With the gradual disappearance of China's demographic dividend, the problems of increased labor costs and uneven labor distribution have become increasingly prominent, which will greatly weaken the competitiveness of labor-intensive manufacturing enterprises.
Since 2013, Robotics (300024) has always been a popular enthusiasm in the secondary market. Any listed company, regardless of its performance, will be popular with investors as long as it can get into the robot concept. . High-yield research. According to statistics from the Robotics Institute (GGII), more than 80 listed companies in the A-share market have acquired or invested in robotics and intelligent automation projects in two or three years. Of course, there are also many concepts of cross-border transformational speculation, a short-lived robotic concept stock in the robotics field.
The data show that the "robot (27.960, 0.97, 3.59%) revolution" is expected to become an entry point and an important growth point of the "third industrial revolution", which will affect the global manufacturing landscape, and China has become the world's largest robot market. At present, more and more enterprises at home and abroad are investing in the investment boom of robots. Under the continuous breakthrough of related technologies, the development of the robot industry will continue to accelerate. Related concepts in the A-share market are expected to be sought after by funds.
Intelligent robots are becoming more and more important in today's society. More and more fields and positions require the participation of intelligent robots, which makes more and more companies participate in the development of intelligent robots. So what are some of the better intelligent robot companies in China? The following small series will take stock of the top ten intelligent robots in China.
In 2014, Xinsong Robot achieved operating income of 1.524 billion yuan, up 15.50% year-on-year; net profit attributable to common shareholders of listed companies was 326 million yuan, up 30.34% year-on-year; and in 2015 interim results forecast, Xinsong robot realized profitability 156 million yuan - 181 million yuan.
Xinsong Robot belongs to the Chinese Academy of Sciences and is the first listed company in China. The company's robot product line covers five series of industrial robots, clean robots, mobile robots, special robots and intelligent service robots. Among them, industrial robot products fill a number of domestic blanks and clean. (Vacuum) robots have repeatedly broken foreign technology monopoly and blockade, and replaced a large number of imports;
At present, the Xinsong robot has determined the "2+N+M" mode. That is, the domestic headquarters is in Shenyang and the international headquarters is in Shanghai. It has built N regional companies in cities such as Qingdao, and established different engineering applications and services under different regional companies to form a nationwide networked layout.
After crossing the 1.5 billion yuan revenue mark in 2014, the domestically produced local robot companies with annual sales of less than 100 million yuan such as Guangzhou NC, Eston (002747) and Eft can only hope for their backs. Xinsong robot further consolidated itself. Leading position in the domestic robot industry.
In 2015, Huachangda's semi-annual performance forecast shows profitability? 60 million yuan -? 6200? Ten thousand yuan, an increase of 795.20 year on year? %-825.04%? .
It is worth noting that compared with its 2014 performance, Huachangda has achieved significant integration benefits since the acquisition of Demeco.
In 2014, Huachangda achieved operating income of 437 million yuan, a year-on-year increase of 106.04%. The net profit attributable to shareholders of listed companies was 49.131 million yuan, an increase of 185.80% year-on-year, and its net profit growth nearly doubled;
Huachangda's original business is mainly to produce and sell automobile assembly line. In 2013, the company invested more than 15 million yuan in research and development projects including AGV (automatic guided transport vehicle) system and robot integration application.
In 2014, Huachangda purchased a 100% stake in Shanghai Demeike at a premium of 630 million yuan. In 2015, Huachangda acquired a DW for a consideration of US$53.5 million in cash (equivalent to RMB 32,915,800).
Shanghai Demeike is a supplier of industrial robot integrated systems, focusing on the design, development, production and sales of industrial robots and production lines. DMW is a material management system provider specializing in providing automotive production lines in the United States. Industry and industrial market manufacturers, is one of the largest automotive intelligent equipment system integrators in the United States.
At the same time, Hua Changda related sources revealed that in this year's overseas acquisition of the company, there should be projects.
It is not difficult to predict that with the further deepening of the capital operation level of Huachangda, if Huachangda can maximize the integration of Shanghai Demeco, DMW and subsequent M&A targets, it is expected to become a giant in the field of robotic system integration in China. one.
In 2014, Shanghai Electromechanical achieved operating income of 20.779 billion yuan, a year-on-year increase of 4.38%. The Nabtesco reducer business represented by the company is relatively small. The elevator is the core business of the company. The company is also the agent of Nabtesco, Japan. With the establishment of the Nabtsk Changzhou reducer factory, it will expand for the company. New profit growth point.
In February 2015, Shanghai Electromechanical Co., Ltd. announced that the company's wholly-owned subsidiary Shanghai Electric (601727) Hydraulic Pneumatic Co., Ltd. ("Liquid Gas Company") will be associated with Nabtesco Co., Ltd. ("Nabo") The joint venture established Nabtesco (China) Precision Machinery Co., Ltd. ("Nabo Precision Machine"), engaged in the production of robotic precision reducers.
It is understood that Nabo Precision will rebuild and re-arrange the buildings and production equipment of the original Jiangsu Nabo according to the production requirements of the robot precision reducer, and plan to form an annual production capacity of 200,000 precision reducers. In January, the precision reducer products of Nabo Precision Machinery will be officially put into production.
As we all know, the robot precision reducer is basically monopolized by Nabtesco, and it is also the key constraint for the development of local robots. The strength of Shanghai Electromechanical in the field of robots cannot be underestimated.
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