Featured Report
Gree CNC Competitive Analysis & Market Insight Report
格力数控机床竞争力调研报告（英文版）
An independent-style analysis: in-house core components, high-speed direct-drive five-axis, EV & humanoid-robot positioning, an honest look at limitations, and a data-credibility rating for every figure cited.
覆盖优势、客观短板、海外表现与数据可信度分级的完整测评，现已上线 greecnc.com。
Gree Spotlight
Named Export Markets at Last: Serbia and Mexico
首次出现具名出口市场：塞尔维亚、墨西哥
A China Securities Journal report (8 Aug 2026) on Gree Electric's diversification states that the group's CNC machine tools are already exported to countries including Serbia and Mexico, alongside a 1–600 kg industrial-robot line and a self-controlled silicon-carbide chip chain. Until now Gree's machine-tool export story has mostly been told in generalities; naming two markets — one in South-East Europe, one in North America's nearshoring belt — is the first concrete geography we can cite. For an overseas buyer the useful read is that shipping, commissioning and customs paperwork for these machines are no longer hypothetical.
中国证券报（2026 年 8 月 8 日）关于格力电器多元化的报道提到，格力数控机床已出口至塞尔维亚、墨西哥等国家，同时工业机器人形成 1–600kg 全系列、碳化硅芯片实现全流程自主可控。此前格力机床的出口叙事多为泛指；这次点名两个市场（一个在东南欧、一个在北美近岸制造带），是我们能引用的第一处具体地理坐标。对海外买家而言，实际意义在于：这些机床的运输、安装调试与通关流程已不再停留在假设层面。
Gree Spotlight
From Pilot Line to Volume: Zhuhai and Changsha Parks Reported at Full Output
从试产到量产：珠海、长沙两大产业园被指已达产，武汉/河北在建
Industry press this week describes Gree's machine-tool business as having moved into volume production and external supply: the two intelligent-equipment parks in Zhuhai and Changsha are reported to have reached full designed output at the end of 2025, with lines said to be running at high load, while new parks in Wuhan and Hebei are still under construction. The main models cited are five-axis vertical machining centres, high-speed twin-five-axis gantries and horizontal machining centres. Note: this is press reporting, not a company filing — treat capacity figures as indicative until Gree publishes them.
本周行业媒体描述格力机床业务已进入批量生产、对外供货阶段：珠海、长沙两大智能装备产业园于 2025 年底完成达产，产线处于高负荷生产状态；武汉、河北新园区仍在建设，投产后将进一步放大产能。主力机型为五轴立式加工中心、高速双五轴龙门加工中心与卧式加工中心。说明：以上为媒体报道口径而非公司公告，产能数据在格力正式披露前仅供参考。
Gree Spotlight
A Number Worth Watching: ~400 Five-Axis Machines Ordered in 2025, +37% YoY
值得关注的一个数字：2025 年五轴机床订单近 400 台，同比 +37%
Several summaries published this week put Gree's 2025 five-axis order intake at close to 400 machines, up about 37% year on year, with deployment concentrated in automotive parts and aerospace work. Four hundred five-axis machines a year is not Japanese-major scale, but it is well past the demonstration stage — it implies a repeat-order base, a service load the company must carry, and enough build volume for process maturity. Source is aggregated press rather than an audited segment disclosure; we flag it as a figure to confirm against Gree Electric's annual report.
本周多篇综述提到，格力 2025 年五轴机床订单量近 400 台、同比增长约 37%，主要落在汽车零部件与航空航天等领域。一年 400 台五轴当然还不是日系巨头的量级，但已明显越过“样机演示”阶段——它意味着存在复购基础、需要承担相应的售后负荷，也意味着足以支撑工艺成熟度的制造批量。该数字来自综合媒体报道而非经审计的分部披露，我们将其标注为“待与格力电器年报核对”。
Gree Spotlight
What “In-House” Actually Covers: Spindle, Linear Motor, Table, Swivel Head
“自主研发”到底包含什么：电主轴、直线电机、转台、摆头
The recurring claim around Gree's high-performance five-axis line is that the core components are developed in-house — electric spindle, linear motor, rotary table and swivel head — with headline figures of 2 µm repeatability, 120 m/min rapid traverse and 1 G acceleration. This matters more than it sounds. On most machine tools the parts that decide accuracy and the parts that decide lead time are the same imported few; a builder that makes them itself controls both its precision budget and its delivery date. It is also the direct answer to the risk question every European procurement team now asks about re-sourcing under sanctions.
