Industrial robots become the focus of attention in

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In the era of construction machinery innovation, industrial robots have become the focus of attention

in the era of construction machinery innovation, industrial robots have become the focus of attention

China Construction machinery information

the four trillion investment from 2008 to 2010 has rapidly induced a large amount of capacity in the machinery industry. From 2011 to 2014, the machinery industry was mainly in the stage of digesting overcapacity. However, as the economy enters the new normal, the national steady growth and industrial upgrading policies will promote the industry to accelerate the digestion of production capacity. Recently, because industry 4.0 is in line with the transformation and upgrading of domestic manufacturing industry, many listed companies are also laying out, among which the field of industrial robots has become the focus of attention

at present, although other developed countries have not clearly put forward the "industry 4.0" plan, various changes similar to it have been quietly carried out in various countries. In the United States, in June 2011 and February 2012, the United States successively launched the advanced manufacturing partnership program and the national strategic plan for advanced manufacturing to implement "Reindustrialization"

back in 2012, the executive meeting of the State Council discussed and adopted the "12th Five Year Plan" for the development of national strategic emerging industries, which included energy conservation and environmental protection, new generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles

there is no doubt that China, which is facing the transformation of economic structure, will actively integrate into and layout the fourth industrial revolution. In 2014, Sany Group signed strategic cooperation with SAP and IBM in a row, aiming at industry 4.0, hoping to drive the intelligent upgrading of the whole industry, drive the coordinated development of global intelligent manufacturing equipment enterprises, and become China's first "industry 4.0" demonstration zone

at present, the development of information technology in China is concentrated on the consumer side, and the intelligent information technology in industry has been neglected for a long time, which has huge potential space in this field

recently, there has been a saying in the society that "the boss only wants to hire two hands, not one person". Industrial robots are being praised as the only way for "made in China" to fight against labor difficulties and transformation and upgrading. In fact, with the gradual disappearance of China's demographic dividend, the rapid rise of labor costs and the improvement of manufacturing accuracy and safety requirements, the intelligent equipment industry represented by robots is facing unprecedented development opportunities. According to Luo Baihui's analysis, the domestic industrial robot market continued to expand rapidly in 2014, and the growth rate is expected to reach 40%. In 2013, the global sales volume of industrial robots reached 178100 units, with a year-on-year increase of 11.8%, while the Chinese market surpassed Japan with 36600 units, becoming the world's largest market, and becoming the fastest growing market with a year-on-year growth rate of 59%. Looking forward to 2015, we can check the airworthiness training year of organizing the installation and utilization of civil aircraft materials for the following points. The supply, demand and external environmental factors that affect the development of the industry are still good, especially the acceleration of localization process, which will continue to reduce the application cost of robots, expand the application of robots in low-end manufacturing industry, and promote the rapid growth of the industry

according to the number of industrial robots and manufacturing employment in China in 2013, the density of industrial robots in China is 25 per 10000 employees, far lower than the global average of 58 per 10000 people, and there is a greater gap with South Korea, Japan, Germany and other countries with a higher degree of automation

taking the robot density as the reference standard, Luo Baihui estimated the market demand of Chinese robots, assuming that the accelerated application of Chinese robots will make it reach the global average level by 2017. In 2017, the domestic robot ontology market demand scale was nearly 100 billion, and the ontology system integration market exceeded 400 billion

in the face of the huge market of industrial robots, many A-share listed companies have also begun to get involved in this field, hoping to get a share. As the first batch of enterprises to land on GEM, robot is the first enterprise to realize the industrialization of robot in China. It has leading technology, complete system solutions and rich project experience; At the end of November 2014, Dongfang Seiko announced that it would subscribe for 20% equity of lexida by capital increase. This investment is in line with the company's development strategy of transforming from a manufacturer of special equipment to an overall solution provider of intelligent packaging logistics system

great pressure on enterprise inventory

in the face of poor operating performance, listed companies in the construction machinery sector agreed that the market demand for construction machinery products was weak and the construction work was insufficient, mainly due to the slowdown in real estate and infrastructure investment. At the same time, the market ownership of construction machinery industry is too high, which also inhibits the sales of new capacity in the industry

