It is not surprising to see all kinds of Siasun Robot&Automation Co.Ltd(300024) in the past two years. Restaurants have Siasun Robot&Automation Co.Ltd(300024) to deliver meals, shopping malls have Siasun Robot&Automation Co.Ltd(300024) to guide the way, and sweeping the floor has become the standard configuration of many families. In addition, Siasun Robot&Automation Co.Ltd(300024) is more and more widely used in manufacturing, mining, construction, agriculture and other fields. Without Siasun Robot&Automation Co.Ltd(300024) , there is no way to talk about an unmanned factory.
With the disappearance of demographic dividend and the in-depth development of Siasun Robot&Automation Co.Ltd(300024) application, the state also pays more attention to Siasun Robot&Automation Co.Ltd(300024) industry.
Compared with the Siasun Robot&Automation Co.Ltd(300024) industrial development plan (2016-2020) (hereinafter referred to as Siasun Robot&Automation Co.Ltd(300024) "the 13th five year plan") launched by only three departments, the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) Industrial Development Plan "(hereinafter referred to as Siasun Robot&Automation Co.Ltd(300024) " the 14th five year plan ") launched at the end of 2021 was jointly issued by the Tenth Five Year Plan departments led by the Ministry of industry and information technology
the market is the largest and the brand is weak
Siasun Robot&Automation Co.Ltd(300024) is known as the "Pearl at the top of the crown of manufacturing industry". Its R & D, manufacturing and application are an important symbol to measure a country's scientific and technological innovation and the level of high-end manufacturing industry.
In terms of scale, China is well deserved to be the first in the world. It has become the world's largest industrial Siasun Robot&Automation Co.Ltd(300024) consumer for eight consecutive years, accounting for about 40% in 2020. With the deepening of population aging and the increase of labor cost, the demand for "machine replacement" will exist for a long time. At present, Siasun Robot&Automation Co.Ltd(300024) has been applied in many industries, including new energy vehicles, 3C manufacturing and construction machinery, and has gradually penetrated into the fields of medical treatment, household appliances, warehousing and logistics. The future prospect is very promising.
According to the report on China's Siasun Robot&Automation Co.Ltd(300024) industry development in 2021 issued by the China Electronics Society, it is estimated that China's Siasun Robot&Automation Co.Ltd(300024) market scale will reach 83.9 billion yuan in 2021, and the average growth rate from 2016 to 2023 can reach 18.3%. Among them, industry Siasun Robot&Automation Co.Ltd(300024) is dominant, the market accounts for about 53%, and service Siasun Robot&Automation Co.Ltd(300024) and special Siasun Robot&Automation Co.Ltd(300024) account for 36% and 11% respectively. The 14th five year plan also proposes that the annual average growth rate of China's Siasun Robot&Automation Co.Ltd(300024) industrial revenue will exceed 20% by 2025.
However, the huge market is mainly occupied by foreign enterprises. The global market share of FANUC, Yaskawa, abb in Switzerland and KUKA in Germany is more than 50%. The localization rate of Siasun Robot&Automation Co.Ltd(300024) complete machine in China is only about 30%, and it mainly involves medium and low-end Siasun Robot&Automation Co.Ltd(300024) products such as three-axis and four-axis.
Although there are Siasun Robot&Automation Co.Ltd(300024) enterprises such as Estun Automation Co.Ltd(002747) , Xinsong, Shanghai Step Electric Corporation(002527) , Guangzhou CNC, Efort Intelligent Equipment Co.Ltd(688165) , the competitiveness of local enterprises is obviously insufficient. The market share of Siasun Robot&Automation Co.Ltd(300024) leader Estun Automation Co.Ltd(002747) in China in 2020 is only about 3%. This is the background of Siasun Robot&Automation Co.Ltd(300024) the 14th five year plan.
Siasun Robot&Automation Co.Ltd(300024) the "14th five year plan" clearly proposes to increase the supply of high-end products, and even specify the specific product types
source: the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development plan
In the industrial Siasun Robot&Automation Co.Ltd(300024) field, we should develop high-precision and reliable welding Siasun Robot&Automation Co.Ltd(300024) for automobile, aerospace, rail transit and other fields, vacuum (clean) Siasun Robot&Automation Co.Ltd(300024) for automatic handling, intelligent movement and storage of semiconductor industry, as well as production Siasun Robot&Automation Co.Ltd(300024) and material flow Siasun Robot&Automation Co.Ltd(300024) of Civil Explosives.
In terms of services Siasun Robot&Automation Co.Ltd(300024) , it puts forward agriculture Siasun Robot&Automation Co.Ltd(300024) , mining Siasun Robot&Automation Co.Ltd(300024) , construction Siasun Robot&Automation Co.Ltd(300024) , medical rehabilitation Siasun Robot&Automation Co.Ltd(300024) , elderly care and disability assistance Siasun Robot&Automation Co.Ltd(300024) and public services Siasun Robot&Automation Co.Ltd(300024) for orchards and livestock and poultry breeding.
In the special Siasun Robot&Automation Co.Ltd(300024) field, it is clear to make breakthroughs in underwater Siasun Robot&Automation Co.Ltd(300024) , security Siasun Robot&Automation Co.Ltd(300024) , operation in dangerous environment Siasun Robot&Automation Co.Ltd(300024) , health and epidemic prevention Siasun Robot&Automation Co.Ltd(300024)
the localization of parts needs to be broken through
A key for local Siasun Robot&Automation Co.Ltd(300024) enterprises to enter the high-end market is the breakthrough of parts.
