Since entering 2014, intelligent robots have undoubtedly been one of the hottest sectors. The market has continued to rise in a weak market due to the broad market prospects and the multiple positive effects of industrial development policies.
1. China looks into the biggest market
In recent years, with the development of science and technology and the progress of the times, the role played by robots in production and life has received increasing attention. According to public information, according to the International Federation of Robotics (IFR) data, the average annual sales growth rate of industrial robots in the world was 9% between 2005 and 2012. In the same period, the average annual sales growth rate of industrial robots in China reached 25%. At the end of 2012, China surpassed South Korea to become the world's second largest robot market after Japan, accounting for 15% of the global market. The International Robot Federation predicts that China will become the world's largest robot market in 2014; by 2015, China's domestic industrial robots will supply more than 20,000 units a year, with more than 130,000 units.
In the "2013 China Industrial Telecommunications Industry Operation Report" released by the Ministry of Industry and Information Technology on December 30, 2013, it also stated that in the context of accelerating the industrial transformation and upgrading and vigorously cultivating the development of strategic emerging industries, 2014 high-end machine tools, robots, etc. The high-end equipment manufacturing industry is expected to accelerate development.
2. Future scale or over 100 billion
Many institutions have given optimistic comments on the future development of China's robots. A number of brokerage research institutes and industry research show that the robot industry will usher in rapid growth in the next 10 years. According to a brokerage research report, it is estimated that in 2020, the size of China's industrial robot market will rise to about 8 billion US dollars, the total value of system value is about 20 billion US dollars, and the compound growth rate is about 30%.
Shao Zhitong, CITIC Securities Investment Consultant, believes that industrial upgrading, demographic structure, and government support have all improved the prosperity of the robot industry, and unlike other concept boards, the stocks of the robotics sector are wearing high-tech hats. Performance. From the industrial application experience of industrial robots in foreign countries, combined with the past domestic application fields, considering the possibility of future industry applications, it is believed that mid-to-high-end industrial robots will be widely used in the automotive industry, communication electronics, metal products, chemical plastics, and home appliance industries. In-depth application. Other industries that are widespread in mainland China are expected to use low-end and mid-range industrial robots, including warehousing and logistics, hardware and sanitary ware, petrochemicals, food and beverage, tobacco medicine, feed fertilizer, etc., and the demand in many downstream sectors is still forming and growing. .
"At present, foreign robot manufacturers occupy about 90% of the domestic market. Domestic robots have a long way to go from technical level to market share. However, with the decline of labor cost advantage and the external migration of enterprises, domestic enterprises There is bound to be a large demand for automated manufacturing equipment and intelligent robots," said Zhang Cheng, an investment consultant at Datong Securities.
3. National policies continue to increase
The state's support policy for the robot industry has been overweight. In 2012, the State Council issued the “Twelfth Five-Year Plan†for the development of strategic emerging industries in the country. It is clear that in the field of intelligent manufacturing equipment industry, key core technologies including industrial robots should be developed. In the same year, the Ministry of Science and Technology also released the special plan for the development of service robot technology in the “Twelfth Five-Year Planâ€, and proposed to break through the important basic theories and core key technologies of key technology directions, realize the integration of human-like and four-legged high-end bionic platform systems, and lead the development of service robot technology. Multiple goals such as direction. In April 2013, the “China Robot Industry Allianceâ€, led by the China Machinery Industry Federation, was established in Beijing. The alliance aims to promote the development of China's industrial robot industry, guide the progress of domestic enterprises, and promote the industry forward.
At the end of 2013, the “Guiding Opinions on Promoting the Development of Industrial Robot Industry†issued by the Ministry of Industry and Information Technology clarified that by 2020, a relatively complete industrial robot industry system will be formed, and 3-5 internationally competitive leading enterprises and 8-10 supporting facilities will be cultivated. Industrial clusters; industrial robots and enterprises have significantly enhanced their technological innovation capabilities and international competitiveness. The market share of high-end products has increased to over 45%, and the density of robots has reached more than 100, basically meeting the needs of national defense construction, national economic and social development.
4. Market performance is very hot
Since the end of 2013, the concept of intelligent robots has gradually warmed up and has recently become a dark horse in a weak market.
