Description
hardware flow control. It is an ideal choice in the field of industrial automation.
After experiencing a sharp decline in December 2017, industrial capacity utilization began to show signs of stabilizing. According to empirical data, the industrial
capacity utilization rate is slightly ahead of the profit performance of industrial enterprises. At the same time, the profitability of industrial enterprises is probably 1-2 quarters
ahead of the capital expenditure of industrial enterprises. Therefore, the utilization rate of industrial capacity is an important leading indicator that needs to
be paid attention to. It is important to a certain extent. To a certain extent, it indicates the future profit and capital expenditure trends of industrial enterprises. In 2019Q3,
the industrial capacity utilization rate reached 76.4%, which was the same as in 2019Q2. The gradual stabilization of the industrial capacity utilization rate indicates that the
profitability of industrial enterprises is expected to stabilize in the future, and industrial enterprises may usher in a new round of capital expenditure cycle in 2020.
Fixed asset investment in the manufacturing industry continues to bottom out, and the growth rate of fixed asset investment in the 3C field in the downstream
applications of industrial robots continues to pick up. In November 2019, manufacturing fixed asset investment increased by 2.5% year-on-year, and the growth rate
dropped 0.1 percentage points from the previous value. Manufacturing investment growth is still sluggish. Judging from the growth
rate of fixed asset investment in the three major fields of automobiles, 3C, and electrical machinery, which account for the highest proportion of downstream
applications of industrial robots, the cumulative year-on-year growth rates of investment in the automobile and electrical machinery manufacturing industries in
November were -0.4% and -6.8%. Both are in the
bottoming stage; the cumulative year-on-year growth rate of 3C manufacturing investment was 13.8%, an increase of 0.2 percentage points from the previous
value, and the 3C investment growth rate is on a continuous upward path.
The cumulative year-on-year decline in automobile sales has gradually narrowed, and the cumulative year-on-year decline in smartphone shipments has
stabilized. From January to November 2019, the cumulative sales of automobiles in my country were 23.11 million units, with a cumulative year-on-year
growth rate of -9.10%. The decline narrowed 0.6 percentage points compared with the previous ten months. The cumulative year-on-year decline in automobile
sales has narrowed for 6 consecutive months. It is expected that The cumulative year-on-year growth rate for the whole year
was around -8.0%. From January to November 2019, my country”s cumulative shipments of smartphones were 343 million units, with a cumulative
year-on-year growth rate of -3.8%. The decline in smartphone shipments has stabilized, with a significant improvement compared with the same period last year.
It is expected that cumulative shipments throughout the year will be year-on-year. The growth rate is around -3.5%. We believe that the negative growth in
automobile sales may continue to narrow next year, and the cumulative year-on-year growth rate of smartphone shipments is expected to turn positive. There is
strong certainty that the incremental automation demand in these two
downstream application areas of industrial robots will improve.
A few days ago, Yaskawa Electric President Hiroshi Ogasawara pointed out in an interview with Japanese media that China”s population has
reached about 1.4 billion, and domestic demand will definitely grow no matter how the Sino-US trade friction develops. If investment recovers, it will be a short-term
benefit to related companies in corresponding fields.
Perspective of listed companies: The industry has hit the bottom, and the structural characteristics are significant
According to the China Merchants Bank Research Institute, 30 listed industrial robot companies were used as samples to calculate the overall operating
income, net profit attributable to parent companies, gross profit margin, net profit margin and operating net cash flow and other indicators for the first three
quarters of 2019, and found that the overall industry profitability The level has entered a downward channel since Q4 2018, and is currently in the accelerating
bottoming stage, which is cross-confirmed with macro data tracking. At the same time, its research found that for companies with large customers in different
downstream sub-fields
within the industry, their profit levels are significantly differentiated.
In 2019Q1-3, the overall industry revenue declined slightly year-on-year, and the negative growth in single-quarter revenue narrowed significantly.
