The policies are favorable and the robot industry is developing rapidly. The performance of related companies has continued to grow steadily. Analysts said that as the hardware foundation of the Industrial Internet, related companies in the robotics industry will benefit from the advancement of the Industrial Internet.
Leading performance continues to grow
As of March 13, many robotics companies, such as robots and Eston, released the 2017 performance report. The performance of leading companies continued to grow at a relatively rapid rate, and other companies in the industry also generally achieved net profit growth.
In 2017, the robots achieved a total operating income of 2.455 billion yuan, a year-on-year increase of 20.73%. The net profit attributable to shareholders of listed companies was 450 million yuan, an increase of 8.99% year-on-year. According to the robot, the growth in revenue was mainly due to the strong demand for robotics and smart manufacturing in 2017. The company actively built a global marketing layout and increased marketing efforts. During the reporting period, new orders increased compared to the same period of last year, and the main business revenue continued to be realized. increase.
Eston achieved total operating revenue of 1.08 billion yuan in 2017, an increase of 59.04% year-on-year; net profit attributable to shareholders of listed companies was 95.179 million yuan, an increase of 38.77% year-on-year. Estun stated that during the reporting period, the company’s revenue from its industrial robotics and smart manufacturing systems business achieved a growth of around 130% over the same period of last year, and the revenue from motion control and AC servo system business achieved an increase of around 50% compared with the same period of last year.
The robotics industry has developed rapidly in recent years, and its output has increased year by year. The scale of performance of related companies has continued to expand. According to data from the National Bureau of Statistics, the output of industrial robots reached 130,000 sets (sets) in 2017, an increase of 81% year-on-year.
Everbright Securities analysts said that robot production growth momentum is strong, the downstream demand continues to drive, domestic robots are erupting. On the one hand, the combination of robotics and artificial intelligence technology will become more and more compact, and will become the “protagonist†of the production system. It will even replace the machine tool machine; on the other hand, domestic robots will realize economics under the premise of localization of key components. Type body weight.
Benefit from Industrial Internet
In December 2017, the Ministry of Industry and Information Technology promulgated the “Three-year Action Plan for the Development of a New Generation of Artificial Intelligence Industry†and proposed to deepen the development of smart manufacturing and foster the development of intelligent service robots. The recent introduction of the new industrial Internet policy will further promote the industrial development of related companies in the robotics industry.
Industrial Securities Research reported that the application of industrial automation and industrial robots is the hardware basis for industrial Internet. With the acceleration of the development of the industrial Internet, industrial automation will benefit significantly. The upstream of the robot industry chain is a core component manufacturing company. The middle reaches of the company is a robot body production enterprise, and the downstream is a system integration supplier. At the current stage, system integrators are relatively more likely to make large revenue and profit scales. Shen Wanhongyuan Research also believes that there are definite opportunities in the supply of solution solutions and intelligent manufacturing equipment in the industrial Internet industry chain enterprises.
Judging from the current status of China's robot industry, some leading companies and many robot companies are deploying system integration services in areas such as smart manufacturing. Taking robots as an example, the company will use the technology extensively in the field of smart manufacturing and open up markets such as automated production lines, intelligent warehousing, and traffic automation. The company’s announcement shows that since the second half of 2017, the company has successively signed orders for integration of Shenyang subway monitoring systems and defense equipment storage and transportation systems.
Tuostar recently announced that it will cooperate with Huawei Cloud to deploy the Industrial Internet. The company has a wide range of industry customer bases, has accumulated a large number of equipment on the industrial site, and has accumulated a wealth of process parameters and production experience, can build the industrial Internet platform to achieve the integration of the underlying data and industrial knowledge reuse.
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