The overall development of the robot industry is developing rapidly and has broad prospects.

Wande statistics show that among the more than 30 robotics companies, 17 have released 2017 annual performance forecasts, and their performance is generally good. According to analysts, the overall development of the robot industry is rapid, and the market for automation applications in emerging fields such as 3C, ceramics, home appliances, and logistics is promising.

General growth in performance

Among the above 17 companies, 12 companies expect net profit growth, 4 expected earnings to continue, and 1 company is expected to turn losses.

Tuostar expects the net profit attributable to shareholders of listed companies in 2017 to be 130 million to -145 million yuan, an increase of 67.58%-86.92%. Regarding the main reason for the growth in performance, the company stated that during the reporting period, R&D investment continued to increase, product types continued to be enriched, automation application solutions were further optimized, and market competitiveness of products and services was further enhanced.

Sanfeng Intelligent expects net profit attributable to shareholders of listed companies in 2017 to be 63.9 million yuan -68.23 million yuan, an increase of 330%-360%. The company said that the company further increased investment in research and development, opened up markets, and the revenue of robotics and intelligent warehousing logistics business grew steadily.

Eston expects net profit attributable to shareholders of listed companies in 2017 to be 75.45 million to 109.74 million yuan, a change of 10%-60%. The company said that the business of industrial robots and intelligent manufacturing systems continued to grow rapidly, and the business of motion control and AC servo products grew rapidly. ,

2017 robot company's performance is generally good

Xinshida expects net profit attributable to shareholders of listed companies in 2017 to be 137 million yuan - 205 million yuan, a change range of -20% to 20%. The company said that the motion control and robotics products market continued to grow, but some of the robotics engineering business completed the acceptance and confirmed the uncertainty of revenue.

In recent years, the robot industry has developed rapidly. According to the National Bureau of Statistics, in December 2017, the output of industrial robots in China was 12,682 units, a year-on-year increase of 56.5%. In 2017, the annual output was 131,079 units, an increase of 68.1% year-on-year.

The insiders pointed out that the current three major components of the robot reducer, controller and servo system have achieved great breakthroughs. It is expected that the domestic replacement climax will occur within 3-5 years.

Broad prospects for development

Judging from the current situation, compared with advanced manufacturing countries and regions, China's industrial robots use density is not small, the industrial robot industry has huge room for growth. According to the International Robotics Alliance, the growth rate of China's industrial robot industry will reach more than 30% from 2017 to 2022. By 2022, the annual sales volume of Chinese industrial robots will exceed 270,000 units.

It is worth noting that in recent years, 3C, ceramics, home appliances, logistics and other emerging areas of automation applications are faster, bringing more opportunities for robotics. According to industry insiders, the sales of robots in the 3C field are close to the automotive sector, and there is little penetration of overseas companies in these fields. Many domestic robot companies may quickly enter.

The relevant person in charge of the robot company told the China Securities Journal reporter that domestic enterprises have more understanding of user needs in many application scenarios in the emerging field and have advantages in industrial robot system integration.

It is understood that Eston's automation products have entered the automakers such as Zhongtai and Changhe. The robot company continued to expand into 3C, kitchen and bathroom, new energy, nuclear fuel, e-commerce, logistics and other fields, and was identified as the winning bidder of the automatic ticketing system integration project for the first phase of Shenyang Metro Line 9. The winning bid was 125 million. yuan.

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