Industrial robots continue to be hot, good which industrial robotics concept stocks
The trend of machine replacement of manual labor is becoming more and more obvious, especially the domestic industrial robots have entered the golden period of development. Shandong, a robotics industry veteran told Caixin News Agency reporter, with the continuous broadening of application scenarios, especially lithium-ion, new energy vehicles and other huge incremental demand in the industry, the domestic industrial robotics market has shown significant growth, the industry as a whole boom upward. (The following is a small collection of industrial robots continue to fire, good which industrial robotics concept stock related information, I hope you like.)
Reporters from several domestic industrial robots listed companies were informed that the current market demand for industrial robots is strong, the order status of each enterprise is relatively ideal.
The aforementioned industry insiders also said that although domestic enterprises in terms of technological capabilities, product quality and other aspects of foreign manufacturers there is still a certain gap, but with the obvious advantage on the delivery cycle, the localization rate of the industrial robot industry chain is expected to get a rapid increase in the domestic enterprises are expected to share more industrial dividends.
New energy industry driving demand growth
Industrial robots are typical general-purpose equipment, divided into four categories of multi-joint robots, collaborative robots, Delta robots and SCARA robots. According to its use, it can be divided into handling robots, welding robots, assembly robots, processing robots, spraying robots, clean robots and so on.
At present, the automobile manufacturing industry and the 3C industry are still the main downstream applications of industrial robots, accounting for nearly 50% of the total.
Benefiting from the rapid development of the domestic new energy vehicle market, the demand for industrial robots continues to boom. According to the National Bureau of Statistics data compiled by the China Association of Automobile Manufacturers (CAAM), from January to May this year, fixed asset investment in the domestic automobile manufacturing industry grew by 11.2% year-on-year, compared with January-April, the growth rate increased by 0.8 percentage points, higher than the national fixed asset investment for the same period of about 5 percentage points.
Meanwhile, with the rapid expansion of automation market scale in industries such as lithium-ion and photovoltaic, the new energy industry has become an important application area for industrial robots.
The lithium industry, for example, the current battery factory in the lithium battery structure system frequently new, blades, magazines, large cylindrical batteries, and other new forms are endless, lithium single-line capacity increase at the same time the level of differentiation is also more and more obvious, which corresponds to the characteristics of industrial robots.
"At present, the lithium battery industry orders are more inclined to multi-batch, small batch mode, industrial robots to adapt to a variety of processes, the complexity of the product changes have a natural advantage." A domestic robot manufacturer executives told reporters, "under the pressure of raw material price increases, battery factories also pay more attention to efficiency and cost control, machine replacement brings down the cost at the same time, the production process of precision and quality enhancement is also a non-negligible part of the process."
Domestic industrial robots industry chain manufacturers Exton (002747.SZ) said in an interview with reporters, the company judged that in the next 2-3 years, industrial robots in the lithium-ion, photovoltaic and other new energy industry applications will continue to grow at a high rate, the company is also active in its own core components and robotics products on the advantages of the new energy industry to the automation business on the extension.
In the old and new demand, China's industrial robot production volume growth.MIR data show that in the first quarter of this year, domestic industrial robot shipments of 66,000 units, up 20.5%.
The reporter learned from the industrial robot industry related listed companies also confirmed the current industrial robot market fire.
The aforementioned person in charge of Exton said that the current downstream demand for industrial robots is strong, the company's production capacity is well utilized, the current company's intelligent industrial park, the second phase of the project is under construction, is expected to be completed next year, and ultimately can achieve 50,000 sets of production capacity.
In addition, the new time up to (002527.SZ), top of the Star (300607.SZ) and Huichuan technology (300124.SZ) of the relevant person in charge of the interview, said the company's orders on hand in the situation is relatively satisfactory, the capacity utilization rate is high.