Since 2014, "Industry 4.0" has continued to be the focus of attention of various countries. According to reports, Germany intends to implement Industry 4.0 standards globally. On the other hand, some analysts pointed out that "Industry 4.0" is also expected to rise to a national strategic level in my country. In this regard, industry insiders said that with the transformation and upgrading of the manufacturing industry and the advancement of Internetization, "Industry 4.0" is expected to become a theme that will continue to attract attention in the A-share market in the Year of the Goat.
Industry 4.0 has become the focus of attention of various countries
Since last year, "Industry 4.0" has continued to be the focus of attention of various countries. According to media reports, German Chancellor Angela Merkel recently said that Germany can become a promoter of "Industry 4.0" standards and implement these standards in Europe and even globally. In my country, some analysts pointed out that "Industry 4.0" is expected to rise to the height of national strategy.
According to the Orient Securities Research Report, with the disappearance of the demographic dividend, the reduction in labor supply, the rise in labor costs and the decline in the employment will of the new generation of labor in the manufacturing industry have formed a huge constraint on the international competitiveness of my country's manufacturing industry. During Premier Li Keqiang's visit to Germany in October 2014, he signed the "Industry 4.0" strategic cooperation framework, which shows the strong support of the top management for the upgrading and transformation of manufacturing industry 4.0. "Industry 4.0" will likely rise to the national strategic level.
According to the statistics of a consulting agency in the United States, the comprehensive labor cost of China's coastal areas is close to that of parts of the United States. Objectively speaking, promoting the integration of "industrialization and informatization" and first entering the "Industry 4.0" era to maintain the competitiveness of the manufacturing industry is a proposition that China cannot but choose.
Analysts pointed out that "Industry 4.0" will become a benchmark for traditional manufacturing companies to build smart factories. Under the background of low manufacturing PMI, sluggish traditional manufacturing industry, disappearance of demographic dividend and rising factor costs, the transformation and upgrading of manufacturing industry is imperative, and Internetization has begun to advance. The concept of "Industry 4.0" is expected to become an investment theme that will continue to attract attention in the A-share market in the Year of the Goat.
It is understood that Industry 4.0 (Industry 4.0) is one of the ten future projects determined by the German government's "High-Tech Strategy 2020", and has been raised as a national strategy to support the research and development and innovation of a new generation of revolutionary technologies in the industrial field. Industry 4.0 emphasizes "smart manufacturing", mass production of highly personalized products under the condition of highly flexible configuration of production factors, so digital technology is very important in it, and the Internet of Things, data network, etc. will become the foundation of future industries.
Xu Junzhe, assistant manager of Shanghai Investment Morgan Fund Manager, said that the new "smart manufacturing era" will bring a "new life" to my country's manufacturing industry. A large number of domestic manufacturing companies will actively explore transformation and upgrading, and the new "smart manufacturing era" will give A stocks bring new investment opportunities. For example, traditional home appliance companies use robots to replace traditional workers on a large scale in the production process, and actively explore the integration of the Internet in their products. Home appliance companies cooperate with Internet giants to jointly build smart home living rooms.
The national version of Industry 4.0 planning may be introduced in the first half of the year
According to authoritative sources, the first draft of China's version of Industry 4.0 planning - "China Manufacturing Development Outline (2015-2025)" has been completed. The key implementation areas are the new generation of information technology industry, biomedicine and biomanufacturing industry, high-end equipment manufacturing industry, and new energy industry. The plan may be released in the first half of this year.
The analysis pointed out that China's manufacturing industry is "big but not strong", and the traditional manufacturing industry accounts for a large proportion, and most of them are in the stage of Industry 2.0 and Industry 3.0. In the past, due to China's low-cost competitive advantage, these problems were partially covered up, but with the quiet arrival of China's "high-cost era", the low-cost competitive advantage of traditional manufacturing has been gradually lost, and it is imminent to issue a strategic plan for the development of Industry 4.0.
On January 6, Wang Jianwei, director of the Information Promotion Department of the Ministry of Industry and Information Technology, said that in 2015, he will study and issue guidelines for the integration and innovation of the Internet and industry to further clarify the focus and development direction of the integration and innovation of the Internet and industry. It is understood that the Internet and industry integration innovation guidance is an important starting point for the Chinese version of the Industry 4.0 strategy.
