List of leading robot stocks in 2023
Statistical data shows that China’s industrial robot sales will reach 303,000 units in 2023, a year-on-year increase of 15.96%, and global sales account for more than 50%, nine consecutive years. China has become the world's largest consumer of industrial robots and remains the world's largest industrial robot market. The editor below brings the leading robot stocks in 2023. Let’s take a look together. I hope it can bring reference.
List of military robot concept stocks of listed military robot companies
1. Jingpin Special Equipment (688084)
Jingpin Special Equipment is not only committed to serving national defense technology In the field of industrial high-end intelligent equipment development, we focus on providing core components and complete systems for photoelectric reconnaissance equipment, military robots, etc., and continue to consolidate, innovate, and expand on the original reconnaissance detection and military robot technology systems. We can also comprehensively master the intelligence We will provide upstream and downstream core technologies for automated and unmanned high-end equipment to serve a larger market.
2. Robots (300024)
The company’s robots and intelligent equipment products can be used in the aerospace field.
The leader in the robotics industry
Robotics (300024) is backed by Shen Zisuo, with first-class technical strength in the country, and has basically connected the upstream and downstream of the industrial chain, creating extremely high barriers to competition. The company has a rich product line of industrial robots and is expected to seize the rapid release of demand in the advantageous automotive field and potential low-end production capacity fields. Special robots, laser equipment and clean robots are becoming new growth points. Essence Securities pointed out that Siasun is the leader in smart equipment with TMT attributes, and will be the leader in both software and hardware in the future. In terms of special robots, the company has become a first-level supplier to the military and is expected to continue to receive stable military orders; service robots are the next blue ocean in the future and are widely used in the fields of government catering, medical rehabilitation, education and entertainment, and Siasong has been actively deploying them.
Boshi Co., Ltd. enters the field of medical robots
Boshi Co., Ltd. (002698) cooperates with Harbin Sizherui, Suzhou Kangduo Robot, etc. to invest in minimally invasive surgical robots and intelligent equipment project. Sicherui Medical has long been engaged in the research and development of high-end surgical equipment and intelligent medical devices such as minimally invasive surgical robots (domestic Da Vinci robots) and serialized robotic surgical instruments, and is at the leading technical level in the country. At present, the first-generation products have completed multiple batches of animal experiments, and the second-generation products have been finalized. Essence Securities pointed out that if the minimally invasive surgical robot developed by Ruosizherui Medical R&D project can be successful as planned, it can cover more than ten surgical categories such as general surgery, thoracic surgery, urology, and gynecology, and the equipment application prospects broad.
Yingstar Technology adds industrial and service robots
Yingstar Technology (002444) increases industrial robots and service robots by investing in Guozi Robot and establishing Yustar Service Robot. Different from many domestic companies engaged in industrial robots, Greatstar Technology has a strong tendency to enter the robot industry with intelligence. It provides equipment, services or systems with intelligent identification, remote control, and complex work capabilities for various industries and residents' lives. Based on high goals, the potential market space is broader, and relying on the industry experience accumulated by the previous investment in Guozi Robot and the good cash flow provided by the main hand tool business, the company's industrial upgrading will be more stable. Essence Securities pointed out that the company is very optimistic about emerging industries and will increase investment in the future, gradually becoming the company's new profit growth point.
Sawin Intelligent UAV flight control system provider
Hefei Sawin Intelligent, a wholly-owned subsidiary of Saiwei Intelligent (300044), independently developed the SF10-A01 fixed-wing drone The human-machine test flight was successful in February this year. This is the first time the company has appeared in the public eye as a provider of complete drone flight control systems. The company's current main product is a fixed-wing UAV. The first model that successfully tested has a load capacity of 10 kg, with a maximum load of 200 kg, a flight life of 5 hours, and a maximum flight altitude of 3,000 meters. The core control and image transmission technologies are both Independently developed for the company.
Rapoo Technology officially enters the drone field
Rapoo Technology (002577) signed a capital increase agreement with Zero Degree Intelligent Control on January 20, using 50 million yuan of its own funds The capital increase is zero, and the company will hold 10% of its equity after the transaction is completed.
Zero Degree is a leading domestic developer of unmanned intelligent systems, a provider of high-end film and television aerial photography equipment, and a system integrator in the fields of small drone applications and entertainment, providing customers with overall design concepts and solutions. CITIC Securities pointed out that Zero Degree is among the top 2 in the market in the field of multi-rotor drones. The company has strong research and development capabilities and an industry-leading lightweight robot integrated application automated production line. Both of them are in the field of drone applications. In-depth cooperation in subdivisions is expected to bring new growth points to the company.
