Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of regions, the decline in orders in Japan, the United States, and other Asian regions (except China and Japan) continued to expand in
Q2. The growth rate of orders in Europe returned to positive levels, and the growth rate of orders in China was -22%, and the decline narrowed.
4. KUKA Q2 robot business situation
In 1986, KUKA entered the Chinese market and presented its first robot to FAW Trucks, which was the first industrial robot used in manufacturing in
China at that time. Subsequently, domestic automobile companies such as Dongfeng and Changan became KUKA”s loyal customers.
Of KUKA”s overall revenue of 26.723 billion yuan in 2017, only the robot segment accounted for 38% of overall sales, of which the Chinese market
accounted for approximately 20%. In terms of KUKA robot application fields, the proportion in the automotive field dropped from 46.4% in 2016 to 35.4%,
while the proportion in other industrial fields increased from 36.6% to 45.3%, and the share in the service field increased from 17.0% to 19.3%. %. Due to the
high proportion of robot business revenue in the field of automotive applications in overall revenue and the severe situation of China”s automobile production and sales
in 2018-2019, KUKA”s industrial robot sales in China have also been affected.
The financial report shows that KUKA China’s new orders in Q1 totaled 173 million euros, a year-on-year increase of 121.5%. Affected by the macroeconomic
environment, KUKA’s Q1 sales revenue in China fell 8.8% year-on-year to 94.2 million euros. However, operating profit was 5.1 million euros, a significant improvement
from the loss of 1.4 million euros in the same period last year. In Q2, its operating income was 800 million euros, down 6% year-on-year; profit before interest and tax (EBIT)
was 23.7 million euros, down 55% year-on-year. During the period, KUKA”s sales revenue in China was 130 million euros, a year-on-year increase of 1.9%; the order volume
was 139 million euros, a 50% decrease from the same period last year.
3. The Japanese robot market continues to slow down in Q3, and the Chinese market leads Europe and the United States and accelerates to bottom out
1. Manufacturing fixed asset investment, automobile and mobile phone sales
From January to September, fixed asset investment in the electronics industry accumulated 11.6% year-on-year, continuing to pick up. From January to September
, the cumulative fixed asset investment in my country”s manufacturing industry was 2.5% year-on-year, and the growth rate declined slightly. Among them,
the fixed asset investment in the automobile manufacturing industry from January to September accumulated 1.8% year-on-year, and the growth rate has
rebounded; the fixed asset investment in the electronics manufacturing industry from January to September accumulated 11.6% year-on-year, and the growth
rate continued to pick up; the fixed assets in the electrical machinery manufacturing industry The cumulative investment amount from January to September
was -7.6% year-on-year, and the rate of decline narrowed slightly.
Automobile production and sales: September car sales dropped to a narrow speed but increased the production speed. In September 2019, China ’s
passenger car sales were 1.9306 million (6.3%year-on-year), and the cumulative sales of 15.24 million (12%year-on-year); the output in September was
1.8647 million Output 15.06 million (13%year -on -year).
The decline in the production and sales of new energy vehicles is amplified. Among them, the sales volume of new energy vehicles in September was
80,000 (34%year-on-year), and the cumulative sales volume of 873,000 (year-on-year increased by 22%) in January to September; Wan (increased by 22%year -on -year).
Mobile phone production and sales: September September smartphone sales decreased and increased, and the output decreased narrowing.
In September 2019, China ’s smartphone shipments were 34.68 million, a year -on -year decrease of 5.7%, and the speed was reduced. From
January to September, the cumulative shipment volume was 27.475 million, a decrease of 4%year-on-year; September smartphone output was
120.65 million, a decrease of 3.6%year-on-year, and the speed reduction was narrowed. The cumulative output from January to September was
906.33 million, a year-on-year decrease of 8.4%, and the speed was reduced.
2. Japan”s export of exports to China has narrowed sharply, and the market accelerates to bottom
Q3 Japan Industrial Machinery Robot Order Production and Selling Orders Speed Speed Speed Steady Steady Steady
According to statistics from the Japan Industrial Robotics Association, the reduction of the Japanese industry robot Q3 orders has narrowed significantly: 4,4275
units, the order value is 170.563 billion yen, a year-on-year decrease of 13.5%and 7.7%(Q2 is -23.4%year-on-year, -16.5 %); Production reduction significantly narrowed
: output 4,5148 units, output value of 172.427 billion yen, decreased by 15%and 7.2%year-on-year (Q2 was -26.6%and -16.7%); Taiwan, sales of 175.931 billion yen,
decreased by 10.6%and 5.5%year-on-year (Q2 was -25.1%, -16.1%year-on-year);
Japan”s export of exports to China has narrowed significantly to -2.18%.
