event:
On December 28, 2021, 15 departments including the Ministry of industry and information technology, the national development and Reform Commission and the Ministry of science and technology officially issued the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan.
comment:
Industrial transformation and upgrading to promote the high-quality development of Siasun Robot&Automation Co.Ltd(300024) industry. The “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan puts forward the development goals: 1) by 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, high-end manufacturing agglomeration and new highland of integrated application; 2) The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%; 3) 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; 4) Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled. 5) 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. The development goal is oriented by high-end and intelligent development, facing the needs of industrial transformation and consumption upgrading, continuously improving the industrial development ecology and promoting the high-quality development of Siasun Robot&Automation Co.Ltd(300024) industry.
Strengthen core technology research and consolidate the foundation of industrial development. Overcoming the core technology is the only way for China’s Siasun Robot&Automation Co.Ltd(300024) industry to go global. According to the national strategy and industrial development needs, Siasun Robot&Automation Co.Ltd(300024) needs to make breakthroughs in system development, operating system and other common technologies. At the same time, it is necessary to follow the current development trend of Siasun Robot&Automation Co.Ltd(300024) and grasp the cutting-edge technologies such as Siasun Robot&Automation Co.Ltd(300024) bionic perception and cognition technology and Siasun Robot&Automation Co.Ltd(300024) bio electromechanical integration technology. Promote the integration and application of new technologies such as artificial intelligence, 5g, big data and cloud computing, improve the level of Siasun Robot&Automation Co.Ltd(300024) intelligence and networking, and strengthen functional security, network security and data security. In addition, improving the function, performance, reliability and stability of the core components of Siasun Robot&Automation Co.Ltd(300024) such as reducer, servo system and controller is an important basis for industrial development. The software and underlying algorithms developed by Siasun Robot&Automation Co.Ltd(300024) need to be further improved to improve the function and intelligent level of the control system.
Expand the scope of application and increase the supply of high-end products. Siasun Robot&Automation Co.Ltd(300024) industry in addition to continuing to cultivate the traditional manufacturing industry, vigorously develop the application of emerging industries. Develop Siasun Robot&Automation Co.Ltd(300024) and product solutions in combination with specific application scenarios to expand the scope of application. At this level, strengthen polishing, polishing, welding and other key links, form professional and customized solutions, create characteristic service brands and form new competitive advantages. At present, most of China’s Siasun Robot&Automation Co.Ltd(300024) products are medium and low-end products, and high-end products are more dependent on imports. With the popularity of Siasun Robot&Automation Co.Ltd(300024) and the increasing demand for high-end products, we believe that the primary task of Chinese enterprises is to promote the high-end of Siasun Robot&Automation Co.Ltd(300024) . Continuously expand Siasun Robot&Automation Co.Ltd(300024) product series, improve performance and quality, and increase the supply of high-end products to meet market demand.
Investment suggestions: 15 national departments jointly issued the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan, and put forward development goals and tasks for the Siasun Robot&Automation Co.Ltd(300024) industry. With the specification and support of national policy planning, Siasun Robot&Automation Co.Ltd(300024) industry will develop rapidly and promote the upgrading of industry technology. The state has proposed plans to improve the performance of Siasun Robot&Automation Co.Ltd(300024) hardware and software and expand the depth and breadth of downstream application fields. The subdivided industries are expected to develop rapidly in the future. It is recommended to pay attention to automation equipment enterprises: Shenzhen Inovance Technology Co.Ltd(300124) (300124), China Leadshine Technology Co.Ltd(002979) (002979), Leader Harmonious Drive Systems Co.Ltd(688017) (688017), Guangdong Topstar Technology Co.Ltd(300607) (300607), Estun Automation Co.Ltd(002747) (002747).
Risk tips: macroeconomic downturn, industry prosperity decline, deterioration of overseas trade environment, policy change risk, etc.