Overview of military robot concept stocks

In 2022, the sales volume of industrial robots in China reached 303,000 units, up by 15.96% year-on-year, accounting for more than 50% of the global sales volume. For nine consecutive years, it became the world's largest consumer of industrial robots and remained the world's largest industrial robot market. The following small series brings a list of military robot concept stocks. Let's take a look, hoping to bring some reference.

List of military robot concept stocks of military robot listed companies

1, for crystal (688084)

Jingpin special equipment can not only serve the research field of high-end intelligent equipment in national defense science and technology industry, but also focus on providing photoelectric reconnaissance equipment and core components and complete machine systems in the direction of military robots, continue to consolidate, innovate and expand the original reconnaissance and military robot technology system, and also serve a larger market by comprehensively mastering the upstream and downstream core technologies of intelligent and unmanned high-end equipment.

2. Robots (300024)

The company's robots and intelligent equipment products can be applied to the aerospace field.

Robot robot industry leader

Robot (300024) is backed by Shenzi Institute, and its technical strength is first-class in China, which basically opens up the upstream and downstream of the industrial chain and builds a very high competitive barrier. The company has a rich product line of industrial robots, which is expected to grasp the rapid release of demand in the advantageous automobile field and potential low-end production capacity field. Special robots, laser equipment and cleaning robots are becoming new growth points. Essence Securities pointed out that Song Xin is the leader of smart devices with TMT attributes, and both soft and hard will be the leaders in the future. In terms of special robots, the company has become a first-class supplier of military industry and is expected to continue to obtain stable military orders; Service robots are the next blue ocean in the future, which are widely used in government catering, medical rehabilitation, education and entertainment, and Song Xin has actively deployed them.

Bosch shares enter the field of medical robots.

Bo Shi Co., Ltd. (002698) cooperated with Harbin Sizherui and Suzhou Kangduo Robot to invest in complete sets of minimally invasive surgical robots and intelligent instruments. Si Zherui Medical has long been engaged in the research and development of high-end surgical equipment and intelligent medical devices such as minimally invasive surgical robots (domestic Da Vinci robots) and serialized robotic surgical instruments, and its technical level is leading in China. At present, the first generation of products has completed many batches of animal experiments, and the second generation of products has completed product finalization. Essence Securities pointed out that the minimally invasive surgical robot developed by Ruosi Zherui Medical R&D project can be successful as planned, covering more than ten surgical disciplines such as general surgery, thoracic surgery, urology and gynecology, and the equipment has broad application prospects.

Giant star technology plus code industry and service robot

Superstar Technology (002444) increased the number of industrial robots and service robots by investing in national robots and setting up superstar service robots. Different from many domestic enterprises engaged in industrial robots, Superstar Technology has a strong tendency to enter the robot industry. It provides equipment, services or systems with intelligent identification, remote control and complex working ability for various industries and residents' lives. It has a high foothold and a broader potential market space. Relying on the industry experience accumulated by foreign investors from robots in the early stage and the good cash flow provided by the main business of hand tools, the company's industrial upgrading has gone more steadily. Essence Securities pointed out that the company is very optimistic about emerging industries, and will increase investment in the future and gradually become a new profit growth point for the company.

Saiwei is a provider of intelligent UAV flight control system.

The SF 10-A0 1 fixed-wing UAV independently developed by Hefei Saiwei Intelligent (300044) was successfully tested in February this year. This is the first time that the company has appeared in the public eye as a provider of UAV flight control system. At present, the company's main products are fixed-wing drones. The first successful test flight model can carry 10 kg, the maximum can reach 200 kg, the battery life can reach 5 hours, and the maximum flying height can reach 3000 meters. Core control and image transmission technology are independently developed by the company.

Lei Bai Science and Technology officially entered the field of drones

Lei Bai Science and Technology (002577) signed a capital increase agreement with Zero Intelligence on June 20th, 65438, and used its own funds of 50 million yuan to increase the capital of Zero. After the transaction is completed, the company holds 10% equity. Zero degree is a leading developer of unmanned intelligent systems in China, a provider of high-end film and television aerial photography equipment, and a system integrator in the field of small UAV applications and entertainment, providing customers with overall design concepts and solutions. CITIC Jiantou Securities pointed out that Zero is in the top two in the market in the field of multi-rotor UAVs, and the company has strong R&D capabilities and an industry-leading automated production line for integrated application of lightweight robots. The deep cooperation between the two in the field of UAV application segmentation is expected to bring new growth points to the company.

Jiaxun Hong Fei Capital Increase General Robot

Jiaxun Hong Fei (3002 13) announced that it invested in General Robot Company with its own capital of RMB 109485 million, and obtained 60 1% equity. Universal robot is the leading industrial robot industry in China, with strong research and development strength. Guotai Junan pointed out that increasing the capital of general robots, a leading industrial robot enterprise, will strengthen industrial data perception and intelligent execution capabilities and improve the closed loop of industrial Internet. Previously, the company has invested heavily in sensor networks and UAV systems, and has a good layout in sensor links, which will improve the usability of the company's solutions in different environments, enhance competitiveness and get more business.

Huachangda is moving towards a digital factory.

Huachangda (300278) intends to purchase 0/00% equity of Guanjia Technology/KLOC and 0/00% equity of Ke Nuo Technology/KLOC by issuing shares and paying cash. GF Securities (000776) pointed out that the target company, Shi Dewei, is mainly engaged in information services and Internet access services, software development, network engineering and system integration services in value-added telecommunications services, and is the general agent of Baidu in Suzhou, Yangzhou, Huai 'an and Suqian. With Stilwell's participation, listed companies will have a good technical foundation in 40 core technologies such as system software development and application ability of "digital factory" and accelerate their March into digital factory.

Tianqi is the leader of 40 automobile industries.

Tianqi (002009) intends to change the fundraising project. After the change, the project products are remote data acquisition and decision-making platform and intelligent equipment complete system research and development platform, which will help the domestic automobile industry achieve 40% industrial assistance. Automobile industry is an important support in industrial field, and it is the industry with the highest level of automation in manufacturing process at present. In the 1940s, industry, Internet, Internet of Things, cloud computing, big data and so on. It will be widely used in industrial production process to realize flexible production and customized products. Guo Jin Securities (600 109) pointed out that the company is one of the few enterprises in China that moved from 1930s to 1940s. With advanced strategic layout and years of industry accumulation, it is expected to stand at the top of the industry 40 wave.

Shenyang machine tool numerical control machine tool faucet

The main business of Shenyang Machine Tool (0004 10) is CNC machine tools, general lathes, general drilling machines, general boring machines and others. At present, * * * has more than 300 products and more than a thousand specifications, and its market covers the whole country and more than 80 other countries. Among them, high-end CNC machine tools have entered key industries such as automobile, national defense, aerospace and rail transit in batches. As a leading enterprise, the company's output value ranks among the top 20 in the world all the year round. For the whole CNC machine tool market, the CNC machine tool products produced by the company have occupied about 60% of the market share.

Robot concept stocks

603728 Zhi Ming: 09:32 The hollow cup motor 2B on the robot finger.

002896 Zhong Dali De: 09:39 Industrial Robot Reducer 8T5B

002369 Zhuo Yi Science and Technology: 09:42 Augmented Reality Driving Recorder Robot 3B

002338 Aopu Optoelectronics: 09:42 Machine Vision Military Integrated Circuit Carbon Fiber

002527 Xinshida: 09:43 Industrial Robot

00302 1 mega electromechanical: 09:59 robot transmission system car

002685 East China Heavy Machinery: 10:02 Industrial Robot Industrial Machine Tool

002472 double-ring drive: 10:29 robot reducer automobile transmission system

002050 Sanhua Intelligent Control: 10:37 Robot Thermal Management Automotive Thermal Management Household Appliances Accessories

6034 16 Xinjie Electric: 10:37 Robot Machine Vision

6039 15 Guo Mao shares: 10:44 robot reducer.