The industry”s overall operating income reached a historical high of 54.298 billion yuan in 2018, but the operating income growth rate fell from 33.53% in
2017 to 17.57%; in 2019 Q1-3, the industry”s overall operating income was 38.080 billion yuan, year-on-year It fell slightly by 0.71%. On a quarterly basis,
the single-quarter operating income growth center showed a downward trend, but the single-quarter operating income growth rate in 2019Q3 showed signs
of narrowing year-on-year decline. Based on the return of industrial robot production in the past two months and the narrowing of year-on-year declines
in sales of automobiles and smartphones in downstream applications, China Merchants Bank Research Institute infers that the annual industry revenue
growth rate may reach single-digit growth.
https://www.xmamazon.com
https://www.xmamazon.com
https://www.plcdcs.com/
www.module-plc.com/
https://www.ymgk.com
8U-PAIH54 HONEYWELL High-level AI HART, Differential / Singleended (Uncoated)
8C-TDODA1 HONEYWELL DO 24V Bussed IOTA (Coated)
8C-PDODA1 HONEYWELL DO 24V Bussed Out (Coated)
8C-TDILA1 HONEYWELL DI 24V IOTA (Coated)
8C-PDIPA1 HONEYWELL Digital Input 24V Pulse Accumulation (Coated)
8C-PDISA1 HONEYWELL Digital Input Sequence of Events (Coated)
8C-PDILA1 HONEYWELL Digital Input 24V (Coated)
8C-TAOXB1 HONEYWELL AO IOTA Redundant (Coated)
8C-TAOXA1 HONEYWELL AO IOTA (Coated)
8C-PAONA1 HONEYWELL Analog Output w/o HART (Coated)
8C-PAOHA1 HONEYWELL Analog Output HART (Coated)
8C-TAIMA1 HONEYWELL Low-level AI IOTA (Coated)
8C-PAIMA1 HONEYWELL I/O Module (Coated) Low-level AI – RTD & TC
8C-TAIXB1 HONEYWELL IOTA (Coated) AI Redundant
8C-TAIXA1 HONEYWELL AI IOTA (Coated)
8C-PAIHA1 HONEYWELL I/O Module (Coated) High-level AI HART, Single-ended
8C-TAIDB1 HONEYWELL AI IOTA Redundant (Coated)
8C-PAIH54 HONEYWELL I/O Module (Coated)
8C-TAIDA1 HONEYWELL IOTA (Coated)
51305980-836 HONEYWELL Cable, Redundant C300 Controller
8U-TCNTA1 HONEYWELL Series 8 C300 Controller I/O Termination Assembly, Uncoated
8U-PCNT02 HONEYWELL Series 8 C300 Controller, Uncoated
8C-TCNTA1 HONEYWELL Series 8 C300 Controller I/O Termination
8C-PCNT02 HONEYWELL Series 8 C300 Controller Coated
SPIIT13 ABB communication module
INIIT13 ABB Network local transmission communication module
SPICI03-SCIL ABB Timer Master Module
INICI03 ABB Timer Master Module
SPSOE01 ABB Sequence of Events Main Module
INSOE01 ABB Sequence of Events Main Module
IMASO11 ABB Analog output module
SPDSI14 ABB digital input module
IMDSI22 ABB Digital Signal Input Module
IMFCS01 ABB Frequency Counter Slave Module
SPFCS01 ABB Frequency Counter Module
SPDSM04 ABB digital output module
SPFEC12 ABB Analog input module
IMCIS22 ABB Infi 90 Control I/O Slave Module
SPSET01 ABB I/O module
SPCIS22 ABB I/O module
IMQRS22 Bently Nevada Quick Response Module
IMCPM01 ABB communication port module
330704-000-050-10- 02-05 Bently Nevada proximity detector
IMQRS22 ABB Interference within the LC system
SPQRS22 ABB Quick Response Module
330103-00-03-10-02-05 Bently Nevada proximity detector
330104-00-13-10-02-05 Bently Nevada 3300 XL 8 mm Proximity Sensor
330780-90-05 Bently Nevada 3300 XL front sensor
330106-05-30-05-02-05 Bently Nevada 3300 XL 8mm Reverse Mount Probe
Reviews
There are no reviews yet.