Today (December 28), the Ministry of industry and information technology and other 15 departments jointly issued the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan (hereinafter referred to as the “plan”), which proposes that China will become a global Siasun Robot&Automation Co.Ltd(300024) technological innovation source, high-end manufacturing agglomeration and new highland for integrated application by 2025. In addition, during the 14th Five Year Plan period, the average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeded 20%, Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled.
The news triggered a sharp rise in the Siasun Robot&Automation Co.Ltd(300024) sector. Among individual stocks, Siasun Robot&Automation Co.Ltd(300024) once rose by the limit, Estun Automation Co.Ltd(002747) , Guangdong Topstar Technology Co.Ltd(300607) , Efort Intelligent Equipment Co.Ltd(688165) , Leader Harmonious Drive Systems Co.Ltd(688017) and Mach shares rose one after another. As of the close, Siasun Robot&Automation Co.Ltd(300024) and Estun Automation Co.Ltd(002747) rose by more than 13% and 7% respectively.
Specifically, the plan also proposes four actions:
The core technology research action of Siasun Robot&Automation Co.Ltd(300024) aims to improve industrial innovation ability and strengthen core technology research: break through common technologies such as Siasun Robot&Automation Co.Ltd(300024) system development and operating system; Research and develop cutting-edge technologies such as bionic perception and cognition, bio electromechanical integration and so on.
The key foundation improvement action of Siasun Robot&Automation Co.Ltd(300024) aims to consolidate the foundation of industrial development and supplement the weaknesses of industrial development. The plan requires the simultaneous development of software and hardware: supplement the weaknesses such as special materials, core components and processing technology, and improve the function, performance and reliability of Siasun Robot&Automation Co.Ltd(300024) key parts. The key parts to be invested in are high-performance reducer High performance servo drive system, intelligent controller, intelligent integrated joint, new sensor, intelligent end effector (see the figure below); Develop Siasun Robot&Automation Co.Ltd(300024) control software, core algorithms, etc.
The Siasun Robot&Automation Co.Ltd(300024) innovative product development action aims to increase the supply of high-end products, and industry Siasun Robot&Automation Co.Ltd(300024) is placed in the forefront, including high-precision and reliable welding Siasun Robot&Automation Co.Ltd(300024) for automotive, aerospace, rail transit and other fields; Vacuum (clean) for automatic handling, intelligent movement and storage in semiconductor industry Siasun Robot&Automation Co.Ltd(300024) ; Cooperation Siasun Robot&Automation Co.Ltd(300024) for 3C, auto parts and other fields, such as large load, light, flexible, double arms, mobile, etc.
The ” Siasun Robot&Automation Co.Ltd(300024) +” application action aims to expand the depth and breadth of application. The plan focuses on to develop and promote Siasun Robot&Automation Co.Ltd(300024) new products and explore high-end application markets in areas that have formed large-scale applications, such as automobile, electronics, machinery and so on.
In addition, the plan also requires to optimize the industrial organization structure, cultivate and expand high-quality enterprises, and create a number of specialized and new “little giant” enterprises and single champion enterprises in the fields of Siasun Robot&Automation Co.Ltd(300024) complete machine, parts and system integration. At the same time, promote strong chain, solid chain and stable chain.
leading suppliers outside China actively expand production, and local manufacturers have great growth potential
Under the background of aging, the gradual disappearance of demographic dividend and the upgrading of manufacturing industry, the demand for industrial automation in China is becoming stronger and stronger. With the gradual effectiveness of relevant policies, China’s industrial Siasun Robot&Automation Co.Ltd(300024) market space is broad. At present, established manufacturers such as abb in Switzerland, Yaskawa in Japan and Fanuc in Japan have begun to build or expand factories in China; Among Chinese manufacturers, Midea Group Co.Ltd(000333) ‘s KUKA, Estun Automation Co.Ltd(002747) , Efort Intelligent Equipment Co.Ltd(688165) are also preparing to build new factories.
As mentioned in the plan, the next five years or even longer will be a strategic opportunity period for China’s Siasun Robot&Automation Co.Ltd(300024) industry to become independent and strong, replace and leap forward. although there is a gap in technology and popularity between Chinese manufacturers and foreign enterprises, many institutional analysts are optimistic about the growth potential of local manufacturers.
Sealand Securities Co.Ltd(000750) pointed out that after the covid-19 epidemic, the importance of machines has been highlighted. At present, the penetration rate of industry Siasun Robot&Automation Co.Ltd(300024) in general manufacturing has been accelerated. Among them, the localization cost and selling price of core parts have decreased significantly in the past five years, and the investment return period is more attractive. Through the accumulation of technology and customer groups, some enterprises have the ability to realize import substitution in medium and high-end products.
It is worth noting that Cui Guotao, an analyst at Guokai securities, also reminded that although the medium and long-term Siasun Robot&Automation Co.Ltd(300024) industry has great market potential, in the short term, the foundation for the recovery of the manufacturing industry may not be stable, and the industry may still face certain operating pressure.
(Financial Associated Press)
