Recently, the machinery industry has shown a multi-faceted development trend. The following is the detailed weekly report content.
From a market review point of view, in the 5 trading days last week (2026/6/8 – 2026/6/12), the SW Machinery Equipment Index fell 3.61%, ranking 25th among 31 primary industry classifications of Shenwan; during the same period, the CSI 300 Index fell 0.82%.
Since 2026, the SW Machinery Equipment Index has increased by 13.41%, ranking 5th among the 31 first-level industry classifications of Shenwan; during the same period, the CSI 300 Index has increased by 3.18%.
In terms of core viewpoint, the expansion of MPO demand brings opportunities for MPO automation equipment.
MPO (Multi-fiber push-on connector) can accommodate multiple optical fibers and is suitable for high-speed, high-bandwidth areas such as data centers.
The sales volume of the optical module market in 26Q1 was approximately US$10 billion, a year-on-year increase of over 90%. It is expected that the optical module market will maintain a growth rate of 65% in 2026.
A single optical module needs to be configured with 1-2 MPO jumpers, and the demand for MPO will increase with the expansion of optical modules.
Optical module upgrades promote the growth of MPO core count and increase manufacturing difficulty. There is an urgent demand for automation equipment. The expansion of demand for high-core MPO will drive the development of MPO automation equipment.
Driven by AI, the price increase of optical fiber is expected to become a long-term trend.
AI and ultra-large-scale data centers have become strong growth engines for global optical fiber demand. Low-loss, high-standard optical fibers and high-fiber-core optical cable structures have made data center demand the core of market growth.
Optical fiber prices have continued to rise since the second half of 2025 and ushered in a historic surge in early 2026. The price index of the G.652.D model reached 263 in 26M3, a significant increase from the previous month. We are optimistic about the long-term investment opportunities in the optical fiber sector.
Japan’s core suppliers have reduced production, and the value of tungsten hexafluoride has increased.
Tungsten is the core raw material of tungsten hexafluoride. Starting from January 6, 2026, my country will ban the export of dual-use items to Japanese military-related users.
Japan accounts for 25% of the world’s tungsten hexafluoride production capacity. Affected by China’s tungsten powder export controls, some companies have notified Korean chip manufacturers to suspend production in the second half of the year.
Relying on stable supply and reliable customer verification, Chinese suppliers have increased shipment prices. In April 2026, the unit price of my country’s exported tungsten hexafluoride products was US$150/kg, a year-on-year increase of 204%.
It is recommended to pay attention to related companies such as CSSC Special Gas and China Juxin.
Segmented industry prosperity indicators show that general machinery continues to be under pressure. The manufacturing purchasing managers index (PMI) in May was 50.0%, but employment and inventory are still weak; construction machinery is accelerating, with sales of 24,794 excavators of various types in May 2026, a year-on-year increase of 36.2%; railway equipment is steadily rising, and railway fixed asset investment has remained at around 6% since 2025.
Steady growth; the ship boom has slowed down. As of May 2026, the global new shipbuilding price index was 185.01, and the price decline has slowed down; the bottom of oil service equipment has stabilized, and natural gas development in the Middle East has maintained a high boom, but the mid-term fluctuation of oil prices needs to be observed due to the impact of geopolitics; the prosperity of the gas turbine industry has been steady and upward. In 2025, the global gas turbine leader GEV signed 29.8GW of new gas turbine orders, a year-on-year increase of 47.5%.
Important industry trends cover many fields.
In terms of general machinery, Lianke Valve’s pipe pinch valve products are shipped overseas in batches. Jiangsu Saishida Automatic Valve completed the delivery of pneumatic valves for the steel plant heating furnace project. Wuhan Special Pump signed an order for a vacuum pump unit worth over one million yuan in the new energy ferric phosphate industry. Southern Valve won the bid for the localized valve project for Huadian Tengger’s million-unit unit.
In the field of robotics, Zhiyuan launched the Lingxi X2EDU “artificial” version of the robot. Stardust Intelligent and Boden Intelligent reached a thousand-unit order and strategic cooperation. UBTECH’s small order for the world’s first full-size super-bionic humanoid robot exceeded 3,000 units. A doctor from Yale University signed a tens of millions of robot orders.
In terms of industrial machines & 3D printing, the Los Angeles Parivas Exo.1 watch adopts an integrated 3D printed 316L shell structure, Luyten’s new tower crane-mounted 3D printer can be built up to a height of 100 meters, Mastrex launched the MX300 metal 3D printer priced at US$185,000, and Breezm released customized 3D printed sports sunglasses.
In the field of scientific instruments, Cytek released a new generation of full-spectrum flow cytometer, Raythink Ruichuang flint gas infrared thermal imaging camera solved the problem of gas leakage, Labthink barrier integrated testing instrument family was released, and Zeiss launched industrial measurement CT.
In terms of engineering machinery and agricultural machinery, LiuGong’s special track equipment was delivered in batches, XCMG’s XE750GKHEV hybrid excavators were stationed in Guangxi mines, more than 100 sets of XCMG’s complete sets of road equipment were delivered to Angola, and Shantui pure electric mixers were launched in batches.
In terms of railway equipment, Guangzhou Metro signed a contract with the Colombia Western Tram Operation and Maintenance Project, Turkey’s first domestic high-speed train tested at a speed exceeding 240 kilometers per hour, CRRC Zhuhai completed the renovation of the first batch of O’zbekiston electric locomotives and delivered them to Uzbekistan, and the Singapore Green Line Subway Viaduct Project was successfully completed.
In terms of shipbuilding and offshore engineering, Zhejiang Shipyard received orders for 4+2 new ships, Hubei State-owned Shipyard took orders for 3+3 container ships, a 50,000-ton sail tanker was successfully launched, and Wuhu Shipyard delivered a multi-purpose heavy-lift vessel.
In terms of investment advice, it is recommended to pay attention to stock portfolios such as Risong Technology, Yongding Shares, and CSSC Special Gas in the near future.
However, the industry also faces some risks, including the risk of macroeconomic changes, which may affect corporate capital expenditures and export business profits; the risk of raw material price fluctuations, which will increase cost pressure on midstream and downstream; and the risk of policy changes, such as fiscal policy that is less than expected or the introduction of trade protection policies, which will affect the demand for the machinery industry.
