Selelekela
Lisebelisoa tsa mechini, tse tsejoang e le "mechine ea 'm'e" ea indasteri, ke motheo le motheo oa tlhahiso. Ka phetoho le ntlafatso ea lekala la tlhahiso la Chaena, indasteri ea lisebelisoa tsa mechini e ntse e feta liphetohong tse tebileng. Ho ea ka "Pampiri e Tšoeu ea Indasteri ea Lisebelisoa tsa Mechini ea Chaena ea 2025" e lokollotsoeng ke Wintelligence, 'maraka oa lisebelisoa tsa mechini oa Chaena o tobane le menyetla ea nts'etsopele e e-so ka e bonoa har'a tlhoko e ntseng e hola ea lihlahisoa tsa maemo a holimo, ho felisoa ha bokhoni ba maemo a tlase, le ho eketseha ha khatello ea 'maraka. Sengoloa sena se tla u isa boemong ba hajoale, mekhoa le litaelo tsa nakong e tlang tsaSesebelisoa sa mochini oa CNC oa Chaena indasteri.
1. Kakaretso ea 'Maraka oa Indasteri ea Lisebelisoa tsa Mechini
1.1 Boholo ba 'Maraka le Kholo
Ka 2024, boholo ba mmaraka ka kakaretso oa indasteri ea lisebelisoa tsa mechini ea Chaena bo fihlile ho RMB e libilione tse 1,040.7. Leha e anngoe ke likhatello tsa ho putlama ha moruo, mokhoa oa ho putlama o fokotsehile tlas'a tšehetso ea leano la naha. 'Maraka o lebelletsoe ho boloka sekhahla se itekanetseng sa kholo ea hoo e ka bang 3% lilemong tse tlang, ka boholo ba 'maraka bo lebelletsoeng ba RMB e libilione tse 1,153.7 ka 2027.
Haholo-holo, indasteri e bontša mokhoa o fapaneng ka hare:
Lisebelisoa tsa mochini oa ho seha tšepe: +6%, li fihla ho RMB e limilione tse likete tse 168.7
Lisebelisoa tsa mochini tse etsang tšepe: +4%, li fihla ho RMB e limilione tse likete tse 93.0
Lisebelisoa tsa ho sila le tsa ho qhaqha: -15%, ho fihlela ho RMB e libilione tse 450.2
1.2 Keketseho e Potlakileng ea ho Kena ha CNC
Sekhahla sa CNC (Taolo ea Lipalopalo tsa Khomphutha) indastering ea lisebelisoa tsa mechini ea Chaena se nyolohile haholo ho tloha ho 30% ka 2015 ho ea ho 51% ka 2024. Ho ea ka morero oa "E entsoe Chaena 2025", sekhahla sa CNC bakeng sa lits'ebetso tsa bohlokoa se lebelletsoe ho fihla ho 64% ka 2025 le ho feta 75% ka 2027. Mokhoa ona o hlahisa monyetla o moholo oa kholo bakeng sa likhoebo tsa lisebelisoa tsa mechini tsa CNC.
2. Mekhoa ea Nts'etsopele ea Indasteri
2.1 "Lintlha tse peli tse totobatsoang le tse peli tse nchafalitsoeng" tse susumetsoang ke leano
Maano a naha a khothalletsa ka matla nts'etsopele ea indasteri ea lisebelisoa tsa mechini, haholo-holo e bonahatsoang ho "Lintlha tse peli tse totobatsang" le "Lintlha tse peli tse ncha":
Dikgatiso tse Pedi: Tsepamisa maikutlo hodima maano le diporojeke tse kgolo tsa naha, le kaho ya bokgoni ba tshireletso ya tshimo ya bohlokwa
Lisebelisoa tsa CNC tse phahameng Ntlafatso ea tlhahiso: Liindasteri tsa maano tse kang tsa lifofane, matla a macha le li-semiconductor li khanna tlhoko e ntseng e eketseha ea lisebelisoa tsa mochini tse nang le lintlha tse ngata tse nepahetseng.
