Although the prospect of the hottest industrial au

2022-08-12
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Although the prospect of industrial automation is good, there are still many deficiencies

Guide: from the current situation of the industry, Chinese enterprises are still in a supporting role in the automation drama. Insufficient innovation ability, insufficient talents and weak intellectual property protection have hindered the development of automation in China. Although China is vigorously promoting industrial transformation and upgrading, foreign brands are still carrying the flag and occupying the position in the domestic industrial automation market

it is often a good perspective to reflect on the real economy from the capital market. Take Qinchuan development, a domestic listed company, as an example. Once the news of the company's planning to produce robot joint reducers came out, it triggered three consecutive one word limit increases. Interestingly, the news of the company's overall listing, which came out almost at the same time, was not so popular

the market heat of industrial automation can be seen from this

robot and 3D printing

automation, also known as electronic control or industrial control, is used almost everywhere there is electricity. In the eyes of professionals, this is almost an ancient industry. In fact, from agriculture, industry to service industry, automation is almost everywhere in modern work and life

however, in the past two years, two wealth stories in the auto industry have once again disrupted the huge capital market

first of all, robot mobilization has become the trend of manufacturing development. Zoomlion began to purchase welding robots to replace expensive welding workers. Industrial automation equipment has been widely used in the new production line of West China energy. According to Foxconn's plan, the number of robots on the production line will reach 1million in 2014. Whether domestic manufacturing and industrial automation have become inseparable

another story, 3D printing, comes from two paragraphs that were popular last year. 3D printing has the potential to change the way we produce all our products, Obama said in his state of the Union speech on February 12. Subsequently, the economist devoted a special discussion to the third industrial revolution brought about by 3D printers

according to statistics, at present, there are five robots in China's domestic market, whose surface requires very smooth processing, that is, the surface roughness requirements are very high. About 10000 industrial robots are in service. From the perspective of the density of industrial robots (the number of robots per 10000 production workers in the manufacturing industry), China's robot market is far from reaching the developed level

insiders believe that the robot industry will be a new large-scale high-tech industry after automobiles and computers. The 12th Five Year Plan is a key turning point for the development of China's industrial robot industry, and the market demand will also show a blowout development. The demand for industrial robots will grow at a rate of 15% to 20% per year

the popularity of the market reflects the embarrassment of domestic enterprises. There are 35 Chinese ontology manufacturing enterprises, including 26 domestic funded enterprises. In 2012, the annual output of domestic industrial robot enterprises was less than 500. In 2012, the sales volume of local brand robots was only 1112, and the sales volume of wholly-owned and joint venture brands reached 25790, accounting for 4% and 96% respectively

therefore, different manufacturers have different positioning, so they will also adopt different market strategies, and it is more important to seize the market segments

the machinery industry stands side by side. However, robots, a company listed on the gem, stood out last year, with its annual share price rising 52.15%. During this period, it achieved a net profit of 208 million yuan, an increase of 30.3% year-on-year, becoming a leading enterprise in the robot industry

take Qinchuan development as an example, it plans to produce 180000 sets of robot joint reducers, including 90000 sets in the first phase, with an investment of 194million yuan. It is expected that the new sales revenue will reach 650million yuan in 2015, and the total profit will reach 182million yuan. This means that the company can recover its investment in two years, and the profit margin reaches 28%, showing the extremely strong profitability of the industry

the controlling shareholder of Shanghai Electromechanical, electric group, has long been involved in the robot industry. The Shanghai FANUC robot, jointly established by the electric group and the international robot giant hair NACO, achieved a domestic sales volume of 2 billion yuan in 2012, about 4000 sets, and is the domestic leader in the sales of industrial robots

in fact, people engaged in robot research are divided into two camps. One camp tries to create expensive robots similar to humans, and the other camp tries to make cheap practical automated robots. Since last year, 3D printing technology, which is hot in the world, obviously belongs to the latter

in 2012, the global 3D printing market universal insurance was actually an insurance product with investment function, with a scale of $2.204 billion, but the scale of China's 3D printing market was only 1billion yuan. However, China has adopted led touch screens and hopes to leap into the world's largest 3D printing market in recent years. In the next three to five years, it is expected to grow at least twice the rate every year, and the market scale of China's 3D printing industry will reach about 10billion yuan in 2015. Luo Jun, Secretary General of China 3D printing technology industry alliance, said that China has the potential to become the world's largest 3D printing market

