Domestic Siasun Robot&Automation Co.Ltd(300024) , how to break the monopoly of "four families"?

According to the data of the National Bureau of statistics, the national industrial Siasun Robot&Automation Co.Ltd(300024) cumulative output was 298000 units from January to October 2021, with a year-on-year increase of 51.9%. Affected by the upgrading of the manufacturing industry and the catalysis of the epidemic, the demand for "machine replacement" in the fields of new energy vehicles and 3C electronics continues to release, the output of domestic industry Siasun Robot&Automation Co.Ltd(300024) has increased greatly, and gradually penetrated into the application fields such as medical treatment, photovoltaic, metal products, warehousing logistics and household appliances, with considerable potential incremental space in the market. The activity of industrial Siasun Robot&Automation Co.Ltd(300024) investment is rising. In 2021, there were more than 100 million investment cases, and several enterprises such as Harbin Boshi Automation Co.Ltd(002698) , Estun Automation Co.Ltd(002747) and meckamand obtained hundreds of millions of yuan of financing.

The global industrial Siasun Robot&Automation Co.Ltd(300024) market has been occupied by foreign capital for a long time, and the "four families" of FANUC in Japan, abb in Switzerland, Yaskawa in Japan and KUKA in Germany account for more than 50%. In recent years, the competitiveness of China's independent brands has improved significantly, However, there is still a certain gap in technical strength (especially core parts) and international popularity. China has been the world's largest Siasun Robot&Automation Co.Ltd(300024) consumer for many consecutive years (accounting for about 40% in 2020). With foreign giants such as abb and Yaskawa competing to gain access to the Chinese market, the traditional Siasun Robot&Automation Co.Ltd(300024) Manufacturers, technology giants, manufacturing giants and start-ups have entered the market one after another, breakthroughs have been made in key technologies such as core parts and intelligent devices, the replacement process of domestic Siasun Robot&Automation Co.Ltd(300024) has been further accelerated, and the market may enter the era of "close combat".

 

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