2019Q3 Japan”s export industrial robots to Asia (including China), China, North America, and Europe are 805, 542.99, 217.83, and 17.301 billion yen, respectively,
-4.04%,-2.18%, -16.43%, -34.99%year-on-year The year-on-year was -22.11%, -26.07%, -29.26%, -15.03%).
The significant narrowing of the 20PCT of China”s industrial robot exports in 2019Q3 has narrowed the speed of reduction in North American exports and greatly
expanded European speeds. Q3 Japan”s amount of robotics against China ’s export industry was 54.299 billion yen, a year -on -year decrease of 2.18%, which
greatly narrowed 20PCT. It has narrowed the reduction in exports in North America, and has expanded significantly to Europe”s speed reduction, reflecting that the
Chinese robot market has accelerated the bottom of the European and American markets.
3. Earna, Anchuan, ABB robotic business and China”s income and order improvement
According to statistics from Guojin Securities Report, compared to analyzing the income/orders of the industrial control automation giant 2019q3 robot
business/Chinese region of industrial control automation giants such as Batoka, ABB, Anchuan, Siemens , Omron , etc., all have marginal improvement.
From the perspective of income, the growth rate of the three major robotic giants of Nako, Anchuan, and ABB in 2019q3 was -2.6%, -3%, and -6%, respectively.
The growth rate of income has improved (narrowing or increased or increased), ABB and Omron”s growth rate continues to fluctuate at the bottom; especially for
robotic global leader Q3, the growth rate of robotic revenue in China has returned to 12.6%.
IC754CKF12CTD operator interface device
IC754CKF08CTD 8″ color TFT display
IC754CGL06CTD TFT color touch screen terminal
IC754CGF08CTD operator terminal
IC754CBL06MTD QuickPanel
IC754CBL06CTD GE operator interface
IC754CBF15CTD micro computer interface device
IC754CBF12CTD General Electric Quick Panel
IC754CBF08CTD operator interface
IC754VBF15CTD 15 inch TFT screen
IC200ALG262 8-point analog current input module
LENZE EPZ-10203 Extension Board
MICROSET CP-9200SH/SVA Series SVA Servo Module
ALSTOM TRVC062105000 TRVC070938000 TRVC070938005.A
ALSTOM SDK-C0167-1 12004-08-01 SBS07M076B
ALSTOM SDK-C0147 12004-101-00 SBS04M17C
ALSTOM NRD109475 8RDA44670G01 SA44670.E
ALSTOM NRD108034 8RDB44674G01 SA44674.C
ALSTOM NRD108033 8RDC44667G01 SA44667.C
ALSTOM NRD108031 TRVC070999000 BOTTOM
ALSTOM NRD108028 8RDB43655 SA43655.E
ALSTOM N897163510Q N897163050Q MODEM N897163100U
ALSTOM N897093511D N897093051D DIAGNOSTICA N897093400H
ALSTOM N897092520B N897092057Y TRENO N897092500E
ALSTOM N897066510E N897066010M AOVD N897066000A
ALSTOM N895609510K N895609010R E32OUT N895609100P
ALSTOM N895600512D N895600051C ECPU_1 N895600200Q
ALSTOM N895313512X N95313012D SUP-AL N895313000R
ALSTOM MLU VER.A01 controller
LWN2660-6EG 3BHL000986P7002 DIN Rail Power Supplies POWER SUPPLY
HIMA F8627X 984862765 communication module
HIMA F8621A 984862160 CPU Module
ALSTOM CMU 42015-115-00 module
ABB CI858K01 3BSE018135R1 DriveBus Interface
ALSTOW ANAFAZE CAS200 alert scanner
ALSTOM 730475-D ELEMENTS-F2 PCD board
ALSTOM 42011-106-00 A01 ITC_VIOM_VIOC VER.A01
ALSTOM 12004-102-01 VPS BOARD VER.C
HIMA H51q-HRS B5233-2 997205233 central rack 19 inches, 5 HU
HIMA H51q-H B5233-2 997235233 central rack 19 inch, 5 HU
A-B 1746-TB3G terminal base
1794-ASB Flex I/O Communication Adapter
A-B 1794-OB8EP Flex I/O Digital DC Output Module
Allen-Bradley 1794-IE8 Flex I/O analog input module
A-B 1794-IR8 Flex I/O RTD Module
Allen-Bradley 1794-IB16 FLEX I/O Input Module
Schneider TSX3721101 Modular Base Controller 24 V
Allen-Bradley1756-EN2T EtherNet/IP Bridge Module
1756-IF16 ControlLogix Analog Input Module
Allen-Bradley 1756-PA72 ControlLogix Standard Power Supply
1756-A7 Small and compact chassis
S22460-SRS S200 Brushless Servo Driver
KSD1-08 KUKA 00-122-284 Servo Module
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