The demand for batteries/motors on CNC machine tools is increasing

New energy is the fastest growing downstream track for CNC machine tools, covering three major directions: power battery structural components, drive motor rotors/stators, and precision components for photovoltaic equipment. The processing of battery casings requires large gantry five axis and high-speed vertical machining centers, motor core laminations require high-speed punching machines and precision stamping molds, and photovoltaic equipment guide rails and brackets require precision milling and grinding. The growth rate of demand for new energy related machine tools will exceed 25% in 2025, but this market is also full of variables - overcapacity in photovoltaic capacity leads to a slowdown in equipment investment, the replacement of battery technology routes (square/cylindrical/solid-state) leads to production line reconstruction, and the demand structure changes faster than the equipment depreciation cycle.