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However, different from other controller brands or digital avatars composed of multiple software on the platform, after introducing the RMVM function of Siemens SINUMERIK ONE digital native controller, Dongtai can allow customers to estimate the cycle time (cycle time) before accepting orders. ), the accuracy rate is as high as 99% or more. And for automated processing cell equipment, simulating tool magazines, robot unit tool changing actions, or synchronizing multi-machine real-time simulation (real time) will effectively reduce the time and trial-and-error cost of real machine testing and verification, and can be improved offline. The evaluation will not affect the actual production line, and can be used to educate and train students with confidence, avoid collisions, damage the machine, and shorten the start-up time. The first piece is required to be ready.

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Different from the digital twins technology in the past, which is often dominated by PC commercial software manufacturers such as CAD/CAM/PLM, TIMTOS x TMTS in 2022 has seen that the machine tool industry has begun to introduce CNC systems as the core. Digital Doppelganger Solutions. It is not only used to more accurately evaluate the entire line/factory automation equipment and the actual moving line of the fixture to prevent interference or collision, but also assist a single machine to simulate the processing path and optimize the program before processing to improve quality and production. Efficiency, will contribute to the early realization of the net zero carbon emissions vision.

For example, Tongtai has integrated its group resources for this purpose, and the proposed digital transformation strategy follows the current trend of virtual-real integration that digital avatars and physical CNC systems are more closely integrated, so as to meet the needs of more product choices and life cycle. The shortening has caused the manufacturing industry to face flexible production requirements ranging from variable variables to mass customization. It must be able to overcome the challenges of short lead times and frequent line changes, even if it is a single first piece (Lot One) It must be produced correctly.

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The short-term manufacturing boom is under pressure and affects the machine tool market demand. As a general-purpose machinery and equipment, the level of demand for machine tools is closely related to the prosperity of the downstream manufacturing industry. As a "barometer" of the prosperity of the manufacturing industry, the PMI index can more clearly reflect the prosperity and cycle of the current manufacturing industry. Recently, due to the repeated domestic epidemics that have had a greater impact on the manufacturing supply chain, the shutdown of some manufacturing companies has had a greater impact on the prosperity of the manufacturing industry. The PMI indexes in March and April 2022 were 49.5% and 47.4%, respectively. Both are lower than the boom line, and the growth rate of fixed asset investment and industrial added value also shows a downward trend. According to our judgment, with the gradual easing of the epidemic in Shanghai and other places, the national manufacturing boom is expected to be restored.

The electric intelligentization of automobiles has arrived, and the production of electric vehicles has created new demands for machine tools. The automobile manufacturing industry is the industry with the largest demand for metal cutting machine tools. With the gradual popularization of electric vehicles, changes in its product structure have a significant impact on the machine tool industry. Compared with traditional fuel vehicles, new energy vehicles are completely different in terms of platform, structure, and power. Its specific batteries, electronic controls, motors, and intelligent components need to be re-customized and developed, which is expected to drive new demand for machine tools. . At the same time, for hybrid vehicles, since they still retain the internal combustion engine system, their original processing requirements for machine tools have basically not changed. At the same time, the addition of the three-electric system will increase their demand for metal cutting. According to the forecast of the Prospective Industry Research Institute, by 2026, the sales volume of hybrid vehicles in my country is expected to reach 1.36 million units, which will significantly promote the demand for machine tools.

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The COVID-19 outbreak, which broke out around the world in 2020 and continues to this day, has largely changed the way people live and work. It has also had different impacts and impacts on various industries, and has gradually shaped a new social pattern. The pandemic is far from over, but the replacement of old and new industries has begun. How to invest in the post-epidemic era has become a topic that has to be thought deeply. In this series of studies, we conduct in-depth analysis of various industries with a focus on the post-epidemic era, and look forward to corresponding investment opportunities and risks.

1 The post-epidemic era will change the competitive landscape of new energy vehicles and parts

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