围绕格力高性能五轴产品线反复出现的说法是：核心零部件均为自主研发——电主轴、直线电机、转台、摆头，对应的头条参数为重复定位精度 2 微米、快移 120m/min、加速度 1G。这件事的分量比字面更重：在多数机床上，决定精度的零件与决定交期的零件是同一批进口件；能自己造这些件的厂商，同时掌握了自己的精度预算与交货日期。这也正面回答了欧洲采购团队如今必问的风险题——一旦制裁，能否自行补货。
Gree Spotlight
Third-Party Credential: Geneva Invention Gold for the Twin-Five-Axis Gantry
第三方背书：高速双五轴龙门加工中心获日内瓦国际发明展金奖
Among the credentials cited again this week: Gree's high-speed twin-five-axis gantry machining centre won a gold medal at the Geneva International Exhibition of Inventions (2025). The machine is built for integrated die-cast NEV structural parts — large aluminium castings where the challenge is holding a big, thin, easily-distorted workpiece and machining it fast without chatter. Awards do not replace an acceptance test, but for a buyer screening unfamiliar Chinese brands a recognised international jury is a cheap, checkable second opinion. We continue to quote the conservative +25% efficiency figure for this platform for overseas use.
本周被再次援引的资质之一：格力高速双五轴龙门加工中心获 2025 年日内瓦国际发明展金奖。该机型面向新能源汽车一体化压铸结构件——这类大型铝合金铸件的难点在于“工件又大又薄、易变形”，要在不产生颤振的前提下快速加工。奖项当然不能替代验收测试，但对正在筛选陌生中国品牌的买家来说，一个受认可的国际评审团是一份成本很低、又可查证的第二意见。该平台的效率口径，我们对外仍统一采用较保守的 +25%。
Domestic CNC
The 15th Five-Year Plan Puts Machine Tools on the National-Strategy Shelf
“十五五”把工业母机提到国家战略高度，并给出五个数字
China's 15th Five-Year Plan window has formally elevated the machine tool — the “mother machine” — to national-strategy status, and the figures circulating with it are unusually specific: CNC machine-tool market RMB 122.4bn (2025) → ~RMB 130.4bn (2026E); five-axis segment RMB 10.8bn (2024) → RMB 15.7bn (2026E); five-axis localisation 18% (2020) → 59.5% (2025), projected above 78% by 2030; high-end CNC systems localisation still only around 30–32%. The gap between machine localisation and control-system localisation is the honest summary of where the Chinese industry stands: the body is largely solved, the brain is the battleground.
“十五五”开局把工业母机正式提到国家战略高度，随之流传的数字相当具体：数控机床市场 2025 年 1224 亿元 → 2026 年预计 1304 亿元；五轴联动 2024 年 108 亿元 → 2026 年预计 157 亿元；五轴整机国产化率 2020 年 18% → 2025 年 59.5%，2030 年有望超 78%；而高档数控系统国产化率仍约 30–32%。“整机国产化率”与“系统国产化率”之间的落差，是对中国机床业现状最诚实的概括：身体基本解决，大脑仍是主战场。
Domestic CNC
MIIT's “Mother Machine+” Matchmaking Campaign Reaches Zhejiang
工信部“工业母机+”产需对接活动落地浙江平湖
On 11 August 2026 the “Industrial Mother Machine+” supply-and-demand matchmaking programme held its first Zhejiang session in Pinghu, part of the province's “ten chains, hundred venues, ten-thousand enterprises” series. It follows the national event in July, where the MIIT Equipment Industry Development Centre published its Ten Trends in Intelligent Transformation of Machine Tools (2026) and organisers reported 100+ cooperation agreements and over RMB 5bn signed, with the wider mother-machine-related industry sized at RMB 4.5 trillion. Read structurally: China is not only subsidising builders, it is systematically walking them into end-user plants — which is how qualification cycles actually shorten.
2026 年 8 月 11 日，“工业母机+”百行万企产需对接活动首次落地浙江平湖，属浙江省“十链百场万企”系列。此前 7 月的全国专场上，工信部装备工业发展中心发布《工业母机智能化变革十大趋势展望（2026）》，主办方称达成合作超百个、签约总额突破 50 亿元，工业母机关联产业规模约 4.5 万亿元。结构性地看：中国不只是在补贴制造端，更在系统性地把机床厂带进终端用户车间——这才是验证周期真正被缩短的方式。