A researcher from GF Securities said: "Industry 4.0", a concept proposed by the German government in 2013, has attracted worldwide attention although it has only been launched for more than a year. China and Germany are both global manufacturing powerhouses, and the upgrading of Germany's manufacturing industry undoubtedly deserves our high attention. The proposal of Germany's "Industry 4.0" strategy highlights the new trend of fierce competition in the global manufacturing industry, which poses a huge challenge to China's manufacturing industry, especially traditional manufacturing.
"Industry 4.0 is the inevitable way for the development of the manufacturing industry, and it is a larger wave of the world's manufacturing industry in the future". "Orient Securities analyst She Weichao pointed out that compared with the previous three industrial revolutions, the greater progress of Industry 4.0 lies in the use of the Internet to activate traditional industrial processes, enabling factory equipment" to speak and think, and to achieve three major functions at the same time: to a greater extent It can greatly reduce the dependence of the manufacturing industry on labor, meet the individual needs of users to a greater extent, and reduce the cost of circulation to a lower level.
In fact, my country has the advantage of expanding Industry 4.0. my country is the only country in the world that has all the industrial categories in the United Nations industrial classification, and has formed an industrial system with "complete categories, independent and complete". In the future, the realization of "Industry 4.0" has effectively paved the way.
Three-dimensional Nuggets "Industry 4.0"
Compared with Germany, it is more urgent for my country to issue an Industry 4.0 plan as soon as possible. According to statistics, in 2013, the number of robots owned by 10,000 workers in China was 23, and the global average was 58, which was less than 40% of the global average. In the past 10 years, the cost of robots has dropped at a rate of 5% per year, while the cost of labor has increased at a rate of 10% per year. The price advantage of the former has become more and more prominent.
Analysts said that with the gradual disappearance of my country's demographic dividend, the shortage of young labor will be a medium and long-term phenomenon in the future. Therefore, the improvement of the degree of automation in the manufacturing industry will be the general trend and very urgent. Robots and intelligent manufacturing are the representatives of the "Industry 4.0" era. has come quietly. The domestic machine automation rate has a broad space for improvement, and is entering the fast lane of growth. The relevant leading listed companies will usher in a good opportunity for development.
In the context of broad industry prospects, in addition to the leading listed robot companies such as Robotics (300024) and Shenyang Machine Tool (000410), other major listed companies have also begun to actively deploy. For example, Joyson Electronics (600699) announced last year that it plans to No more than 53 million additional shares will be issued at a price of not less than 21.29 yuan per share, and the raised funds will not exceed 1.128 billion yuan, of which 185 million yuan will be invested in the industrial robot project of the wholly-owned subsidiary Joyson Industrial Robot Company. In addition, German Preh, a subsidiary of Joyson Electronics Holdings, acquired 100% of IMA for 14.3 million euros (approximately RMB 119 million). According to reports, IMA focuses on the research and development, manufacturing and integration of industrial robots, and its main products are industrial robot systems and automation products.
Industry insiders told the "Investment Express" reporter that Industry 4.0, as the future direction to enhance the core competitiveness of China's manufacturing industry, will inevitably rise to the national strategic level and become an important policy starting point in the industrial field in 2015. In the future, around the 4.0 smart factory, the state and local governments may introduce more substantial support policies to promote the rapid progress of the industry. Industry 4.0 will also become a main line throughout the year.
In terms of investment targets, Galaxy Securities stated that it can be deployed from the following three main lines. 1. Industrial robot system integrators will grow rapidly with the help of various local advantages. They are optimistic about system integrators that master core technologies and can develop across fields, such as Robotics, Boshi Co., Ltd. (002698), Tianqi Co., Ltd. (002009) and so on. 2. With the strong support of the state and industrial capital, the localization of core components is expected to exceed expectations. We are optimistic about companies that have mastered the core technology of related components, such as Inovance Technology (300124) and Xinshida (002527). 3. You can pay attention to relevant listed companies that have valuation advantages and plan to enter the field of robotics through domestic and foreign cooperation or through their own accumulation in the field of industrial control: Ruiqi Co., Ltd. (300126), Cixing Co., Ltd. (300307), Shanghai Electromechanical (600835) .
Individual stock points will stand
Robot (300024)
my country's first digital production line using robots to produce robots has been put into operation, and the annual production capacity will reach 5,000 industrial robots. According to reports, compared with manual manufacturing, the production efficiency of digital intelligent production lines will be increased by 5 to 10 times. The actual controller is the Chinese Academy of Sciences, which is unmatched by other domestic companies.
