On December 28, the Ministry of industry and information technology and other 15 departments jointly issued the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) Industrial Development Plan "(hereinafter referred to as the" plan "), which aims to accelerate the high-quality development of China's Siasun Robot&Automation Co.Ltd(300024) industry.
China's Siasun Robot&Automation Co.Ltd(300024) industry has developed rapidly and has been the world's largest market for many years. R & D, manufacturing and application are important symbols to measure the level of a country's scientific and technological innovation and high-end equipment manufacturing industry. At present, a new round of scientific and technological revolution and industrial transformation are accelerating the evolution, Siasun Robot&Automation Co.Ltd(300024) is an important carrier of emerging technologies and key equipment of modern industry. It plays a strong leading role in industrial digital development and intelligent upgrading. Major countries in the world regard it as the focus of competition in the science and technology industry, In this context, China has issued a series of supporting policies in recent years to drive the rapid development of Siasun Robot&Automation Co.Ltd(300024) industry. In 2020, China's Siasun Robot&Automation Co.Ltd(300024) industrial revenue exceeded 100 billion yuan, the industrial Siasun Robot&Automation Co.Ltd(300024) output reached 212000 units (sets), and the manufacturing Siasun Robot&Automation Co.Ltd(300024) density increased to 246 units / 10000 people, close to twice the global average of 126 units / 10000 people. According to IFR statistics, China has become the world's largest Siasun Robot&Automation Co.Ltd(300024) market since 2013. In 2020, the installation volume reached 168400 units, and the global proportion increased by 6.26 percentage points to 43.9% year-on-year, all reaching the highest level in history.
Promote the Siasun Robot&Automation Co.Ltd(300024) industry to move towards medium and high-end, and the plan defines the development goals for 2025 and 2035.
At the same time of rapid scale expansion, the relatively low localization rate of core parts and the insufficient supply of high-end products are still the two core constraints for the development of Siasun Robot&Automation Co.Ltd(300024) industry, and the overall profitability needs to be improved. The plan points out 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. Through actions such as tackling key technical problems, improving key foundation, developing innovative products and " Siasun Robot&Automation Co.Ltd(300024) +" application, it tries to effectively solve the common pain points in the current industrial development, Promote the upgrading of Siasun Robot&Automation Co.Ltd(300024) industrial structure. The plan defines the development goals for 2025 and 2035. By 2025, China will become a global source of Siasun Robot&Automation Co.Ltd(300024) technological innovation, a gathering place for high-end manufacturing and a new highland for integrated application. A number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products have made breakthroughs, the performance and reliability of key parts have reached the level of similar international products, and the Siasun Robot&Automation Co.Ltd(300024) density of manufacturing industry will double; By 2035, the comprehensive strength of China's Siasun Robot&Automation Co.Ltd(300024) industry will reach the international leading level. Under the joint promotion of multi-dimensional safeguard measures, the process of upgrading China's Siasun Robot&Automation Co.Ltd(300024) industry to medium and high-end is expected to accelerate.
Driven by multiple factors, China's Siasun Robot&Automation Co.Ltd(300024) market has a large space. At present, the price of bulk commodities is still relatively high, and the middle and lower reaches enterprises are still generally facing certain cost pressure. With the superposition of the multi-point spread of the epidemic, the foundation for the recovery of the manufacturing industry may not be stable. Under this background, the short-term profitability of the Siasun Robot&Automation Co.Ltd(300024) sector is still facing certain pressure. In the medium and long term, China's Siasun Robot&Automation Co.Ltd(300024) market has a large space, mainly due to the following reasons: in recent years, China's industrial Siasun Robot&Automation Co.Ltd(300024) density has shown a rapid upward trend, but it still has a certain upward space compared with some developed countries; While the labor cost is rising, the Siasun Robot&Automation Co.Ltd(300024) price is declining, and the economy of replacing labor by machine has appeared; The application scenarios of Siasun Robot&Automation Co.Ltd(300024) will be continuously expanded for the application of artificial intelligence, cloud computing, big data and other technologies. In the future, enterprises that can establish competitive advantages in the market segments with high prosperity and continuously make breakthroughs in the field of key core parts by virtue of technological innovation have great growth potential. It is suggested to pay attention to Estun Automation Co.Ltd(002747) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) .
Risk tip: the intensification of market competition leads to the performance of Companies in the industry not meeting expectations; The economic recovery outside China was lower than expected; Market risk caused by the unexpected deterioration of the global epidemic; Market risks caused by the further deterioration of China US comprehensive relations; Secondary market risk outside China.
(Guokai securities)
