卖 安川 SGDM-A5ADA
报告期内公司实现营收24.73 亿元,同比增长27.66%;实现归母净利4.96 亿元,同比增长15.72%,EPS 为0.30 元;扣除非经常损益后归母净利为4.58亿元,同比增长25.62%。公司上半年经营业绩符合此前公司业绩指引。
自动化业务和工业机器人业务快速增长。2018 年H1,公司通用自动化业务实现销售收入11.81 亿元,同比增长29%。一方面得益于公司在设备制造领域通过行业专机和多产品解决方案,行业市占率;另一方面则得益于公司在3C、锂电等新兴行业以伺服为核心为客户提供基于工艺的综合解决方案。此外,公司电液伺服业务18H1 实现营收2.76 亿元(含子公司伊士通),同比增长20%。在工业机器人领域,公司以“机器人+工艺”的整体解决方案为核心优势,在手机智造等行业已经实现批量销售,并不断半导体、小家电等行业应用。在产品方面,SCARA 机器人基本完成系列化,可以负载3/6/10/20kg,臂长300mm-1200mm 的应用;视觉产品开始推向市场,锁螺丝、点胶等工艺解决方案也取得进展。2018H1公司机器人业务实现营收4,998 万元,净利润679 万元。
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