Discussion on the development status of China's industrial robot industry
At present, there are about 50,000 industrial robots in China's domestic market. From the perspective of the density of industrial robots (the number of robots per 10,000 production workers in the manufacturing industry), China's robot market is far from the developed level.
In absolute terms, the number of robots in China is only 18% in Japan and 35% in Germany. In the automotive industry where industrial robots are the most used, there are only 90 robots per 10,000 workers, and there are more than 1,600 in Japan. More than 800 units. Luo Baihui, chief analyst of Jinmo Industrial Control Network, believes that the robot industry will be an emerging large-scale high-tech industry after the automobile and computer. The “Twelfth Five-Year Plan†is a key turning point in the development of China's industrial robot industry. The market demand will also show a blowout development. The demand for industrial robots will increase at a rate of 15% to 20% per year.
A simple handling robot costs three years as a worker and has a life expectancy of more than 10 years. Cost-oriented technology upgrades have huge market space in China. "Now the average price of industrial robots in the world is more than 300,000 yuan. Even if the average price of the future is 250,000 yuan, the market size of the industrial robots corresponding to China's manufacturing industry is close to 38 billion yuan. If the system is counted, the corresponding industrial robot market will reach 114 billion. Yuan.†Lu Juan, an analyst at Guotai Junan, believes that local companies are at least tens of times more productive with the support of engineers.
In Luo Baihui's view, the key to the success of local enterprises is five factors: profit from main business; master key core technologies; management experience in mass production; market expansion marketing capabilities; and good government (especially local government) relationship. Even if the long road is long, the automation story of the capital market has already culminated. On July 10, Qinchuan Development and Announcement will invest 90,000 sets (Phase I) industrial robot joint reducer technical transformation project, which has aroused strong interest in the market. The stock opened at a daily limit. Interestingly, on July 11th, the company announced that it is actively promoting the restructuring of Shaanxi Qinchuan Machine Tool Group, but the market reaction is dull, and the story of the robot is obviously more interesting than the story of restructuring.
The enthusiasm of the market is the embarrassment of domestic enterprises. There are 35 Chinese identity manufacturing companies, including 26 domestic companies. In 2012, the annual output of domestic industrial robot companies was less than 500 units. In 2012, the sales volume of local brand robots was only 11,12 units, and the sales volume of sole proprietorships and joint venture brands reached 25,790 units, with market share of 4% and 96% respectively.
Therefore, different vendors have different positioning for themselves, so they will adopt different market strategies and grasp the market segment is more important.
The machinery industry stands out, but the GEM listed companies have stood out last year. The stock price rose by 52.15% during the year, during which the net profit reached 208 million yuan, a year-on-year increase of 30.3%, becoming a leading company in the robot industry.
"As long as the scale continues to increase and the parts and components are independently researched and developed, the gross profit margin will gradually increase. We are all doing related work." Robotic director Dong Liguo said that the robot will expand more business in 2013. In addition, cost control will be strengthened. Qu Daokui, president of the company, said that the company's high-end product applications are in military use, and the flexibility and reliability of robots are more important in military industry. At present, special robots such as auto-reloading robots and heavy-duty mobile robots have obtained military-related qualification certification. The products are mainly used in high-tech arms such as the Second Artillery, Naval Air Force, etc., to improve the efficiency of weapons production and improve automation.
China’s military budget for 2012 is 670 billion yuan, of which about 250 billion yuan is estimated to be used for equipment upgrades. Assuming that the progress of military automation will accelerate in the next 10 years, the annual unmanned/automated equipment with robots as the core will account for 5% of the calculations. In the next 10 years, the demand for similar products for robotics will be about 125 billion yuan.
In addition, there are still many listed companies in the A-share market that are highly related to robotics and automation, such as Tianqi, Lanying, Sanfeng, Soft Control, Jinzi Tianzheng, etc., although the scale of the related businesses of this part of the company No robots are prominent, but the data shows that this part of the company is involved in many related fields of robots and is expected to receive more attention from market funds.
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