Smart factories can optimize the production process. Smart factory can be divided into three processes (planning, execution and control) and five levels (collaboration, enterprise, factory, workshop and equipment). The industrial chain consists of three parts: hardware and software manufacturers in the upstream, intelligent equipment manufacturing and scheme design suppliers in the midstream and manufacturing enterprises in the downstream. Development drivers include: laying the foundation for the development of information technology, the decline of demographic dividend and the trend of globalization promote the transformation and development of manufacturing industry. At the same time, the state also formulates the development plan of intelligent factory from top to bottom. At present, smart factory started late in China, but the growth rate is fast. The main downstream applications are electronics and automobiles. The penetration rate of the electronics industry is up to 26%, and the demand of the automobile industry accounts for 38%.
Tesla "super factory" case: extreme lean and efficiency. Starting from the production and quality control of the workshop, the automobile intelligent factory is expected to extend to the whole life cycle. Tesla's "super factory" combines the concept of intelligent factory with the underlying production logic starting from the first, and basically realizes the full intelligence of the whole vehicle manufacturing process.
R & D innovation: establish a digital model, improve the strategy in advance with virtual production mode, collect and analyze data, so as to improve the production efficiency and decision-making efficiency of enterprises;
Plant innovation: the combined plant covers the four processes of the whole vehicle, shortens the logistics path between processes, and adopts multi-storey plant design to improve site use and operation efficiency;
Manufacturing innovation: Industrial Siasun Robot&Automation Co.Ltd(300024) and visual systems are widely used in the four links of punching, welding and coating to realize the automation of production and detection;
Part innovation: integrated die casting reduces weight (30%) and cost (40%), leading the trend of automobile lightweight and reducing logistics and procurement costs;
Logistics Innovation: the factory adopts an encircling layout, directly unloading at the side crossing, pursuing the ultimate of "zero inventory" and reducing storage costs.
Benefit sectors and targets: 1) CNC machine tools: the explosive growth of new energy vehicles significantly drives the demand for gantry machine tools. There is a large space for domestic replacement of high-end machine tools, and the corresponding target: Ningbo Haitian Precision Machinery Co.Ltd(601882) (gantry machine tools). 2) Die casting machine: the demand of "integrated die casting" establishes the trend of large-scale and integration of die casting machine, and the corresponding targets: Lijin Technology (Tesla supplier), Guangdong Yizumi Precision Machinery Co.Ltd(300415) (breakthrough of super heavy die casting machine). 3) Industry Siasun Robot&Automation Co.Ltd(300024) : automobile manufacturing is widely used, and there is a large space for domestic substitution. The corresponding subject: Estun Automation Co.Ltd(002747) (industry Siasun Robot&Automation Co.Ltd(300024) is the leader in China). 4) Intelligent solutions: automation, flexibility, intelligence and informatization. New energy vehicles bring opportunities for production line change. Corresponding targets: Dalian Haosen Equipment Manufacturing Co.Ltd(688529) (new business development of new energy vehicles), Jee Technology Co.Ltd(688162) (intelligent production line and motor).
Risk tip: manufacturing investment has declined; The penetration rate of new energy vehicles is lower than expected; The continuous shortage of upstream wafers affects automobile production; Semiconductor technology breakthrough and domestic substitution are less than expected; Technological breakthrough and domestic substitution are less than expected; Intensified competition in the industry, etc.
