Orient Securities released a research report. From January to July 2026, the revenue of China's machine tool industry increased 7.1% year on year. Among them, the metal cutting machine tool division increased 17.4% year on year, and the industry continued to thrive. Driven by emerging technologies such as AI and humanoid robots, the cyclical characteristics of the machine tool industry are changing. On the one hand, the industry's prosperity is expected to continue to increase, and on the other hand, leaders with high-end precision production capacity are expected to benefit structurally. The industry demand structure continues to shift to high-end precision, and the bank believes that the market share of leading companies that can match the processing requirements of emerging racetracks and have high-end precision production capacity is expected to increase.

Orient Securities released a research report. From January to July 2026, the revenue of China's machine tool industry increased 7.1% year on year. Among them, the metal cutting machine tool division increased 17.4% year on year, and the industry continued to thrive. Driven by emerging technologies such as AI and humanoid robots, the cyclical characteristics of the machine tool industry are changing. On the one hand, the industry's prosperity is expected to continue to increase, and on the other hand, leaders with high-end precision production capacity are expected to benefit structurally. The industry demand structure continues to shift to high-end precision, and the bank believes that the market share of leading companies that can match the processing requirements of emerging racetracks and have high-end precision production capacity is expected to increase.