At the end of last year, the "Vacuum Valve Actuator Digital Production Workshop" project jointly declared by the company and Sichuan Jiutian Vacuum Technology Co., Ltd. was included in the national strategic emerging industry development special fund plan. According to reports, the total project amount is about 100 million yuan, and it is planned to receive a state subsidy of 20 million yuan. It is expected to become the company's digital factory demonstration project. The digital factory is a new generation of factories using the concept of Industry 4.0. The core technology is the Internet of Things, big data and other information technologies, and the future development prospects are promising.
The China Investment Securities Research Report pointed out that robots are the pioneers and leaders of domestic digital factories. With the strong competitiveness of the company's industrial robots, AGVs, automated three-dimensional warehouses, MES and other strong software and hardware foundations and rich experience in automation project integration, the company's digital factory business is expected to achieve high profitability and rapid expansion, becoming the new main force for high business growth. .
Bright shares (002698)
One of the domestic automation leaders. The major shareholder is the Robot Research Institute of Harbin Institute of Technology, which has inherent advantages in the field of robot research and development, which is difficult for most domestic companies to compete with. It is understood that the company's special robot, the high-temperature robot, has undergone a pilot test at the user's site. According to the problems found in the pilot test process, the technical improvement has been achieved. The rectification and improvement of equipment manufacturing has been completed, and it has now entered the final assembly and debugging. stage.
The analysis pointed out that over the years, because the company's automated packaging and palletizing technology has strong versatility and is easy to expand and apply to various occasions, special robots can be described as an extension of existing products. At the same time, the status quo of the company's business being overly dependent on the petrochemical and chemical industry is expected to change.
"In 2015, two types of special robots are expected to fill the gap of the company's weak performance growth." Great Wall Securities research report said that the company's special robot research and development is coming to an end, and new products such as high-temperature robots, intelligent freight products, and energy-saving and environmental protection products (the company and Yang Ziwei in May 2014). Jointly funded the establishment of Harbin Haiwei Refining and Environmental Protection Equipment Co., Ltd., which is expected to contribute to the future performance of the company, which strives to introduce the world's leading production technology of aluminum and aluminum alloy refining and environmental protection equipment into China.
Xinshida (002527)
The largest supplier of elevator control systems in China, and its market share has been the first in China in the past few years. In the past 2014, the company has successively completed and launched products such as 6-axis small multi-joint robots, integrated control and drive products, construction of the underlying platform for motion control, and a new generation of servo drive systems, further establishing the company's status as a major robot manufacturer.
In addition, it is worth mentioning that the company has already started the design of the unmanned chemical factory. It is expected that the finalized plan is expected to be released this year. In the future, after the initial promotion of the robot to a certain stage, it is expected to obtain comprehensive transformation orders from customers, so as to achieve business level and profitability. Another leap in capability.
Aijian Securities Research Report pointed out that although the elevator industry slowed down in 2014 with the cooling of the real estate market, it is expected that the company's elevator business will still maintain a growth rate of 15%, ahead of the industry's average development rate of 10%. And in the past 2014, the company has been actively committed to the research and development of industrial robots, and is gradually shifting the focus of research and development to the field of robots. It is expected that the company's robot sales growth rate will remain at an annual rate of more than 25% in the future.
Shanghai Electromechanical (600835)
On February 11, the wholly-owned subsidiary Shanghai Electric Hydraulic Pneumatic Co., Ltd. and Nabtesco Co., Ltd. of Japan jointly established Nabtesco (China) Precision Machinery Co., Ltd., of which Nabtesco held 67% of the equity and the liquid and gas accounted for 33%. Equity. Nabo Precision Machinery plans to form an annual production capacity of 200,000 precision reducers. It is expected that the precision reducer products of Nabo Precision Machinery will be officially put into production in January 2016.
The analysis believes that the promotion of the reducer cooperation is a further step in the company's development strategy of "elevator + intelligent equipment + shareholding". At present, the company has abundant cash flow and a clear intelligent equipment platform strategy. It is expected to continue the merger and integration of the intelligent equipment industry at home and abroad in the future. . As my country's industrial robot industry enters a period of rapid development, the robot business is expected to become a new growth pole in the future.
Changjiang Securities said that with the release of loss-making business and the landing of robot reducer business, the new growth model of Shanghai Electromechanical's future "elevator + robot" will gradually become clear. In addition, the reform of state-owned enterprises in Shanghai has entered a deep-water zone, and the company is more likely to adapt to the changes in the future, and marketization will bring new growth drivers.