China's robot industry will once again boil the Cixing shares how to seek a breakthrough

China's robotics industry has ushered in the climax of development under the dual drive of market demand and policy encouragement, and robot concept stocks are also hot. Since the listing of the purely domestic robot Eston, it has been all the way, and the stock price has risen again and again. At the same time, many listed companies also set up the robot industry through the acquisition and capital increase of robotics. Cixing is one of the most representative ones.

Cixing Co., Ltd. announced on the evening of April 9 that it intends to realize the control of Suzhou Dingna through equity acquisition and capital increase of Suzhou Dingna Automation Technology Co., Ltd. (hereinafter referred to as “Suzhou Dingna” or “Standard Company”). At the same time, Suzhou Dingjia Automation Technology Co., Ltd. (hereinafter referred to as “Suzhou Graphic Survey”), a subsidiary of Suzhou Dingna, developed a machine vision controller for the platform.

It is understood that Suzhou Dingna is a provider of machine vision system solutions, dedicated to the research, development and design and manufacture of machine vision systems and related equipment. The main business is the development, design, production and sales of machine vision automation equipment. Technology relies on providing customers with solutions for machine vision automated inspection systems. Cixing shares said in the announcement that the acquisition of Suzhou Dingna means that the company has entered the field of machine vision and improved the investment layout of the robot industry, bringing new development space for Cixing.

Cixing has long been committed to the research and development of intelligent knitting machinery products. In recent years, it has been frequently deployed in the field of robots, and its movements have continued. However, due to the lack of technical accumulation and brand advantages, Cixing is slightly weak on the road to enter the robot.

China's robot industry will once again boil

Cixing shares + solid high technology

At the end of 2013, Cixing Co., Ltd. announced that it has signed a “Cooperation Agreement for Wuhu Gugao Automation Technology Co., Ltd.” with Fugu High-Tech (Shenzhen) Co., Ltd., and established a joint venture for robot drive and control system through the establishment of Wuhu Gugao Automation Technology Co., Ltd. project. The technology source of the joint venture company mainly comes from Gutech (Shenzhen) Co., Ltd. The company's products are widely used in industrial control fields such as robots, CNC machine tools, electronic processing and testing equipment, laser processing equipment, printing machinery, packaging machinery, garment processing machinery, and production automation.

Since the establishment of the company, there have been few achievements. Wuhu Gugao high-tech cooperation with high-tech controllers is actually a secondary development in the high-tech software. There are only a few dozen controllers sold in 2014. In fact, the domestic controller R&D is basically at the initial stage of development, and most of its functions are not perfect. There is still a big gap in terms of product performance, function and stability compared to foreign countries. Although some domestic manufacturers like Guangzhou CNC, Xinsong, Eston, and Zhongxing are making certain achievements in robot controllers, these companies have been deeply cultivated in the field of controllers for many years and have accumulated rich technology. As a latecomer in this field, Cixing shares want to come to the future, and the difficulty can be imagined.

Cixing Share + Eft

At the end of February this year, Cixing Co., Ltd. announced that it intends to sign a cooperation agreement with Anhui Eft Intelligent Equipment Co., Ltd. ("Eft") to jointly establish Ningbo Cixing Robot Technology Co., Ltd. to carry out Efte. System integration and sales of industrial robots. Among them, Cixing shares invested 8 million yuan, accounting for 80%, and Eft invested 2 million yuan, accounting for 20%.

The establishment of the joint venture company for this foreign investment mainly focuses on the sales and system integration of Efte industrial robots, focusing on the development of welding and handling in the auto parts manufacturing industry, precision assembly in the electronics and small household appliances industry, and polishing in the hardware industry. In fact, the competition for robotic system integration in these fields has reached a feverish level, and in these fields, it is basically the world of foreign robots. Although domestic robots have changed in recent years, the situation is still very difficult. In terms of robot system integration, 80% of domestic robot companies are robotic system integrators, which brings great challenges to the development of Ningbo Cixing robot business.

It is understood that in 2014, Cixing robots had a revenue of about 4 million last year and a net profit loss of 101,100 yuan. The Cixing robot still did not realize its "opening the door".

Some insiders pointed out that Cixing shares do not have much advantage in the layout of industrial robots: on the one hand, Cixing shares itself has no relevant accumulation in technology and robot related customer resources; on the other hand, from the layout of the two In the big field, it is still a long time for Cixing to seek a breakthrough.

At the two sessions this year, Premier Li Keqiang put forward the concept of "Made in China 2025" and decided on the ten major areas of supporting robots in the follow-up meeting of the State Council. China's robot industry will undoubtedly boil again. This is an opportunity, not only for Cixing, but also for the entire domestic robot.

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