Active leaders in Industry 4.0 concept stocks: Dongtu Technology (300353), Fain CNC (002270), Robot (300024), New Star (002527), Lanying Equipment (300293), INVT (002334) )
Summary of listed companies related to Industry 4.0 concept stocks:
Listed companies of industrial automation system integrators:
Dontu Technology (300353)
In 2009, it began to lay out the industrial Internet. As the first stock in the industrial Internet, it will improve the layout of the industrial Internet through continuous mergers and acquisitions in the future and control the core links of Industry 4.0; through the acquisition of Tuoming Technology, the company can use its big data technology Improving its industrial control network data solution capabilities will help the company enter the industrial control network big data industry application field and expand the industrial chain; by combining industrial control network software and hardware products and technologies with Tuoming Technology's leading mobile Internet big data technology , can further enrich the product line of listed companies, and facilitate the joint innovation of both parties in the fields of industrial control network big data mining, analysis and application, fully tap the needs of existing customers, and develop new businesses and new markets.
Fayin CNC (002270)
The company can design and manufacture mechanical systems, hydraulic systems, pneumatic systems, and control systems. It can also develop related embedded industrial controls for the control systems required by the equipment. Software and leading products have achieved complete sets, composites, flexibility and intelligence, and manufacturing technology is in a leading position in the country.
Robot (300024)
The company’s industrial robot technology has reached the international advanced level. Robot unit products have entered the main application industries of industrial robots such as automobiles and parts. In the first half of 2013, the company's complete set of automated equipment was successfully used in the vehicle testing production line, marking that the company's complete set of automated equipment broke the monopoly of foreign technology and market and entered a stage of comprehensive competition with foreign investment.
Zhiyun Co., Ltd. (300097)
Is the leading domestic provider of complete automation equipment solutions;
Julian Co., Ltd. (002031)
Through the acquisition of German Ogiso machine tools, the company learned from German Industry 4.0 experience, further integrated German technology into Chinese manufacturing, focused on large-scale and efficient intelligent equipment complete sets of technologies, and developed industrial robots, RV reducers, unit control systems, flexible production lines and intelligent equipment. The research, development and industrialization of core key technologies such as workshop production scheduling systems are oriented to the production needs of tires and mechanical processing, and solutions including standardized and non-standardized integrated line assembly of a variety of equipment are provided.
Huachangda (300278)
The company’s main business is intelligent automated equipment systems, including the R&D and design of final assembly automated production lines, welding automated production lines, painting automated production lines, etc. , production and sales.
Haide Control (002184)
Mainly engaged in system integration business, product distribution business and high-power power electronic products business in the field of industrial automation (including wind power converters, high-power power supplies , rectifier feedback device)
Jingshan Light Machinery (000821)
The main business includes automation business and precision business. The automation business mainly provides customized solutions for industrial process automation, including designing and developing automation systems, providing customers with automation equipment or automated production lines required for production lines, etc.
Nanjing Panda (600775)
The total investment in the automation equipment industrialization project is 616 million yuan, with a construction period of 24 months. It is mainly invested in industrial robots, automatic transmission equipment, and automatic filling equipment.
Soft Control Co., Ltd. (002073)
The company’s main business is application software and system integration development and digital equipment manufacturing for the tire and rubber industry, providing comprehensive electromechanical services to tire and rubber product manufacturers. Integrated, automated and information solutions.
Xinshida (002527)
Xiaoao Xiangrong is mainly engaged in intelligent automotive flexible welding production lines, multi-functional robot hemming systems, robot flexible work cells, robots and their surrounding standard systems Design, research and development, production and sales of equipment, special complete equipment, flexible transmission devices and other complete systems. The transferor promised that Xiaoao Xiangrong's net profit in 2015 would not be less than 17 million yuan. Xiaoao Xiangrong has formed a complete technology and quality assurance system, and is in a leading position in the country in robot application technology, system design technology, offline simulation technology, whole line simulation technology, remote debugging and diagnosis technology, etc. The above technical capabilities will also be the company's future development A key requirement for the expansion of smart manufacturing and Industry 4.0 business areas.
Lanying Equipment (300293)
The company is mainly engaged in the development and application of automatic control technology. Relying on its solid foundation in automatic control basic technology, automatic control application technology, and product design capabilities, the company has achieved remarkable results in automatic control application fields such as tires, metallurgy, and energy conservation, and has become a well-known domestic enterprise in the above-mentioned automatic control fields. Among them, in the field of tire automatic control, with its strong product design capabilities, the company's business has extended from automatic control solutions to automation equipment, and it is one of the major suppliers of radial tire building machines in my country. In December 2014, the company disclosed on the interactive platform that the core of Industry 4.0 is intelligent manufacturing, that is, the automation and intelligence of industry. The company's main business, core technologies, and products are in line with the concept of Industry 4.0.
Listed companies related to industrial automation equipment parts:
Inovance Technology (300124)
The company specializes in the research and development, production and sales of industrial automation control products is a high-tech enterprise that provides control system solutions to mid-to-high-end equipment manufacturers. Its main products include inverters, servos, PLCs, rare earth permanent magnet synchronous motors, electric vehicle motor controllers, photovoltaic inverters, etc.
