China has become the world's largest market for industrial robots, with a significant portion of global robot sales attributed to its rapid growth. According to the International Federation of Robotics (IFR), global industrial robot sales rose by 27% in 2014, while China saw an impressive 54% increase, reaching 57,000 units sold that year. However, only 16,000 of those were from domestic brands, with the majority still relying on imported systems from industry giants like ABB (Switzerland), KUKA (Germany), Yaskawa Electric (Japan), and FANUC (Japan).
Academician Lu Bingheng of the Chinese Academy of Engineering pointed out that despite years of research, China’s robot industry remains weak. “Our technology has developed, but we haven’t built a strong industry,†he said. Key components such as joint reducers and drive systems are still heavily imported, highlighting the gap between technological development and industrialization.
The domestic robot industry is largely concentrated in low-end applications, with high-end robots and critical components depending on foreign suppliers. This reliance not only increases production costs but also limits real-world applications, making it difficult for Chinese robotics to achieve breakthroughs. Industry experts suggest that without stronger domestic capabilities, the sector will struggle to compete globally.
One leading company in the domestic robot industry is focusing on digital factories and specialized robots. As a smart platform company, it continues to expand horizontally, broadening its product range and downstream applications. It currently serves military automation and receives steady orders from this sector.
Galaxy Securities Research Institute highlighted that the company is a leader in intelligent equipment, with strong technical capabilities and fast new product development. With in-house orders progressing smoothly and capacity expanding, the company is expected to exceed performance expectations this year.
**List of Intelligent Robot Concept Stocks:**
- **Robot**: Engaged in industrial robots, with technology at an international level. Formerly the Shenyang Institute of Automation, Chinese Academy of Sciences.
- **Ruiqi Shares (300126), Leibai Technology (002577), Nissin Seiki (002520)**
- **Shanghai Electromechanical (600835), Soft Control (002073), Yawei (002559), Evergreen (300195)**
- **Mitutoyo Smart (300276), Zhiyun Shares (300097)**
**Sanfeng Intelligent** focuses on intelligent conveying equipment, providing transportation solutions based on advanced technology.
**Zhiyun Shares** is a leading provider of automation solutions in the engine field, known for its stable automated testing and assembly systems.
**Evergreen Shares** produces printing and packaging equipment, including die ironing machines and folder gluers.
**Tianqi Shares** recently shifted its investment focus to a remote data collection decision-making platform and intelligent equipment system, aiming to support Industry 4.0 in the automotive sector.
Guojin Securities believes that data is central to Industry 4.0, and Tianqi is well-positioned to become a leader in this space. The company has partnered with Siemens to enhance its data acquisition and analysis capabilities.
Tianqi also participates in the China Retrade Network and the Second-hand Panda Network, which are key platforms for auto parts trading and recycling.
The company holds a leading position in automatic conveyor systems and has invested in Wuxi Tianan Zhilian Technology, expanding into smart cars, transportation, and mining.
**Race for Intelligence** highlights companies like **Huazhong CNC**, a leader in numerical control systems with independent intellectual property. **Blue British Equipment** focuses on automatic control technology, while **Soft Control Shares** provides mechatronics and automation solutions for the tire rubber industry.
**Fain CNC** specializes in steel structure numerical control equipment, and **Baode Shares** develops microelectronics and opto-mechatronics products for various industries.
**Jin Zitianzheng** leads in metallurgical automation systems, with advanced intelligent control and high-power AC speed regulation technologies.
**Bosch Shares** is investing in medical robotics, establishing a subsidiary focused on minimally invasive surgical robots. Galaxy Securities is optimistic about the potential of these projects to complement the company’s existing petrochemical business.
**New Time** is a major supplier of elevator control systems in China. It entered the robot business in 2013, acquired a company in 2014, and launched several robotic products by the end of 2014.
Ping An Securities notes that the company is building a full robotic industrial chain through acquisitions, enhancing its presence in core components, ontology, and engineering applications. In 2015, it launched a robot APP integration platform, aiming to create a robot + Internet ecosystem using O2O models.
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