Event:
Recently, the National Bureau of statistics released industrial Siasun Robot&Automation Co.Ltd(300024) output data: in December 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 35175 units, a year-on-year increase of 15.1%. In 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 366044 units, with a year-on-year increase of 44.9%, setting a new record.
In December, the growth rate of industrial Siasun Robot&Automation Co.Ltd(300024) output declined, but still maintained a high level
In December 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 35175 units, with a year-on-year increase of 15.1%. The industrial Siasun Robot&Automation Co.Ltd(300024) output in December 2020 is the highest in the month of 2020, with the output reaching 29706 units, nearly 50% higher than the monthly average output in 2020. In December 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output increased by 15.1% on the basis of the high base in the same period in 2020, which is particularly rare. We also see that with the increasing base, the growth rate of industrial Siasun Robot&Automation Co.Ltd(300024) output has a marginal decreasing effect. The monthly output of 35175 units in December 2021 ranks second only to that in June 2021, ranking second in history. On the whole, industrial Siasun Robot&Automation Co.Ltd(300024) still maintained a high output and growth level in December.
In 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 366000 units, with a year-on-year increase of 44.9%
In 2021, the annual industrial Siasun Robot&Automation Co.Ltd(300024) output was 366000 units, with a year-on-year increase of 44.9%. This is the second consecutive year of high-level growth. In 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output reached an all-time high and ended successfully. 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 has accelerated its penetration significantly.
The high growth and toughness of manufacturing investment combined with strong export demand have brought a high outlook for the industrial Siasun Robot&Automation Co.Ltd(300024) industry in 2021
The manufacturing PMI stopped falling and recovered from November 2021. From October to December 2021, the manufacturing PMI was 49.2, 50.1 and 50.6 respectively, and the manufacturing PMI production index was 48.4, 52 and 51.4 respectively. There was a significant recovery from November to December. The cumulative growth rate of fixed asset investment in December 2021 was 13.5%. Although it decreased slightly month on month, it still maintained a high growth level, reflecting the strong resilience of manufacturing investment. In addition, the export data in December remained in a good state. The export amount in December increased by 20.9% year-on-year, and basically maintained a high growth level of more than 20% throughout the year. These optimistic factors also led to the recovery of industrial Siasun Robot&Automation Co.Ltd(300024) production data in November and December. Throughout the year, fixed asset investment in manufacturing industry is one of the best growth rates of fixed asset investment in various industries. Unlike real estate fixed asset investment and infrastructure fixed asset investment, which are high before and low after, especially the sharp decline or even negative growth in the second half of the year, manufacturing fixed asset investment has always maintained strong toughness and maintained a high growth level of more than 13%, which is also one of the core driving forces for the high growth of industrial Siasun Robot&Automation Co.Ltd(300024) output in 2021. In addition, benefiting from foreign epidemic factors, foreign supply is relatively greatly affected. In 2021, the export demand maintained a state of rapid growth, and the export amount increased by 29.9% in 2021. From the perspective of downstream demand industries, the investment in fixed assets in the main downstream industries of industry Siasun Robot&Automation Co.Ltd(300024) and 3C industry is at a high level, especially the investment in fixed assets in 3C industry has always maintained a high level of more than 20% throughout the year. In 2021, the automobile output (annual + 4.8%) and mobile phone shipment (annual + 13.9%) also hit the bottom and rebounded, reversing the negative growth trend for many consecutive years. The resonance of many factors has promoted the rapid growth of industry Siasun Robot&Automation Co.Ltd(300024) in 2021.
Industry Siasun Robot&Automation Co.Ltd(300024) is one of the core tasks of China's intelligent manufacturing 2025. It will benefit 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 industrial 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 industry Siasun Robot&Automation Co.Ltd(300024) is the core of the upgrading of manufacturing industry. The growth of industrial chain is sustainable, the strength and logic of domestic substitution are strong, and the core target deserves high attention and strategic allocation. It is suggested to pay attention to the core listed companies of domestic industrial Siasun Robot&Automation Co.Ltd(300024) mainframe and three major parts.
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 continue to rise
