抛售原装 RELIANCE 418281-43A
公司先后收购英国TRIO、控股德国M.A.i、参股美国BARRETT、意大利Euclid 等公司,目前并购整合后协同效应明显,公司综合技术实力增强,已转型为运动控制完整解决方案供应商。交流伺服及运动控制产品在继续与直面竞争的基础上,开始进入以欧、美高端运动控制为主导的市场。上半年公司海外收入同比增速高达291.28%。
机器换趋势下,公司未来大有可为。
①国产核心零部件技术不断突破,国产机器人本体价格下降,在劳动力成本不断上涨的形势下,机器换人的经济性越来越明显。
②我国工业机器人密度仅为80 台/万人,远远落后与日韩等。
③2017 年我国工业机器人销量同比增速高达58%。在下游资本开支增速放缓和上年高基数的共同作用下,2018 上半年工业机器人行业产量增速有所回落,但机器换人的大趋势不会变化,公司作为国产工业机器人,未来大有可为。
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