Which concept stocks (with shares) are beneficial to the strong demand for robots
Implement the "robot+"application action, organize the precise docking of production and demand, speed up the popularization of mature scenes, increase product innovation in emerging fields, strengthen the application with characteristics in sub-fields, and help the digital and intelligent transformation and upgrading of various industries. So today, Xiaobian is here to sort out which concept stocks are good for robots. Let's take a look!
The overall demand for industrial robots is strong
Recently, thanks to the recovery of manufacturing industry and the acceleration of investment in new energy vehicles, photovoltaics and other fields, the demand for industrial robots is in short supply, and orders are experiencing explosive growth. Domestic industrial robots have started to raise prices this year.
The scale of the robot market continues to grow rapidly, and the trend of robot+application expansion has taken shape, which has continuously expanded a wider range of application scenarios in agriculture, manufacturing, logistics, finance, commerce, home and other industries. According to China Robot Industry Development Report (2122), the robot market in China is expected to reach US$ 17.4 billion in 2122, with an average annual growth rate of 22% in five years.
avic securities pointed out that the overall demand for industrial robots is strong, and the decline in the growth rate of the industry in the first half of the year was mainly due to the epidemic in April-May, which affected the production and delivery. With the epidemic under control, the demand for automation in the manufacturing industry is still rising under the background of replacing people with machines. Some core components of domestic industrial robots have already been able to be replaced by domestic ones, and they are more cost-effective under the tide of price increase, so they are optimistic about the growth of domestic brands.
The share price of many blue-chip stocks has oversold
There are more than 91 concept stocks in the A-share market, including Huichuan Technology and Goer.
Since the beginning of this year, the share price of robot concept stocks has dropped by 1.32% on average, which is far less than the market, showing a certain resilience. The share prices of Jingye Intelligent and Hechuan Technology both rose by more than 1.51% during the year, which was among the top gainers.
The share prices of many concept stocks are currently at a low stage. Judging from the correction range of the latest closing price compared with the high point of the year, the share prices of 26 stocks have retreated by over 31%, including Eston, Goer, Cobos and Tuobang.
Eston is the leading industrial robot in China, with the highest shipment of domestic six-axis industrial robots. The company's business covers the whole industrial chain from automation core components and motion control systems, industrial robots to intelligent manufacturing systems with integrated robot applications. The independent processing rate of key mechanical parts of robots is over 91%, and welding robots are the strongest subdivision of the company's robot business.
tuobang co., ltd. is the world's leading provider of intelligent control solutions. the company can provide multi-category products including controllers, battery packs, BMS, motors and overall solutions for sweeping robots, cleaning robots, mowing robots, commercial robots and service robots, and has achieved batch delivery.
according to the statistics of databao, many oversold stocks achieved excellent results in the semi-annual report. The latest closing price of Goer shares was adjusted back by over 41% compared with the high point of the year. The company has released the performance forecast for the first three quarters first. In the first three quarters of 2122, the company's performance increased slightly, and the predicted net profit was about 3.832 billion yuan to 4.332 billion yuan, with the change range expected to be 15% to 31%. The company said that compared with the same period last year, the intelligent hardware business represented by VR virtual reality expanded and its profitability improved.
The net profit of eight shares, including Saixiang Technology, Wenyi Technology and Jingye Intelligent, doubled in the first half of the year.
What are the concept leaders of robots
Ziguang Co., Ltd. 11938
Ziguang Co., Ltd. mainly provides full-stack ICT infrastructure and services such as network, computing, storage, cloud computing, security and intelligent terminals with leading technology. The company's main products include network equipment, routers, storage products, cloud computing and cloud services, security products and services, and intelligent terminals.
Zhongzi Technology 688737
Zhongzi Environmental Protection Technology Co., Ltd. focuses on the research, development, production and sales of environmental protection catalysts. The company's main products are catalyst products for motor vehicle exhaust treatment, in-use vehicle modification products and new car/machine supporting products.
wanrun co., ltd. 112643
zhongneng wanrun co., ltd. is mainly engaged in the research, development, production and sales of products in information materials industry, environmental protection materials industry and big health industry, among which the products of the company in information materials industry and environmental protection materials industry are all functional materials.
Longhua Technology 311263
Longhua Technology Group (Luoyang) Co., Ltd. is engaged in research and development, production and sales of heat transfer and energy-saving products; Environmental protection water treatment products and services; Research and development, production and sales of new materials such as targets; Research and development, production and sales of new materials for national defense and military industry.
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