江苏快3

ANCHUANJIQIRENFUWUSHANG

联系我们
服务热线
18616569800
地址:上海市嘉定区博园路1333号
当前位置:主页 > 江苏快3 > 行业动态 >

机械行业点评报告:对于工业机器人产业链国产

产品简介: 近期,我们调研了工业机器人产业链,针对于产业链各个环节(包括下游行业集成、机器人本体、核心零部件、工业软件、工业大数据和云等)的发展趋势,特别是国产化情况,有一些

在线咨询       联系电话:18616569800

产品详情

江苏快3 JINQI,WOMENDIAOYANLEGONGYEJIQIRENCHANYELIAN,ZHENDUIYUCHANYELIANGEGEHUANJIE(BAOKUOXIAYOUXINGYEJICHENG、JIQIRENBENTI、HEXINLINGBUJIAN、GONGYERUANJIAN、GONGYEDASHUJUHEYUNDENG)DEFAZHANQUSHI,TEBIESHIGUOCHANHUAQINGKUANG,YOUYIXIEXINDEGUANDIAN,JUTIRUXIA。

点评
一、行业:下游行业需求大规模爆发,一般制造业崛起。在国2017 年,我国工业机器人产量达到13.1 万台(套),同比增长68.1%。 1、从主要驱动因素的角度,经济性+政策的双驱动,目前国产机器人回收期在1 年半-2 年(而且会大幅提高效率),随着人力成本的提高,将会继续往下降,而且对于危险较高的工作,将会进一步增加企业工人成本、招人难度。政策方面,国家层面对于制造业升*,非常支持。2、从行业区分来看,除了类似于汽车、3C 行业的应用以外,一般制造业也呈现出放量的趋势,这块国内需求仍然处于初期阶段,2017 年是一般制造业机器人应用元年,出现酒厂一次采购一百台机器人的情况。3、从行业天花板来看,我们认为未来本体的销量仍然数年内达到50-60 万台/年,*少会有5-6 倍的空间。

ER、XITONGJICHENGSHANG:GUONEIJICHENGSHANGJISHUSHUIPINGBUDUANTIGAO,GENGWEIDUOYUANHUA。ZAIQICHE、3C DENGCHUANTONGGONGYEJIQIRENSHICHANG,GUONEIXITONGJICHENGSHANGZHUJIANQUDAIGUOWAITONGXING;ZAIYIBANZHIZAOYE,GENGDUOANLILAIZIYUGUONEIXITONGJICHENGSHANGDETUOZHAN,SIDAJIAZURENGRANJIAOWEIJIZHONGYUQICHE、3C *YU。

江苏快3 SAN:JIQIRENBENTICENGMIAN:GUOCHANBENTIQIYEXIAOSHOUJIEJINFANBEI,WEILAIJIANGYIXIAOXINGHUAWEIZHU。QUNIANDEGUOCHANJIQIRENBENTIGONGSI,HENDUODOUCHUXIANLEFANBEIZENGZHANG,2017 NIANGUOCHANJIQIRENSHIXIANBAOFASHIZENGZHANG,AIFUTEXIAOLIANGJIEJIN3000 TAI(TONGBIZENGZHANG100%),AISIDUNCHAOGUO2000 TAI(TONGBIZENGZHANG100%),SHANGHAIHUANYANDADAO3000 TAIDENG,CONGZHENGGEXINGYEXUQIUERYAN,10 GONGJINYIXIADEJIQIRENCHANPINZHANBIJIAODA,JIQIRENXIAOXINGHUAQUSHIMINGXIAN,YUJIWEILAIJIANGHUIWEICHIZHEIYIQUSHI。

1、GUOCHANBENTIDEYINGLIGUAIDIANJIANGZAIJINLIANGNIANDAOLAI。GUOCHANJIQIRENBENTIDECHENGBENCHAIFEN,JIANSUQI1/3,SIFUDIANJI1/3,KONGZHIQI、ZHUJIAN1/3,YOUYUJIQIRENJIAGEMEINIANBAOCHI10%ZUOYOUJIANGFU,SHIDEJIQIRENBENTIQIYEDEYINGKUIPINGHENGDIANBIANHUA,DANSHISUIZHEGUOCHANJIQIRENBENTIGONGSIDELIANGBUDUANFANGDA,WOMENYUJIJIQIRENBENTIQIYEYINGKUIPINGHENGDIANKENENGJIEJIN5000 TAI,QIEZHEIYITILIANGDEGUOCHANJIQIRENGONGSIHENKUAIJIUHUICHUXIAN。

