Event: on December 28, 2021, eight departments including the Ministry of industry and information technology and the national development and Reform Commission officially issued the intelligent manufacturing development plan for the 14th five year plan. The plan proposes that by 2025, most manufacturing enterprises above Designated Size will realize digital networking, and key enterprises in key industries will initially apply intellectualization; By 2035, manufacturing enterprises above Designated Size will fully popularize digital networking, and backbone enterprises in key industries will basically realize intellectualization.
Key investment points
Further clarify to improve the supply capacity of China’s intelligent manufacturing, and domestic substitution is expected to accelerate
Over the past decade, China’s intelligent manufacturing capacity has been continuously improved, the market satisfaction rate of intelligent manufacturing equipment has exceeded 50%, and there are more than 40 system solution suppliers with a main business income of more than 1 billion yuan. At present, China has turned to the stage of high-quality development and is in the key period of transforming the development mode, optimizing the economic structure and transforming the growth power. However, the problems such as the low adaptability between manufacturing supply and market demand, the challenges to the stability of industrial chain supply chain and the tightening constraints on resources and environmental factors are prominent.
One of the main objectives for 2025 given in the plan is to significantly improve the technical level and market competitiveness of intelligent manufacturing equipment and industrial software, and the market satisfaction rate exceeds 70% and 50% respectively. Cultivate more than 150 intelligent manufacturing system solution suppliers with high professional level and strong service ability.
Relying on the Chinese market, promote the optimization and upgrading of the industrial system
In view of the weaknesses in perception, control, decision-making and implementation, strengthen the joint innovation of industry, University and research, and break through a number of “neck” basic parts and devices. Promote the deep integration of advanced technology, information technology and manufacturing equipment, and drive the accelerated development and iterative upgrading of general and special intelligent manufacturing equipment through the construction of intelligent workshops / factories. We will promote the innovative application of new technologies such as digital twins and artificial intelligence, and develop a number of internationally advanced new intelligent manufacturing equipment.
Basic parts and devices: research and develop micro nano displacement sensors, flexible tactile sensors, high-resolution visual sensors, on-line component detection instruments, advanced controllers, high-precision servo drive systems, high-performance and reliable reducers, wearable human-computer interaction equipment, industrial field positioning equipment, intelligent numerical control systems, etc.
General intelligent manufacturing equipment: R & D of intelligent vertical / horizontal five axis machining center, turn milling compound machining center, high-precision CNC grinder and other working machines; Intelligent welding Siasun Robot&Automation Co.Ltd(300024) , intelligent mobile Siasun Robot&Automation Co.Ltd(300024) Semiconductor (clean) Siasun Robot&Automation Co.Ltd(300024) and other industries Siasun Robot&Automation Co.Ltd(300024) ； Laser / electron beam efficient selective melting equipment, laser selective sintering forming equipment and other additive manufacturing equipment; Ultrafast laser and other advanced laser processing equipment; Industrial control equipment such as high-end distributed control system, programmable logic controller, monitoring control and data acquisition system; Digital non-contact precision measurement, on-line nondestructive testing, laser tracking measurement and other intelligent testing equipment and instruments; Intelligent logistics equipment such as intelligent multi-layer and multi-directional shuttle vehicles and intelligent large three-dimensional warehouses.
Special intelligent manufacturing equipment: R & D of complete sets of equipment for efficient processing and near net shape forming such as automobile engine and gearbox, complete sets of equipment for intelligent placement, forming, processing and testing of aerospace large composite materials, aerospace intelligent assembly equipment, laser welding of ship plates, complete sets of high-precision intelligent hot / cold continuous rolling equipment, complete sets of intelligent ethylene equipment of more than one million tons, The whole process intelligent production line of new dry process cement, intelligent complete equipment for filling food high viscosity fluid, complete equipment for printing and dyeing of continuous knitted fabric / pure polyester fabric, intelligent complete equipment for sterile API meeting GMP requirements, complete equipment for large-scale integrated circuit manufacturing, complete equipment for new flat panel display manufacturing, etc.
New intelligent manufacturing equipment: research and develop intelligent industrial control system, intelligent machine tool, collaboration Siasun Robot&Automation Co.Ltd(300024) , adaptive Siasun Robot&Automation Co.Ltd(300024) and other new equipment integrating new technologies such as digital twins, big data, artificial intelligence, edge computing, virtual reality / augmented reality (VR / AR), 5g, Beidou, Satellite Internet and so on.
Investment suggestions: it is recommended to pay attention to Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) (China’s leading fiber laser), Shanghai Friendess Electronic Technology Corporation Limited(688188) (China’s leading laser cutting system), Leader Harmonious Drive Systems Co.Ltd(688017) (China’s leading harmonic reducer), Sinoseal Holding Co.Ltd(300470) (China’s leading mechanical seal)
Risk tips: macroeconomic fluctuations; Price rise of raw materials; Industry competition intensifies
