Kuka's revenue soared and the market value of the United States fell sharply
It is in the good east wind of the market that the construction of the second phase of the Midikuka Intelligent Manufacturing Technology Park in Shunde, Foshan, was started in April this year. It is planned to complete the construction of six plants within one and a half years to meet the development needs of the next 3-5 years. According to the plan, Midea Kuka Intelligent Manufacturing Technology Park will produce and sell 14000 robots this year, with an output value of more than 2 billion yuan.
Midea has gone deep into the robot market through the acquisition of Kuka, layout of the industrial Internet 2.0 era through the acquisition of Hekang, layout of the elevator business, and layout of the old city renovation in advance, and then the recent acquisition of Wandong Medical to deepen the layout of the medical and health industry. Behind this series of major measures, Midea is actively seeking a new growth curve.
In the first half of the year, the revenue of Kuka in China market grew rapidly
Previously, Kuka Group released a semi-annual report in Germany, revealing that its revenue in the first half of the year increased by 30.9% year-on-year to 1.53 billion euros (equivalent to 11.626 billion yuan), and its after-tax profit was 26.9 million euros (equivalent to 204 million yuan).
In the eyes of the outside world, after three consecutive years of performance decline, Kuka finally "breathed a breath" and successfully achieved self-rescue. The "blood return" of Kuka cannot be separated from the excellent performance of the Chinese market. According to the semi-annual report, the sales revenue of Kuka in the first half of the year increased by 97.2% year-on-year
Since this year, the structural transformation of the automobile industry has been one of the main reasons for the performance growth of Kuka Group. According to the semi-annual report of Kuka Group, the market share of electric vehicles in the 27 countries of the European Union increased to more than 10.5% during the reporting period, and the German automobile industry alone will invest about 150 billion euros in electric vehicles, new drive systems and digitalization; Progress in vaccination has also led to signs of recovery in industrialized countries and emerging markets.
Buke has been focusing on the R&D, production, sales and related technical services of industrial automation equipment control core components and digital chemical plant software and hardware, and providing customers with equipment automation control and digital chemical plant solutions. Taking intelligent manufacturing as the development direction, Buke has persistently built a "three-wheel drive" technology platform composed of automatic equipment control, digital chemical plant and SaaS software, focusing on in-depth links between industry and customers, and providing innovative high-quality and low-cost automation and intelligent solutions. The core control components of industrial automation equipment produced by Bucco include industrial human-machine interface, servo system, stepping system, programmable logic controller, low-voltage frequency converter, etc., which are through the control layer, drive layer and execution layer of industrial control field, and are widely used in logistics equipment, intelligent storage, medical equipment, pharmaceutical machinery, industrial robots, food machinery, clothing machinery, textile machinery, machine tools, electronic manufacturing equipment Rail transit equipment and other fields. Among them, the market share of Bucco human-computer interface products has maintained a leading position among local brand manufacturers for many years, and the market share ranks second among domestic brands. Since 2002, Bucco human-computer interface has led the popularization of domestic touch-screen HMI. At present, millions of Kinco HMIs are widely used in all walks of life. At present, the global manufacturing industry is going through an era of profound changes. Intelligent manufacturing is rising worldwide. All traditional manufacturing enterprises take intelligent and digital transformation as their enterprise strategies, and continue to promote new technologies, new changes and new formats. With the continuous application of various cutting-edge innovative technologies, intelligent manufacturing has become a major trend and core content of manufacturing development.
In the industrial automation industry, Huichuan Technology, with its own R&D and technical advantages, occupies 14.6% of the market share in the domestic low-voltage inverter market, ranking first among domestic companies and third in the industry. Compared with foreign enterprises, there is also a small gap, and it is in the stage of rapid growth and seizing the market. In terms of servo system, foreign brands have accounted for about 70% of China's market share by virtue of their brand and technical advantages. Huichuan Technology, with its strong R&D and technical strength, has achieved the first place in the domestic brand, the fourth in the industry, and 10.7% of the domestic market share. In the elevator industry, Huichuan Technology, as a supplier of elevator components, has been at the leading level in technology and production technology in the long-term cooperation with the elevator manufacturer. In 2020, the company has sold about 400000 integrated controllers and frequency converters in the elevator industry. The market share of the company's elevator integrated controller products and human-machine interface products has been at the leading position in the industry, It has become an industry-leading supplier of large supporting solutions for elevator electrical equipment. In the new energy vehicle business, Huichuan Technology has achieved mass sales of motor controller products in the field of new energy passenger cars, logistics vehicles and passenger cars after years of efforts and accumulation. The company has become a leading domestic supplier of motor controller, motor and powertrain products for new energy vehicles. According to the statistics of NE Times, the market share of electric control products of the company was about 10.6% in 2020, ranking second in the industry. Industrial robot business. In 2020, Huichuan Technology has achieved mass sales of its industrial robot products in mobile phone manufacturing, lithium battery, TP, metal processing and other industries by virtue of its deep understanding of downstream industries and its competitive advantage of the "core parts+complete machine+process" platform. According to GGII statistics, the number of SCARA robots sold by the company in 2020 ranked third in China, and the number of domestically funded robots ranked first. The sales volume was 46300, with a year-on-year growth rate of more than 35%. The growth momentum was mainly from the Apple industrial chain, 5G and new energy industries. In rail transit business, Huichuan Technology can develop and innovate the core technology of traction and control system of rail transit by virtue of its deep understanding of motor drive and control technology, and improve the localization of high-end intelligent equipment. As a local enterprise, compared with some foreign-funded enterprises in the industry, the company has the advantages of localization strategy support, high cost performance, and timely response to customer needs. The company has become one of the few traction system suppliers in China that master the core technology of traction and have business performance.
"Industrial automation is an important foundation and component of realizing intelligent manufacturing and building an iron and steel ecosystem. The PLC product released by Baoxin is a successful case of unlocking the" stuck neck "technology." Lu Jun, general manager of China Baowu Intelligent Industry Center and director of the Digital Intelligence Office, said that this not only broke the monopoly of foreign products from Europe, the United States, Japan and other countries in this market field for a long time, but also will reshape the PLC market The development of industrial control industry has a far-reaching impact. " Digital transformation is the only way for the high-quality development of China's manufacturing industry, but it is worth noting that as the key technology products supporting the digital transformation of manufacturing industry, the technology and market of large PLC systems are tightly blocked and highly monopolized by foreign manufacturers, and the domestic industrial control market of nearly 200 billion yuan per year has been highly dependent on foreign supply for many years. In order to break the monopoly pattern of foreign manufacturers in the high-end manufacturing field, Baoxin Software, under the guidance and support of the National Development and Reform Commission, the Ministry of Industry and Information Technology and the Shanghai Municipal Commission of Economic and Information Technology, relying on the technical accumulation of Baowu, China, has broken through the technical problems of precision control and high-speed communication after ten years of intensive research, and has adopted the way of independent integration and independent research and development to form a high reliability, strong openness Control system solutions with high security and large-scale requirements. It is reported that Baoxin software PLC products meet the technological requirements of high-end metallurgical equipment, adhere to the open system architecture design concept, and provide a complete set of powerful hardware and software control platform. For the high-speed control needs of the continuous rolling mill, the system supports up to 6 processing units for parallel computing, with the execution time of a single instruction less than 1 nanosecond, and the fastest scanning cycle as low as 200 microseconds.