ChinaCritical Materials & Supply Chain▲
Machine tool concept surges; Huadong CNC hits three consecutive daily limit ups; Zhejiang’s first supply-demand matchmaking event signs deals exceeding 100 million yuan
The machine tool concept continued to be active in early trading on August 12, with Huadong CNC hitting three consecutive daily limit ups, while Rifa Precision Machinery and Shenyang Machine Tool hit their daily limit ups, and many other stocks rose in tandem. Recently, Pinghu in Zhejiang held the first "Machine Tool Plus" supply-demand matchmaking event for hundreds of industries and thousands of enterprises, releasing the Zhejiang Province Machine Tool Supply List. Five cooperation projects were signed on site, with total procurement value exceeding 100 million yuan. On the supply side, a research report from Zhongtai Securities pointed out that Fanuc and Mitsubishi CNC systems will face shortages starting April 2026, opening a window for domestic independent and controllable alternatives. On the demand side, capital spending is robust in AI computing, semiconductors, and new energy vehicle components, driving a recovery in machine tool demand. In June 2026, domestic metal-cutting machine tool output grew 18.1 percent year-on-year, with cumulative growth of 6.9 percent from January to June. Huachuang Securities believes that the localization of high-end precision ball screws will accelerate, benefiting domestic manufacturers.