At present, the three core components of China's industry Siasun Robot&Automation Co.Ltd(300024) - reducer, servo system and controller are all dominated by foreign capital, and the localization rate is only 36.5%, 24.5% and 31.2% respectively (according to the data of Siasun Robot&Automation Co.Ltd(300024) Industrial Research Institute of high technology), and the high-end products are more obvious.
This leads to the high manufacturing cost of Siasun Robot&Automation Co.Ltd(300024) body. In the production cost of Siasun Robot&Automation Co.Ltd(300024) industry in China, the cost of three core parts accounts for 70%. If the core parts can not be realized independently, it will greatly affect China's Siasun Robot&Automation Co.Ltd(300024) industry to enter the high-end.
Fortunately, in recent years, some Chinese enterprises have torn open in the field of core parts.
Leader Harmonious Drive Systems Co.Ltd(688017) mastered a number of core technologies of harmonic reducer and broke the monopoly of foreign capital; The national science and technology major special project "industrial Siasun Robot&Automation Co.Ltd(300024) joint deceleration production line" led by Qinchuan Machine Tool & Tool Group Share Co.Ltd(000837) has also developed five kinds of special processing equipment for core parts of Siasun Robot&Automation Co.Ltd(300024) joint reducer, forming an annual output of 10000 sets of industrial Siasun Robot&Automation Co.Ltd(300024) joint reducer; Estun Automation Co.Ltd(002747) , Shenzhen Inovance Technology Co.Ltd(300124) have also formed a certain market share in the field of servo system; China Leadshine Technology Co.Ltd(002979) occupies a place in the field of controller.
However, compared with overseas giants, local enterprises still have a gap in product accuracy and reliability. Siasun Robot&Automation Co.Ltd(300024) the 14th five year plan also clearly proposes to improve high-performance reducer (RV Reducer and harmonic reducer), high-performance servo drive system, intelligent controller, intelligent integrated joint, new sensor and intelligent end effector
classified promotion " Siasun Robot&Automation Co.Ltd(300024) +"
Any industry moving towards high-end often needs to constantly explore and try and error in practice. Therefore, both the breakthrough of parts and the development of Siasun Robot&Automation Co.Ltd(300024) industry need enough applications to make progress.
Therefore, the system integrator is extremely critical.
System integration is to integrate Siasun Robot&Automation Co.Ltd(300024) , fixtures, welding guns and other devices into an automatic production line that can realize the functions of welding, machining, handling, palletizing, assembly and sorting by using the technologies of machinery, electronics, control, industrial software, sensors and artificial intelligence according to the specific conditions and requirements of different customers.
Efort Intelligent Equipment Co.Ltd(688165) the prospectus shows that from the perspective of application scenarios, Chinese local suppliers mainly focus on the markets of handling, palletizing, assembly and picking, but they are still dominated by foreign capital in high-end application fields such as spraying and visual inspection.
For the application industry, due to the strict access of the automotive industry and the high requirements for Siasun Robot&Automation Co.Ltd(300024) accuracy and reliability, it is still dominated by the four families. Chinese integrators began to penetrate, break through and gradually develop from the welding link. In the field of 3C manufacturing, local manufacturers basically catch up; Other general industries (usually industries other than the automobile industry) are characterized by small and medium-sized enterprises, large demand for Siasun Robot&Automation Co.Ltd(300024) and automation and wide application range. At present, the number and scene coverage of industrial Siasun Robot&Automation Co.Ltd(300024) applications are still in the primary stage.
According to the characteristics of different industries, Siasun Robot&Automation Co.Ltd(300024) "the 14th five year plan specially puts forward the concept of" Siasun Robot&Automation Co.Ltd(300024) + "and promotes it in different fields.
On the one hand, in the fields of automobile, electronics and machinery, which have formed large-scale applications, we aim at the high-end market. On the other hand, we should develop Siasun Robot&Automation Co.Ltd(300024) products and solutions in mining, petroleum, chemical industry, agriculture and other fields in combination with specific scenes, so as to expand the application space. In addition, in specific segmentation scenarios, links and fields, it is also necessary to form professional and customized solutions, copy and promote them, and create characteristic service brands
source: the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development plan
In the field of system integration, listed companies such as Efort Intelligent Equipment Co.Ltd(688165) , Guangdong Topstar Technology Co.Ltd(300607) , Shenzhen Colibri Technologies Co.Ltd(002957) , Shanghai Kelai Mechatronics Engineering Co.Ltd(603960) , Suzhou Secote Precision Electronic Co.Ltd(603283) , Jiangsu Beiren Smart Manufacturing Technology Co.Ltd(688218) have emerged in China, but their scales are relatively small. Whether it can seize the opportunities of policy and industrial development and make good use of the financing advantages of listed companies is the key to its growth.
This is because the 14th five year plan clearly proposes to promote the active investment of various industrial funds and support the listing of qualified enterprises. And encourage pilot cities of industrial and financial cooperation to increase investment in Siasun Robot&Automation Co.Ltd(300024) enterprises. Moreover, in the environment of the upcoming implementation of the comprehensive registration system, Siasun Robot&Automation Co.Ltd(300024) enterprise listing and financing will be more convenient, and the industry competition will be more intense.
Although the industry is a red sea, it also depends on its strength. In the case of gradual congestion in the middle and low-end market, the high-end is the way out for local enterprises.
