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KUC720AE01 3BHB003431R0101 Использование параметров ABB
After experiencing a sharp decline in December 2017, industrial capacity utilization began to show signs of stabilizing. According to empirical data, the industrial
capacity utilization rate is slightly ahead of the profit performance of industrial enterprises. At the same time, the profitability of industrial enterprises is probably
1-2 quarters ahead of the capital expenditure of industrial enterprises. Therefore, the utilization rate of industrial capacity is an important leading indicator that needs
to be paid attention to. It is important to a certain extent. To a certain extent, it indicates the future profit and capital expenditure trends of industrial enterprises.
In 2019Q3, the industrial capacity utilization rate reached 76.4%, which was the same as in 2019Q2. The gradual stabilization of the industrial capacity utilization
rate indicates that the profitability of industrial enterprises is expected to stabilize in the future, and industrial enterprises may usher in a new round of capital expenditure cycle in 2020.
Fixed asset investment in the manufacturing industry continues to bottom out, and the growth rate of fixed asset investment in the 3C field in the downstream
applications of industrial robots continues to pick up. In November 2019, manufacturing fixed asset investment increased by 2.5% year-on-year, and the growth
rate dropped 0.1 percentage points from the previous value. Manufacturing investment growth is still sluggish. Judging from the growth rate
of fixed asset investment in the three major fields of automobiles, 3C, and electrical machinery, which account for the highest proportion of downstream
applications of industrial robots, the cumulative year-on-year growth rates of investment in the automobile and electrical machinery manufacturing industries in
November were -0.4% and -6.8%. Both are in the bottoming
stage; the cumulative year-on-year growth rate of 3C manufacturing investment was 13.8%, an increase of 0.2 percentage points from the previous value,
and the 3C investment growth rate is on a continuous upward path.
The cumulative year-on-year decline in automobile sales has gradually narrowed, and the cumulative year-on-year decline in smartphone shipments has
stabilized. From January to November 2019, the cumulative sales of automobiles in my country were 23.11 million units, with a cumulative year-on-year growth
rate of -9.10%. The decline narrowed 0.6 percentage points compared with the previous ten months. The cumulative year-on-year decline in automobile sales has
narrowed for 6 consecutive months. It is expected that The cumulative year-on-year growth rate for the whole year was
around -8.0%. From January to November 2019, my country”s cumulative shipments of smartphones were 343 million units, with a cumulative year-on-year
growth rate of -3.8%. The decline in smartphone shipments has stabilized, with a significant improvement compared with the same period last year.
It is expected that cumulative shipments throughout the year will be year-on-year. The growth rate is around -3.5%. We believe that the negative growth in automobile
sales may continue to narrow next year, and the cumulative year-on-year growth rate of smartphone shipments is expected to turn positive. There is strong certainty
that the incremental automation demand in these two
downstream application areas of industrial robots will improve.
A few days ago, Yaskawa Electric President Hiroshi Ogasawara pointed out in an interview with Japanese media that China”s population has reached about
1.4 billion, and domestic demand will definitely grow no matter how the Sino-US trade friction develops. If investment recovers, it will be a short-term benefit to related
companies in corresponding fields.
Perspective of listed companies: The industry has hit the bottom, and the structural characteristics are significant
According to the China Merchants Bank Research Institute, 30 listed industrial robot companies were used as samples to calculate the overall
operating income, net profit attributable to parent companies, gross profit margin, net profit margin and operating net cash flow and other indicators
for the first three quarters of 2019, and found that the overall industry profitability The level has entered a downward channel since Q4 2018, and is
currently in the accelerating bottoming stage, which is cross-confirmed with macro data tracking. At the same time, its research found that for companies
with large customers in different downstream sub-fields
within the industry, their profit levels are significantly differentiated.
In 2019Q1-3, the overall industry revenue declined slightly year-on-year, and the negative growth in single-quarter revenue narrowed
significantly. The industry”s overall operating income reached a historical high of 54.298 billion yuan in 2018, but the operating income growth
rate fell from 33.53% in 2017 to 17.57%; in 2019 Q1-3, the industry”s overall operating income was 38.080 billion yuan, year-on-year It fell slightly
by 0.71%. On a quarterly basis, the single-quarter operating income growth center showed a downward trend, but the single-quarter operating income growth rate in 2019Q3
showed signs of narrowing year-on-year decline. Based on the return of industrial robot production in the past two months and the narrowing
of year-on-year declines in sales of automobiles and smartphones in downstream applications, China Merchants Bank Research Institute infers
that the annual industry revenue growth rate may reach single-digit growth.
