Constraint cost of key parts and components of red

Upstream of the robot industry chain: the restriction cost of key parts of the reducer

the whole robot industry chain is mainly divided into three levels: upstream core parts, midstream equipment manufacturers and downstream industry applications

core components refer to the robot transmission system, control system and human-computer interaction system, which play a key role in the performance of the robot, and have universal and modular component units, which are mainly divided into three parts: robot reducer, AC/DC servo motor and controller

at present, the domestic robot industry still lags behind Japan, the United States, South Korea and other developed countries in monomer and core parts. On December 30 last year, the Ministry of industry and information technology issued the guiding opinions on promoting the development of industrial robot industry, emphasizing the need to achieve breakthroughs in core technology and parts

at present, there is no domestic precision reducer manufacturer that can provide large-scale and reliable performance; 75% of the global market is occupied by two Japanese enterprises, with about 60% of RV reducers produced by nabotesk and about 15% of harmonic reducers produced by harmonica

taking Yaskawa electric es165kg as an example, the total value of six precision reducers is about 20800 yuan, accounting for 12% of the cost of the whole machine; For the same type of domestic products, the cost of six precision reducers is about 91000, accounting for 31% of the cost of the whole machine. Precision reducer has become the first factor restricting the cost reduction of domestic industrial robots

professor wangtianmiao, leader of the key robot special expert of the 12th Five Year Plan of the Ministry of science and technology, once pointed out that the era of large-scale application of industrial robots in China will come only through the long-term investment of the state in the field of high-end manufacturing, the localization and autonomy of components, and the substantial reduction of costs and pricing

however, some domestic enterprises are making steady progress in the research and development of precision reducers. Zhejiang Hengfengtai, Jiangsu zhenkang, Beijing Zhongji Kemei and others have successively launched their own robot joint reducers, while Qinchuan development has developed a prototype RV Reducer in 1998. In 2009, Qinchuan development carried out optimization design and improvement on the basis of the original 250aii reducer, making the product more competitive in performance, reliability and cost performance

in July last year, Qinchuan development announced that it planned to invest 194 million yuan to build a technological transformation project of 90000 sets (phase I) of industrial machines to improve the control ability of the upstream raw material market. The company's industrial robot joint reducer project has a total planning of 180000 sets, which will be implemented by stages; The project (phase I) is expected to reach production in 2015. It is understood that Qinchuan development has received major special support from the national robot joint reducer to press the red stop button to interrupt the experimental production line

in addition, Shanghai Electromechanical introduced foreign advanced precision reducer technology through capital increase and holding

in April last year, Shanghai Electromechanical increased its capital by 20million yuan to take shares in Nabo transmission. After the capital increase, Shanghai Electromechanical accounted for 51% of the equity, and Japan Nabo accounted for 49% of the equity. Nabo of Japan is the leading enterprise in the field of precision reducer in the world, with a stable market share of 60%. Due to this cooperation, Shanghai Electromechanical has also obtained the agency sales right of nabotsk's precision reducer in China. After that, the two sides will gradually build R & D and production bases in Shanghai and produce medium and low-end precision reducers in China

compared with the reducer, the servo motor and driver market has not formed a monopoly of major manufacturers, and several major international manufacturers have also established division factories in China, with sufficient supply and relatively reasonable product prices. In addition, some domestic companies have also made achievements in the field of servo motors and drives, and their product quality is catching up with international merchants, occupying a certain market share

an analyst in the field of mechanical automation in Shenzhen told the financial weekly: domestic companies have accumulated a certain amount of technology and capital in the field of servo motors and drives. Moreover, recently, listed companies have also increased investment and mergers in this field. Entering the market quickly can meet the standards and obtain normal production sites, and should expand downstream in the future

among domestic listed companies, Huichuan technology, yingweiteng, Huazhong CNC, xinshida and other companies cover the production of servo motor products

HUI4 Adopting the two-stage standard reduction electromechanical hammer lifting technology, it is a leading enterprise in the field of industrial control automation technology in China. Its products cover all levels of industrial control automation, and its main products include PLC, HMI, frequency converter, servo system, servo motor, etc. In 2012, Huichuan technology and Jiangsu weiterli Motor Manufacturing Co., Ltd. jointly funded the establishment of Jiangsu Huicheng Motor Co., Ltd

microtly is a large-scale enterprise specializing in motor manufacturing. The cooperation between the two companies is expected to reduce the production cost of ISMG series servo motors and obtain a stable supply of motor products. The implementation subject of servo motor and direct drive motor products in the two raised investment projects of the company is the subsidiary Jiangsu Huicheng

in the field of drives, listed companies such as robots, Cixing shares and xinshida have been involved

in December last year, Cixing announced that it planned to sign cooperation agreements with Gu high tech (Shenzhen) Co., Ltd. and Wuhu Binjiang Intelligent Equipment Industry Development Co., Ltd. to jointly operate robot drive and control system projects through the establishment of Wuhu Gu high automation technology Co., Ltd

among them, 50million yuan is invested in the first phase. The project adopts its own technology and purchases advanced production equipment such as automatic visual printing machine and high-speed chip mounter. After the completion of the first phase, 5000 sets of robot controllers will be produced annually

the technology source of the joint venture mainly comes from Gu hi tech (Shenzhen) Co., Ltd. The products of the company are widely used in industrial control fields such as robots, CNC machine tools, electronic processing and testing equipment, laser processing equipment, printing machinery, packaging machinery, garment processing machinery, production automation, etc

xinshida also entered the field of key robot parts by means of mergers and acquisitions

in January this year, xinshida announced that it planned to acquire 100% shares of Shenzhen zhongweixing Technology Co., Ltd. through equity + cash, with a transaction price of 600million yuan. After the acquisition, xinshida's business will expand to the field of key robot parts. That's right. Xinshida's stock rose by the limit for six consecutive days, and its share price soared by 77.23%

zhongweixing is the second controller enterprise in China, with a long history of controller development. The SCARA robot of zhongweixing has been supplied to Foxconn, Goethe acoustics and other electronic enterprises. In the future, it will extend from controller to servo motor and robot

as early as last September, xinshida used the over raised capital of 50million yuan to set up a robot business subsidiary. It plans to officially put the new robot production base into operation in June this year. It plans to produce no less than 100 robots in 2014, no less than 300 robots in 2015, and no less than 1000 robots in 2016. Through the acquisition, xinshida is expected to speed up the mass production of robots. (caizhoubao bat listed company major project laboratory researcher daijianmin/text)