Jiaxun Feihong increases capital in Universal Robots
Jiaxun Feihong (300213) announced that it will invest 1,094.85 million yuan in its own capital in Universal Robots through a capital increase, acquiring 601% of the equity. Universal Robots is the leader in the domestic industrial robot industry and has strong R&D capabilities. Guotai Junan pointed out that the capital increase in General Robot, a leading industrial robot company, will strengthen industrial data perception and intelligent execution capabilities and improve the closed loop of the industrial Internet. The company has previously invested heavily in sensor networks and drone systems, and has a good layout in the sensing link, which will improve the usability of the company's solutions in different environments, enhance competitiveness, and obtain more business.
Huachangda is moving towards a digital factory
Huachangda (300278) plans to purchase 100% of the equity of Shidewei Technology and Nok Technology through the issuance of shares and payment of cash 100% equity. GF Securities (000776) pointed out that the target company Shidewei is mainly engaged in information services and Internet access services, software development, network engineering and system integration businesses in value-added telecommunications services. It is one of Baidu’s four major businesses in Suzhou, Yangzhou, Huai’an and Suqian. Regional general agent. The addition of Shidewei will enable the listed company to have a good technical foundation in Industry 40 core technologies such as the system software development and application capabilities of the "digital factory" and accelerate its progress towards the digital factory.
Tianqi Co., Ltd. is the leader in the automotive industry 40
Tianqi Co., Ltd. (002009) plans to change its fundraising projects. The changed project products are a remote data collection and decision-making platform and a complete system research and development platform for intelligent equipment used in the automotive industry, helping the domestic automotive industry achieve Industry 40. The automobile industry is an important support for the industrial field and is currently the industry with the highest level of automation in production and manufacturing. By the Industrial 40 era, the Internet, Internet of Things, cloud computing, big data, etc. will be widely used in industrial production processes to achieve production flexibility. ization, product customization, etc. Sinolink Securities (600109) pointed out that the company is currently one of the few domestic companies that has made the transition from the 30s to the 40s era. With its advanced strategic layout and years of industry accumulation, it is expected to stand on the top of the wave of Industry 40.
Shenyang Machine Tool is the leader in CNC machine tools
Shenyang Machine Tool (000410) is mainly engaged in CNC machine tools, ordinary lathes, ordinary drilling machines, ordinary boring machines and others. At present, there are more than 300 varieties of products in more than a thousand specifications, and the market covers the whole country and more than 80 other countries. Among them, mid-to-high-end CNC machine tools have entered key industries such as automobiles, national defense, aerospace, and rail transportation in batches. As a leading enterprise, the company's output value ranks among the top 20 in the world all year round. As for the entire CNC machine tool market, the CNC machine tool products produced by the company currently account for about 60% of the market share.
Robot concept stocks
603728 MOONS Electric: 09:32 Coreless cup motor 2B on robot finger
002896 Zhongdali De: 09:39 Industrial robot deceleration Machine 8T5B
002369 Zhuoyi Technology: 09:42 Augmented Reality Driving Recorder Robot 3B
002338 Aopu Optoelectronics: 09:42 Machine Vision Military Integrated Circuit Carbon Fiber
< p>002527 New Star: 09:43 Industrial Robot003021 Zhaowei Electromechanical: 09:59 Robot Transmission System Car
002685 East China Heavy Machinery: 10:02 Industrial Robot Industrial Mother Machine
002472 Double Ring Transmission: 10:29 Robot Reducer Automotive Transmission System
002050 Sanhua Intelligent Control: 10:37 Robot Thermal Management Automotive Thermal Management Home Appliance Parts
603416 Xinjie Electric: 10:37 Robot Machine Vision
603915 Guomao Shares: 10:44 Robot Reducer
000837 Qinchuan Machine Tool: 11:07 Precision CNC of Robot Industrial Mother Machine Machine Tool
002403 Aishida: 11:11 Industrial Robot
002765 Landai Technology: 11:04 Robot Reducer Car Manual Transmission Assembly 2B
002362 Hanwang Technology: 13:00 Robot Machine Vision
688320 Hechuan Technology: 14:55 Robot Servo System
300403 Hanyu Group: 14% Stamping Robot Automotive Thermal Management
< p>301023 Jiangnan Yifan: 14% robot reducer688017 Green Harmonic: 12% robot harmonic reducer
300607 Topstar: 11% robot machine vision< /p>
688686 OPT: 11% machine vision
300415 Yizumi: 10% industrial robot integrated die-casting machine
603015 Hongxun Technology: sorting type Robot Energy Storage Inverter