I. Shift in Growth Logic: From Scale Expansion to Quality Improvement

In 2025, the rotary pump industry demonstrated strong resilience. While the general pump market only grew by 9.2%, the rotary pump achieved a year-on-year growth rate of 11.8%, pushing the industry scale to exceed 6.8 billion yuan and maintaining double-digit growth for five consecutive years.

The growth features prominent structural characteristics. Traditional industrial applications still account for more than 90% of the share, but the real growth engine comes from the compliance upgrade demand in the food and pharmaceutical sectors. Hygienic-grade rotary pumps lead the growth with a 14.3% increase, driven by rigid investments of enterprises in processes featuring “gentle conveying and pollution-free” under the new GMP regulations.

More importantly, there has been a fundamental shift in development logic. The industry has bid farewell to simple scale expansion, with R&D investment intensity rising to 4.3%, and over 60% of funds flowing into cutting-edge technologies such as corrosion resistance, high temperature resistance, low pulsation, and intelligence. This means rotary pump enterprises have begun to win the market by “technology + service” rather than “production capacity + price”.

(Bonve Pumps Rotary Lobe Pump)

II. Industrial Chain Restructuring: Release of Upstream Dividends and Differentiated Downstream Demand

The upstream sector has ushered in cost dividends. Steel accounts for 40%–50% of the production cost of rotary pumps, and the annual China Steel Price Index (CSPI) dropped by 9% year-on-year, easing pressure on midstream manufacturers. Calculations show that every 10% drop in steel prices can boost the industry’s average gross profit margin by 3–5 percentage points. Leading enterprises maintain a healthy gross profit margin range of 35%–45%.

Breakthroughs have been made in the localization of core components. For the rotor assembly, known as the “heart” of the rotary pump, leading domestic enterprises have controlled the profile design error within 0.005 mm, extended the service life of wear-resistant coatings by 60%, and reduced costs by 45%. The localization rate of mechanical seals and high-efficiency motors has improved significantly, and supply chain security has become a solid foundation for the industry to resist external risks.

Downstream demand reversal:

•Anchor: The petrochemical industry, supported by large-scale refining and chemical projects (annual demand exceeding 38,000 units), and the paper industry, benefiting from pulp capacity expansion (an increase of 4.78 million tons), have steadily underpinned the basic market.

•Growth Engine: The penetration rate in the environmental water treatment sector has risen to 28%; the lithium battery industry is booming (growth rate of 34.6%), making low-shear, pulsation-free rotary pumps the optimal choice for positive and negative electrode slurry transportation. New energy has suddenly become the fastest-growing “star track”.

(Bonve Pumps Rotary Lobe Pump)

III. Stratification of the Competitive Landscape

In 2025, the competitive landscape presents a clear pyramid-shaped stratification.

•Top: Foreign brands (Germany’s Netzsch, US Flowserve, etc.) rely on decades of technological accumulation to hold over 60% of the high-end market share in biomedicine, nuclear power and other fields, with a gross profit margin exceeding 50%.

•Middle: Leading domestic enterprises (Zhejiang Keer, Shanghai Kaiquan, etc.) occupy about 25% of the market. Relying on performance comparable to imported products and prices equivalent to only 60%–70% of foreign brands, they are accelerating expansion during the window period of domestic substitution.

•Base: Numerous small and medium-sized enterprises account for 35% of the share, facing fierce competition in the general market, and price wars have caused prices of some products to drop by 5%–8%. Some enterprises have achieved differentiated breakthroughs by focusing on niche tracks such as special pumps for lithium battery slurry and food sauce.

IV. Policy and Regional Landscape

Policy Impact: The Implementation Plan for Promoting Large-Scale Equipment Renewal has released trillions of yuan in replacement demand, with a significant increase in orders in the second half of the year; the new energy efficiency standard (GB 19762—2025) has been implemented, highlighting the advantage of rotary pumps in saving 20%–30% energy in high-viscosity medium transportation; environmental protection and safety regulations have forced the accelerated popularization of high-end technologies such as double-end mechanical seals and magnetic drive.

Regional Landscape: The Yangtze River Delta gathers more than 70% of the country’s production capacity, making it the absolute core of the industry. On the demand side, East China takes the lead with a 48% share; South China has become the fastest-growing region thanks to its food, beverage and new energy industries. The export market is also bright, with over 60% of the 1.28 billion yuan export volume flowing to countries along the “Belt and Road”.

(Bonve Pumps Rotary Lobe Pump)

V. Pain Points and Challenges

Homogeneous involution is severe in the low-end market. When price becomes the only competitive tool, the industry falls into the quagmire of “low price and low quality”. Prices of general-purpose rotary pumps have dropped by 5%–8%, and some small and medium-sized enterprises even grab orders at below-cost prices.

High technical barriers remain in the high-end market. The lack of core materials, precision processing technology and application verification data is still a difficult obstacle for domestic substitution. Foreign brands have decades of application data accumulation in nuclear power, biomedicine and other fields, with obvious advantages in customer trust.

Business model urgently needs upgrading. Foreign giants have long transformed into providers of “full-life-cycle solutions for fluid transportation”, with service revenue accounting for over 30%. However, most domestic enterprises still stay at the primary stage of “selling equipment”, unable to lock in customers through value-added services and only trapped in price competition.

High risk of raw material price fluctuations. Iron ore prices rebounded at the end of 2025, and steel prices may bottom out and rebound in 2026. The order delivery cycle is usually 1–3 months, and price fluctuations directly affect corporate profits, with small and medium-sized enterprises having weak risk resistance.

The critical point of the rotary pump industry no longer lies in who can produce cheaper pumps, but who can deeply understand downstream processes, who can provide more reliable system solutions, and who can take the lead in breaking through the deep-water zone of technology. The leap from “manufacturing” to “intelligent manufacturing” and “services” has just begun.

Bonve pump always adheres to the philosophy of "Wholeheartedly Making Good Rotor Pumps," committed to providing global customers with customized conveying and mixing solutions. If you have technical inquiries, selection needs, case references, or other cooperation intentions related to Bonve rotor pumps, please feel free to contact us.  

Service Hotline: 0574-87588986 13586591794  

Official Website: www.bvpumps.com  

Business Email: market@bonvepumps.com  

We look forward to working with you to drive efficiency and innovation in industrial fluid transmission with precision technology.