to confirm the iron content in the sample, the core components of the domestic

industrial robot include four parts: robot body, reducer, servo system and control system. From the perspective of cost composition, the four parts account for about 22%, 24%, 36% and 12% respectively

according to the relevant person of Qinchuan development, in terms of hardware such as reducer and servo motor, there is a large gap between Chinese enterprises and international giants. Although there is servo motor technology in China, the industrialization ability is not good, and the reducer is almost not industrialized

at present, 75% of the precision reducer Market is monopolized by two Japanese manufacturers, which are used by mainstream manufacturers in the world and domestic manufacturers. RV Reducer is not yet a mature product in China. Although harmonic reducer is produced in China by Suzhou Lvdi and Zhongji Kemei, the input speed and transmission accuracy are still far from imported products, and it is still far from large-scale marketization

according to industry insiders, the purchase price of a precision reducer by the four international giants is 30000-50000 yuan, which is sold to domestic customers with good relations of about 70000 yuan, and ordinary customers with ordinary relations of about 120000 yuan. The cost of purchasing precision reducers by domestic enterprises is more than twice that of international giants, which shows the difference in profits between them

insiders believe that localization of robot core parts is imminent. Once all core components are localized, domestic brands can open the gap in pricing. If key components such as reducer, servo motor and controller are localized, assuming an average cost reduction of 30%, the manufacturing cost of a single robot can be reduced by at least 20%

domestic development is still slow

from the current industry situation, Chinese enterprises are still in a supporting role in the automation drama. Insufficient innovation ability, insufficient talents and weak intellectual property protection have hindered the development of automation in China. Although China is vigorously promoting industrial transformation and upgrading, foreign brands are still carrying the flag and occupying the position in the domestic industrial automation market

at an automation equipment exchange meeting in 2012, experts analyzed that five years is not a long time for an industrial automation enterprise to invest in a new product, occupy a place in the market from project approval to maturity, and bring profits to the enterprise. However, who can guarantee that this enterprise can spend these five years safely? This is not a alarmist, but a practical problem in front of many Chinese industrial automation enterprises

at present, many Chinese industrial automation enterprises have incomplete product lines, and the life cycles of new and old products do not overlap, resulting in product generation. The competitiveness of the old products is getting worse and worse, and the profits are getting lower and lower, but the new products can't stir up the main beam for a long time, and the enterprise will never recover

relevant experts pointed out that there are two main reasons: first, subjectively eager for quick success and instant benefit; Second, objectively speaking, most Chinese industrial automation enterprises have difficulties in lack of financial support and serious brain drain

the lack of independent intellectual property rights is another fatal opportunity, which is tantamount to a drastic draw for China's industrial automation enterprises with strong technical strength. The incomplete industrial chain also makes it difficult for Chinese industrial automation enterprises to stand alone

influenced by traditional systems and concepts, there is still a tendency to focus on research and development and light industrialization in China's industrial automation industry. Many technical achievements can't get out of the laboratory and are finally shelved. The state investment is limited, and enterprises and research institutions lack the awareness and ability of capital operation and venture capital. The technology level of raw material processing and component manufacturing related to industrial automation is low, so it is difficult to provide support. In the field of industrial automation abroad, basic research, industrialization and manufacturing have formed a complete system. Many multinational companies locate their R & D institutions in countries and regions with developed science and technology and dense technical talents, such as Europe, the United States and Japan; The industrialization work is put in Taiwan, China, Singapore and other places. In these areas, there are a large number of enterprises that started as OEM in the early years, and have accumulated rich experience in transforming basic technology into mature products, and the cost is much lower than that in Europe, America and Japan; When products enter a stable period, mass production and manufacturing will be transferred to factories in developing countries such as China, Malaysia and Indonesia with lower costs. Of course, this requires the enterprise itself to have a considerable scale and strength, but its industrialization model is indeed worthy of reference for Chinese enterprises

in the field of industrial automation, which has gathered many strong international players, it is conceivable that it is difficult for domestic enterprises to win their own place. But the rise of many national enterprises has given us hope. Recognize their own problems and apply the right medicine to the case. I believe that China's industrial automation enterprises will one day be able to break the deadlock

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