Industrial robots fierce competition monopoly of foreign and domestic disputes

September 22, 2016 · Posted in Uncategorised 

With the blessing of China’s industrial transformation and upgrading of the national industrial policy and to promote local brands industrial robot business has ushered in a good opportunity for development, the next 5–10 years will continue to maintain high growth.
Capital market boom is the rise of investment in industrial robots, Google inroads into robots, unmanned aerial vehicles and other types of intelligent hardware products; Softbank Ali, Foxconn recently started a joint venture and emotional robot Pepper production plans. A-share listed companies to be left up to the new, Huachang of companies such as M & A activities in the field of industrial robots become more frequent; Changhong -ABB strategic cooperation signing-cum-joint robot applications laboratory, entered the field of industrial robots. Large capital flock to the field of industrial robots, robot turning point has arrived.
Agency point of view, with the blessing of China’s industrial transformation and upgrading of the national industrial policy and to promote local brands industrial robot business has ushered in a good opportunity for development, the next 5–10 years will continue to maintain high growth. Three new board is an industrial robot business take off capital platform, loose and easy financing system so that the new board can provide financing support and enhance brand awareness for the robot business in the future there will be more and more outstanding industrial robot business growth in three new board up, there are already 64 industrial robots companies listed three new board.
Why capital markets so popular industrial robot?
First, the heavy good policies continue, the vast industry outlook
Since the 2008 financial crisis, the global economy began to slump sluggish manufacturing resume attention around the world. In order to stimulate economic growth, to save manufacturing, the United States proposed the “re-industrialization” strategy, hoping to promote the real economy in transition and recovery through favorable policies; Germany that “Industry 4.0” maintain the leading position in manufacturing through high-end technology; Japan issued the “2015 White Paper on manufacture edition,” suggesting that the transition to the use of big data “next generation” manufacturing; May 2015, “Made in China 2025” officially announced the next decade to promote our country to move from a manufacturing power to create power.
As in recent years, China labor costs rose rapidly, increasing the degree of aging, decreased labor force and other issues. Manufacturing is no longer enjoy cheap labor, more companies are turning to robotics. Manufacturing transformation and upgrading has become a trend. “Made in China 2025” that the priority areas for the development of a new generation of information technology, robotics, intelligent manufacturing as the main direction of Chinese manufacturing. Intelligent Manufacturing in China is the core of 2025, while the industrial robot is driven by an important foundation for the rapid increase of intelligent manufacturing.
“China 2025” Technology Roadmap focus areas – Industrial Robots
Robot instead of doing production is important for the future development trend of manufacturing, intelligent manufacturing is the basis for the future, it is an important cornerstone of China into the can manufacturing power.
Second, the industrial robot fierce competition: oligopoly foreign and domestic warlords disputes
1, the global industrial robot development status
According to IFR statistics, from 2004 to 2015, except for 2009 global sales of industrial robots have marked decline than the overall gradual upward trend. Global sales of industrial robots in 2015 reached about 247,500 units. China, the total sales Korea, Japan, Germany and the United States accounted for three-quarters of global sales.
The current cost of the global robot industry constituted about 35% of the speed reducer, servo motor is about 20%, about 15% of the control system, machining body may account for only about 15%, the other part is the application. From this set of data we can see that the core components of the robot is the heart of the industrial chain. Japan and Europe are the world’s major producer of industrial robots, four families of the world’s leading supplier of industrial robots, Fanuc, Yaskawa Electric, library cards and abb four families occupy absolute dominant position in China’s industrial robot market, domestic robot brand accounted for only about 8% of the market share. Due to lack of technology in our core areas of components, resulting in a high cost of domestic robots is difficult to form a price advantage. Therefore, for an enterprise with core components technology development capabilities, is the master key to the future of industrial robots.
2, the domestic industrial robot development status
2015 benefited from government policy support and boost the transformation and upgrading of traditional industries, the domestic market for industrial robots to achieve a steady growth in sales of industrial robots in 2015 reached 660 million units, accounting for 26.66% of global, worldwide sales ranking for three consecutive years country first, by the end of 2015, associated with the robot company has more than 4000. According to IFR statistics and forecast 2015 Year – 2017, an average annual growth rate of China’s industrial robots will reach 25% by 2017 sales will reach 100,000 units; the end of 2017, China Robot ownership will exceed 40 million units.
China has become the world’s fastest growing countries robot. But growth does not mean that high-quality growth. According to the industrial robot industry chain divided into the middle and lower reaches.
Third, the 64 three-panel business to compete in the field of industrial robots, Which will eventually become king?
1, 64 companies, mostly concentrated in the areas of device integration