05701-A-0550 HONEYWELL Analysis System 57 Calibration plug
1794-TB3 Allen-Bradley Terminal basic unit
1786-TPS Allen-Bradley ControlNet coaxial taps
1756-OB16D Allen-Bradley Diagnostic output module
140XTS00200 Schneider Screw wiring terminal
140XCP51000 Schneider Virtual module with cover
8B0C0320HW00 B&R Auxiliary power module
ZMU-02-(3AXD50000006010) ABB Converter memory card
TSXDSZ08R5 Schneider TSX micro 8 output relay
TSXDMZ28DR Schneider 28 Input/output 24 volt DC relay
TSXDEZ12D2 Schneider TSX MICRO-12 discrete input DC
T8850 ICS TRIPLEX Three-way trusted TMR processor interface adapter
140ACI04000 Schneider Analog input module
TSX3721001 Schneider 37 21/22 PLC configurations
T8830 ICS TRIPLEX ICS three-way trusted TMR ESD SIS
PLX82-EIP-PNC PROSOFT Ethernet /IP to PROFINET controller gateway
MSK050C-0300-NN-M1-UG1-NNNN Rexroth MSK synchronous motor
NLWC-05 ABB Plastic fiber optic cable for communication
05701-A-0512 HONEYWELL 8-way rear channel rack assembly
HP 5517B Agilent laser head/sensor
1786-RPFM Allen-Bradley Control network modular repeater medium distance optical fiber module
1756-TBNH Allen-Bradley Wiring board or RTB module
1756-PA75R/A Allen-Bradley Redundant power module
1756-CN2R Allen-Bradley ControlLogix Controller platform communication module
140SAI94000S Schneider 8 Enter the analog safety input module
VT-HNC100-1-23W-08-P-0 Rexroth Servo drive driver
VM600-IOC4T Input/output card
SPDSO14 ABB DO module, 16 channels
SPBLK01 ABB Blank panel
SCXI-1163R NI Solid state relay, relay switch module
S710D-EST2 GE Independent bidirectional multiprotocol data transceiver
PM3326B-6-1-2-E 80026-529-01 PIONEER MAGNETICS Power module controller
P0926GH FOXBORO Channel communication terminal
MVS-8100C COGNEX PCI image acquisition card
MP226 BACHMANN Touch screen communication module
IW93 HESG440356R1 ABB Controller module
JAMSC-B2605V YASKAWA Processor module
IS215UCVFH2BB GE Circuit board
INIIT03 ABB Local transmission mode
IMDS014 ABB Symphony digital output module
HE700GEN100C GE industrial control card
IC660ELB912J GE Genius Network interface module
FBM230 P0926GU FOXBORO Modbus main (serial and TCP/IP) driver
F8621A HIMA Central processing unit (CPU) module
ENT-10515-R HIRSCHMANN AC AC power module
DSAI130A 3BSE018292R1 ABB analog input module
DKC01.3-012-3-MGP-01VRS Rexroth DKC drives the controller
DIGIFAS-7202 KOLLMORGEN servo drive
DECS-200-2L BASLER ELECTRIC Digital automatic excitation regulator
CX1100-0001 BECKHOFF Power device and I/O port
CI520V1 3BSE012869R1 ABB AF100 communication interface
CC-PCNT02 HONEYWELL C300 module controller
A413654 METSO Communication module
BC25 ABB Robot card parts
A413240 METSO Printed circuit board
086329-004 ABB Control card
5466-316 WOODWARD analog input output module
1786-RPA Allen-Bradley ControlNet Modular repeater adapter
5204-DFNT-PDPMV1 PROSOFT Ethernet /IP to the PROFIBUS DPV1 main gateway
531X303MCPARG1 GE AC Power Supply board
810-017034-005 LAM VME PCBA, processor
8LSA25R0060D000-0 B&R Synchronous motor
64SD1-08KRF1-13 NAI Data multi-function board card
6SM77K-3.000 KOLLMORGEN Servo motor
6SM56-S-3000 KOLLMORGEN Servo drive
5PP320.1505-39 B&R Power panel PP320 BIOS15 “XGA color TFT display
3HAC9710-1 ABB Heat exchanger unit
YNT512D YOKOGAWA Trunk repeater
3BHB003688R0101 ABB Variable frequency circuit board
WR-D4007 RELIANCE Power supply card
VT-VSPD-1-23/V0/0-0-1 Rexroth magnifying plate
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