Analysis of China's high-end CNC machine tool industry chain and investment layout in 2025


2025-03-30

High-end CNC machine tools are capable of high-precision, high-complexity, high-efficiency, and high-dynamic machining. Since the beginning of this year, driven by emerging industries such as humanoid robots and new energy vehicles, machine tool companies have seen a surge in orders, with demand for mid-to-high-end CNC machine tools particularly strong.

High-end CNC machine tools are capable of high-precision, high-complexity, high-efficiency, and high-dynamic machining. Since the beginning of this year, driven by emerging industries such as humanoid robots and new energy vehicles, machine tool companies have seen a surge in orders, with demand for mid-to-high-end CNC machine tools particularly strong.

High-end CNC Machine Tool Industry Chain Analysis

The high-end CNC machine tool industry chain can be divided into three segments: upstream, midstream, and downstream. The upstream of the industry chain is components and systems, with precision materials including high-end alloy steel and carbon fiber; components include spindles, intelligent sensors, screws, and guide rails; systems include CNC systems and servo systems. The midstream of the industry chain is the manufacturing of high-end CNC machine tools, with high-end CNC machine tool products including five-axis CNC machine tools, high-speed precision machining machine tools, ultra-precision machining machine tools, and intelligent production line integrated machine tools. The downstream of the industry chain is the application field, mainly including aerospace, automotive manufacturing, semiconductor equipment, mold manufacturing, shipbuilding, rail transit, medical equipment, energy equipment, and communication equipment.

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Data Source: Compiled by Zhongshang Industry Research Institute

Upstream Analysis of the High-end CNC Machine Tool Industry Chain

(1) CNC System

1. Market Size of CNC Systems

As the "brain" of CNC machine tools, the CNC system is a key factor determining the performance, function, and reliability of high-end CNC machine tools. A CNC system generally consists of three parts: a control system, a servo system, and a detection system. In recent years, affected by downstream demand, the market space for CNC systems in China has continued to expand steadily. According to the "2025-2030 China High-end CNC System Industry Market Status Survey and Development Trend Prediction Research Report" released by Zhongshang Industry Research Institute, the market space for CNC systems in China reached approximately 29.073 billion yuan in 2024. Analysts at Zhongshang Industry Research Institute predict that the industry market space will exceed 31 billion yuan in 2025.

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Data Source: Compiled by Zhongshang Industry Research Institute

2. Competition Tiers of CNC Systems

The CNC system industry in China is divided into three major competition tiers. The first tier consists of international giants who possess core technologies for high-end CNC systems (such as five-axis linkage and intelligent control). The second tier consists of leading domestic companies with the ability to conduct full-set CNC technology research and development, gradually breaking through in the mid-to-high-end market. The third tier consists of companies focusing on specific segments, focusing on niche markets (such as robot control and servo drives), with rapid technology iteration.

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Data Source: Compiled by Zhongshang Industry Research Institute

(2) Servo System

1. Market Size of Servo Systems

In recent years, the market size of servo systems has shown a fluctuating growth trend. According to the "2025-2030 China Servo System Industry Market Prospect Survey and Investment and Financing Strategy Research Report" released by Zhongshang Industry Research Institute, the market size of servo systems in China was approximately 22 billion yuan in 2023, a year-on-year increase of 6.8%, and the market size in 2024 was approximately 23.4 billion yuan. Analysts at Zhongshang Industry Research Institute predict that the market size of servo systems in China will reach 24.8 billion yuan in 2025.

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Data Source: Compiled by Zhongshang Industry Research Institute

2. Key Enterprises in the Servo System Market Size

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Data Source: Compiled by Zhongshang Industry Research Institute

(3) Intelligent Sensors

1. Market Size of Intelligent Sensors

As one of the world's largest electronics markets, China's intelligent sensor market size is also expanding continuously. According to the "2025-2030 Global and China Intelligent Sensor Market Survey and Industry Prospect Prediction Special Research Report" released by Zhongshang Industry Research Institute, the market size of intelligent sensors in China was 155.12 billion yuan in 2024. Analysts at Zhongshang Industry Research Institute predict that the market size of intelligent sensors in China will exceed 170 billion yuan in 2025.

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Data Source: Compiled by Zhongshang Industry Research Institute

2. Market Structure of Intelligent Sensors

The intelligent sensor market has a wide variety of product categories. Currently, the Chinese intelligent sensor market is dominated by MEMS sensors and CIS image sensors, accounting for 29.7% and 26.5%, respectively, with a combined market share of over half.

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Data Source: Compiled by Zhongshang Industry Research Institute

3. Key Enterprises in the Intelligent Sensor Market

Driven by policy support and technological advancements, China's intelligent sensor industry has developed rapidly, giving rise to a number of powerful intelligent sensor companies, such as GoerTek, Huitian Technology, WeyerShares, and Huagong Technology. These companies have strong competitiveness in consumer electronics and automotive electronics, not only occupying a place in the domestic market but also actively exploring international markets.

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Data Source: Compiled by Zhongshang Industry Research Institute

 

Midstream Analysis of the High-end CNC Machine Tool Industry Chain

(1) Market Size of CNC Machine Tools

CNC machine tools, also known as numerically controlled machine tools, are automated machine tools equipped with program control systems. In recent years, the CNC machine tool market has shown rapid development, with the industry scale continuously expanding and the overall operation showing steady and positive progress. According to the "2025-2030 China CNC Machine Tool Industry Survey and Development Prospect Analysis Report" released by Zhongshang Industry Research Institute, the market size of CNC machine tools in China reached approximately 432.5 billion yuan in 2024. Analysts at Zhongshang Industry Research Institute predict that the industry market size will exceed 450 billion yuan in 2025.

