China has emerged as the world's largest market for industrial robots (300024). According to data from the International Federation of Robotics (IFR), global industrial robot sales surged by 27% in 2014, with China experiencing the highest growth rate at 54%, selling 57,000 units that year. However, only 16,000 of those were made by domestic brands. The rest were imported from established players like ABB from Switzerland, KUKA from Germany, Yaskawa Electric from Japan, and FANUC.
"The robot industry has been researched for many years, but our sector remains weak," said Lu Bingheng, an academician of the Chinese Academy of Engineering. "While our technology has advanced, we still lack a strong industrial foundation. Critical components such as joint reducers and drive systems are largely imported."
Industry experts note that China’s current robot industry is mainly focused on low-end products, while high-end robots and core components continue to rely heavily on foreign imports. This not only raises production costs but also limits the practical application of local robotics, making it difficult for domestic companies to achieve breakthroughs.
Leading companies in the domestic robot industry are focusing on digital factories and specialized robots. Digital factories have become a symbol of the new industrial system and a key direction for future integration. As a smart platform company, one major player has expanded its operations horizontally, enhancing its product range and downstream applications. It currently serves military automation and continues to receive steady orders.
Galaxy Securities Research Institute highlighted that leading robot companies possess strong technical capabilities and rapid new product development. With solid in-house orders and ongoing capacity expansion, they expect significant year-on-year growth this year, potentially exceeding expectations.
**List of Intelligent Robot Concept Stocks**
- **Robot**: Engaged in industrial robots, with technology reaching international standards. 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 technological innovation.
**Zhiyun Shares** is a leading provider of complete automation solutions in the engine field, known for stable automated testing and assembly systems.
**Evergreen Shares** produces printing and packaging equipment, including die ironing machines and folder gluers.
**Tianqi Shares** shifted its focus to remote data collection platforms and intelligent equipment systems, aiming to support Industry 4.0 in the automotive sector. Guojin Securities believes the company is well-positioned to become a leader in the Industry 4.0 space.
**Huazhong CNC** specializes in numerical control systems and equipment, with independent intellectual property rights.
**Blue British Equipment** develops automatic control technologies.
**Soft Control Shares** provides mechatronics, automation, and information solutions for the tire and rubber industry.
**Fain CNC** focuses on steel structure numerical control equipment.
**Baode Shares** offers microelectronics, opto-mechatronics, and automation systems for industries like petroleum and metallurgy.
**Jin Zitianzheng** leads in metallurgical automation, particularly in intelligent control and high-power AC speed regulation.
**Boshi Shares** recently invested in a medical robotics project, aiming to expand into minimally invasive surgical robots.
Analysts believe that the company’s strategic diversification into new areas will open up growth opportunities. Its investment in medical robotics complements its existing business and could become a new profit driver.
**New Time** is the largest elevator control system supplier in China, having expanded into the robot industry through acquisitions. In 2014, it launched 6-axis robots and integrated control systems.
With a focus on building a full robotic industrial chain, the company aims to integrate core components, ontology, and engineering applications. Its robot APP resource platform, launched in April 2015, seeks to connect customers, suppliers, and engineers through an O2O model.
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