In the first three quarters, the overall revenue of the service robot sub-sector was good. The 20 companies achieved operating income of 224.153 billion yuan in the first three quarters, a year-on-year increase of 16.42%.
The auto automation sector continues to pick up. In the first three quarters, the overall revenue of listed companies in the auto automation sector was good, and downstream demand continued to pick up. In the first three quarters of 2016, 12 subsidiaries in the sub-sector achieved operating income of RMB 24.078 billion, a year-on-year increase of 28.02%. In 2015, the global sales of industrial robots exceeded 240,000 units, an increase of 8% year-on-year, with China's sales of 6.6 units leading other countries. The traditional application field of industrial robots is mainly in the automotive industry, accounting for more than 41%. The market share of this segment will exceed 5% in the next three years and still have growth potential.
The logistics automation sector saw a small increase in revenue, and the effect of the extension and consolidation effect was greater. In the first three quarters, the overall revenue of listed companies in the logistics automation sector was in line with expectations. 14 companies achieved operating income of 8.417 billion yuan in the first three quarters, up 6.28% year-on-year; net profit was 628 million yuan, a slight increase of 1.85% year-on-year, slightly better than Year-over-year. In 2015, the market size of China's automated logistics equipment system was about 58.3 billion yuan, of which the market size of automated transportation automation sorting equipment was about 21.62 billion yuan, accounting for about 37.1%. The market is expected to increase by 38% in 2016. By 2020, China's automated logistics equipment system market is expected to reach 174.5 billion yuan, of which automatic transportation sorting equipment is 68.93 billion yuan.
The service robot sector has improved its economy and has long been optimistic about its development. In the first three quarters, the overall revenue of the service robot sub-sector was good. The 20 companies achieved operating income of 224.153 billion yuan in the first three quarters, a year-on-year increase of 16.42%. Excluding the United States Group and Qingdao Haier, the other 18 companies in the industry accounted for an operating income of 23.504 billion yuan in the first three quarters of 2016, a year-on-year increase of 26.86%. In the first three quarters, the sub-sector achieved a net profit of 19.192 billion yuan, a year-on-year increase of 15.93%. After removing the US group and Qingdao Haier, the net profit increased by 21.29%. The incremental market for service robots in the future is mainly due to the increase in market penetration in developing countries. IFR forecasts that the market size of service robots will reach US$18.9 billion in 2014-2017. We expect the outbreak of service robots in China to be near.
The instrumentation and instrumentation sector suffered a narrowing of losses. In the first three quarters, the overall revenue of listed companies in the instrument and instrument sub-sectors was basically flat. 17 companies achieved operating income of 15.384 billion yuan in the third quarter, up 3.91% year-on-year; net profit was -5.33 billion yuan, down 63.26% year-on-year. narrow. The intelligence of instrumentation is an irreversible trend in the development of instrumentation. The application of digital technology in the instrument has rapidly improved its performance and accuracy. The high-precision, high-performance smart instrument is one of the intelligent instruments, and the hardware has been realized. The combination of software and software development from more mature data processing to knowledge processing, and its function to a higher level.
The 3C automation segment performed brilliantly and maintained a high level of prosperity. In the first three quarters, the overall revenue of 3C automation listed companies increased rapidly. 15 companies achieved operating income of 29.472 billion yuan in the first three quarters, a year-on-year increase of 29.98%; net profit of 2.59 billion yuan, a year-on-year increase of 52.45%, the industry is high The development channel of prosperity. The 3C industry is the focus of the robotics industry. The application of automation in the 3C industry is second only to the automotive industry and the application growth rate is large. It is expected to rapidly surpass the automotive industry to become the largest downstream market in the robot field.
The main line of future investment: service robots will witness explosive growth, and the prospects continue to be optimistic. In its sub-sector, we are currently optimistic about the direction of medical robots (including surgical robots and rehabilitation robots) and consumer drones. Focus on the recommended power plant robot / exoskeleton rehabilitation robot standard Keyuan shares, security / home service robot standard superstar technology, it is recommended to pay attention to the domestic active layout of surgical robots and has made significant progress in the Boshi shares, home education entertainment robots labeled Kangli elevator, consumption Level of drones marked by Raytheon Technology. Intelligent logistics is a core component of Industry 4.0. It is the key link between the supply and the client in the entire smart factory framework. It will become the ultimate solution to reduce costs. The market will exceed 100 billion in the next five years. Key recommendation: Yongli shares: light conveyor belt leader, capital increase holding Xinba Technology, is expected to become the leader of the domestic intelligent sorting system; Wuyang Technology: the downstream demand of the main industry is picking up, the performance continues to rise, the acquisition of auto-stereo garage leading Flextronics automation, and Layout information intelligent warehouse logistics. Suggested attention: Shandong Weida: master the core technology of intelligent logistics, acquire Demaike, and actively deploy logistics automation; Dongjie Smart: the leading enterprise of intelligent logistics solutions, focusing on intelligent logistics equipment.
Risk warning: systemic risk in the market; downstream industry demand is lower than expected, M&A progress is less than expected; company project progress is lower than expected; R&D progress is slower than expected; market development is less than expected.
