Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of regions, the decline in orders in Japan, the United States, and other Asian regions (except China and Japan) continued to expand in
Q2. The growth rate of orders in Europe returned to positive levels, and the growth rate of orders in China was -22%, and the decline narrowed.
4. KUKA Q2 robot business situation
In 1986, KUKA entered the Chinese market and presented its first robot to FAW Trucks, which was the first industrial robot used in manufacturing in
China at that time. Subsequently, domestic automobile companies such as Dongfeng and Changan became KUKA”s loyal customers.
Of KUKA”s overall revenue of 26.723 billion yuan in 2017, only the robot segment accounted for 38% of overall sales, of which the Chinese market
accounted for approximately 20%. In terms of KUKA robot application fields, the proportion in the automotive field dropped from 46.4% in 2016 to 35.4%,
while the proportion in other industrial fields increased from 36.6% to 45.3%, and the share in the service field increased from 17.0% to 19.3%. %. Due to the
high proportion of robot business revenue in the field of automotive applications in overall revenue and the severe situation of China”s automobile production and sales
in 2018-2019, KUKA”s industrial robot sales in China have also been affected.
The financial report shows that KUKA China’s new orders in Q1 totaled 173 million euros, a year-on-year increase of 121.5%. Affected by the macroeconomic
environment, KUKA’s Q1 sales revenue in China fell 8.8% year-on-year to 94.2 million euros. However, operating profit was 5.1 million euros, a significant improvement
from the loss of 1.4 million euros in the same period last year. In Q2, its operating income was 800 million euros, down 6% year-on-year; profit before interest and tax (EBIT)
was 23.7 million euros, down 55% year-on-year. During the period, KUKA”s sales revenue in China was 130 million euros, a year-on-year increase of 1.9%; the order volume
was 139 million euros, a 50% decrease from the same period last year.
3. The Japanese robot market continues to slow down in Q3, and the Chinese market leads Europe and the United States and accelerates to bottom out
1. Manufacturing fixed asset investment, automobile and mobile phone sales
From January to September, fixed asset investment in the electronics industry accumulated 11.6% year-on-year, continuing to pick up. From January to September
, the cumulative fixed asset investment in my country”s manufacturing industry was 2.5% year-on-year, and the growth rate declined slightly. Among them,
the fixed asset investment in the automobile manufacturing industry from January to September accumulated 1.8% year-on-year, and the growth rate has
rebounded; the fixed asset investment in the electronics manufacturing industry from January to September accumulated 11.6% year-on-year, and the growth
rate continued to pick up; the fixed assets in the electrical machinery manufacturing industry The cumulative investment amount from January to September
was -7.6% year-on-year, and the rate of decline narrowed slightly.
Automobile production and sales: September car sales dropped to a narrow speed but increased the production speed. In September 2019, China ’s
passenger car sales were 1.9306 million (6.3%year-on-year), and the cumulative sales of 15.24 million (12%year-on-year); the output in September was
1.8647 million Output 15.06 million (13%year -on -year).
The decline in the production and sales of new energy vehicles is amplified. Among them, the sales volume of new energy vehicles in September was
80,000 (34%year-on-year), and the cumulative sales volume of 873,000 (year-on-year increased by 22%) in January to September; Wan (increased by 22%year -on -year).
Mobile phone production and sales: September September smartphone sales decreased and increased, and the output decreased narrowing.
In September 2019, China ’s smartphone shipments were 34.68 million, a year -on -year decrease of 5.7%, and the speed was reduced. From
January to September, the cumulative shipment volume was 27.475 million, a decrease of 4%year-on-year; September smartphone output was
120.65 million, a decrease of 3.6%year-on-year, and the speed reduction was narrowed. The cumulative output from January to September was
906.33 million, a year-on-year decrease of 8.4%, and the speed was reduced.
2. Japan”s export of exports to China has narrowed sharply, and the market accelerates to bottom
Q3 Japan Industrial Machinery Robot Order Production and Selling Orders Speed Speed Speed Steady Steady Steady
According to statistics from the Japan Industrial Robotics Association, the reduction of the Japanese industry robot Q3 orders has narrowed significantly: 4,4275
units, the order value is 170.563 billion yen, a year-on-year decrease of 13.5%and 7.7%(Q2 is -23.4%year-on-year, -16.5 %); Production reduction significantly narrowed
: output 4,5148 units, output value of 172.427 billion yen, decreased by 15%and 7.2%year-on-year (Q2 was -26.6%and -16.7%); Taiwan, sales of 175.931 billion yen,
decreased by 10.6%and 5.5%year-on-year (Q2 was -25.1%, -16.1%year-on-year);
Japan”s export of exports to China has narrowed significantly to -2.18%.
