau hloov kho mus rau qhov loj - txoj kab uas hla UQD08, cov khoom siv yog stainless hlau los yog corrosion- cov alloys resistant, nrog hardness siab dua thiab tsis tshua muaj nto roughness, uas coj ntau dua qhov yuav tsum tau ua tiav.
Kev xav tau kev hloov pauv:Raws li kev lag luam cov ntaub ntawv, qhov kev faib ua feem ntawm kev txiav txim siab tshwj xeeb siab -kawg tshuab cov cuab yeej rau lub zog tshiab tsheb powertrain, AI kua txias, cov khoom siv semiconductor thiab lwm qhov chaw tawm tshiab tau nce mus rau 37%. Cov kua dej txias hauv lub complex micro-channel qauv, kev kam rau siab yuav tsum tau tswj nyob rau hauv 1/50 ntawm ib tug plaub hau, yuav tsum cia siab rau tsib -axis linkage CNC tshuab cuab yeej thiab siab -precision kab rov tav machining chaw.
Cov sijhawm hauv tsev:Orient Securities ntseeg hais tias cov kua -txias qhov chaw ntawm cov txheej txheem kev lag luam yog qis dua li kev lag luam aviation, tab sis kev tsim khoom, nqi, kev ruaj ntseg yuav tsum siab, cov cuab yeej siv tshuab hauv tsev muaj qhov zoo sib xws; Nyob rau tib lub sijhawm, cov cuab yeej siv tshuab txawv teb chaws muab nruj, cov cuab yeej siv tshuab hauv tsev yuav tsum ua tiav kev hloov pauv hloov pauv ntxiv . 2025 Tuam Tshoj qhov kev xa khoom ntawm cov cuab yeej siv hlau ua haujlwm ntawm 5.39 billion US las, kev hloov chaw yog qhov tseem ceeb.
III. Hauv -Kev Tshawb Fawb Txog Kev Lag Luam thiab Kev Tshawb Fawb
Tsib qhov kev txhawj xeeb zais tom qab txoj kev vam meej ntawm CCMT 2026 Systematically Revealed
(Daim ntawv qhia tob - Tsib Hlis 9)
Thaum Lub Tsib Hlis 9th, pab pawg tshawb fawb los ntawm Ministry of Industry thiab Information Technology (MIIT) Lub Tsev Haujlwm Tshawb Fawb Kev Tshawb Fawb tau tshaj tawm cov ntaub ntawv qhia ntxaws, muab kev soj ntsuam zoo ntawm qhov pom tseeb ntawm kev vam meej ntawm CCMT 2026 exhibition. Daim ntawv tshaj tawm tau sau tseg tias tom qab qhov loj loj -210,000 square meters ntawm qhov chaw nthuav tawm, tshaj 2,000 tus neeg tuaj koom, thiab 441 tsib -axis tshuab cuab yeej-tsib qhov kev txhawj xeeb tseem ceeb tau dhau los ua qhov tseem ceeb:
Kev txiav txim tseem ceeb ntawm Daim Ntawv Qhia:Txoj kev vam meej tam sim no qhia txog "kev nthuav dav ntau" es tsis yog "leap hauv kev ua tau zoo," thiab "superficial accumululation" es tsis yog "core breakthrough." Txhawm rau hloov los ntawm "loj- lub zog loj" mus rau "lub zog thev naus laus zis," kev lag luam yuav tsum tseem txuas rau peb lub chasms ntawm cov thev naus laus zis thev naus laus zis, lub peev xwm tseem ceeb, thiab kev lag luam ecosystem.
IV. Kev lag luam Event Previews
Advanced Cutting Tool Application Technology Exchange Meeting yuav tsum muaj sai sai no
(Lub Tsib Hlis 29)
Lub Tsib Hlis 29th, Tuam Tshoj Association ntawm Machinery Manufacturing Technology (Metal Cutting Tool Subcomtee) thiab Pawg Thawj Coj ntawm Lijia International Intelligent Equipment Exhibition yuav tuav lub rooj sib tham "2026 Advanced Cutting Tool Application Technology Exchange Meeting" hauv Chongqing.
Lub rooj sib tham yuav tsom mus rau cov ncauj lus xws li kev txiav cov kev daws teeb meem nyuaj rau- rau- cov khoom siv tshuab hauv aerospace (titanium thiab siab-kub alloys), kev ua haujlwm hnyav rau New Energy Vehicles (NEVs), thiab thaj chaw ntawm cov cuab yeej superhard. Tam sim no, tus nqi hauv cheeb tsam ntawm kev txiav cov cuab yeej rau aerospace titanium alloy ua tau tawg los ntawm 32% mus rau 50%, thaum lub lag luam superhard cuab yeej tswj qhov nruab nrab txhua xyoo kev loj hlob ntawm ntau dua 15%.
V. Summary and Trend Judgements
Raws li cov xwm txheej tseem ceeb hauv kev lag luam precision machining txij li lub Tsib Hlis, cov qauv hauv qab no tuaj yeem txheeb xyuas tau:
Txoj Kev 1: Kev tsis txaus hauv Japanese CNC tshuab tau dhau los ua kev lag luam qhov sib txawv loj tshaj plaws.Kev xa khoom nruj rau FANUC thiab Mitsubishi cov tshuab tau yuam cov neeg siv khoom hauv qab hloov mus rau cov tshuab hauv tsev. Cov tuam txhab tsim khoom hauv tsev, xws li Huazhong Numerical Control (HCNC), tab tom nkag mus rau lub qhov rais keeb kwm ntawm lub sijhawm.
Trend 2: AI xam infrastructure tau dhau los ua lub cav tshiab rau cov cuab yeej siv tshuab xav tau.Precision machining xav tau rau cov kua- cov khoom cua txias yog tsav kev thov rau tsib -axis tshuab cuab yeej. Qhov kev thov no muaj cov teeb meem me ntsis kev cuam tshuam thiab qhov loj me, uas muaj peev xwm ua tau zoo tshaj plaws los ntawm cov cuab yeej siv tshuab hauv tsev kom ua tiav kev hloov pauv.
Txoj Kev 3: Cov tuam txhab ua lag luam tau nrawm rau kev tsim kho ntawm tag nrho - cov peev txheej saw.Seb nws yog Meicheng (MCO) txuas mus rau hauv ceramic precision machining, Belon nthuav dav rau hauv cov khoom siv hluav taws xob thiab kev kho saum npoo av, lossis Beijing Jingdiao tsim kev sib koom ua ke "Mechanical{0}}Electrical-Software" cov khoom matrix, tag nrho ua raws li ib qho kev sib tw: kev sib tw raws li ib qho - taw tes ua cov peev txheej hauv kev tsim khoom.
Trend 4: Kev lag luam tab tom hloov ntawm "kev vam meej ntau" mus rau theem ntawm "kev xav zoo."Qhov loj heev ntawm 441 tsib -axis tshuab cuab yeej ntawm CCMT 2026 tau ua rau muaj kev xav txog kev lag luam sib sib zog nqus txog qhov "hollowing tawm" ntawm cov thev naus laus zis tseem ceeb. Kev tsom mus rau theem tom ntej ntawm kev sib tw yuav hloov los ntawm "lub peev xwm los tsim lub tsib-axis tshuab" mus rau "lub peev xwm los tsim lub siab-kev ua tau zoo tsib-axis tshuab."
