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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05701-A-0550 HONEYWELL Analysis System 57 Calibration plug
1794-TB3 Allen-Bradley Terminal basic unit
1786-TPS Allen-Bradley ControlNet coaxial taps
1756-OB16D Allen-Bradley Diagnostic output module
140XTS00200 Schneider Screw wiring terminal
140XCP51000 Schneider Virtual module with cover
8B0C0320HW00 B&R Auxiliary power module
ZMU-02-(3AXD50000006010) ABB Converter memory card
TSXDSZ08R5 Schneider TSX micro 8 output relay
TSXDMZ28DR Schneider 28 Input/output 24 volt DC relay
TSXDEZ12D2 Schneider TSX MICRO-12 discrete input DC
T8850 ICS TRIPLEX Three-way trusted TMR processor interface adapter
140ACI04000 Schneider Analog input module
TSX3721001 Schneider 37 21/22 PLC configurations
T8830 ICS TRIPLEX ICS three-way trusted TMR ESD SIS
PLX82-EIP-PNC PROSOFT Ethernet /IP to PROFINET controller gateway
MSK050C-0300-NN-M1-UG1-NNNN Rexroth MSK synchronous motor
NLWC-05 ABB Plastic fiber optic cable for communication
05701-A-0512 HONEYWELL 8-way rear channel rack assembly
HP 5517B Agilent laser head/sensor
1786-RPFM Allen-Bradley Control network modular repeater medium distance optical fiber module
1756-TBNH Allen-Bradley Wiring board or RTB module
1756-PA75R/A Allen-Bradley Redundant power module
1756-CN2R Allen-Bradley ControlLogix Controller platform communication module
140SAI94000S Schneider 8 Enter the analog safety input module
VT-HNC100-1-23W-08-P-0 Rexroth Servo drive driver
VM600-IOC4T Input/output card
SPDSO14 ABB DO module, 16 channels
SPBLK01 ABB Blank panel
SCXI-1163R NI Solid state relay, relay switch module
S710D-EST2 GE Independent bidirectional multiprotocol data transceiver
PM3326B-6-1-2-E 80026-529-01 PIONEER MAGNETICS Power module controller
P0926GH FOXBORO Channel communication terminal
MVS-8100C COGNEX PCI image acquisition card
MP226 BACHMANN Touch screen communication module
IW93 HESG440356R1 ABB Controller module
JAMSC-B2605V YASKAWA Processor module
IS215UCVFH2BB GE Circuit board
INIIT03 ABB Local transmission mode
IMDS014 ABB Symphony digital output module
HE700GEN100C GE industrial control card
IC660ELB912J GE Genius Network interface module
FBM230 P0926GU FOXBORO Modbus main (serial and TCP/IP) driver
F8621A HIMA Central processing unit (CPU) module
ENT-10515-R HIRSCHMANN AC AC power module
DSAI130A 3BSE018292R1 ABB analog input module
DKC01.3-012-3-MGP-01VRS Rexroth DKC drives the controller
DIGIFAS-7202 KOLLMORGEN servo drive
DECS-200-2L BASLER ELECTRIC Digital automatic excitation regulator
CX1100-0001 BECKHOFF Power device and I/O port
CI520V1 3BSE012869R1 ABB AF100 communication interface
CC-PCNT02 HONEYWELL C300 module controller
A413654 METSO Communication module
BC25 ABB Robot card parts
A413240 METSO Printed circuit board
086329-004 ABB Control card
5466-316 WOODWARD analog input output module
1786-RPA Allen-Bradley ControlNet Modular repeater adapter
5204-DFNT-PDPMV1 PROSOFT Ethernet /IP to the PROFIBUS DPV1 main gateway
531X303MCPARG1 GE AC Power Supply board
810-017034-005 LAM VME PCBA, processor
8LSA25R0060D000-0 B&R Synchronous motor
64SD1-08KRF1-13 NAI Data multi-function board card
6SM77K-3.000 KOLLMORGEN Servo motor
6SM56-S-3000 KOLLMORGEN Servo drive
5PP320.1505-39 B&R Power panel PP320 BIOS15 “XGA color TFT display
3HAC9710-1 ABB Heat exchanger unit
YNT512D YOKOGAWA Trunk repeater
3BHB003688R0101 ABB Variable frequency circuit board
WR-D4007 RELIANCE Power supply card
VT-VSPD-1-23/V0/0-0-1 Rexroth magnifying plate
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