霸刀分享-机床工具行业企稳回升，未来可期
现状与数据支撑
目前机床工具行业企稳回升态势明显。中国机床工具工业协会发布的数据显示，2025年1 - 9月全行业完成营业收入7647亿元，同比增长1.6%；实现利润总额247亿元，同比大幅增长28.0%，结束了自2023年上半年以来的下滑态势，重回增长区间。
回升原因
政策扶持
2025年以来，国家层面针对工业母机的政策支持力度空前，形成了从顶层设计到落地执行的完整政策体系。比如六部门联合印发的《机械行业稳增长工作方案(2025 - 2026年)》，强调落实税收优惠政策、降低企业综合成本、加大金融支持力度，鼓励装备企业开展技术创新和设备更新，为机床工具行业复苏提供了强有力的政策保障。
市场需求拉动
随着我国对新兴产业、未来产业的培育力度加大，商业航天、低空经济、深海科技等领域的安全健康发展，持续拉动高端机床需求。同时，新能源汽车、航空航天、人工智能、新材料等新兴领域的快速发展，对高端机床工具产品的需求持续攀升。
产品结构升级与技术创新
在智能制造浪潮下，机床工具行业正经历着从数字化到智能化的深刻变革。1 - 9月，行业效益的大幅改善，核心驱动力来自于产品结构的持续升级。我国机床企业不断突破核心技术，高端产品自主化水平显著提高。
出口表现
我国机床工具行业积极优化出口市场布局，形成了多元化的市场格局。金属加工机床作为进出口核心品类，表现尤为突出。进口由降转升，出口增幅持续扩大，进出口顺差进一步扩大，标志着我国金属加工机床在全球市场的比较优势日益凸显。出口方面，受益于当地产业转移带来的设备需求增长，对越南等东南亚国家出口持续快速增长；对俄罗斯、印度出口额增幅扩大，新兴市场成为出口增长的新引擎；对欧美日等传统市场则凭借高端产品实现稳步突破，形成了“新兴市场扩量、发达市场提质”的出口格局。
挑战与展望
虽然行业企稳回升，但当前机床工具行业发展仍面临诸多挑战。外部环境方面，国际政治经济形势复杂严峻，世界经济和国际贸易增长动能不足，贸易保护主义加剧，机床工具产品成为国际阵营博弈的目标，美国降息、加税政策为出口带来不确定性，两用物项出口管制政策加强也可能对出口造成一定影响。不过，中国机床工具工业协会会长毛予锋预测，2025年度机床工具行业整体有望保持企稳回升态势。而且从长远看，行业长期向好的基本趋势没有改变，面临的发展机遇前所未有。
The machine tool industry has stabilized and rebounded, with a promising future ahead
Current situation and data support
At present, the machine tool industry shows a clear trend of stabilization and recovery. Data released by the China Machine Tool Builders' Association shows that from January to September 2025, the entire industry achieved operating revenue of 764.7 billion yuan, representing a year-on-year growth of 1.6%. The total profit reached 24.7 billion yuan, a significant year-on-year increase of 28.0%, ending the downward trend since the first half of 2023 and returning to the growth range.
Reasons for the recovery
Policy support
Since 2025, the policy support for industrial mother machines at the national level has been unprecedented, forming a complete policy system from top-level design to implementation. For instance, the "Work Plan for Stabilizing Growth in the Machinery Industry (2025-2026)" jointly issued by six departments emphasizes the implementation of tax preferential policies, the reduction of comprehensive costs for enterprises, and the increase of financial support. It also encourages equipment enterprises to carry out technological innovation and equipment renewal, providing a strong policy guarantee for the recovery of the machine tool industry.
Market demand-driven
As China intensifies its efforts to cultivate emerging and future industries, the safe and healthy development of commercial aerospace, low-altitude economy, deep-sea technology and other fields has continuously driven the demand for high-end machine tools. Meanwhile, the rapid development of emerging fields such as new energy vehicles, aerospace, artificial intelligence, and new materials has continuously driven up the demand for high-end machine tools and tools.
Product structure upgrading and technological innovation
Under the wave of intelligent manufacturing, the machine tool industry is undergoing a profound transformation from digitalization to intelligence. From January to September, the significant improvement in industry benefits was mainly driven by the continuous upgrading of the product structure. China's machine tool enterprises have been constantly breaking through core technologies, and the level of autonomy of high-end products has significantly improved.
Export performance
China's machine tool industry has been actively optimizing its export market layout, forming a diversified market pattern. Metalworking machine tools, as a core category for import and export, have performed particularly outstandingly. Imports have turned from decline to increase, the growth rate of exports has continued to expand, and the trade surplus has further widened, marking that China's comparative advantage in the global market for metalworking machine tools is becoming increasingly prominent. In terms of exports, benefiting from the growth in equipment demand brought about by local industrial transfer, exports to Southeast Asian countries such as Vietnam have continued to grow rapidly. The growth rate of exports to Russia and India has expanded, and emerging markets have become new engines for export growth. For traditional markets such as Europe, America and Japan, steady breakthroughs have been achieved through high-end products, forming an export pattern of "expanding volume in emerging markets and improving quality in developed markets".
Challenges and Prospects
Although the industry has stabilized and rebounded, the current development of the machine tool industry still faces many challenges. In terms of the external environment, the international political and economic situation is complex and severe. The growth momentum of the world economy and international trade is insufficient. Trade protectionism has intensified. Machine tool products have become the target of international camp games. The US policy of interest rate cuts and tax hikes has brought uncertainties to exports. The strengthening of export control policies for dual-use items may also have a certain impact on exports. Moreover, in the long run, the fundamental trend of the industry's long-term positive outlook has not changed, and the development opportunities it faces are unprecedented.