The golden period of development of intelligent robots

Recently, intelligent robots are undoubtedly one of the hottest sectors. Under the market's broad prospects and the multiple positive stimulus from the industrial development policy, the sector has continued to soar in the weak market.

1. China's largest market for Wang Cheng In recent years, with the development of science and technology and the progress of the times, the robot has played an increasingly important role in production and life. According to the public information, according to the International Federation of Robotics (IFR) data, the average annual sales growth rate of global industrial robots was 9% from 2005 to 2012, while the average annual sales growth rate of Chinese industrial robots reached 25% during the same period. At the end of 2012, China surpassed South Korea as 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 annually, and the number of possessions will exceed 130,000.

The Ministry of Industry and Information Technology (MIIT) released the “2013 China Industrial Communication Industry Operation Report” published on December 30, 2013, and stated that in the context of the policy of accelerating industrial transformation and upgrading and vigorously cultivating the development of strategic emerging industries, high-end machine tools, robots, etc. High-end equipment manufacturing industry is expected to accelerate development.

2. The future size or the number of billions of organizations will give an optimistic assessment of the future development of our robots. A number of brokerage research institutes and industry studies have shown that the robotics industry will usher in rapid growth in the next 10 years. According to a survey by a brokerage firm, it is expected that by 2020, the scale of the Chinese industrial robot market will increase to about 8 billion U.S. dollars, with a total system value of about 20 billion U.S. dollars, and a compound growth rate of about 30%.

Shao Zhitong, an investment advisor of CSC Securities, believes that industrial upgrading, population structure, and government support have all increased the boom of the robotics industry and are different from other concept sectors. While robots stocks wear high-tech hats, they also have good results. Performance. From the industrial application experience of industrial robots in foreign countries, combined with past domestic application fields, considering the possibility of future industry applications, it is believed that high-end industrial robots will be more widely used in the automotive industry, communications electronics, metal products, chemical plastics, and home appliance industries. In-depth application. While other industries widely existing in Mainland China are expected to adopt low-end and mid-range industrial robots. These industries include warehousing and logistics, hardware and sanitary ware, petrochemicals, food and beverages, tobacco medicine, and feed chemical fertilizers. Demand in many downstream fields is still growing and growing. .

“At present, foreign robot manufacturing companies account for about 90% of the domestic market. Domestic robots have a long way to go from technology level to market share. However, with the declining labor cost advantages and the relocation of manufacturing industries, domestic companies The demand for automated manufacturing equipment and intelligent robots will inevitably have more room," said Zhang Cheng, an investment adviser at Datong Securities.

3. National policies continue to increase The support policies of the state for the robot industry have been increasing. In 2012, the State Council issued a national strategic emerging industry development plan for the “Twelfth Five-Year Plan” to make it clear that in the intelligent manufacturing equipment industry, key technologies including industrial robots must be developed. In the same year, the Ministry of Science and Technology also issued the “12th Five-Year Plan” for the development of service robotics technology, and proposed important basic theories and core key technologies to break through key technology directions, to achieve system integration of humanoid and quadruped high-end bionic platform, and to lead the development of service robotics technology. Directions and many other goals. In April 2013, the “China Robot Industry Alliance” 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.

At the end of 2013, the “Guiding Opinions on Promoting the Development of Industrial Robot Industry” promulgated 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 nurtured. Industrial clusters; The technological innovation capability and international competitiveness of the industrial robot industry and enterprises have been significantly enhanced. The market share of high-end products has increased to over 45%, and the density of robots has reached more than 100, basically meeting national defense construction, national economic and social development needs.

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 the weak market.

