Guide reading: In the recent years, the domestic robot enterprises
have mainly developed the robot application for simple and routine tasks
such as loading and unloading (including press forming), polishing,
spraying, welding and casting, which have formed a mature overall
application scheme, being a strong base for robot application in
manufacturing industry except for automotive.
Even in a down economy in this year, robot industry is still
booming. Sales volume of domestic robot enterprises like EFORT and GSK
have increased its year-on-year segment volumes by 100% in the first
half year.
The year of 2015 is the first year of robot localization. Taking
key parts as an example, the reducer of Leader Drive Co. in Suzhou has
achieved industrialization. So there is no barrier for the localization
of micro-robot under 20 kg, which is suitable for manufacturing in
general. The localization of RV reducer from Zhen Kang Co. in Nantong
will came true faster than expected. It will probably be the same case
in servo motor field. With the development of localization and
improvement of production and sales, some robotic enterprises have
gained more profits than before.
With an increasing market demand from manufacturing industry, there
is a big space for service robot. In the recent years, the domestic
robot enterprises have mainly developed the robot application for simple
and routine tasks such as loading and unloading (including press
forming), polishing, spraying, welding and casting, which have formed a
mature overall application scheme, being a strong base for robot
application in manufacturing industry except for automotive. As
estimated, the scale of domestic robot market is expected to reach 200
billion RMB in the following 5 years and giants of industrial robot
enterprise will appear to make huge space for increasement. Service
robot will win larger market capacity to provide huge assessment space
for coming into the market.
Investment advice: Because of the great demand differences of
products, we keep "hold" ratings in machinery industry. According to
increasing demands in robot industry by the development of
manufacturing, we give "buy" ratings in robot sub-industry. We estimated
that with the ongoing development of domestic robot market and
localization, it will become more and more clear for the robot
competitive landscape in the next 2 or 3 years. Giants with more than
5,000 sales volume will appear as the leading firm in the industry.
Risk prompt: There is uncertainty in the investment fluctuation of manufacturing and breakthrough in the key technology.
If you want to know more about cnc machine, cnc machining,cnc machine suppliers,cnc cutting machine,CNC router,CNC router suppliers,CNC controller,CNC controller suppliers,en.ofweek.com, please feel free to visit:
http://en.ofweek.com/manufacturer/cnc-machinehttp://en.ofweek.com/manufacturer/cnc-machine
For more:
http://en.ofweek.com/Automation-id1001http://en.ofweek.com/Automation-id1001
http://en.ofweek.com/Manufacturing-Processing-Machinery-id1017
http://en.ofweek.com/manufacturer/cnc-machinehttp://en.ofweek.com/manufacturer/cnc-machine
For more:
http://en.ofweek.com/Automation-id1001http://en.ofweek.com/Automation-id1001
http://en.ofweek.com/Manufacturing-Processing-Machinery-id1017
沒有留言:
張貼留言