SoftControl (002073) is an Industry 4.0 concept stock.
Germany, in order to revitalize its manufacturing industry, has launched the Industry 4.0 plan, taking advantage of its strengths in industrial software, industrial electronics and manufacturing technology, against the backdrop of a joint redefinition of manufacturing by American Internet and manufacturing giants. A brokerage analysis of Industry 4.0 involves five core links: ① interconnection, that is, CPS intelligent network; ② integrated control; ③ intelligent production; ④ data processing; ⑤ product innovation. For these five core links, the beneficiary industries in turn, including radio frequency identification, Internet of Things, sensors, machine vision, intelligent machine tools, cloud computing, 3d printing, wearable devices, automotive electronics and so on. Currently the market is also focused on the field of intelligent manufacturing, the future of industry 4.0 will blossom everywhere.
1, industrial automation system integrator listed companies:
East earth technology (300353)
In 2009, the layout of the industrial Internet, as the first share of the industrial Internet, the future will be through the continued integration of mergers and acquisitions to improve the layout of the industrial Internet, control of the most core aspects of Industry 4.0; through the acquisition of Topmind Technology, the company can utilize its big data to improve its industrial control network data. Data technology to improve its industrial control network data solution capabilities, is conducive to the company cut into the industrial control network big data industry applications, expanding the industry chain; through the industrial control network hardware and software products and technology and top technology leading mobile Internet big data technology, can further enrich the listed company's product line, conducive to the two sides in the industrial control network big data mining, analysis and applications ** ** with innovation, to fully tap the stock of big data, analysis and applications ** ** with innovation, to fully tap the stock of big data, and to fully tap the stock of big data. The combination of the two companies' product lines can further enrich the listed company's product lines, which will be conducive to both parties' mining, analyzing and application of industrial control network big data*** and innovation, fully tapping into the demand of customers' stock, and exploring new businesses and markets.
Fain CNC (002270)
The company can design and manufacture mechanical systems, hydraulic systems, pneumatic systems, control systems, but also for the control system required by the equipment, the development of related embedded industrial control software, the leading products have been realized complete sets of, composite, flexible, intelligent, 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 automobile, parts and components of the main application of industrial robots industry. 2013 first half of the company's automation equipment successfully applied in the automobile test production line, marking the company's automotive automation equipment to break the monopoly of foreign technology and the market, enter the stage of a full counterweight with foreign capital.
Zhiyun (300097)
It is a leading automation equipment solution provider;
Julun (002031)
The company through the merger and acquisition of Germany's Ou Jisuo machine tools, learning Germany's experience of Industry 4.0, German technology further integration into China's manufacturing, focusing on large-scale high-efficiency intelligent equipment sets of technology to carry out Industrial robots, RV gearboxes, unit control systems, flexible production lines and intelligent workshop production scheduling systems and other core key technologies, research and development and industrialization, for the production of tires and machining needs, including a variety of equipment, standardized and non-standardized integrated line solutions.
Huachanda (300278)
The company's main business is intelligent automation equipment systems, including assembly automated production line, welding automated production line, coating automated production line, such as research and development, design, production and sales.
Haider Control (002184)
Mainly engaged in industrial automation in the field of system integration business, product distribution business and high-power power electronics business (including wind power converter, high-power power supply, rectifier back to the device)
Jingshan light machine (000821)
The main business includes automation business precision business. Automation business is mainly for the automation of industrial procedures to provide customized solutions, including the design and development of automation systems, to provide customers with automation equipment required for production lines or automated production lines.
Nanjing Panda (600775)
Automation equipment industrialization project with a total investment of 616 million yuan, the construction period of 24 months, mainly invested in industrial robots, automatic transmission equipment, automatic filling equipment.
SoftControl (002073)
The company's main business is for the tire and rubber industry application software and system integration development and digital equipment manufacturing, tire and rubber products for the production enterprises to provide a comprehensive electromechanical integration, automation, information solutions.
Xinshida (002527)
Xiao Ao hengrong main automotive intelligent flexible welding production line, multi-functional robot rolling system, robot flexible work cell, robot and its peripheral standard system equipment, special complete sets of equipment, flexible transmission device and other complete systems, such as the design, research and development, production and sales. The transferor undertakes that the net profit of Xiao-Oxiang Rong in 2015 will not be less than 17 million yuan. The company has formed a complete technology and quality assurance system, and is in a leading position in robot application technology, system design technology, offline simulation technology, whole line simulation technology, remote debugging and diagnostic technology, etc. The above technological capabilities are also the key to the company's future expansion in the field of intelligent manufacturing as well as Industry 4.0 business.
Lanying Equipment (300293)
The company is mainly engaged in the development and application of automatic control technology. Relying on the deep foundation in the basic automatic control technology, automatic control application technology, product design capability, the company in the tire, metallurgy, energy saving and other automatic control applications have made remarkable achievements, become a well-known enterprise in the field of domestic automatic control. In the tire automatic control field, with strong product design capabilities, the company's business has been extended from automatic control solutions to automation equipment, is one of the main suppliers of radial tire molding machine in China. 2014 December, the company disclosed on the interactive platform, the core of industry 4.0 is intelligent manufacturing, that is, the automation and intelligence of the industry, the company's main business and core technology, products in line with the concept of industry 4.0. 4.0 concept.