2、ZHENGCECIJIGUOCHANHUABENTIXUQIUBAOFA。(1)ZAI2015-2018 NIAN,GUOJIALITUIDEZHINENGZHIZAOSHIFANXIANGMU,DUIYUZHENGTIGUOCHANHUALVYOUJIAOGAODEYAOQIU,GUIDINGGUOCHANSHEBEIZHANBIYAODAO75%YISHANG,ZHEIYIXIANGSHIDEHENDUOGUOWAIJIQIRENGONGSIWUFAJINRUSHIFANXIANGMU。(2)JINNIANLAI,GUANGDONGDIQUCHUTAILEDAPIDEJIQIRENXINGYEBUTIEZHENGCE,ZHENDUIYUBENTUDEJIQIRENSHENGCHANZHIZAOQIYEJINXINGBUTIE,YIFOSHANSHUNDEWEILI,2018 NIAN3 YUEFOSHANZHENGFUGONGBU《FOSHANSHISHUNDEQUCUJINJIQIRENCHANYEFAZHANSHISHIBANFA》,DUIYUZHUCE、JINGYING、NASHUIZAISHUNDEBENTUDEQIYE,MEINIANANZHAOQIXIAOSHOUJIQIRENBENTIXIAOSHOUSHOURU(HANSHUI)DE10%JIYUBUZHU,MEIJIAQIYELEIJI*DUOXIANGSHOUBUCHAOGUOSANNIANDEBUZHU,GUOWAIDEJIQIRENGONGSIZAIZHEIFANGMIAN,MEIYOURENHEYOUSHI。

核心零部件层面。关键零部件:伺服电机、控制器、减速器,占总成本的60%-70%。其中减速器*为核心,伺服电机与控制器均已有一些可供选择的厂家,目前来说,减速器占据机器人1/3 的成本,更为关键的是,由于被国外公司垄断,交货周期非常长(需保障海外的机器人公司用量,产能没有迅速扩产),在行业供不应求的情况下,交货周期给予了国内减速器公司较好的机会:
江苏快3 1、RV 减速器方面, RV 减速机国产化刚刚开始,南通振康、双环传动和中大力德等国产品牌已经批量,目前来说南通振康2017 年销售达到1.7 万台,已经实现盈亏平衡,今年预计是3 万台;而双环传动2017 年4000-5000 台,2018 年大概率超过1.7 万台;中大力德2017 产能是月200-300 台,2018 年要爬坡到1000台/月,2018 年销量目标1 万台。

2、XIEBOJIANSUQIFANGMIAN,YOUYUJINNIANLAI,JIQIRENXIAOXINGHUADEQUSHIMINGXIAN,DAOZHIXIEBOJIANSUQIYONGLIANGTISHENG,ERRIBENHD BINGMEIYOUJINXINGXIANGYINGDEKUOCHAN,XIEBOJIANSUQIDEJIAOHUOPINGJINGGENGWEIMINGXIAN。GUOCHANXIEBOCHANGSHANGYIYOUTUWEIZHE,LVDEXIEBOFANGLIANGFEICHANGXUNSU,2017 NIANXIAOSHOULE10 WANTAI,ZI2012 NIANTUIXIANGSHICHANGHOU,MEINIANGONGSIDOUZAIFANBEIZENGZHANG,MUQIANGONGSIJIAOHUORENGRANSHIFENJINZHANG。

ZONGTIERYAN,YIBANZHIZAOYEXINGYEDEZIDONGHUAXUQIUJIANGHUISHIDEXINGYECHUXIANBAOFASHIZENGZHANG,MUQIANYIJINGKEYIYUJIANDEDAO,ERZHEIGEXUQIULIANGWEILAISHUNIANJIANGFANGDA5-6 BEI,ERGUOCHANJIANSUQIDETUPO,BIAOZHIGONGYEJIQIRENGUOCHANGONGYINGLIANJIBENXINGCHENG,JIANGHUIDAIDONGGUOCHANJIQIRENCHENGBENXIAHUA、XINGNENGTISHENG,GUOCHANJIQIRENBENTISHICHANGZHANYOULVBUDUANTIGAO,GUOJIA、DIFANGZHENGCEDEJIANGHUIJINYIBUCUIHUAXINGYE,YOUQISHICUJINGUOCHANJIQIRENDEFAZHAN。

江苏快3 TOUZIJIANYI:KAOLVDAOWEILAIJINIAN,GUONEIGONGYEJIQIRENSHICHANGYOUWANGDADAO50-60 WANTAI,GUOCHANBENTIDEXIAOLIANGJIANGYOUKENENGZHANJUZHENGGESHICHANGDE80%。GUJIGUOCHANJIQIRENXIAOLIANGYOUCHAOGUO10 WANTAIDEQIYE,YINGSHOUGUIMODADAOBAIYI*SHUIPING,ERQIEYONGYOUHENQIANGDEYINGLINENGLI。WOMENZHONGDIANTUIJIANBIAOZHUNHUACHENGDUGAO,NENGFANGLIANGDEBENTIHEHEXINLINGBUJIANBIAODE,ZHUYAOBAOKUO:1、JIQIRENBENTI*YU:JIANYIGUANZHUTUOSIDA、AISIDUN、KUAIKEGUFEN、AISHIDAHEJIQIRENDENG。2、HEXINLINGBUJIAN*YU:SHUANGHUANCHUANDONG、ZHONGDALIDEDENG。


产品名: 机械行业点评报告:对于工业机器人产业链国产
联系人:
电话:
邮箱:
备注:
验证码: 看不清?点击更换看不清?
 

DIANJISHOUSUO -

ZAIXIANKEFU

ZIXUNREXIAN

18616569800

ANCHUANJIQIREN

LIANXIWOMEN

SHANGHAIZHONGPINGKEJIYOUXIANGONGSI

江苏快3LIANXIFANGSHI:18616569800

DIZHI:SHANGHAISHIJIADINGQUBOYUANLU1333HAO

备案号:技术支持: 友情链接: