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.
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