Event:
Recently, the National Bureau of statistics released the data of industrial Siasun Robot&Automation Co.Ltd(300024) output: from January to February 2022, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 76381 units, with a year-on-year increase of 29.6%.
From January to February, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 76381 units, an increase of 29.6%, exceeding the expectation
From January to February, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 76381 units, with a year-on-year increase of 29.6%, exceeding expectations. From January to February last year, industrial Siasun Robot&Automation Co.Ltd(300024) has reached a record high base. This year, on the basis of last year's high base, there is still a rapid growth of 29.6%, indicating that industrial Siasun Robot&Automation Co.Ltd(300024) demand is very strong.
In 2021, the annual industrial output of Siasun Robot&Automation Co.Ltd(300024) reached 366000 units, with a year-on-year increase of 44.9%. In 2022, the steady growth policy is expected to be gradually strengthened, and the manufacturing investment is expected to maintain a high growth rate. At the same time, benefiting from the industrial trend of automation and intelligence in China's manufacturing industry, China's industrial Siasun Robot&Automation Co.Ltd(300024) industry is booming and the trend of accelerated penetration is obvious.
This year, the growth rate of manufacturing investment reached a new high of 20.9%, superimposing the fixed assets of major downstream industries
The rising investment has promoted the high-profile manufacturing PMI of the industrial Siasun Robot&Automation Co.Ltd(300024) industry to stop falling and pick up from November 2021. From January to February 2022, the manufacturing PMI was 50.1 and 50.2 respectively, and the manufacturing PMI new order index was 49.3 and 50.7 respectively. The prosperity has rebounded significantly.
In February 2022, the cumulative growth rate of fixed asset investment was 12.2%, with a sharp increase compared with December last year. Among them, the fixed assets of manufacturing industry increased by 20.9% in February 2022, and continued to maintain strong resilience. These optimistic factors also led to a substantial increase in industrial Siasun Robot&Automation Co.Ltd(300024) output from January to February.
From the perspective of downstream demand industries, industrial Siasun Robot&Automation Co.Ltd(300024) mainly downstream automobile and 3C industries had a high level of fixed asset investment in February this year. In February 2022, the growth rate of fixed asset investment in automobile industry was 11.3%, and the growth rate of fixed asset investment in 3C industry was 35.1%.
The import and export data of February 2022 continued the good situation of last year. In terms of US dollar, the year-on-year growth rate of export amount from January to February 2022 was 16.3% (the previous value was 20.9%); The year-on-year growth rate of import value was 15.5% (the previous value was 19.5%), maintaining strong export toughness.
The resonance of the above factors has promoted the rapid growth of industrial Siasun Robot&Automation Co.Ltd(300024) at the beginning of this year.
Industry Siasun Robot&Automation Co.Ltd(300024) is one of the core tasks of China's intelligent manufacturing 2025, benefiting from the industrial upgrading and independent control of China's manufacturing industry in the medium and long term
Industry Siasun Robot&Automation Co.Ltd(300024) is one of the core tasks of China's intelligent manufacturing 2025 and the core link of China's machine replacement and manufacturing industry upgrading. The medium and long-term driving force for the development of China's Siasun Robot&Automation Co.Ltd(300024) industry is still the upgrading, automation, intelligence and networking of China's manufacturing industry. At present, the three modernizations of China's manufacturing industry are still in the primary stage, and China's industry Siasun Robot&Automation Co.Ltd(300024) still has large growth space in the medium and long term. We believe that industrial Siasun Robot&Automation Co.Ltd(300024) is the core of manufacturing upgrading. The growth of industrial chain is sustainable, the domestic substitution strength and logic are strong, and the core targets deserve high attention and strategic allocation. The relevant subject matter has undergone a long-term adjustment, with a deep adjustment range, and the valuation has gradually matched the growth rate of the industry. Focus on domestic industry Siasun Robot&Automation Co.Ltd(300024) whole industry chain main engine factory Estun Automation Co.Ltd(002747) , Shenzhen Inovance Technology Co.Ltd(300124) and listed companies of core parts Leader Harmonious Drive Systems Co.Ltd(688017) .
Risk tips: 1: the growth rate of manufacturing investment is lower than expected; 2: Export demand is lower than expected; 3: The demand of downstream industries such as automobile and 3C is lower than expected; 4: Raw material prices continued to rise.