INVT (002334)
The company's main products in the field of industrial control include PLC, servo drive systems, servo motors, spindle motors, electric spindles, HMI, etc. PLC (Programmable Logic Controller) is a product at the control level, equivalent to the brain of the equipment, controlling the operation of the equipment. Servo drives and servo motors are products at the drive level and execution level respectively. The servo drive accepts the instructions issued by the control layer. The instructions are executed precisely via servo motors.
Hicom Frequency Converter (300048)
The company has gradually formed a full range of frequency converter products including high, medium and low voltage and explosion-proof frequency converters, forming a relatively complete frequency converter product line.
Ruiqi Shares (300126)
Invest and establish a wholly-owned subsidiary "Shanghai Ruiqi Intelligent Technology Co., Ltd." in Shanghai to participate in new companies through self-operation or external investment. By means of equipment and other means, we carry out the R&D and operation business of intelligent manufacturing equipment represented by intelligent industrial robots and sensor applications, with the technical direction of informatization, networking, automation and intelligence. Investment and operation include intelligent robots and their core Intelligent manufacturing equipment industry including components, smart sensors and instruments, embedded industrial control chips, high-speed/high-precision manufacturing processes and technologies, manufacturing information technology, manufacturing process safety and security technology, etc.
Shanghai Mechanical and Electrical (600835)
Shanghai Nabtesco has completed relevant industrial and commercial registration, accounting for 51% of the shares. This move means that the company has begun to join hands with Japan's Nabo, a global leader in precision reducers, the core component of industrial robots, to develop precision reducer business in China and explore and develop the industrial robot market with Chinese characteristics, providing precision reducers and related products in the market. China’s R&D, assembly production, manufacturing and services have laid the foundation.
Dongfang Precision (002611)
The company invested 49.12 million yuan of its own funds to acquire 20 shares of Jiateng Robot and completed industrial and commercial registration.
The main business scope of Jiateng Robot is the manufacturing of industrial intelligent robots and accessories, constant temperature and humidity machines, computer test fixtures, tooling fixtures, and electronic instruments; sales: electronic components, electronic devices, industrial software, synthetic stone materials, and electromechanical equipment spare parts wait. This acquisition will help the company build an automated intelligent logistics system and provide customers with an integrated "packaging-intelligent logistics" overall solution.
Transportation and warehousing automation:
Tianqi Co., Ltd. (002009)
The company mainly provides automated transportation and warehousing systems for large-scale production of automobiles, home appliances and other industries. It is the largest supplier of overall solutions for industrial intelligent automation systems in China.
Sanfeng Intelligent (300276)
The company is mainly engaged in the R&D, design, manufacturing, installation, commissioning and technical services of complete sets of intelligent conveying equipment, relying on technology to provide customers with overall solutions for intelligent conveying plan.
HKUST Intelligence (300222)
Distribution automation system and power consumption automation system. Qian Electromechanical is an enterprise specializing in the design, product development, system implementation and technical services of intelligent comprehensive solutions for industrial production. Its products include intelligent transfer systems, intelligent conveying systems, intelligent assembly systems and intelligent warehousing systems. It is one of the few in China. One of the few companies that can provide customized intelligent comprehensive solutions for industrial production, it is a leading company in the field of floating transfer manipulators in my country.
Laser equipment listed companies:
Han's Laser (002008)
The domestic leader in the laser industry, with an annual production capacity of 3,000 laser processing equipment, is The largest laser information marking equipment manufacturing enterprise in China.
Huagong Technology (000988)
The company’s main business is divided into laser equipment manufacturing industry sector, optical communication and passive device industry sector, laser holographic anti-counterfeiting products and packaging and printing industry sector, sensitive Electronic components and sensor technology industry sector and the Internet of Things industry.
Yawei Co., Ltd. (002559)
The company is a leading enterprise in the domestic mid-to-high-end metal sheet forming machine tool industry laser equipment
Intelligent machine tool listed companies:
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Huazhong CNC (300161)
The company is engaged in the research, development, production and sales of CNC systems and equipment. It is one of the few domestic enterprises with independent intellectual property rights for complete sets of core technologies and independent supporting capabilities. one. The company's main business includes medium and high-end CNC devices, servo drives, CNC machine tools and infrared thermal imaging cameras.
Shenyang Machine Tool (000410)
The company is a leading enterprise in the domestic machine tool industry, with a complete range of products and the ability to provide complete sets of equipment for national key projects. Its CNC machine tool technology is domestically leading status, it has become the enterprise with the largest production volume of CNC metal cutting machine tools in the world.
Qinchuan Machine Tool (000837)
The company's main business is precision CNC machine tools, plastic machinery, precision gear parts, hydraulics parts, hydraulic systems, elevator traction machines and special gear boxes;
Kunming Machine Tool (600806)
The company's machine tool business is highly competitive, and its leading products are boring machines (including horizontal boring machines). (type boring machines, floor-standing boring machines, horizontal machining centers, coordinate boring machines) ranks second in domestic scale and ranks first in technical level. The large-scale numerical control ratio of boring machine products reaches more than 50, ranking first in the country.