From the perspective of industry chain in the field of industrial robots to sort out. Upstream production of core components include: reducer, servo motor and a controller; midstream equipment is integrated: including robot body and integrated systems; downstream applications side: mainly refers to industrial robots and service robots.
From the whole industry chain, the robot 64 companies involved in three new board were mainly concentrated in the middle – device integration, and a smaller number of core components manufacturing enterprises and downstream enterprises pure application side, which to some extent, also reflects China’s industrial robot industry lack the ability to manufacture the core components, the entire industry uncompetitive.
Combing through three new board robot-related enterprises have listed a total of 64. In these 64 companies, 50 belong to the transfer agreement, accounting for 78.13%, and the remaining 14 for making the transfer market, accounting for 21.87%.
2, ranked by market capitalization: market capitalization ranks first robot Queensland
In the 13 market making transfer companies, market capitalization of the top four are: Queensland robot, Kai Erda, Squeak shares, Le invasive techniques. Which is the highest market value Queensland robots, market capitalization of 9.231 billion yuan.
3, before ten revenue size: 10 three board business revenue of over 140 million
Industrial robots in 64 enterprises, Beijing ranked first in the era of 389.9131 million yuan of revenue, an increase of 17.09%. An increase in the top ten highest Rio Star, 41.48 percent year on year revenue growth it has achieved good results in billions of dollars.
4, the size of the top ten net profit: net profit up Rio Star
2015 net profit attributable to the parent company of 10 companies, Rio Star ranked first with 61,216,800 net profit ranked tenth Lee Hing, net profit of 10.827 million, an increase of 578.43 percent, the top ten enterprises in the year highest growth companies.
5, the focus of the company recommended
Through contact with professionals in the investment projects of industrial robots, learned for institutional investors, investment in people, investment value of industrial robot business mainly in the industrial robot business integration capabilities and R & D capabilities above. At the same time combined 2015 revenue and net profit rankings, summed up with the core technology and good market development capability of the new three-panel business super servo north, Bo Langte, Rio Star, North Jiangsu people.
(1) North Super Servo: Servo industry’s first domestic listed companies
Beijing super-synchronous servo Co., Ltd. was established in August 2008, December 2014 in the national shares
Listing transfer system, becoming the industry’s first servo-listed companies.
Main business
Companies based in the industrial automation equipment manufacturing industry, mainly engaged in servo motors, drives and intelligent equipment and other core functional components of industrial control products development, production, sales and service. In the “China 2025” and “Thirteen Five-Year Plan” in the background, the company has consistently focused on the manufacture of motors and drives, integrated electro-hydraulic servo control system and the perfect combination of drive, focus on the development of high-end intelligent equipment manufacturing, industrial robots, new energy vehicles three main areas.
The company’s main products include servo motors, servo drives, spindle, servo turret, servo magazine, direct-drive turntable, new energy vehicles, servo control systems, intelligent manufacturing equipment servo control system solutions, widely used in CNC machine tools, woodworking machinery, injection molding machine, forging equipment, packaging equipment, lifting equipment, wind power, new energy and automobile industries.
(2) Bo Langte: domestic brand injection robot leader
Main business
Our main business is plastic injection molding machine manipulator and peripheral automation equipment research and development, production and sales, while providing automated production lines of the overall solution. Products from 80% to 20% linear robot industrial robot constituted at the level of the robot, the robot is produced by one of the three injection manipulator brand, mainly targeted at high-end customers. Robot level, the company is committed to the development of other key components of the robot, and gradually extended to the chain.
(3) Rio Star: domestic first brand whole plant automation
Main business
The company is to provide downstream manufacturing customers total solutions for industrial automation equipment and related high-tech enterprise specializing in the. Company to liberate low-end labor-oriented, industrial robots integrated application-based, personalized industry application solutions tailored to the core, large-scale production of related equipment. At present, the company’s main products and services include industrial robots and complete sets of equipment, materials and water for injection automation electrical systems, auxiliary equipment three series, widely used in 3C products, new energy, auto parts, precision electronics, medical equipment, etc. many areas.
(4) North Jiangsu person: a leading industrial robot systems integration solutions provider
Main business
The company belongs to the special equipment manufacturing industry, the main business of providing robotics system integration solutions, mainly related to the overall solution automation, intelligent equipment and production lines, including product planning process, processing technology and equipment research and development, mechanical and electrical design, non-standard production, process debugging, system integration, sales and service. Company’s main products and services include: auto parts welding production lines; laser welding system; stamping automated production line; production line robot vision; robot automated assembly and processing systems.


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