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| In the first quarter of 2026, with the implementation of the ultra long-term special treasury bond equipment update policy of 200 billion yuan, the wire and cable industry, as a key support field, will drive the demand for core processing equipment such as stranding machines and wire bunching machines to continue to rise, and the industry will usher in a golden cycle of technological upgrading. It is reported that this policy focuses on supporting small and medium-sized enterprises to phase out old equipment with high energy consumption and low efficiency, introduce automated and high-speed wire twisting and bundling production lines, effectively alleviate the financial pressure of enterprise technological transformation, and accelerate the industry's transformation towards high-end. At the same time, the Ministry of Industry and Information Technology and eight other departments jointly issued the "Special Action Plan for Intelligent Transformation of Cable Equipment (2025-2027)", which includes stranding machines and wire bundling machines in the first (set) of major technical equipment promotion and application guidance catalog, and provides up to 30 million yuan in special technological transformation subsidies to eligible enterprises. In terms of tax policies, the deduction ratio for R&D expenses of line equipment has been increased to 150%, further stimulating the innovation vitality of enterprises. Data shows that in the first quarter of 2026, orders for domestic wire twisting and bundling machines increased by 35% year-on-year, with high-end models equipped with intelligent control and online detection functions accounting for over 40%. Industry analysts pointed out that with the construction of the new national power system and the promotion of the "East Data West Calculation" project, the demand for high-precision cables in fields such as new energy and optical communication has surged, which will continue to drive the upgrading of wire twisting and bundling machines towards high-speed and intelligent technology. The process of replacing domestic equipment is expected to accelerate further. | |||