China has become the world's largest market for industrial robots (300024). According to statistics from the International Robot Association (IFR), global industrial robot sales increased by 27% in 2014. China's growth was the fastest, reaching 54%, with annual sales of 57,000 units, but the sales of self-owned brand robots was only 16,000 units. Others Still relying on imports from established industrial manufacturing countries such as ABB in Switzerland, Kuka in Germany, Yaskawa Electric in Japan and FANUC.
"The robot has been doing research for so many years, but our robot industry is still very weak." Lu Bingheng, an academician of the Chinese Academy of Engineering, hit the nail on the head. "Our Chinese robot technology has developed, but no industry has been formed. Joint reducers, drive systems, etc. still rely on imports."
The industry also pointed out that the current domestic robot industry is concentrated in the low-end, high-end robots and core components mainly rely on imports. This not only increases the production cost of enterprises, but the lack of practical application in the industry makes it difficult for Chinese robotics to make breakthroughs.
The robot company is the leader in the domestic robot industry. The analysis pointed out that the main focus of robots in the future lies in digital factories and special robots. The digital factory has become the symbol of the new industrial system and the main direction of system integration development in the future. As a smart platform company, the company has a large pattern and continues to expand horizontally. The product range and downstream applications are currently suppliers in the field of military automation and continue to receive stable military orders.
Galaxy Securities Research Institute said that robots are leading enterprises in domestic intelligent equipment, the industry demand is strong, the company has strong technical strength, new product development speed, downstream expansion, optimistic about the company's prospects as a domestic smart equipment leader. In addition, the company's current in-house orders and smooth progress in capacity building performance are expected to increase year-on-year in this year, and the annual results are expected to exceed expectations.
List of intelligent robot concept stocksRobot: The listed company's robot is mainly engaged in industrial robots. The company's industrial robot technology has reached the international advanced level. The predecessor of the company was the Shenyang Institute of Automation, Chinese Academy of Sciences.
Ruiqi shares (300126), Leibai Technology (002577), Nissin Seiki (002520)
Shanghai Electromechanical (600835), Soft Control (002073), Yawei (002559), Evergreen (300195)
Mitutoyo Smart (300276), Zhiyun Shares (300097)
Sanfeng Intelligent
The company is mainly engaged in research and development, design, manufacture, installation, commissioning and technical services of intelligent conveying equipment. Based on technology, it provides customers with intelligent transportation solutions.
Zhiyun shares
Zhiyun is a leading domestic solution provider of complete automation equipment solutions in the engine field. The company's complete set of automated testing and automatic assembly is stable in the domestic market.
Evergreen shares
Evergreen shares mainly produce printing and packaging processing equipment, including die ironing machine, die cutting machine and folder gluer.
Tianqi shares
The company announced in the first quarter that it plans to suspend the implementation of the original investment project auto manufacturing logistics equipment production line project, in which 130 million yuan of raised funds will be invested in the “remote data collection decision-making platform and intelligent equipment complete system research and development and industrialization projectâ€. Analysis. The changed project products are remote data collection decision-making platforms and intelligent equipment complete systems development platforms for the automotive industry, aiming to provide customers with systematic solutions to achieve industrial 4.0 support for the domestic automotive industry.
Guojin Securities (600109) believes that data is the core of Industry 4.0, and the company is expected to become a leading company in the field of Industry 4.0 in the future. The company has extensive project experience in the field of traditional business automotive logistics automation system integration. In May 2014, the company signed a strategic cooperation agreement with Siemens headquarters. Through cooperation with Siemens, the company has learned from data acquisition, analysis and data platform construction. The focus of the change fundraising project is still on the data side. In the future, the data service innovation business model may be used to enhance the competitiveness of equipment manufacturing and open up future growth space.
It is worth mentioning that Tianqi shares also participated in the China Retrade Network and the second-hand Panda Network. The data shows that the second-hand Panda Net is the only second-hand auto parts B2B trading platform in China. It is the only designated scrap car parts trading platform designated by the national ministries and commissions for construction and development. China Re-trading Network is an industry portal established by the Ministry of Industry and Information Technology, the Ministry of Commerce, the Ministry of Environmental Protection and industry associations. Thus, the Internet + "exclusive auto parts and trillions of circular economy."
