On December 28, 2021, fifteen departments including the Ministry of Industry and Information Technology jointly issued the “14th Five-Year Plan”.RobotIndustrial Development Plan.
It is mentioned in the “Planning” that to cultivate and develop high-quality Robot enterprises, enterprises should be promoted to deeply cultivate sub-sectors, and in the sub-field of the Robot industry, a group of specialized and new “little giant” enterprises and individual champion enterprises should be created.
According to statistics, there are currently a total of 299 “little giant” companies in the A-share market, of which only 6 are in the robotics industry, accounting for about 2%. What are the strengths of the existing “little giants”?
1. Eft-U
Industrial robotThe complete machine and system integration manufacturer, the first echelon enterprise of domestic robot manufacturers, the main business covers the three core links of industrial robot core components, robot body and system integration.
The company has been deeply involved in the industry for 15 years. The company is one of the few robot companies in China with a full industrial chain layout. Its products have now covered many manufacturing industries such as 3C electronics, ceramic sanitary ware, automobiles, rail transit, and aviation manufacturing. The main customers cover GM, Volkswagen, BAIC, Geely, Magna, Lens Technology, Jingdong Logistics, CIMC Group and other well-known domestic and foreign enterprises and manufacturers.
Over the years, the company has continued to increase the research and development of core components and product iterations. From 2018 to 2020, the company’s investment in R&D was 71.48 million, 75.37 million and 77.34 million respectively, and the R&D expense rate showed a trend of increasing year by year, higher than other comparable companies.
In 2020, the company implemented a comprehensive model introduction of independent controllers. This model not only has a coverage rate of 83.33%, but also successfully withstood the high-speed and high-precision requirements of the photovoltaic industry.applicationtest.
According to the financial report, in the first half of 2021 alone, the company has applied for 17 new invention patents, 32 utility model patents, 7 design patents, and 7 software copyrights. .
2. Mitutoyo Smart
An integrated supplier of intelligent manufacturing system solutions, the company focuses on the fields of intelligent conveying production lines and intelligent welding production lines, mainly engaged in R&D, design, production and sales, installation, commissioning and operation and maintenance services of intelligent equipment.
With intelligent control technology as the core, the company is one of the earliest domestic enterprises engaged in the research and development, design and system integration of complete sets of intelligent logistics and transportation equipment, and now has an independent intellectual property system.
The products include 15 categories such as bicycle conveyor system, intelligent friction conveyor system, RGV and AGV intelligent car, body robot welding production line and integration, including nearly 100 varieties and more than 300 specifications.
In the first three quarters of 2021, Sanfeng Smart achieved revenue of 1.043 billion yuan and net profit of 107 million yuan, with gross and net profit margins of 20.5% and 10.22%, respectively.
On November 23, 2021, the company signed a daily operation contract with BYD to provide BYD with a new energy vehicle assembly line project. As the supplier of Jinan BYD’s new energy assembly line project, the company will further benefit from it in the future.
3. Risong Technology
Automotive intelligent equipment technology research and development manufacturer, the first echelon enterprise in the comprehensive competitiveness of domestic intelligent equipment manufacturing industry, the main business includes research and development, design, manufacturing and other services in the field of robotics, intelligent technology, and high-end intelligent equipment.
Public information shows that the company’s current products and services are mainly used in the automotive industry, and other manufacturing industries such as motorcycles, elevators, 3C, and machinery are also involved.
Among them, in the field of new energy vehicles, the company has built a flexible and intelligent body welding production line for GAC New Energy, and successfully broke the technical blockade of international giants in this field.
Relying on the leading technical strength of automotive intelligent equipment, Risong Technology’s current main customers cover Toyota, Honda, Mitsubishi, Fiat Chrysler, GAC New Energy, BYD, Hitachi Elevator, Wuyang Honda, CIMC Group and other well-known domestic and foreign brand enterprises.
▲Source: Risong Technology Co., Ltd. official website
As an important supplier of international mainstream vehicle manufacturers, the company attaches great importance to the research and development and innovation in the field of industrial robots. According to the prospectus, the company has mastered a number of core technologies with independent intellectual property rights, some of which have reached the domestic mainstream level and even the international advanced level.
As of December 2020, the company has more than 260 patents and 34 copyrights in intelligent assembly and positioning, robot control and simulation, and automation system integration.
4. Shenhao Technology
The leader in the field of intelligent monitoring, operation and maintenance in the domestic power industry, specializing in the research and development of industrial health-related technology products such as artificial intelligence, data monitoring, and smart grids. The products mainly includesmart robotintelligent power monitoring and control equipment, etc.
The company has been deeply involved in the industry for many years. The company’s two series of inspection robots and online monitoring equipment have covered the three major links of power system transmission, substation and distribution. Not only has equipment development and application experience, but also a complete product line.
Intelligent robots are a multi-disciplinary technology-intensive industry, so the company attaches great importance to R&D and innovation. From 2016 to 2020, the company’s R&D investment increased significantly from 13.8587 million yuan to 70.0592 million yuan, with a CAGR of 49.95%.
According to the announcement, as of August 2021, the company has obtained 231 patents, including 40 invention patents.
At present, the company’s main application fields have expanded from the power generation, transmission, substation, distribution and other links of the power system to the fields of rail transit, petrochemicals, and public health, and gradually build an “industrial health” or even a broader business map.
In the field of rail transit, the company has accumulated core technologies such as intelligent algorithm recognition, high-precision laser positioning and navigation, and has developed products such as rail transit line inspection robots and train underbody inspection robots that integrate six detection functions. It has been tried on multiple subway lines and successfully entered the customer verification stage.
Thanks to the rapid development of the global artificial intelligence industry, the company’s operating income has continued to improve. From 2016 to 2020, the revenue increased from 194 million yuan to 612 million yuan, with a CAGR of 33.32%.
5. Yi Jiahe
A leading enterprise in the field of electric power special robots in China, focusing on the research and development, manufacture, promotion and application of special robots in electric power, fire protection, petrochemical, municipal, energy, medical, community, manufacturing and other industries.
Among them, the distribution network live working robot products developed by the company, State Grid Ruijia, a joint venture co-founded by the company with Guodian NARI and Tianjin Sanyuan Power in 2019, not only successfully solved technical problems such as visual recognition, motion control, and electromagnetic interference, but also It fills the industry gaps in a number of technologies, standards and specifications in the field of live working robots for distribution networks.
Benefiting from the rapid growth of the operation robot business, in the first three quarters of 2021, the company achieved a total operating income of 690 million yuan, a year-on-year increase of 31.4%.