Phetolo e potlakileng ea malapeng: Lisebelisoa tse ngata tsa mechini tsa maemo a holimo tsa malapeng li sebelisoa masimong a "bothata" joalo ka matla a sesole le a nyutlelie
Mekhoa e 'Meli ea Boiqapelo: Khothaletsa tlhahiso e ncha ea boleng le masimo a theknoloji e ncha
Bohlale le ho etsa dijithale: Inthanete ya Indasteri le AI + tlhahiso e sutumelletsa disebediswa tsa mochini ho ya ho ditsamaiso tse bohlale tsa CNC le ditshebeletso tsa tlhokomelo tse hole
5G + Inthanete ea Liindasteri: Tšehetsa marang-rang a lisebelisoa tsa mochini le tšebelisano-'moho ea data, ho thusa mela ea tlhahiso e tenyetsehang
2.2 Liphetoho Mekhoeng ea ho Kenya le ho Romela Thepa kantle ho naha
Ho tloha ka 2021 ho isa ho 2024, boleng ba thepa e kenang indastering ea lisebelisoa tsa mochini Chaena bo theohile ho tloha ho $13.8 bilione ho ea ho $10.2 bilione (-26%), ha boleng ba thepa e romeloang kantle ho naha bo eketsehile ho tloha ho $9.3 bilione ho ea ho $12.1 bilione (+30%), e leng se ileng sa etsa hore khoebo e be le phaello ka lekhetlo la pele. Sena se bontša:
Tlholisano e ntlafetseng ea lisebelisoa tsa mechini tsa malapeng:Mochini oa CNC oa li-axis tse hlano ka nako e le 'ngoelisebelisoa li se li amohetsoe haholo ketane ea phepelo ea lifofane
Ho nkeloa sebaka ha thepa e tsoang kantle ho naha ka potlako: Ho putlama ha moruo ho etsa hore likhoebo li khethe mabitso a lehae a theko e tlaase haholoanyane
Katoloso ea limmaraka tsa mose ho maoatle: Tšehetso ea leano le tsoelo-pele ea theknoloji li tsamaisa kholo ea kantle ho naha hammoho
3. Tlhahlobo ea 'Maraka oa Kopo e Tlase
Lisebelisoa tsa mechini li sebelisoa haholo-holo liindastering tse latelang:
| Indasteri | Abelana | Sekhahla sa Kgolo | Litšobotsi |
| Likoloi | 25.6% | + 5% | Tlhoko ea sesebelisoa sa mochini se nepahetseng haholois e kgannwang ke dikoloi tse ntjha tsa eneji; ho etsa botjha dikarolo tsa dikoloi tsa setso ho hlahisa menyetla e metjha |
| Lisebelisoa tsa elektroniki | 21.8% | + 3% | Nchafatso ea lisebelisoa ka potlako, e hlokang ho tenyetseha ho hoholo le lisebelisoa tse bohlale tsa mochini |
| Mechine e Akaretsang | 14.0% | -1% | E angoa haholo ke ho putlama ha moruo |
| Lifofane | 4.3% | + 10% | Kgolo e potlakileng ka ho fetisisa, e susumetsoang ke tlhoko ea lifofane tse kholo tsa lehae |
| Lisebelisoa tsa Bongaka | 9.3% | + 4% | Litlhoko tse phahameng bakeng sa ho nepahala ha machining le boleng ba bokaholimo |
Temohisiso ea Bohlokoa ea Indasteri:
Indasteri ea Likoloi
Ka 2024, thekiso ea likoloi e fihlile ho li-unit tse limilione tse 31.44, 'me likoloi tse ncha tsa motlakase li etsa limilione tse 3.52 (+38%). Leano la khoebo le akaretsa mefuta e fetang 95%, e leng se eketsang thekiso haholo. Menyetla lefapheng la likoloi bakeng sa lisebelisoa tsa mechini e kenyelletsa:
Likoloi tse ncha tsa eneji: Lisebelisoa tsa mochini oa CNC tse nepahetseng haholo tse hlokahalang bakeng sa likheo tsa betri, li-engine shafts, jj.