The market share of automatic conveyor system equipment is leading the country: entering the field of industrial intelligence, producing intelligent coal equipment, increasing the capital of 18 million yuan to Wuxi Tianan Zhilian Technology Co., Ltd. (the company increased capital of 9.5 million yuan, accounting for 51%), intends to be in smart car, intelligent transportation, Strategic cooperation in areas such as smart mines.
Race for intelligence
Intelligent System Solution Provider: The company is one of the most professional intelligent system solution providers in China.
Huazhong CNC
The company is engaged in the research, development, production and sales of numerical control systems and their equipment. It is one of the few enterprises in China that has independent intellectual property rights and complete independent intellectual property rights.
Blue British equipment
The company is mainly engaged in the development and application of automatic control technology.
Soft control shares
The company's main business is the application software and system integration development and digital equipment manufacturing for the tire rubber industry, providing a comprehensive mechatronics, automation and information solution for tire rubber products manufacturers.
Fain CNC
Steel structure numerical control equipment faucet.
Baode shares
The company specializes in the design, production and sales of microelectronics and opto-mechatronics products, research and development, manufacturing and system complete sets of automation equipment such as petroleum, coal, metallurgy, special equipment and new energy.
Jin Zitianzheng
The company is in a leading position in the domestic application of metallurgical automation systems, management and control integration, especially in the field of intelligent control, high-power AC speed regulation has reached the international advanced level.
Boshi shares
Bosch shares announced recently that the company intends to invest 100 million yuan to establish a wholly-owned subsidiary of medical equipment with monetary funds or monetary funds and proprietary technology; the wholly-owned subsidiary to be established will invest 20 million yuan to invest in SiGe Rui Medical minimally invasive surgery The robot and smart device project intends to account for 20% of the registered capital of 13.75 million yuan after the integration and capital increase of Sizherui Medical. The company has one veto power for major issues.
The analysis believes that while deepening the main business of petrochemical and chemical complete processing equipment, the company actively plans new areas of strategy and seeks transformation. The company has achieved certain results in dye handling robots, economical logistics handling robots, and high temperature operating robots. The minimally invasive surgical robot is a typical representative of the company's investment in medical robots based on the existing robot business, and can complement the existing robot business. It is an effective supplement to the main business of petrochemical industry. After the company's investment, the minimally invasive surgical robot and smart device project will complete the follow-up phase of the second-generation prototype test as soon as possible, and achieve technological breakthroughs. The project industrialization process can be expected.
"The company has clear thinking, clear direction and quick action in the development strategy of the robot business. We are optimistic about the short-term and long-term development of the company's complete projects of minimally invasive surgical robots and smart devices. The market space is large and will bring new profits to the company. Growth point. The company will enter the lifting period in September 2015. We judge that the company's capital operation is only the beginning, and the follow-up will exceed expectations.†Galaxy Securities Research Report pointed out.
New time
The company is the largest supplier of elevator control systems in China, and its market share has been the first in the country in the past few years. In 2013, the company announced the establishment of a robot business subsidiary to carry out the robot business; in September 2014, it completed the acquisition of the public, adding chips to the development of the robot business. By the end of 2014, the company has successively completed and launched 6-axis small multi-joint robots and integrated products for control and drive.
The analysis believes that the company expands to the downstream of the industry through epitaxial development, and acquires the company's complete industrial chain model of “core components – ontology – engineering applicationâ€, which further improves the layout in the robot industry chain. . In 2014, the company's robot business developed rapidly, completed the sales target of 20 million yuan, and successfully entered well-known enterprises such as Guangri (600894) and Kangli Elevator (002367). At the same time, engineering applications have also developed rapidly.
The Ping An Securities Research Report pointed out that in the future, the company is expected to build a complete robotic industrial chain structure from the key core components - ontology - engineering applications through the acquisition of Xiaoao Rongrong. In April 2015, the company's robot APP resource integration platform was officially launched, aiming to explore the construction platform of robot + Internet, and take the O2O innovation model of robot business as the link to build a highly integrated business development of customers, suppliers and engineering units. platform.
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