Tsis ntev los no, xya lub tuam tsev suav nrog Ministry of Industry thiab Information Technology, National Development thiab Reform Commission, Ministry of Finance, People's Bank of China, Lub Xeev Kev Tswj Xyuas Nyiaj Se, Lub Xeev Kev Tswj Xyuas Kev Lag Luam, thiab Lub Xeev Kev Tswj Xyuas Nyiaj Txiag. Kev saib xyuas ua ke tau tshaj tawm "Kev Npaj Ua Haujlwm rau Kev Txhim Kho Cov Khoom Siv Hauv Kev Lag Luam" (tom qab no hu ua "Kev Npaj Ua Haujlwm" nthuav qhia). "Kev Npaj Ua Haujlwm" hais tias los ntawm 2027, qhov ntsuas ntawm cov cuab yeej siv peev hauv kev lag luam yuav nce ntau dua 25% piv nrog rau xyoo 2023, thiab tus nqi nkag ntawm cov R & D thiab cov cuab yeej tsim thiab cov lej tswj tus nqi ntawm cov txheej txheem tseem ceeb hauv kev lag luam. cov lag luam saum toj no qhov loj me yuav tshaj 90% thiab 75% feem. Kev hloov pauv digital ntawm kev lag luam kev lag luam saum toj saud loj hauv cov nroog loj thiab cov chaw ua si tseem ceeb tau ua tiav tag nrho. Ntau lawm muaj peev xwm qis dua lub zog efficiency benchmark theem nyob rau hauv cov kev lag luam tseem ceeb tau pib rho tawm. Lub zog efficiency ntawm cov khoom siv hluav taws xob loj tau pib mus txog qib kev txuag hluav taws xob. Cov theem kev nyab xeeb ntawm sab hauv tau raug kho kom zoo dua. Kev nce qib thiab kev siv cov khoom siv tshiab tau nrawm dua. Qhov kev faib ua feem ntawm kev muaj peev xwm ntau lawm tau txuas ntxiv mus. txhim kho.
"Txoj cai no aims los txhawb kev lag luam kev lag luam kom nrawm nrawm ntawm cov cuab yeej hloov kho, txhim kho kev tsim khoom thiab kev ua tau zoo, txhawb kev txhim kho zoo ntawm kev lag luam kev lag luam, thiab txhim kho tag nrho cov kev sib tw ntawm kuv lub teb chaws kev lag luam los ntawm cov khoom siv loj hloov kho thiab thev naus laus zis. kev hloov pauv." Pai Pai Network Fortune Research Department Tus Lwm Thawj Coj Liu Youhua hais rau tus neeg sau xov xwm los ntawm Securities Daily.
Rau kev lag luam xws li kev lag luam tshuab, tshuab ua liaj ua teb, kev tsim kho tshuab, thiab cov tsheb kauj vab hluav taws xob uas cov cuab yeej tsim khoom tag nrho yog nyob rau nruab nrab lossis qis qis, "Kev Npaj Ua Haujlwm" thov kom nrawm tshem tawm cov khoom siv rov qab thiab tsis muaj txiaj ntsig thiab cov khoom qub uas tau tas sij hawm. , thiab tsom mus rau kev txhawb nqa kev rov ua dua tshiab ntawm kev lag luam machinery kev lag luam uas tau ua haujlwm rau ntau tshaj 10 xyoo. Xyoo ntawm cov cuab yeej siv tshuab, thiab lwm yam.
Yav dhau los, Huadong Heavy Machinery tau hais tias nyob rau hauv qhov kev lag luam rov qab los hauv tsev thiab txawv teb chaws, lub tuam txhab tau txeeb lub sijhawm rau kev txhim kho thiab hloov cov khoom siv tshuab chaw nres nkoj ntawm cov chaw nres nkoj hauv tsev thiab txawv teb chaws, thiab cov kev sib tw tau nce mus rau qee yam. Lub tuam txhab yuav txuas ntxiv ua tib zoo saib xyuas cov cai hauv tebchaws, tsom mus rau kev txhim kho kev lag luam thiab nws tus kheej qhov xwm txheej tiag tiag, thiab txeeb cov kev lag luam tshiab rau kev hloov khoom siv. Code CNC kuj tau hais tias lub tuam txhab kev lag luam downstream feem ntau suav nrog aviation, machinery, nkoj tsim, hluav taws xob, hluav taws xob thiab lwm yam kev lag luam, tag nrho cov no yog cov lag luam tseem ceeb uas txhawb cov khoom siv kho dua tshiab. Txij lub Ib Hlis mus txog Lub Ob Hlis 2024, lub tuam txhab xaj xaj tshiab tau nce 45% xyoo-rau-xyoo, uas tag nrho cov tshuab lag luam suav txog kwv yees li 95%, ib xyoos ib zaug nce ntawm kwv yees li 42%, thiab cov khoom lag luam ua haujlwm suav nrog. rau kwv yees li 4%, ib xyoos ib zaug nce ntawm kwv yees li 153%.