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Data Source: Compiled by Zhongshang Industry Research Institute

(2) Market Size of Five-Axis CNC Machine Tools

Five-axis CNC machine tools represent a higher level of technology in the current industrial mother machine field. Five-axis CNC machine tools in China are mainly used in aerospace, military, mold, automotive, and shipbuilding industries. Currently, domestic demand continues to grow, and the market size is rapidly expanding. According to the "2025-2030 China CNC Machine Tool Market Demand Forecast and Development Trend Foresight Report" released by Zhongshang Industry Research Institute, the market size of five-axis CNC machine tools in China reached approximately 12 billion yuan in 2024. Analysts at Zhongshang Industry Research Institute predict that the market size of five-axis CNC machine tools in China will continue to grow in 2025, exceeding 13 billion yuan.

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Data Source: Compiled by Zhongshang Industry Research Institute

(3) Domestication Rate of High-end CNC Machine Tools

China's CNC machine tool companies mainly focus on the mid-to-low-end market. Although the penetration rate of high-end products is increasing, it remains at a relatively low level. Currently, the domestication rate of mid-to-low-end CNC machine tools in China is 65% and 82%, respectively, while the domestication rate of high-end CNC machine tools is only 6%, indicating significant room for domestication of high-end CNC machine tools.

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Data Source: Compiled by Zhongshang Industry Research Institute

(4) Market Competition Landscape of High-end CNC Machine Tools

The competitive landscape of China's high-end CNC machine tool industry is characterized by foreign companies dominating the high-end market and domestic companies accelerating their catch-up. Competition in China's high-end CNC machine tool market is becoming increasingly fierce, with foreign companies further increasing their investment in the Chinese market and domestic companies accelerating their transformation and upgrading.


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Data Source: Compiled by Zhongshang Industry Research Institute

(5) Key Enterprises of High-end CNC Machine Tools

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Data Source: Compiled by Zhongshang Industry Research Institute

(6) Distribution of High-end CNC Machine Tool Enterprises

The distribution of China's high-end CNC machine tool industry shows a clear regional agglomeration characteristic, mainly concentrated in the four major regions of the Yangtze River Delta, the Pearl River Delta, the old industrial base in Northeast China, and Central China. Each region relies on policy support, industrial chain supporting facilities, and technological innovation capabilities to form differentiated competitive advantages.

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Data Source: Compiled by Zhongshang Industry Research Institute

 

Downstream Analysis of the High-end CNC Machine Tool Industry Chain

(1) Automobile Manufacturing

1. Revenue and Profit of the Automobile Manufacturing Industry

In recent years, the performance of Chinese automobile manufacturing enterprises has been eye-catching. The operating revenue of above-scale manufacturing enterprises increased from 8155.7 billion yuan in 2020 to 10647.01 billion yuan in 2024, and the total profit of above-scale manufacturing enterprises reached 462.26 billion yuan in 2024.

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Data Source: CSM Industry Research Institute Database

2. Automobile Production and Sales

In 2024, automobile production and sales reached 31.282 million and 31.436 million units, respectively, with year-on-year increases of 3.7% and 4.5%, respectively. In January 2025, automobile production and sales reached 2.45 million and 2.423 million units, respectively, with production up 1.7% year-on-year and sales down 0.6% year-on-year.


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Data Source: China Association of Automobile Manufacturers, CSM Industry Research Institute

(2) Semiconductor Equipment

In recent years, with the rapid development of emerging technologies such as artificial intelligence and the Internet of Things, the semiconductor equipment industry has ushered in new development opportunities, and the market size has continued to expand. The "2025-2030 China Semiconductor Equipment Industry Market Supply and Demand Trend and Development Strategy Research and Forecast Report" released by CSM Industry Research Institute shows that the market size of China's semiconductor equipment in 2024 exceeded 230 billion yuan. Analysts at CSM Industry Research Institute predict that the market size of China's semiconductor equipment will exceed 250 billion yuan in 2025.

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Data Source: Compiled by Zhongshang Industry Research Institute

(3) Shipbuilding

In 2024, the national shipbuilding completion volume was 48.18 million deadweight tons, a year-on-year increase of 13.8%; new orders amounted to 113.05 million deadweight tons, a year-on-year increase of 58.8%; and the backlog of orders at the end of December was 208.72 million deadweight tons, a year-on-year increase of 49.7%. The national shipbuilding completion volume, new orders, and backlog of orders accounted for 55.7%, 74.1%, and 63.1% of the global total in terms of deadweight tonnage, and 50.3%, 68.2%, and 55.4% in terms of corrected gross tonnage, respectively.

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Data Source: Ministry of Industry and Information Technology, CSM Industry Research Institute

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Data Source: Ministry of Industry and Information Technology, CSM Industry Research Institute

For more information, please refer to the "2024-2030 China High-end CNC Machine Tool Market Survey and Industry Prospect Forecast Special Research Report" released by CSM Industry Research Institute. CSM Industry Research Institute also provides consulting services including industry big data, industry intelligence, industry research reports, industry white papers, industry status certificates, feasibility studies, industry planning, industrial chain investment attraction maps, industrial investment attraction guidance, industrial chain investment attraction inspections & promotion meetings, and the "15th Five-Year Plan".