Maybe 10 years later, just like everyone has computers and smart phones now, robots for personal service and home service (47.390, -0. 14, -0.29%) will be popular. We believe that 20 14 years will be the year when robots will lead the intelligent revolution of industrial equipment, and special robots and service robots will become the focus, which will drive the whole intelligent equipment to be hot, thus promoting the nirvana of traditional machinery industry and the great development of emerging intelligent equipment enterprises.
The concept of robot concept stock linkage includes sensor concept, industrial robot concept and industrial automation concept. We will simply classify and summarize a number of robot concept companies for investors' reference.
Conveying robot: Sanfeng Intelligent (15.000,0.17, 1. 15%). At present, the company's complete set of intelligent transportation equipment covers air transportation and ground transportation, forming a relatively complete product system, which can meet the personalized intelligent transportation needs of customers in different industries. The company acquired 75% equity of Tianjin Komatsu, and its products include stackers, shuttle buses, conveyors and control systems.
Tianqi shares (1 1.57, -0. 17,-1.45%). China is the largest overall solution provider of industrial intelligent automation system, and the market share of automatic conveying system equipment is leading in China. Enter the field of industrial intelligence, produce intelligent coal equipment, and plan to carry out strategic cooperation in the fields of intelligent cars, intelligent transportation and intelligent mines.
Handling robot: Yahweh (15.48, 0.30, 1.98%). It is planned to purchase some robot technologies from Rice Company for 6.5438+0.25 million euros, and jointly produce robot machines with Rice Company for system automation integration. Business areas of the joint venture company: system integration in bare metal, welding, handling and plastic industries.
Xinshida (10.98, 0.00, 0.00%). On June 20 13, the company's "industrial robot" project was included in "20 12 Shanghai Major Technical Equipment Development Special Project". At present, a six-degree-of-freedom industrial robot prototype has been developed, and robots with three load power segments of 6 kg, 16 kg and 20 kg are being developed. It is expected that the first batch of production lines will be formally assembled this year.
Domestic robot: Ziguang (29.25, -0.43,-1.45%). The company shares in Ziguang Youlan (accounting for 20%) with a registered capital of 5 million yuan. Ziguang Youlan is a leading domestic R&D and sales company of home intelligent robots. It has formed strategic cooperation with scientific research institutions such as Tsinghua University and Chinese Academy of Sciences, and is an expert in artificial intelligence, speech recognition and intelligent induction.
Industrial automation: Zhiyun shares (15.370, 0.45, 3.02%). China's leading supplier of complete automation equipment solutions in the engine field. A complete set of equipment suppliers with core technologies and complete customer solutions in the field of industrial automation. DCT transmission (power shift) is a main development direction of automatic transmission. In the market environment, it is expected that the orders for transmission production lines such as DCT will continue to increase in the future.
Lan Ying equipment (19.400, 0.22, 1. 15%). Mainly engaged in the development and application of automatic control technology, creating three main businesses: smart city, intelligent equipment and system integration. At present, industrial robot control technology and automatic control technology of three-dimensional warehouse suitable for tire industry are being developed.
Robot controller: Keyuan (32.80, 0.47, 1.45%). 20 12 April, it was agreed to use the raised funds1500,000 yuan to invest in the construction project of R&D center and production base of equipment automation products. After completion, it will mainly engage in the production of HMI man-machine interface, motion controller and module, servo driver and industrial robot.
Industrial robot: HKUST Intelligent (16.920, 0.02, 0. 12%). On October 201110, it was announced that it planned to acquire 0/00% equity of Gan Yong Electromechanical/kloc-0. This company is an enterprise specializing in the design, product development, system implementation and technical services of intelligent integrated solutions for industrial production, and its application in industrial production robots is at the leading level in China. Products include intelligent transmission system, intelligent conveying system, intelligent assembly system and intelligent storage system. It is one of the few enterprises in China that can provide customized intelligent comprehensive solutions for industrial production. It is a leading enterprise in the field of floating conveying robots in China, and its application in industrial production robots is at the advanced level in China.
Fire fighting robot: Helen Zhe (5.750, 0.04, 0.70%). The company said that the company has a variety of robot products, which are mainly used in the field of fire protection, such as fire fighting robots and demolition robots. The company's project "R&D and Industrialization of Robot Intelligent Control Series Aerial Work Vehicle" passed the acceptance of Jiangsu Science and Technology Department on April 26th, 20 13.
Laser processing robot: Jinyun Laser (23. 190, 0.00, 0.00%). One of the sub-projects of the company's R&D center project, "R&D and application of laser processing professional robots" belongs to the pre-research project. The research and development content will focus on three directions: the development of special robots for small load industries, the research on the technology of fiber laser cutting and welding thin steel plates, and the application of laser in robot cutting and welding systems. Realize the laser welding and cutting processing mode based on robot technology, and improve the processing efficiency and quality. In these industries, laser processing robots will have broad application prospects.
Welding robot: Harvest Technology (15.5438+00, 0.3 1, 2.07%). Chengdu Jiashi, a wholly-owned subsidiary of the company, has been committed to developing welding robots with independent intellectual property rights and has made substantial progress. 201310/7 said that the welding robot project has entered the debugging stage, and the robot prototype has been put into production in small batches and applied to the customer's production site.
Robot reducer: Qinchuan Development (6.8 1, -0.06, -0.87%). Robot joint reducer and reducer project master plan10.8 million units, implemented in stages. The first phase is expected to reach production in 2065, 438+05. Investing in key parts of industrial robots and striving to replace imports will, to a certain extent, change the situation that key parts of robots in China are subject to foreign countries.
In addition, there are Fiona Fang Support (5.0 1, 0.0 1, 0.20%), Qianjiang Motorcycle (4.8 1, 0.0 1, 0.2 1%) and Evergreen (29.699). -0.22,-1.58%), wanxun automatic control (13.500, -0.08, -0.59%), Nissin Seiki (19.59, 0. 19, 0. 0.37%), Nantong Science and Technology (3.0 1, -0.0 1, -0.33%), east china numerical control (7.5 1, 0. 12, 1.62%). -0.7 1%), Hanzhong Seiki (17.2 1.09, 0.53%), Qinghai Huading (6.52, 0.00, 0.00%), Huazhong CNC (18./) 0.50%), Longxi shares (6.90, -0. 10,-1.43%), Zhongying Electronics (17.750, 0.06, 0.34%), Sunflower shares (3.580, (The author is a researcher at Galaxy Securities)