Daim ntawv tshaj tawm kev tshawb fawb los ntawm Kaiyuan Securities qhia tau hais tias kuv lub teb chaws cov cuab yeej siv tshuab tsim tawm tus nqi yog thawj zaug hauv ntiaj teb. CCID Consulting cov txheeb cais qhia tau tias qhov ntsuas ntawm kuv lub teb chaws kev lag luam niam tshuab kev lag luam tau rov pib dua kev loj hlob tom qab luv luv hauv 2022, thiab kev lag luam nplai yuav ncav cuag 368.84 billion yuan hauv 2023. Cov khoom xa tawm yog US $ 24.97 billion, ib xyoos ib zaug. nce 11.3%; Cov khoom xa tuaj yog US $ 12.82 billion, ib xyoos ib zaug poob ntawm 2.4%.
Tab sis nws tseem yuav tsum tau muab sau tseg tias kuv lub teb chaws kev lag luam motherboard kev lag luam tseem ntsib qhov teeb meem ntawm "loj tab sis tsis muaj zog", nrog rau cov high-end localization tus nqi tsawg dua 10%. Liu Youhua tau qhia tias piv nrog cov teb chaws tsim, kuv lub teb chaws tseem muaj qhov sib txawv ntawm cov lag luam siab thiab cov thev naus laus zis tseem ceeb.
Txij li thaum pib ntawm lub xyoo no, cov kev cai zoo los txhawb txoj kev loj hlob ntawm kev lag luam niam tshuab tau raug tshaj tawm tsis tu ncua, thiab kuv lub teb chaws cov cuab yeej siv tshuab ua lag luam tau txuas ntxiv mus nce peev, txhawb kev loj hlob tag nrho ntawm kuv lub teb chaws kev lag luam niam tshuab kev lag luam saw ntawm high- kawg txoj kev loj hlob.
Piv txwv li, Chiv Keeb tau ua tiav cov txiaj ntsig zoo hauv kev tshawb fawb thiab kev tsim cov spindles, cuab yeej cov ntawv xov xwm, turntables thiab lwm yam khoom, tau ze li ntawm 20 spindle-related patents, thiab ua tiav kev ywj pheej. Tsis tas li ntawd, txhawm rau ua kom tau raws li qhov xav tau ntawm kev ua lag luam high-end, lub tuam txhab launched "Heller" thiab "NESIS" high-end tshuab cuab yeej hom. Tag nrho ntawm ntau tshaj 10 cov khoom lag luam siab tau tsim tawm ntawm kev ua lag luam, thiab qee cov khoom tuaj yeem tsim tawm hauv tsev. Neway CNC's "Phase IV High-end Intelligent CNC Equipment thiab Core Functional Components Project" yog nyob rau hauv kev tsim kho thiab xav tias yuav ua kom tiav thaum kawg ntawm lub xyoo no thiab muab tso rau hauv ntau lawm hauv 2025. Tom qab ua tiav, nws yuav nthuav dav cov khoom lag luam siab. -end ntse CNC cov cuab yeej thiab cov khoom siv ua haujlwm tseem ceeb, nrog lub peev xwm tsim khoom ntawm 700 lab Yuan.
"Nrog rau kev sib koom ua ke ntawm kev tsim khoom hloov khoom dua tshiab, kev muaj peev xwm tsim kho tshiab thiab kev txhawb nqa txoj cai, kuv lub teb chaws cov cuab yeej cuab tam kev lag luam tau tsim cov hauv kev tseem ceeb rau kev hloov pauv thiab hloov kho dua tshiab, tshwj xeeb tshaj yog hauv kev tsim cov khoom tseem ceeb thiab kev tshawb fawb thiab kev loj hlob ntawm cov khoom siv high-end." Tus Thawj Saib Xyuas Kev Lag Luam ntawm Kurosaki Capital Tus Thawj Saib Xyuas Haujlwm Chen Xingwen tau hais rau tus neeg sau xov xwm los ntawm Securities Daily tias txawm tias muaj kev hloov pauv hauv kev lag luam tshuab, cov tuam txhab ua lag luam tau pom muaj kev hloov pauv kev lag luam thiab kev sib tw.