Likoloi tsa setso: Ho etsa bocha likarolo ho khothalletsa ho bopa sebopeho se batlang se le haufi le letlooa le phetoho e tala tlhahisong
Lifofane
Matsete a thepa e tsitsitseng lefapheng la lifofane a eketsehile ho tloha ho RMB e libilione tse 182 ka 2019 ho isa ho RMB e libilione tse 197.2 ka 2024. "Moralo oa Ts'ebetso ea Kopo ea Boiqapelo ba Lisebelisoa tsa Lifofane" o ikemiselitse ho theha mohlala oa indasteri ea lifofane ea maemo a holimo le e bohlale ka 2030, o tsoelang pele ho khanna tlhoko ea lisebelisoa tsa mechini tsa maemo a holimo.
4. Mekhoa ea ho Iketsa le ho Hlahisa Bohlale
Ka 2024, boholo ba 'maraka oa othomathike oa lisebelisoa tsa mochini bo fihlile ho RMB e libilione tse 22.1 (+5%), ka likarolo tsa bohlokoa:
Mekhoa ea CNC (RMB e limilione tse likete tse 15.1): E laoloa ke FANUC, Siemens; sekhahla sa ho fumaneha ha batho malapeng ke 2% feela.
Mekhoa ea Servo (RMB e limilione tse likete tse 3.29): E etelletsoe pele ke Inovance, Yaskawa; ho ba sebakeng sa lehae sa hoo e ka bang 45%
Li-converter tsa maqhubu (RMB tse libilione tse 1.19): E etelletsoe pele ke Inovance, Siemens; ho ba sebakeng sa lehae 45%
Leha CNC ea maemo a holimo e ntse e itšetlehile ka thepa e tsoang kantle ho naha, ho fumaneha ha lihlahisoa tsa servo le frequency converter ho haufi le 50%, ho bonts'a tsoelo-pele e potlakileng theknolojing ea othomathike ea Chaena.
5. Tebello ea Bokamoso
Pontšo e phahameng ha e fetohe: Liindasteri tsa maano tse kang tsa lifofane le matla a macha li tla khanna kholo e tsoelang pele tlhokehong ea lisebelisoa tsa mochini tse nang le mekhahlelo e mehlano ka nako e le 'ngoe le tse nepahetseng haholo.
Phetolo e potlakileng ea lehae: Tšehetso ea leano le tsoelo-pele ea theknoloji li tla thusa lisebelisoa tsa mechini tsa lehae ho fihlela tsoelo-pele e kholo masimong a maemo a holimo.
Phetoho e bohlale: Mahlale a Inthanete ea Indasteri le AI a tla fetola lihlahisoa tsa lisebelisoa tsa mochini le mehlala ea litšebeletso.
Sebopeho sa ho ikopanya ha lichaba tsa lefatše: Likhoebo tse etellang pele li tla potlakisa ho ikopanya ha linaha tsa machaba ka lifeme tsa mose ho maoatle le ho reka.
Qetello
Indasteri ea lisebelisoa tsa mechini ea Chaena e boemong ba bohlokoa ba phetoho le ntlafatso, ka liphephetso le menyetla e tšoanang. Jwalo ka setsi sa profeshenale sa papatso sa mose ho maoatle, OTURN e bokella tse ngatamochini oa CNC oa boleng bo holimo le bafepedi ba setsi sa mechini, ba ikemiselitseng ho fana ka litharollo tsa lisebelisoa tse sebetsang hantle, tse nepahetseng, le tse tšepahalang ho likhoebo tsa tlhahiso ea lefats'e. Re tšehetsa litekanyetso tsa "Botsebi, Tsepamiso, Bokgoni, Bonolo, Bokhabane, le Boithati," re ntse re khothaletsa ho etsa hore lihlahisoa tsa lisebelisoa tsa mechini tsa lehae li be tsa machabeng, re thusa bareki ho ntlafatsa tlholisano ea tlhahiso, le ho amohela hammoho mehla e mecha ea tlhahiso e bohlale.
*Data ya mantlha le moralo wa tlhahlobo ya sengoloa sena di nkilwe ho "Pampiri e Tshweu ya Indasteri ya Disebediswa tsa Mochini tsa 2025 China - Kgatiso ya ho Abelana" e phatlaladitsweng ke Wintelligence ka Mmesa 2025.
Nako ea poso: Mots'eanong-05-2025