All the 103 companies in the robot industry summarized and analyzed the multi-dimensional in the first three quarters. The important conclusions are as follows: 1. The overall improvement of the robot industry; 2. The downstream demand for automotive automation is heating up, driving the sector to continue to pick up; 3.3C automation sector has achieved brilliant performance and maintained high Boom; 4. The performance of the logistics automation sector has increased slightly, and it has been greatly affected by the extension and consolidation; 5. The service robot sector has improved its prosperity and long-term optimistic about its development.
The robot industry as a whole is improving. In the first three quarters of 2016, the overall revenue of the robot industry was 327.597 billion yuan, a year-on-year increase of 17.06%; the net profit was 25.128 billion yuan, up 13.71% year-on-year, which was better than the same period last year. Among the sub-sectors, the top three sectors in terms of revenue growth rate are 3C Automation (29.98%), Automotive Automation (28.02%), and Logistics Automation (18.36%). The growth rate of the above three sectors is mainly affected by downstream demand; In terms of net profit growth, 3C automation (52.45%) and service robots (15.93%) achieved rapid growth in performance, and service robots are in an accelerated period of accumulation. We are optimistic about its long-term development.The logistics automation sector saw a small increase in revenue, and the effect of the extension and consolidation effect was greater. In the first three quarters, the overall revenue of listed companies in the logistics automation sector was in line with expectations. 14 companies achieved operating income of 8.417 billion yuan in the first three quarters, up 6.28% year-on-year; net profit was 628 million yuan, a slight increase of 1.85% year-on-year, slightly better than Year-over-year. In 2015, the market size of China's automated logistics equipment system was about 58.3 billion yuan, of which the market size of automated transportation automation sorting equipment was about 21.62 billion yuan, accounting for about 37.1%. The market is expected to increase by 38% in 2016. By 2020, China's automated logistics equipment system market is expected to reach 174.5 billion yuan, of which automatic transportation sorting equipment is 68.93 billion yuan.
The service robot sector has improved its economy and has long been optimistic about its development. In the first three quarters, the overall revenue of the service robot sub-sector was good. The 20 companies achieved operating income of 224.153 billion yuan in the first three quarters, a year-on-year increase of 16.42%. Excluding the United States Group and Qingdao Haier, the other 18 companies in the industry accounted for an operating income of 23.504 billion yuan in the first three quarters of 2016, a year-on-year increase of 26.86%. In the first three quarters, the sub-sector achieved a net profit of 19.192 billion yuan, a year-on-year increase of 15.93%. After removing the US group and Qingdao Haier, the net profit increased by 21.29%. The incremental market for service robots in the future is mainly due to the increase in market penetration in developing countries. IFR forecasts that the market size of service robots will reach US$18.9 billion in 2014-2017. We expect the outbreak of service robots in China to be near.
The instrumentation and instrumentation sector suffered a narrowing of losses. In the first three quarters, the overall revenue of listed companies in the instrument and instrument sub-sectors was basically flat. 17 companies achieved operating income of 15.384 billion yuan in the third quarter, up 3.91% year-on-year; net profit was -5.33 billion yuan, down 63.26% year-on-year. narrow. The intelligence of instrumentation is an irreversible trend in the development of instrumentation. The application of digital technology in the instrument has rapidly improved its performance and accuracy. The high-precision, high-performance smart instrument is one of the intelligent instruments, and the hardware has been realized. The combination of software and software development from more mature data processing to knowledge processing, and its function to a higher level.
The 3C automation segment performed brilliantly and maintained a high level of prosperity. In the first three quarters, the overall revenue of 3C automation listed companies increased rapidly. 15 companies achieved operating income of 29.472 billion yuan in the first three quarters, a year-on-year increase of 29.98%; net profit of 2.59 billion yuan, a year-on-year increase of 52.45%, the industry is high The development channel of prosperity. The 3C industry is the focus of the robotics industry. The application of automation in the 3C industry is second only to the automotive industry and the application growth rate is large. It is expected to rapidly surpass the automotive industry to become the largest downstream market in the robot field.
The main line of future investment: service robots will witness explosive growth, and the prospects continue to be optimistic. In its sub-sector, we are currently optimistic about the direction of medical robots (including surgical robots and rehabilitation robots) and consumer drones. Focus on the recommended power plant robot / exoskeleton rehabilitation robot standard Keyuan shares, security / home service robot standard superstar technology, it is recommended to pay attention to the domestic active layout of surgical robots and has made significant progress in the Boshi shares, home education entertainment robots labeled Kangli elevator, consumption Level of drones marked by Raytheon Technology. Intelligent logistics is a core component of Industry 4.0. It is the key link between the supply and the client in the entire smart factory framework. It will become the ultimate solution to reduce costs. The market will exceed 100 billion in the next five years. Key recommendation: Yongli shares: light conveyor belt leader, capital increase holding Xinba Technology, is expected to become the leader of the domestic intelligent sorting system; Wuyang Technology: the downstream demand of the main industry is picking up, the performance continues to rise, the acquisition of auto-stereo garage leading Flextronics automation, and Layout information intelligent warehouse logistics. Suggested attention: Shandong Weida: master the core technology of intelligent logistics, acquire Demaike, and actively deploy logistics automation; Dongjie Smart: the leading enterprise of intelligent logistics solutions, focusing on intelligent logistics equipment.
Risk warning: systemic risk in the market; downstream industry demand is lower than expected, M&A progress is less than expected; company project progress is lower than expected; R&D progress is slower than expected; market development is less than expected.
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