2019Q3 Japan”s export industrial robots to Asia (including China), China, North America, and Europe are 805, 542.99, 217.83, and 17.301 billion yen, respectively,
-4.04%,-2.18%, -16.43%, -34.99%year-on-year The year-on-year was -22.11%, -26.07%, -29.26%, -15.03%).
The significant narrowing of the 20PCT of China”s industrial robot exports in 2019Q3 has narrowed the speed of reduction in North American exports and greatly
expanded European speeds. Q3 Japan”s amount of robotics against China ’s export industry was 54.299 billion yen, a year -on -year decrease of 2.18%, which
greatly narrowed 20PCT. It has narrowed the reduction in exports in North America, and has expanded significantly to Europe”s speed reduction, reflecting that the
Chinese robot market has accelerated the bottom of the European and American markets.
3. Earna, Anchuan, ABB robotic business and China”s income and order improvement
According to statistics from Guojin Securities Report, compared to analyzing the income/orders of the industrial control automation giant 2019q3 robot
business/Chinese region of industrial control automation giants such as Batoka, ABB, Anchuan, Siemens , Omron , etc., all have marginal improvement.
From the perspective of income, the growth rate of the three major robotic giants of Nako, Anchuan, and ABB in 2019q3 was -2.6%, -3%, and -6%, respectively.
The growth rate of income has improved (narrowing or increased or increased), ABB and Omron”s growth rate continues to fluctuate at the bottom; especially for
robotic global leader Q3, the growth rate of robotic revenue in China has returned to 12.6%.
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MTS30M4-38C SEM SERVO MOTORS DC servo motor
TRICONEX 4351A Communication Module (TCM)
TRICONEX 3008 Main processor module 3008N
TRICONEX 8312 Main/Expansion/RXM 8312N2
TRICONEX 8311 8311N Main/Expansion/RXM Power Modules 8311N2
TRICONEX 3504E TMR, DI 64-Point Digital Input Modules
TRICONEX 3564 24 VDC 64-Point Digital Input Modules
TRICONEX 8310N2 Power module
TRICONEX 8310 120 Main/Expansion/RXM 120 VAC/VDC Power Modules
TRICONEX 8105 Blank I/O Slot Panel
Triconex 8112 Remote Expansion Chassis, High-Density Configuration
TRICONEX 8121 Expansion Chassis, Enhanced Low-Density Configuration
Triconex 8111 Expansion Chassis, High-Density Configuration
TRICONEX 8110 Main Chassis High-Density Configuration
Triconex 3505E TMR, Low Threshold 24 VDC Digital Input Modules
TR104-EX ABB Temperature measuring sensor
TRICONEX 3503E TMR with Self-Test 24 VAC/VDC Digital Input Modules
Triconex 3502E TMR with Self-Test 48 VAC/VDC Digital Input Modules
TRICONEX 3501E/3501T TMR 115 VAC/VDC Digital Input Modules
PFTL101A 2.0KN 3BSE004172R1 Load cell
REUTER-STOKES RS-FS-9001 362A1052P104 Flame detector
GE RS-FS-9001 362A1052P001 Flame detector
8521-LC-MT GE Logical controller pac8000
ALSTOM DFI-150-0003 Limelight diagnostic board
ABB NPBU-42C Fiber distribution unit
S70601-SE KOLLMORGEN Servo driver
WOODWARD EGCP-2 8406-121 microprocessor
ACC-24E2A Delta Tau UMAC Turbo 2-Axis Analog Servo Interface
ACC-24E2S DELTA TAU Expansion Board
ACC-36E DELTA TAU Channel 12-Bit A/D Converter Board
ACC-51E Delta Tau UMAC 4096 Interpolator Accessory Card
GE IC754VSF12CTD 12 inch Fast panel controls and views
TRICONEX 3505E Analog Output Module TRICON 3505E
TRICONEX 3506X High density digital input module TRICON 3506X
TRICONEX 3601E Output Module Digital TRICON 3601E
TRICONEX 3601T Digital Output module TRICON 3601T
TRICONEX 3603T Digital Output module TRICON 3603T
TRICONEX 3604E Digital Output Module 24VDC 16 point TMR TRICON 3604E
TRICONEX 3617E Digital Input Module TRICON 3617E
TRICONEX 3700A Analog input module TRICON 3700A
TRICONEX 3625A Digital Input module TRICON 3625A
TRICONEX 3721N Analog input module TRICON 3721N
TRICONEX 3825X Analog input module TRICON 3825X
TRICONEX 4355X Communication module TRICON 4355X
TRICONEX 8120E Main Box TRICON 8120E
TRICONEX 8311N High-density power module TRICON 8311N
TRICONEX 9561-810 Terminal Base Module TRICON 9561-810
TRICONEX AI6700 Analog input module TRICON AI6700
TRICONEX 9566-810 Terminal Base Module TRICON 9566-810
TRICONEX DI2301 Analog input module TRICON DI2301
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