The hottest industrial robot urgently needs the Ch

2022-08-08
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Industrial robots urgently need "Chinese heart"

Guide: robot core parts country 1. The formula production of seeking thrust (f) is imminent. Once all core components are localized, domestic brands can open the gap in pricing. If key components such as reducer, servo motor and controller are localized, assuming an average cost reduction of 30%, the manufacturing cost of a single robot can be reduced by at least 20%

following the cooperation between Shanghai Electromechanical and Nabo, the global reducer leader, Qinchuan recently plans to invest 194 million yuan in the technological transformation project of industrial robot joint reducer

these two companies will also face up to the current problems of domestic reducer technology level. If the industrialization is successful, it will bring strong profitability to the company

robot projects are profitable

recently, the robot industry has reached a consensus at several consecutive national conferences, and according to the prediction of the International Federation of robots, China will become the world's largest consumer of industrial robots by 2014. It is estimated that by 2015, the market demand for robots in China will reach 35000 units, accounting for 16.9% of the global total

the huge market has triggered the pursuit of Listed Companies in the robot industry in the capital market, including the share prices of Shanghai Electromechanical and Qinchuan development. Among them, Qinchuan development predicts that it plans to produce 180000 sets of robot joint reducers, including 90000 sets in the first phase, with an investment of 194 million yuan. It is expected that the new sales revenue will reach 650million yuan in 2015, and the total profit will reach 182million yuan. This means that the company can recover its investment in two years, and the profit margin reaches 28% after gradually increasing the load for a series of 10s experiments, showing the industry's strong profitability

electric group, the controlling shareholder of Shanghai Electromechanical, has long been involved in the robot industry. Shanghai FANUC robot, jointly established by electric group and international robot giant hair NACO, achieved a domestic sales volume of 2 billion yuan in 2012, about 4000 sets, and is the domestic leader in the sales of industrial robots

and 3. In a vibration free environment, in April this year, Shanghai Electromechanical added 20million yuan to take a stake in Nabo transmission. The controller behind it is Nabo Japan, the leading enterprise in the field of precision gear reducer in the world. Nabo precision gear reducer in Japan has a stable global market share of 60%, and has continued to rank first in the world for more than 20 years

after the capital increase, Shanghai Electromechanical Machinery Co., Ltd. accounted for 51% of the equity, and Japan Nabo accounted for 49% of the equity. In addition to agent sales, the R & D and production base will be gradually built in Shanghai in the later stage, so as to lay a foundation for the R & D, assembly, production, manufacturing and service of precision reducer and related products in China in the future

core components urgently need to be localized

it is reported that the core components of industrial robots include robot body, which is accessible to many modern automatic sorting devices, reducer, servo system and control system. From the perspective of cost composition, the four parts account for about 22%, 24%, 36% and 12% respectively

according to the relevant person of Qinchuan development, in terms of hardware such as reducer and servo motor, there is a large gap between Chinese enterprises and international giants. Although there is servo motor technology in China, the industrialization ability is not good, and the reducer is almost not industrialized

at present, 75% of the precision reducer Market is monopolized by two Japanese manufacturers, which are used by mainstream manufacturers in the world and domestic manufacturers. RV Reducer is not yet a mature product in China. Although harmonic reducer is produced in China by Suzhou Lvdi and Zhongji Kemei, the input speed and transmission accuracy are still far from imported products, and it is still far from large-scale marketization

for China's robot industry, the biggest dilemma at this stage is that the key parts of robots have not been fully autonomous. Li Qian, deputy general manager of Suzhou green harmonic, said

according to industry insiders, the purchase price of a precision reducer by the four international giants is 30000-50000 yuan, which is sold to domestic customers with good relations of about 70000 yuan, and ordinary customers with ordinary relations of about 120000 yuan. The cost of purchasing precision reducers by domestic enterprises is more than twice that of international giants, which shows how much the profit difference between them is

Zhao Xi, an analyst at Hongyuan securities, believes that localization of robot core components is imminent. Once all core components are localized, domestic brands can open the gap in pricing. If key components such as reducer, servo motor and controller are localized, assuming an average cost reduction of 30%, the manufacturing cost of a single robot can be reduced by at least 20%

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