Industry Siasun Robot&Automation Co.Ltd(300024) , service Siasun Robot&Automation Co.Ltd(300024) , special Siasun Robot&Automation Co.Ltd(300024) ...... As an important part of the new infrastructure field, how hot is the Siasun Robot&Automation Co.Ltd(300024) track in 2021?
According to the data of the National Bureau of statistics, China's Siasun Robot&Automation Co.Ltd(300024) production in November was 31915 units, a year-on-year increase of 27.9%, 17.3 percentage points higher than the year-on-year growth in October. In the first 11 months, China's Siasun Robot&Automation Co.Ltd(300024) production reached 330100 units, with a growth rate of 49% compared with the same period last year, and the production reached a new high in the same period in history.
On December 28, 15 departments including the Ministry of industry and information technology and the national development and Reform Commission officially issued the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development 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 new highland of integrated application, Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue will increase by more than 20% annually, and the Siasun Robot&Automation Co.Ltd(300024) density of manufacturing industry will double.
Long Hao, chairman of Jinding assets, told the Securities Daily that as the main direction of building a manufacturing power, accelerating the development of intelligent manufacturing plays an important role in consolidating the real economy and building a modern industrial system. At the same time, it also puts forward higher requirements for the formation, cooperation, optimization and upgrading of China's digital, networked and intelligent technology industrial chain. In the future, the policy will tend to the development of emerging industries such as industry Siasun Robot&Automation Co.Ltd(300024) .
According to incomplete statistics by the reporter, since December, Siasun Robot&Automation Co.Ltd(300024) industry financing events have totaled 10, including 6 over 100 million yuan (including 100 million yuan), up to 3.6 billion yuan. It mainly involves distribution service Siasun Robot&Automation Co.Ltd(300024) , surgery Siasun Robot&Automation Co.Ltd(300024) , etc.
Behind the financing is the optimism about the company's landing in the capital market. Some investors also asked, Siasun Robot&Automation Co.Ltd(300024) sector will go out of bull stocks in the future?
Taking the manufacturing industry Siasun Robot&Automation Co.Ltd(300024) as an example, according to the reporter's combing, as of December 29, 88 companies had a good overall market performance during the year, and a total of 61 companies' share prices rose, accounting for 69.32%. Among them, the share prices of 7 companies, including Zhejiang Jinggong Science & Technology Co.Ltd(002006) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Shannon Xinchuang, Suzhou Slac Precision Equipment Co.Ltd(300382) , Shanxi Meijin Energy Co.Ltd(000723) , Miracle Automation Engineering Co.Ltd(002009) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , doubled.
Long Hao believes that the "made in China 2025" policy will take Siasun Robot&Automation Co.Ltd(300024) as a key breakthrough area, and the Siasun Robot&Automation Co.Ltd(300024) sector will walk out of the bull stocks in the A-share capital market. At present, it is the primary application period of intelligent Siasun Robot&Automation Co.Ltd(300024) . In the future, there are high requirements for data transmission technologies such as cloud computing, big data and industrial Internet to meet the application needs of various industries. It means that Siasun Robot&Automation Co.Ltd(300024) industry has sufficient development space and long cycle time.
Further combing, the shipment volume and market share of many listed companies are gradually increasing. In the ranking of Chinese shipments of major Siasun Robot&Automation Co.Ltd(300024) enterprises in the first three quarters, Shenzhen Inovance Technology Co.Ltd(300124) and Estun Automation Co.Ltd(002747) ranked seventh and eighth respectively, of which Shenzhen Inovance Technology Co.Ltd(300124) shipments reached 8315 units (mainly SCARA Siasun Robot&Automation Co.Ltd(300024) ), and the market share of shipments increased from 2.3% in 2020 to 4.6% in the first three quarters of 2021; The shipment volume of Estun Automation Co.Ltd(002747) reached 6902 units (mainly six axis Siasun Robot&Automation Co.Ltd(300024) ), and the market share of shipment volume increased from 3.3% in 2020 to 3.8% in the first three quarters of 2021.
In the future, which segments of companies can better set foot on the rhythm of Siasun Robot&Automation Co.Ltd(300024) industry development cycle?
Ma Cheng, chairman of juze investment, told the Securities Daily that high-end industrial machine tools (CNC machine tools), industrial Internet and other fields are the direction of policy support, which is more in line with the rhythm of the Siasun Robot&Automation Co.Ltd(300024) industry development cycle. In particular, the industrial machine tools of "national key" are the foundation of industrialization and even intelligent manufacturing, and local substitution and downstream demand are strong, It is expected that the production capacity will continue to be released in 2022.
In addition to the industrial Siasun Robot&Automation Co.Ltd(300024) , in the opinion of sun Qian, an analyst of Tianfeng Securities Co.Ltd(601162) , the service Siasun Robot&Automation Co.Ltd(300024) segment track includes distribution, reception and cleaning Siasun Robot&Automation Co.Ltd(300024) . There is still much room for expansion in terms of use scenarios and function expansion.
The figure shows the market performance of some individual stocks in the industrial Siasun Robot&Automation Co.Ltd(300024) sector
Prepared by: Xu Yiming
(Securities Daily)