2, industrial automation equipment parts related to listed companies:
Hui Chuan Technology (300124)
The company is specialized in industrial automation control products, research and development, production and sales of high-tech enterprises, for the middle and high-end equipment manufacturers to provide control system solutions, the main products are frequency converters, servo, PLC, rare earth permanent magnet synchronous motors, The main products are frequency converter, servo, PLC, rare earth permanent magnet synchronous motor, electric vehicle motor controller, photovoltaic inverter and so on.
Inventec (002334)
The company's main products in the field of industrial control include PLC, servo drive systems, servo motors, spindle motors, spindles, HMI, etc. PLC (programmable logic controller) belongs to the control level of the product, the equivalent of the brain of the equipment, the operation of the equipment to play a role in controlling the servo drive and servo motors belong to the drive level and execution level of the product, servo drive and servo motors respectively. Servo drive and servo motor belong to the drive level and execution level products, servo drive to accept the control level of the instructions given by the servo motor through the precise implementation.
Hecang Frequency Conversion (300048)
The company has gradually formed a full range of frequency converter products, including high, medium and low voltage and explosion-proof frequency converter, forming a more complete frequency converter product line.
Ruiqi (300126)
In Shanghai, the company invested in the establishment of a wholly-owned subsidiary "Shanghai Ruiqi Intelligent Technology Co., Ltd.", in order to self-supporting or foreign investment in the form of equity participation, controlling, and participation in the establishment of a new method to carry out the development and operation business, investment and operation, including intelligent industrial robots, sensing applications, etc., represented by the information technology, network, automation and intelligent technology direction of intelligent manufacturing equipment, and investment and operation, including intelligent robots, sensor applications. The company will invest in the intelligent manufacturing equipment industry, including intelligent robots and their core components, intelligent sensors and instrumentation, embedded industrial control chips, high-speed/high-precision manufacturing processes and technologies, manufacturing informatization technologies, manufacturing process safety and security technologies, and so on.
Shanghai Mechatronics (600835)
Shanghai Nabtesco has completed the relevant industrial and commercial registration, accounting for 51% of the equity. This move means that the company began to join hands with Nabertherm, a global leader in precision gearboxes, a core component of industrial robots, to develop the business of precision gearboxes in China and to explore and open up the market of industrial robots with Chinese characteristics, so as to lay a foundation for the research and development, assembly and production, manufacturing and service of precision gearboxes and related products in China.
Dongfang Precision Industry (002611)
The company invested 49.12 million yuan of its own funds to acquire 20% of the equity of Garten Robotics to complete the industrial and commercial registration. The main business scope of Jiateng Robotics for industrial intelligent robots and accessories manufacturing, constant temperature and humidity machine, computer test fixtures, jigs and fixtures, electronic instruments and meters; sales: electronic components, electronic devices, industrial software, synthetic stone materials and electromechanical equipment spare parts and so on. The acquisition will help the company automate the construction of intelligent logistics system, to provide customers with "packaging - intelligent logistics" integrated total solution.
3, conveying and warehousing automation:
Tianqi shares (002009)
The company is mainly for the large-scale production of automobiles, home appliances and other industries to provide automated conveying and warehousing systems. It is the largest supplier of overall solutions for industrial intelligent automation systems in China.
Sanfeng Intelligence (300276)
The company is mainly engaged in the research and development, design, manufacture, installation and commissioning of intelligent conveying equipment and technical services, and provides customers with intelligent conveying overall solutions based on technology.
Kodak Intelligence (300222)
Distribution automation system and electricity automation system. Dry electromechanical is a professional engaged in industrial production intelligent integrated solutions design, product development, system implementation and technical services of enterprises, products include intelligent shifting system, intelligent conveying system, intelligent assembly system and intelligent warehousing system, etc., is one of the few domestic enterprises that can provide customized industrial production intelligent integrated solutions, is China's floating shifting manipulator in the field of the leading enterprises.
4, laser equipment listed companies:
Great Laser (002008)
Domestic laser industry leader, with an annual output of 3,000 sets of laser processing equipment production capacity, is the largest laser information marking equipment manufacturing enterprises.
Huagong Science and Technology (000988)
The company's main business is divided into laser equipment manufacturing industry sector, optical communications and passive components 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 (002559)
The company is a leading enterprise in the domestic medium and high-end metal plate forming machine tool industry laser equipment
Intelligent machine tool class listed companies:
Huazhong NC (300161)
The company is engaged in the research and development of numerical control system and its equipment, production and sales, is the minority of the domestic have a complete set of The company is engaged in the research, development, production and sales of CNC systems and equipment, and is one of the few domestic enterprises with a complete set of independent intellectual property rights in core technology and independent supporting capabilities. The company's main business includes medium and high-grade CNC devices, servo drive devices, CNC machine tools and infrared thermal imaging cameras.
Shenyang Machine Tools (000410)
The company is a leading enterprise in the domestic machine tool industry, with a full range of products, with the ability to provide complete sets of equipment for key national projects, its CNC machine tool technology in a leading position in the country, has become the world's largest producer of CNC metal cutting machine tools.
Qinchuan machine tool (000837)
The company's main precision CNC machine tools, plastics machinery, precision gears, hydraulic parts, hydraulic systems, elevator traction machine and special gearboxes;
Kunming machine tool (600806)
The company's machine tool business has a very strong competitiveness, and its leading products boring machines (including horizontal boring machine, floor boring machine, Boring machine (including horizontal boring machine, floor boring machine, horizontal machining center, coordinate boring machine) domestic scale ranks second, the technical level ranks first, boring machine products large-scale numerical control ratio of more than 50%, ranking first in China.