5月10日，受我國機床工具行業出口額達到歷史新高消(xiao)息影響，A股(gu)工(gong)業母機概(gai)念股(gu)持(chi)續上揚，截至發稿，秦(qin)川機床(chuang)(000837.SZ)、華(hua)東(dong)重機(002685.SZ)、華(hua)東(dong)數(shu)控(002248.SZ)漲停(ting)，華(hua)中數(shu)控(300161.SZ)、恒豐(feng)工(gong)具(300488.SZ)、華(hua)辰裝備(300809.SZ)、海(hai)天(tian)精工(gong)(601882.SH)、創世紀(300083.SZ)等股(gu)拉升跟漲。

數(shu)(shu)據(ju)顯示，2021年(nian)(nian)，我國(guo)機(ji)床(chuang)(chuang)(chuang)工(gong)具行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)延續(xu)2020年(nian)(nian)下半年(nian)(nian)以來恢復(fu)性(xing)增(zeng)長態勢，市場(chang)需求持續(xu)改善，進出口大幅度(du)增(zeng)長。機(ji)床(chuang)(chuang)(chuang)工(gong)具行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)運行(xing)(xing)(xing)(xing)繼續(xu)保(bao)(bao)持向好趨勢。根據(ju)中國(guo)機(ji)床(chuang)(chuang)(chuang)工(gong)具工(gong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)協會對重(zhong)(zhong)點(dian)(dian)聯系企(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)的(de)統計，2021年(nian)(nian)度(du)行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)營業(ye)(ye)(ye)(ye)(ye)(ye)(ye)收入(ru)同(tong)比(bi)增(zeng)長26.2%，其(qi)中金屬(shu)切(qie)(qie)(qie)削(xue)機(ji)床(chuang)(chuang)(chuang)行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)營業(ye)(ye)(ye)(ye)(ye)(ye)(ye)收入(ru)同(tong)比(bi)增(zeng)長28.9%。2021年(nian)(nian)度(du)行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)重(zhong)(zhong)點(dian)(dian)聯系企(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)實(shi)現利(li)潤總額同(tong)比(bi)增(zeng)長68.9%，虧損(sun)企(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)占(zhan)比(bi)19.8%，其(qi)中金屬(shu)切(qie)(qie)(qie)削(xue)機(ji)床(chuang)(chuang)(chuang)行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)虧損(sun)企(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)占(zhan)比(bi)為22.1%，比(bi)上(shang)年(nian)(nian)同(tong)期收窄8.1%。2021年(nian)(nian)度(du)金屬(shu)切(qie)(qie)(qie)削(xue)機(ji)床(chuang)(chuang)(chuang)重(zhong)(zhong)點(dian)(dian)聯系企(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)產量同(tong)比(bi)增(zeng)長21.5%，其(qi)中數(shu)(shu)控(kong)金屬(shu)切(qie)(qie)(qie)削(xue)機(ji)床(chuang)(chuang)(chuang)產量同(tong)比(bi)增(zeng)長26.1%，增(zeng)幅比(bi)上(shang)年(nian)(nian)擴(kuo)大4.6%。截(jie)至2021年(nian)(nian)12月，金屬(shu)切(qie)(qie)(qie)削(xue)機(ji)床(chuang)(chuang)(chuang)重(zhong)(zhong)點(dian)(dian)聯系企(qi)(qi)(qi)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)新(xin)增(zeng)訂(ding)單(dan)同(tong)比(bi)增(zeng)加(jia)19.0%，在(zai)手(shou)訂(ding)單(dan)同(tong)比(bi)增(zeng)加(jia)3.8%。進出口方面，2021年(nian)(nian)機(ji)床(chuang)(chuang)(chuang)工(gong)具行(xing)(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)進出口全(quan)年(nian)(nian)均保(bao)(bao)持快速增(zeng)長，其(qi)中出口額達(da)到歷(li)史新(xin)高(gao)。

根據前瞻產業研(yan)究院報告，2021-2026年，我國數(shu)(shu)控機(ji)(ji)(ji)床主(zhu)要需求領域汽車進入調整期，在(zai)一段(duan)時間內(nei)會影(ying)響數(shu)(shu)控機(ji)(ji)(ji)床的(de)銷量，在(zai)下游領域經(jing)過調整期后會大量增加對數(shu)(shu)控機(ji)(ji)(ji)床的(de)需求，將使數(shu)(shu)控機(ji)(ji)(ji)床銷售額增速加快。