“Since May this year, the company’s orders have increased significantly, and from the perspective of the industry as a whole, the order volume is going up.” The person in charge of an industrial robot enterprise in Jiangsu told Cailianhe.

1783-US8T Under the epidemic, the domestic industrial robot industry has walked out of the trough in 2019 and restarted the high-growth mode. According to the statistics of industrial robots in September 2020 released by the National Bureau of Statistics, the output of industrial robots in industrial enterprises above designated size nationwide was 23,194 sets in September, an increase of 51.4% year-on-year.

Cailian.com reporter learned from multiple interviews that the sales of industrial robots in the fourth quarter and next year are still expected to maintain rapid growth, and the industry has a huge imagination in the Chinese market in the long run.

Industrial robot companies are saturated with orders

“The increase in industrial robot orders this year is more obvious in photovoltaic, metal processing,1783-US8T  3C, 5G related fields.” “Industrial robot leader” Estun securities Department relevant person in charge of October 26 afternoon interview with the news agency, said, “the current increase in demand mainly from the domestic market.”

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“Company orders, production lines are currently relatively saturated.” Guangdong industrial robot enterprise Tuostar securities affairs representative to Cailianhe reporter.

“While domestic sales are growing, overseas sales are also growing, mainly from Southeast Asia and India.” The relevant person in charge of the securities department of fast stock said.

1783-US8T The “Implementation Opinions on Supporting Private Enterprises to Accelerate reform, Development and Transformation and Upgrading” issued by six ministries and commissions recently pointed out that it is necessary to expand the application of robots and intelligent equipment in medical treatment, helping the elderly and disabled, rehabilitation, distribution and civil explosion, hazardous chemicals, coal mines, non-coal mines, fire protection and other fields. Accelerate the pace of implementation of the action of “machine replacement and automation reduction” in high-risk industries. This news makes industrial robots in the secondary market become the focus again. On October 26, the robot index was on the Wind board, up 2.14% on the day.

From the overall trend of this year, the A-share industrial robot sector is also strong. According to Wind data, a total of 14 listed companies in the industrial robot and industrial control system sector, as of the close of October 26, the stock price of these 14 companies has increased by 39.41% since January 1 this year. Among them, many head companies rose more than 5%, Eston rose 96.09%, Huachangda (300278.SZ) rose 78.79%, and Tuostar rose 56.06%.

The relevant person in charge of the Eston Securities Department told the 1783-US8T news agency reporter that “the government has attached great importance to the development of intelligent manufacturing core components, robots and intelligent manufacturing, regardless of macro-policy or industrial policy.” The disappearance of the demographic dividend and the replacement of machines is a market trend that continues to benefit the development of the industry.”