Last week alone, the top stocks with the highest gains were tied to the robots. For example, Nantong Forging, the company announced that it intends to use its own funds of 3 million yuan to invest in the establishment of a wholly-owned subsidiary Nantong Qifan Automation Technology Co., Ltd. in Rugao Software Park to further accelerate the pace of industrial control technology innovation and improve the automation of the company's products. The level of integration and innovation of intelligent and main equipment and self-supporting robots. Although the company clearly stated that due to the small initial investment amount, the impact on the company's overall operating performance is small, and the company started late in this field, and has not yet fully established its technological advantages, but still failed to block the enthusiasm of market speculation, released After the announcement, the stock price continued to rise for two consecutive days, and rose by 38.59% throughout the week.
Another example is the intelligence of HKUST. As the stock price soared, the company had to issue relevant announcements. The company's current main business is the distribution automation system, power automation system, data communication products research and development, production and sales, and power automation engineering and Technical services have not yet been involved in the industrial robot industry. But even if it was "wrong", the company's share price rose by 36.46% throughout the week.
5. Multi-company preemptive layout
Up to now, many listed companies have targeted this industry and have already pre-empted the layout in the robot field. The reporter learned from the interactive platform that many companies either invest indirectly or directly. Qinchuan Development said that the robot joint reducer project has achieved small-scale production and put some users to trial. The specific trial period depends on the product trial situation and project progress, and there is no clear timetable. The company plans to reach 90,000 sets of capacity requirements in 2015. If the first phase progresses smoothly, the company will advance the second phase in due course.
Giant Wheel shares also said that the intelligent manufacturing and equipment industry represented by industrial robot applications will enter the golden development period. After several years of layout in the field, the company has formed various types of light-load robots and 300kg four-degree-of-freedom overload. The molding products of robots will actively strive for relevant national support policies in the future.
Cixing shares said that the company's investment is basically formulated in the field of machine substitution intelligent equipment. The company has set up a joint venture company for its foreign investment. Wuhu Gugao Automation Technology Co., Ltd. is mainly engaged in research and development, production and sales of robot drive and control systems. The establishment of the joint venture company mainly utilizes the advantages of technology, management and operation of the joint venture parties and business resources to expand new business in the field of robotics. The investment layout is mainly in two aspects: one is the layout investment of key components such as controllers and reducers, and the other is to enter the field of system integration of industrial robots by self-built teams, investment mergers and acquisitions.
Investors also asked if Hyde controls the willingness to enter the core industry of the robot. Hyde Control said that the company's robot application in the field of material transmission systems (ie lifting industry) is relatively mature, and the company is also paying attention to other Development opportunities for robot applications in various fields. At present, many products independently researched and developed by the company can be widely used in the field of robotics.
In addition to directly entering the field of robotics, many companies have adopted an indirect approach. For example, BOE A, the company said that in December 2011, the company established a fund management company with Infinity and Hailin Jinshi. The fund company set up a photovoltaic industry investment fund through fundraising. Currently, the fund investment field is involved in robotics projects.
In addition, listed companies such as Boshi shares and Yingweiteng have also increased their planning and research and development in the field of robotics.
6. Can pay attention to related companies for a long time
Shao Zhitong believes that from the perspective of the disk, the second-tiered stocks of the robots with strong performance in the near future have shown an obvious upward trend. The market value of about 2 billion has brought a very large imagination to the development of the company. It can be guessed that the future will have stronger market competitiveness. Industry listed companies will have better market performance. For related stocks, you can continue to maintain a high degree of attention and consider bargain hunting when making adjustments.
According to Zhang Cheng's analysis, from the current domestic intelligent robot manufacturing companies, there are four major components: the overall system solution enterprise, the digital workshop and production line related integration enterprise, the automation equipment manufacturing enterprise, and the automation component enterprise. From the perspective of future development, companies with strong R&D capabilities and leading opportunities in the industry are expected to continue to benefit. In addition, some of the rising stars who have passed the industry consolidation mergers and acquisitions, if they can take advantage of the traditional manufacturing industry and rapidly expand channels in the industry, may also stage a good show of the phoenix to achieve transformation. However, the domestic robot industry started late and has a low starting point. It is still far behind the mature foreign companies. At present, many stocks mainly stay in the stage of concept speculation, and there is still a long time and process to truly reflect the performance or occupy the industry leader. The domestic robot manufacturing industry deserves long-term attention. Investors should focus on systemic solutions and leading enterprises in industrial robots, as well as related companies that have made breakthroughs in localization in the medical and military fields.
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