Recently, the Ministry of industry and information technology, together with the national development and Reform Commission, the Ministry of science and technology and other departments and units, issued the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development plan (hereinafter referred to as the plan). The Ministry of industry and information technology held a press conference on the morning of December 28 to introduce the relevant situation of the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development plan.
The plan proposes that by 2025, China will strive to become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, the gathering place of high-end manufacturing and a new highland of integrated application. A number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products have made breakthroughs, and the performance and reliability of key parts have reached the international level of similar products. The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%. Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled.
The plan also encourages key enterprises to cultivate Siasun Robot&Automation Co.Ltd(300024) pilot enterprises with ecological leading power and core competitiveness through merger, reorganization, joint venture and cooperation.
Siasun Robot&Automation Co.Ltd(300024) industry ushers in a window period of leapfrog development
Wang Weiming, director of the first equipment industry department of the Ministry of industry and information technology, said that Siasun Robot&Automation Co.Ltd(300024) is known as "the Pearl at the top of the manufacturing crown". 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. At present, Siasun Robot&Automation Co.Ltd(300024) industry is ushering in a window period of upgrading and leapfrog development.
Facing the new situation and new requirements, in order to promote China's Siasun Robot&Automation Co.Ltd(300024) industry to move towards medium and high-end and accelerate the realization of high-quality development, the Ministry of industry and information technology, together with 15 departments such as the national development and Reform Commission and the Ministry of science and technology, has jointly prepared the plan.
According to the plan, by 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, high-end manufacturing agglomeration and a new highland of integrated application. The specific objectives for 2025 are: a number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products have made breakthroughs, the comprehensive indicators of the whole machine have reached the international advanced level, and the performance and reliability of key parts have reached the international level of similar products; The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%; Form a number of leading enterprises with international competitiveness and a large number of specialized and new "little giant" enterprises with strong innovation ability and good growth, and build 3-5 industrial clusters with international influence; Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled.
By 2035, the comprehensive strength of China's Siasun Robot&Automation Co.Ltd(300024) industry will reach the international leading level, and Siasun Robot&Automation Co.Ltd(300024) will become an important part of economic development, people's life and social governance.
In order to promote the implementation of the objectives, the plan has deployed five main tasks: improving industrial innovation ability, consolidating the foundation of industrial development, increasing the supply of high-end products, expanding the depth and breadth of application, and optimizing the industrial organization structure.
will implement Siasun Robot&Automation Co.Ltd(300024) innovative product development action
At present, people are looking forward to more intelligent and convenient Siasun Robot&Automation Co.Ltd(300024) products. Song Xiaogang, executive director and Secretary General of China Siasun Robot&Automation Co.Ltd(300024) industry alliance, pointed out at the press conference that during the "14th five year plan" period, the action of Siasun Robot&Automation Co.Ltd(300024) innovative product development will be implemented, focusing on promoting the innovation and application of key industrial Siasun Robot&Automation Co.Ltd(300024) , service Siasun Robot&Automation Co.Ltd(300024) and special Siasun Robot&Automation Co.Ltd(300024) products, and promoting the development of high-end and intelligent products.
Guokai Securities believes that industry Siasun Robot&Automation Co.Ltd(300024) as a key carrier for the transformation and upgrading of manufacturing industry, under the background of rising labor costs and the gradual emergence of Siasun Robot&Automation Co.Ltd(300024) replacement labor economy, the medium and long-term market potential of the industry is large.
Shengang Securities believes that compared with the traditional industrial Siasun Robot&Automation Co.Ltd(300024) market, the service Siasun Robot&Automation Co.Ltd(300024) market is a newer and higher growth track. It is suggested to pay attention to China's high-quality service Siasun Robot&Automation Co.Ltd(300024) supply chain companies.
there is huge room for import substitution of key parts
In recent years, key parts such as RV Reducer, servo motor and controller have become the bottleneck restricting the development of China's Siasun Robot&Automation Co.Ltd(300024) industry. In this regard, the plan puts forward Siasun Robot&Automation Co.Ltd(300024) basic improvement actions.
With regard to high-performance reducer, Cinda Securities said that at present, most of the market share of RV Reducer in China is still occupied by foreign-funded enterprises such as nabotsk and Sumitomo heavy machinery. However, in recent years, with the gradual breakthrough of domestic RV Reducer technology, Nantong zhenkang, Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Ningbo Zhongda Leader Intelligent Transmission Co.Ltd(002896) , Qinchuan Machine Tool & Tool Group Share Co.Ltd(000837) and other domestic brands are rising.
As for the intelligent controller, Tianfeng Securities Co.Ltd(601162) believes that the improvement of the function of the intelligent controller will boost the value of downstream products. The increase in the value of downstream products will also promote the continuous growth of the scale of the intelligent controller industry. It is expected that the scale of intelligent controller market will reach trillion, and there is a lot of room for the growth of leading enterprises.
merger and reorganization helps
improve the competitiveness of backbone enterprises
In terms of optimizing the industrial organization structure, the plan requires to cultivate and expand high-quality enterprises. Backbone enterprises are encouraged to cultivate Siasun Robot&Automation Co.Ltd(300024) pilot enterprises with ecological leadership and core competitiveness through mergers, acquisitions, joint ventures and cooperation. We will promote enterprises to deeply cultivate subdivided industries, strengthen professional and differentiated development, and create a number of specialized and new "little giant" enterprises and individual champion enterprises in the fields of Siasun Robot&Automation Co.Ltd(300024) complete machine, parts and system integration.
Industry insiders believe that the Siasun Robot&Automation Co.Ltd(300024) industry needs a major reshuffle to make backbone enterprises stand out through mergers and acquisitions.
At present, there are some problems in China's Siasun Robot&Automation Co.Ltd(300024) industry, such as "small, scattered and weak". According to the data, there are currently 308000 Siasun Robot&Automation Co.Ltd(300024) related enterprises in China. In 2020, China added 69800 Siasun Robot&Automation Co.Ltd(300024) related enterprises, with a year-on-year increase of 77.36%, which is the year with the most new Siasun Robot&Automation Co.Ltd(300024) related enterprises in recent 10 years.
Too many enterprises usually lead to a "price war" and a significant reduction in the profit margin of the whole industry. At present, practitioners in some Siasun Robot&Automation Co.Ltd(300024) fields have reported that they "can't earn money".
Suo Liyang, general manager of Siasun Robot&Automation Co.Ltd(300024) , believes that China's Siasun Robot&Automation Co.Ltd(300024) industry is growing every year, but the growth rate is not particularly fast, because it is consistent with the automation level of the country's overall industry. Soliyang believes that at present, China's annual industrial demand for Siasun Robot&Automation Co.Ltd(300024) is about 200000 units. There are international brands in the market, including Siasun Robot&Automation Co.Ltd(300024) "four families" (FANUC of Japan, Yaskawa electric, abb of Switzerland and KUKA of Germany). Without significant growth in the market scale, there are still a large number of 300000 enterprises.
In the next five years, companies in subdivided fields should develop through innovation. The plan also proposes to encourage backbone enterprises to target the weak links of key parts and high-end complete machine products, and cooperate with supporting enterprises to accelerate the R & D, engineering verification and iterative upgrading of precision gears, lubricating grease, encoders and core software.
(Shanghai Securities News)
