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.
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HD-522 SHINBORY DENSHI Heater Control Switch Panel
321131-A01 337672-A01 Allen-Bradley Interface Board
394877-A02 4002604070 Allen-Bradley PC board
314066-A02 Allen-Bradley PC POWER SUPPLY BOARD
2711-K10C1 Allen-Bradley PanelView 1000 Standard Operator Terminal
1336-SN-SP10A 74101-363-51 Allen-Bradley component of the Bulletin 1336 drives
GPD506V-B004 MAGNETEK AC DRIVE
1771-OJ/A Allen-Bradley pulse output expander module
GVC704AE01 5SXE05-0152 3BHB003230R0101 3BHB003023P201 ABB
GDC801B101 3BHE051592R0101 ABB
1794-IB16 Allen-Bradley Flex IO DC Input Module
2711-K5A8 Allen-Bradley Panelview 550 Standard Operator Terminal
IC660BBA100 GE analog I/O Block
DSDX453 5716075-AN ABB Remote In / Out Expansion Unit
135462-01 Bently Nevada PLC module
132419-01 Bently Nevada PLC module
132417-01 Bently Nevada PLC module
2711P-T6C5A Allen-Bradley Panelview Plus 600 series operator interface terminal
1771-OFE2 Allen-Bradley analog output module
1771-IR Allen-Bradley PLC5 Resistance Temperature Detector (RTD) input module
330100-90-00 Bently Nevada Proximitor Sensor
1771-IFMS Allen-Bradley intrinsically safe fast millivolt input module
1771-OBDS Allen-Bradley digital output module
1771-IBN Allen-Bradley PLC5 Discrete Input module
1771-CFM Allen-Bradley configurable type of flow meter module
1771-ACN Allen-Bradley ControlNet adapter module
1402-LS51 Allen-Bradley Line Synchronization Module
WR-D4004 MD-D4014B RELIANCE
A2H254-16-RH A2H254-16 Enterasys Networks Network Switch
TK457V050 3BSE004394R1 ABB Cable assembly
SCXI-1000 NI Low-Noise, 4-Slot, AC Chassis
SCXI-1304 NI –3 dB Cutoff Frequency, 60 V, AC/DC Coupling Terminal Block
PCIH38F300A1 UPWRA-KW3M2UPWR Positronic Rectangular power connector
DSCS150 57520001-FY ABB GCOM Communication Unit
TC-CCR014 97321174-A01 HONEYWELL Redundant Net Interface
SCXI-1600 NI 16-Bit, 200 kS/s Sampling Rate, Data Acquisition Module
P0926AH-B FOXBORO Power Supply
SCXI-1162HV NI 32-Channel, Isolated AC/DC, Digital Input Module
P0973CN FOXBORO FIELDBUS COMMS BASE MODULE
IC697BEM731Z GE Bus Controller Module
ESA-700 EPSD-0375-1108 ALSTOM Limelight Flame Signal Analyzer
9200-06-01-10-00 Bently Nevada 9200 watt vibration probe
MVI56-MDA4 PROSOFT MDA Scientific CM4 Platform Master Module
MVI56-LTQ PROSOFT Limitorque Valve Network Interface Module
PQV80020041 VALMET
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