"Made in China 2025" will be as a planning integration of the two main lines, clear the "Made in China" in the direction of the transformation. Robotics, intelligent manufacturing foothold as the integration of the two, the machinery industry is undoubtedly the most dazzling star. 2016 overall mechanical equipment industry is facing disintegration: in policies to promote and demand growth wheel drive, advanced manufacturing machinery such as robots, nuclear power and other sub-sectors to better long-term; on the other hand the macro demand continues to slump, led to the traditional engineering machinery industry decline, but enterprises have a certain strength, with the transition space. On the whole, to give overweight rating industry.
Industrial robot sales continued to grow, enhance penetration
Industrial robot sales continued to grow, enhance penetration. From car manufacturing spread to 3C manufacturing and special equipment manufacturing. Industrial robot 3C, precision manufacturing, and other areas of demand growth will be higher than the traditional car manufacturing industry. Optimistic about the industry experience, and strong integration capabilities 3C industry solutions provider. With the industrial robots in the manufacturing sector continues to penetrate, "Industry 4.0" process with each passing day. "Made in China 2025" in the operating system is the software industry in parallel with the robot made. Production enterprises in the use of industrial software industrial software also became terminal. Industrial end-users have the software maker is expected to grow as a platform company. Optimistic with data acquisition capabilities of Industry 4.0 solutions provider and has a large number of terminals resources of industrial software manufacturer.
Man-machine collaboration, interactive and write a new chapter in the industrial robot
Man-machine collaboration, interactive and write a new chapter in industrial robots, cooperating robots and humans work together will be the 3C manufacturers and other industries the most feasible solution, cooperating robots will be one variety of industrial robots in the fastest growing market. 2016 is expected to become the first year of cooperating robots. Will be widely used in the realization of human-computer interaction, human collaboration process large data, sensors and other core technology and components. With large data attributes AI robot will be "artificial intelligence" of the wave of the biggest beneficiaries, promising high market share of voice recognition and image recognition company.
Robot is into human life
Robots are going into the human life from the factory, networking, AI and the rapid development of sensor technology has accelerated this process. According to IFR (World Robot Association) predicts that 2015-2018 global service robotics market will reach about $ 30 billion. Among them, the domestic robot market of about $ 12 billion, professional service robot market of about $ 19.6 billion. Scenarios clear, multi-functional, highly artificial household robot will usher in rapid growth; minimally invasive surgical robot accuracy and other characteristics, can significantly reduce the risk of surgery, medical robotics will be the gold mine; to benefit from the time point of view In the field of civilian robotics deeply rooted, with qualified military robotics company will be the first to benefit. The next phase, integration capability and high degree of artificial intelligence, unmanned combat systems manufacturers will lead the industry.
Air Robot - UAV
Military and civilian professional UAVs: the enormous potential, waiting for market growth. Promising professional civil UAVs. Chinese UAV market demand over the next 15 years, 300 billion yuan, 200 billion yuan of which the military. On civilian UAV is concerned, the field of security, agriculture, forestry, plant protection, power line patrol and other markets in greater demand. UAV market demand security field (100-200) billion; the next five years demand for agricultural crop protection UAV market more than 20 billion yuan; power line patrol drones potential demand 5 billion yuan. The next 15 years of civil UAV market demand over 100 billion yuan. UAV market has great potential. Professional services revenue of civilian UAVs will be an important source of profits, uncertainties related to the company's performance growth. As future air data port, with large data storage, analysis UAV company will fully enjoy a premium valuation.
Pick up nuclear power construction
Nuclear power nuclear power, close look "along the way" out of the country; distance domestic nuclear power generation accounted for improvement. The rise of global nuclear power development boom: China nuclear power in recent years greatly increased export efforts. The overall size of China's nuclear power is not small, but China's huge economy and a huge amount of demand for electricity with respect, China accounted for a relatively small nuclear power in the future, China's nuclear power lifting is very big. Nuclear Investment speed, driven by growth in demand for nuclear power equipment, accounting for 60 percent of the nuclear island of nuclear power equipment investment. Still need to import some parts of the nuclear island, the higher gross margin (above 40%). Thus, the nuclear island parts import substitution tremendous opportunities.