"at present, the construction machinery industry is also undergoing a round of major adjustment, and the reshuffle may accelerate." According to the analysis of Luo Baihui, vice president of the international mold and hardware and plastic industry suppliers association, at present, the number of domestic loaders and excavators has reached 1.7 million and 1.4 million respectively. Due to the stimulus policies of previous years, enterprises have expanded their production capacity on a large scale, resulting in a huge market holding at present

the large-scale stimulus plan is difficult to last long. In recent years, affected by the national macro-control, the growth rate of new real estate projects has slowed down. In this context, as an important supporting field of real estate, the construction machinery industry is facing the problem of insufficient operating rate

according to Luo Baihui's analysis, the current global demand for loaders and excavators is more than 300000 and 350000 per year respectively, but the output of loaders and excavators in Chinese enterprises alone has exceeded 500000, and the contradiction between supply and demand in the construction machinery industry is still prominent

the research report points out that in October 2014, the national excavator output was 83400 units, a year-on-year decrease of 9.33%; From January to October, 108400 sets were produced, a year-on-year decrease of 8.8%. In terms of sales, 4975 units were sold in October, down 33.2% year-on-year; In the first 10 months, 79800 excavator plastic windows, doors, skeletons and even more key auto parts were sold, a year-on-year decline of 16.7%

in this way, the oversupply of excavators intensified in October, with a total inventory of 28500 units in the first 10 months. In addition, the output of concrete machinery in October fell by 4.5% year-on-year, and the cumulative output from January to October increased slightly by 0.8% compared with the same period in 2013; The output of cranes in October fell by 2.2% year-on-year, and the cumulative growth rate fell to 9.7%; The output of machine tools decreased by 1.4%

concrete machinery used to be the most profitable product of construction machinery, but now it's not easy. Guangfa Securities research report pointed out that, taking Zoomlion as an example, after three years of adjustment, the profit share of concrete machinery has decreased from more than 60% at the peak to less than 40% at present

"at present, there are more than 1000 large and small construction machinery enterprises in China, and many enterprises will close down in the future. At present, the construction machinery industry is still in the period of adjustment, and all enterprises are in the stage of practicing their internal skills. Whoever can get out of the dilemma first and who has strong competitiveness will live to the end." Luo Baihui said that on the whole, China's construction machinery industry is still large but not strong. In 2014, affected by multiple factors such as the "three-phase superposition" effect, the construction machinery industry was in a temporary "labor pains" and still faced a big test. For China's traditional construction machinery industry, the transformation and upgrading of the industry is imminent. This includes multiple aspects, from low-end to high-end transformation; Dissolve the surplus and eliminate the backward; Improve the level of industrial agglomeration and intensification. At present, leading enterprises such as Sany Heavy Industry Co., Ltd. and Zoomlion Heavy Industry Co., Ltd. have already started the road of breaking through, and the modes selected by each company are different from each other

as an old construction machinery enterprise, Zoomlion has experienced the golden age of making money while lying down. In recent years, it has also experienced the stimulation of the "roller coaster" fall. The performance decline for two consecutive years has made the enterprise eager to find new performance growth points. In June, 2013, Zoomlion announced through the general meeting of shareholders that the company plans to focus on the development of construction machinery business to develop a diversified strategic transformation of five sectors: construction machinery, environmental sanitation machinery, agricultural machinery, heavy trucks and financial services, with the goal of reducing the current proportion of construction machinery in the company's total revenue from 80% to about 50% in the future. In August 2014, Zoomlion took an important step in the transformation, and joined hands with Hony capital, a domestic PE company, to acquire 80% equity of Chery heavy industry, an Anhui agricultural machinery manufacturing enterprise, with a total price of 2.784 billion yuan

facing the industry transformation period, Sany hopes to use the extension of the industrial chain to enhance the company's ability to resist risks. In 2013, Sany successively announced to enter the precast concrete industry (PC) and petroleum equipment field, and the market prospect of the new field is broader

in November 2014, Sany group took frequent actions in the field of process informatization, and successively signed strategic cooperation with SAP and IBM, hoping to build a process informatization system leading the global construction machinery industry to support the transformation and upgrading of Sany group in the new industry environment

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