Comments on the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan
Event: on December 28, 2021, the Ministry of industry and information technology, national development and Reform Commission and other 15 parts officially issued the 14th five year plan
Siasun Robot&Automation Co.Ltd(300024) industrial development plan. At present, a new round of scientific and technological revolution and industrial reform are accelerating the evolution. A new generation of information technology, biotechnology, new energy, new materials and Siasun Robot&Automation Co.Ltd(300024) technology are deeply integrated. The Siasun Robot&Automation Co.Ltd(300024) industry has ushered in a window period of upgrading and leapfrog development.
Key investment points
Siasun Robot&Automation Co.Ltd(300024) the average annual growth rate of industrial revenue exceeds 20%; Since the 13th five year plan, China’s Siasun Robot&Automation Co.Ltd(300024) industrial scale has grown rapidly, with an average annual compound growth rate of about 15%. In 2020, the Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeded 100 billion yuan, and the industrial Siasun Robot&Automation Co.Ltd(300024) output reached 212000 units (sets). In 2020, the manufacturing industry Siasun Robot&Automation Co.Ltd(300024) density will reach 246 sets / 10000 people, nearly twice the global average. Service Siasun Robot&Automation Co.Ltd(300024) and special Siasun Robot&Automation Co.Ltd(300024) will be applied on a large scale in the fields of warehousing and logistics, education and entertainment, cleaning services, security inspection, medical rehabilitation and so on. By 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, high-end manufacturing cluster and a new highland of integrated application. At the same time, the specific objectives are given: 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%. 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 will be formed, and 3-5 industrial clusters with international influence will be built. Manufacturing density doubled.
The plan mentions that the Siasun Robot&Automation Co.Ltd(300024) key basic improvement actions in the plan include high-performance accelerator, R & D of advanced manufacturing technology and process of RV Reducer and harmonic reducer, improvement of accuracy retention (service life) and reliability of reducer, reduction of noise and Realization of scale production. Research and develop the basic theory of new high-performance precision gear transmission device, break through precision / ultra precision manufacturing technology and assembly process, and develop new high-performance precision reducer.
The plan mentions that one of the main tasks of the service Siasun Robot&Automation Co.Ltd(300024) plan is to increase the supply of high-end products. It should meet the needs of family services, public services, medical health and other operational fields, gather advantageous resources, focus on promoting the development 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, expand Siasun Robot&Automation Co.Ltd(300024) product series, and improve performance, quality and safety, Promote the development of high-end and intelligent products.
Investment suggestions: it is recommended to pay attention to Beijing Roborock Technology Co.Ltd(688169) , Leader Harmonious Drive Systems Co.Ltd(688017)
Risk tips: macroeconomic fluctuations; Industry competition intensifies; The industrial Siasun Robot&Automation Co.Ltd(300024) industry grew less than expected
(Huajin securities)
