en.Wedoany.com Reported - Laser equipment orders exceed 70% of production capacity, mining machinery orders are scheduled through the end of the year, and ship engine orders are booked until 2028. Multiple segments of China's manufacturing sector are experiencing supply shortages and booming production and sales. Behind this surge in orders lies a path of high-quality development and systemic competitive advantages in the manufacturing industry.
At Jinan Bodor Laser's global headquarters base in Shandong, a 74,000-square-meter smart workshop operates around the clock, with the industry's first laser equipment assembly line running at high speed, producing one unit every seven minutes at best. Although the company's standard annual production capacity of over 20,000 units is already at a high level, it still cannot meet global order demand. Fan Yunzhou, Director of the Quality Operations Center at Bodor Laser, stated that after the launch of several new models at the end of last year, overseas orders have grown significantly, and current orders have exceeded standard capacity by more than 70%.
Since the beginning of this year, multiple manufacturing companies in sectors such as new energy products including electric vehicles, lithium batteries, and photovoltaics; AI computing infrastructure equipment like high-end optical fibers and cables; and key components such as transformers and ship engines have been operating at full capacity to fulfill orders, with some companies' orders scheduled years in advance. Data from the General Administration of Customs on June 9 shows that in the first five months of this year, China exported 7.58 trillion yuan worth of mechanical and electrical products, a year-on-year increase of 18.4%.
This industrial boom is also reflected in the capital market. On the A-share and Hong Kong stock markets, high-end manufacturing and hard technology tracks continue to attract capital, with stock prices of leading companies in various segments rising significantly. The AI computing supporting manufacturing sector has performed notably, with the A-share optical fiber segment accumulating an increase of over 150% year-to-date. Stock prices of core specialty optical fiber companies such as Yangtze Optical Fibre and Cable and Hengtong Optic-Electric have risen by over 200%.
The primary driver of the order surge is the market influence gained through technological breakthroughs. From being constrained by reliance on core components to achieving full industry chain self-research, and from imitation and following to defining industry standards, China's manufacturing sector is climbing to higher positions in the global value chain through independent innovation. Taking Bodor Laser as an example, it has invested hundreds of millions of yuan in technology research and development over the past five years, achieving self-production and self-research of three core components: lasers, laser heads, and operating systems. From 2019 to 2025, its sales of high-end laser cutting machines with 1000 watts and above have ranked first globally for seven consecutive years.
The order growth at Yantai Xingye Machinery Co., Ltd. is also driven by technological innovation. This company, specializing in trackless mining equipment, has orders scheduled through the end of the year. Du Lei, Deputy General Manager of the company, introduced that its developed underground unmanned autonomous remote-controlled load-haul-dump machines have been put into operation in African countries such as Zambia. Drivers can control underground equipment from a ground control center, pushing operations towards "fewer personnel and unmanned" modes, thus securing a large number of overseas orders.
Beyond breakthroughs in core technology, the deep optimization of export structure is a fundamental reason for the order surge. Data from Shandong Hi-Speed Group shows that in the first four months of this year, the Jinan China-Europe Railway Express operated 439 trains, a year-on-year increase of 64.4%. A relevant official stated that the structure of export goods on the Jinan China-Europe Railway Express has undergone significant changes, with outbound cargo gradually shifting from low-value-added products like toys, clothing, and small commodities to high-value-added products such as home appliances, engineering machinery equipment, solar components, and laser cutting equipment.
The order surge also implies forward-looking market positioning. Shandong Xinhua Silica Gel Co., Ltd., a "hidden champion" that has crossed over from the inorganic silicon new materials sector into the pet track, holds approximately 40% of the global market share for crystal cat litter, with annual export earnings exceeding $100 million, exported to dozens of countries and regions. General Manager Fang Kuan revealed that the company is working on technology to integrate silica gel with plant-based degradable fibers. In the future, cat litter may be able to monitor pH levels and identify various health risks such as hematuria, stones, and abnormal kidney function.
The sustainability of the order surge relies on the systemic support of the industrial and supply chains. From internal technology research and development and production manufacturing, to cross-regional logistics and customs facilitation, and further to international market channel layout and brand operations, the frequent "order explosions" in China's manufacturing sector are backed by an increasingly dense and efficiently coordinated industrial network. Gong Chao, a researcher at the National Innovation and Development Research Institute of Tongji University, believes that the "order explosions" across multiple fields showcase the systemic competitive advantages of China's manufacturing industry, benefiting from a complete industrial chain foundation, fast and convenient infrastructure, and a long-term peaceful and stable environment. This also confirms the strengths of industrial strategic judgment and strong policy execution.
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