Wind statistics show that as of May 15, 9 robot companies such as Eston predicted the first half of the year. Among them, 8 companies expect net profit to grow. Analysts said that domestic companies are accelerating technology to catch up and accelerate the localization of industrial robot core components.
Steady growth in performanceEston expects that the net profit attributable to shareholders of listed companies will range from 52.15 million to 72.21 million yuan in January-June, with a net profit change of 30%-80%. The company said that the main reason for the growth in performance is that the company's robotics and intelligent manufacturing systems business is growing at a high speed, the motion control system business is growing rapidly, the CNC system business is growing steadily, and the acquisition company's synergy effect is beginning to see results.
Boss Shares expects that the net profit attributable to shareholders of listed companies in the first half of the year will be between RMB 45.49 million and RMB 48.49 million, and the net profit will vary from 5% to 35%. According to the company, the net profit attributable to shareholders of listed companies for the whole year of 2018 will remain unchanged from 25% to 55%.
Yawei shares expect that the net profit attributable to shareholders of listed companies in the first half of the year will range from 58.52 million to 73.15 million yuan, and the net profit will vary from 20% to 50%. The company stated that in 2018, the company actively promoted the intelligent manufacturing upgrade strategy. While steadily developing the metal forming machine tool business and maintaining its leading position, it vigorously promoted the upgrading of the intelligent manufacturing industry and continued to increase the laser processing equipment and intelligent manufacturing solutions. The growth of the growth business and the steady growth of business performance.
Northeast Securities analysts said that the current industrial robot market has achieved rapid growth. The profitability of the downstream industrial enterprises in the robot industry has changed from a decline in profits a few years ago, maintaining steady growth, increasing capital expenditure capacity, increasing demand for industrial robots and increasing the willingness to automate the transformation, thus supporting the demand for robots.
The data shows that the domestic robot composite growth rate was 34% from 2010 to 2016; in 2017, the domestic industrial robot sales reached 130,000 units, an increase of 81% year-on-year, and the industry showed an accelerated growth trend.
Localization of core componentsDue to differences in technical levels and other reasons, domestic robot companies have used imported core components. At present, with the improvement of the technical level of domestic robot enterprises, the localization of core components has made outstanding progress.
In 2015, Zhongdeli won the technical breakthrough of the RV reducer for robot core components and actively promoted the localization of RV reducers. The company announced that it has signed a contract for the purchase and sale of RV reducer products with Bronte. The total number of RV reducers purchased by Bronte from the company is no less than 30,000.
Bronte is a new three-board listed company that specializes in robots (orthogonal coordinate robots) and industrial robots. In April 2018, Bronte announced that it plans to publicly raise 1.1 billion yuan for the marketization and industrialization promotion project of 400,000 six-degree-of-freedom industrial robots. The company expects that the company's robot sales will reach 5,000 units in 2018 and will reach 200,000 units by 2022.
Wang Tianmiao, professor of Beijing University of Aeronautics and Astronautics and honorary director of the Institute of Robotics, said that in the next 3-5 years, there will be two to three companies in China's industrial robotics with an annual production capacity of tens of thousands (sets).
The relevant person of the double-loop transmission told the China Securities Journal that the technical level of the company's RV reducer has reached the world's leading level. The company cooperates with many well-known robot companies at home and abroad. Double-ring transmission recently signed a cooperation agreement with Eft. Eft will deploy the company's reducer on some of its models, and will complete the purchase of 10,000 sets of reducers from June 30, 2019.
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