Only last week, the stocks that ranked higher in the top ranked with robots. Such as Nantong Forging, the company announced that it plans to use its own funds of 3 million yuan, in Rugao Software Park invested in the establishment of wholly-owned subsidiary Nantong Qifan Automation Technology Co., Ltd., to further accelerate the pace of industrial control technology innovation, improve the company's product automation , intelligence and integrated innovation level of main equipment and self-supporting robots. Although the company made it clear that due to the small initial investment amount, the impact on the company's overall operating performance is relatively small, and the company started late in this field, has not yet been able to fully establish the technical advantages, but it still failed to block the enthusiasm of market speculation, released After the announcement, the stock price continued to rise for two consecutive trading days and rose by 38.59% throughout the week.

Another example is HKUST's intelligence. Because the stock price has soared, the company has to issue relevant announcements stating that the company's current main business is the development, production and sales of distribution automation systems, power automation systems, and data communication products, as well as distribution automation projects. Technical services have not yet been involved in the industrial robot industry. However, even if it was "wrongful," the company's share price rose by 36.46% throughout the week.

5. Multi-company preemptive arrangement As of now, many listed companies are targeting the industry and have already placed the first place in the robotics field. The reporter learned from the interactive platform that many companies have invested either indirectly or directly. Qinchuan Development stated that the robot joint reducer project has achieved a small amount of production and put in trials by some users. The specific trial period depends on the product trials 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 goes smoothly, the company will promote the second phase in due course.

Giant Wheel also said that the intelligent manufacturing and equipment industry represented by industrial robot applications will enter the golden period of development. After several years of layout in this field, the company has formed a variety of models of light-duty robots and 300kg four-degree-of-freedom heavy load. After the robot's molding products, it will actively strive for national support policies.

Cixing shares said that the company's investment is basically formulated in the fields of machine substitution and intelligent equipment. The company's foreign investment in establishing a joint venture company Wuhu Gugao Automation Technology Co., Ltd. is mainly engaged in the development, production and sales of robot drive and control systems. The establishment of a joint venture company mainly uses the advantages of technology, management, and operation of the joint venture parties and business resources to expand new business in the robotics field. The investment layout is mainly in two aspects: First, the layout of key components such as controllers and speed reducers; and secondly, self-constructed teams, investment and mergers and other methods are used to enter the system integration field of industrial robots.

Some investors asked Haide to control whether it intends to enter the development of the core robot industry. Haide Control stated that the company’s robotic applications in the field of material transmission systems (ie, lifting industry) have become more mature, and the company is also watching other real-times. Development opportunities for robotics applications in various fields. At present, a number of products independently developed by the company can be widely used in the field of robotics.

In addition to direct access to robotics, many companies have adopted indirect methods. For example, BOE a, the company stated that in December 2011, the company established a fund management company together with Infiniti and Hailin Jinshi. The fund company established a photoelectric industry investment fund by raising funds. At present, the fund invests in robot projects.

In addition, listed companies such as Boss shares and Infinity have also increased their planning and R&D in the field of robotics.

6. Can be long-term concern Shao Zhitong related companies believe that from the disk, the recent strong performance of the second tier of robots rose upward trend is obvious, about 2 billion market value to the company's development has brought a very big imagination, you can guess, the future has more Companies with strong market competitiveness and fine-sector companies will have even better market performance. For related stocks, we can continue to maintain a high degree of concern and consider dips in interventions.

Zhang Cheng analysis, from the current domestic intelligent robot manufacturing company point of view is divided into four major parts: the overall system solution companies, digital workshops and production line related integrated companies, automation equipment manufacturing companies, automated parts companies. From the perspective of future development, companies with strong R&D capabilities and opportunities in the industry are expected to continue to benefit. In addition, some of the rising stars who have adopted mergers and acquisitions in the industry can use the advantages of traditional manufacturing industries to quickly expand channels in the industry. However, the domestic robot industry started late and has a low starting point. Compared with mature foreign companies, there are still large gaps. At present, a large number of stocks mainly remain in the conceptual hype stage, and they can truly reflect the performance or occupy the industry leader for a long time and process. The domestic robot manufacturing industry deserves long-term attention. Investors should focus on systematic solutions and leading companies of industrial robots as well as related companies that have made breakthroughs in the medical and military fields.