In the first quarter, the machine tool industry new orders data is bright, machine tool ETF (159663) rose 0.44%

    On May 14, the three major stock indices saw a slight decline in early trading, while the machine tool sector bucked the trend and rose. By 9:40 AM, the Machine Tool ETF (159663) was up 0.44%, with related stocks including Xiamen Tungsten Industry up 2.60%, Green Harmonic up 1.15%, and Huagong Technology up 0.75%. HuiChuan Technology, Jiangte Motor, and Chuangshiji also followed suit with modest gains.

    Industrial mother machines are positioned as the "cornerstone of a manufacturing powerhouse," and China's industrial mother machine industry is entering a critical window period for domestication in 2025. According to statistics from the China Machine Tool Association, new orders for metalworking machines increased by 26.2% year-on-year in January-February 2025, while orders in hand grew by 15.2%. At a press conference held by the State Council Information Office, it was reported that high-end machine tool exports grew by 16.4% in the first quarter of 2025.

    Benefiting from the accelerated transformation and upgrading of China's manufacturing industry, the demand for machine tool updates and replacements, as well as import substitution, the domestic machine tool industry has started to recover. With the performance improvement of domestically produced CNC machines and the gradual perfection of the industrial chain, the pace of localization of CNC machines is accelerating. In recent years, China's machine tool exports have increased, opening up new growth space for the industry abroad. Currently, emerging economic sectors such as new energy vehicles, low-altitude economy, artificial intelligence, and humanoid robots are developing rapidly, and the processing demand for complex structural components related to these products is expected to continue driving the growth in high-precision CNC machine tool procurement.

This news is reprinted from Securities Star.