Recently, the “14th Five-Year Plan for Intelligent Manufacturing Development” drafted by the Ministry of Industry and Information Technology in conjunction with relevant departments proposed that by 2025, manufacturing enterprises above designated size will be basically digitalized, and key industries in key industries will initially realize intelligent transformation. By 2035, manufacturing enterprises above designated size will be fully digitized, and backbone enterprises will basically realize intelligent transformation.
With the effective control of the domestic epidemic and the rapid recovery of the domestic manufacturing market, smart manufacturing has become one of the most watched tracks. Some smart manufacturing companies have been investigated by a large number of investment institutions and have gained the favor of capital.
For example, a research report released by Hillhouse Capital last year stated that Hillhouse will continue to expand its investment footprint in subdivided fields such as information automation, industrial Internet, and intelligent robots, and at the same time use the power of capital to connect the new economy and traditional industries to realize society Sustainable economic development.
Harbin Industrial Intelligence (000584), as a leading domestic enterprise engaged in intelligent manufacturing business, has a full industrial chain layout around industrial robots, has core technology and production capacity, or will benefit from the benefits of policies that encourage the development of intelligent manufacturing.
Main business focuses on the field of robotics and artificial intelligence
Harbin Industrial Intelligence is a leading enterprise in the domestic special equipment manufacturing industry, mainly involved in the two major fields of robotics and artificial intelligence. It is mainly engaged in intelligent manufacturing business. It has a full industrial chain layout around industrial robots. Currently, it has formed core components covering upstream industrial robots and midstream industries. The complete industrial chain of robot body and downstream industrial robot applications and industrial robot services. It can professionally provide advanced intelligent flexible production lines for customers in industries such as automobiles, auto parts, and medical equipment. The company currently serves more than 30 customers including Tesla (Shanghai), NIO, BYD, Shanghai Volkswagen, China FAW Group, French Renault, Chery Jaguar Land Rover, Changan Ford, Volvo, Guangzhou Automobile Honda, Brilliance BMW, Baoneng Automobile, etc. Many well-known automobile manufacturers at home and abroad, as well as international first-line auto parts suppliers such as Cosma and Gestamp.
In order to further improve profitability and maintain strong market competitiveness, Harbin Industrial Intelligence continues to strengthen cooperation with high-end auto companies. In the first quarter of this year, it undertook the lotus project, which used multiple advanced technologies, such as narrow-side spr, FDS (self-tapping screw connection), aluminum laser welding, etc. The entire system was developed by the company itself. In addition, Harbin Industrial Intelligence is also the second intelligent manufacturing enterprise in China that adopts the advanced technology of “automatic tightening assembly of rear cover based on vision system”. The company uses its first-mover advantage to further develop new energy vehicle corporate customers. In the first quarter of this year, Harbin Industrial Intelligence signed new energy vehicle production line orders with Weilai, Nanning Ningda, Geely PMA, Yutong Automobile and other auto companies. In the future, it will further increase cooperation with new energy vehicle companies and strive to contribute to the country’s new energy strategy. Make due contributions.
In addition, Harbin Industrial Intelligence has recently relied on its technological advantages to quickly enter the military industry. On January 17, Harbin Industrial Intelligence announced that it intends to acquire 97.9626% of the equity of Jiangji Minke. Jiangji Minke can create synergies in the military business with Harbin Industrial Intelligent Subsidiary Ruifu Electromechanical, which will promote the company’s diversified development and increase new performance growth. point.
On January 25, Harbin Industrial Intelligence also signed the “Strategic Cooperation Framework Agreement” with Aerospace Xintong Technology Co., Ltd. to further strengthen the exchanges of products, technologies, markets, and personnel between the two parties, and jointly promote 5G, artificial intelligence, big data, and high-end The popularization and commercialization of technologies such as intelligent manufacturing and robotics in state-owned industrial enterprises jointly promote the technological transformation and industrial upgrading of key state-owned enterprises.
The future development potential of the intelligent manufacturing industry is huge
Insiders pointed out that the industrial Internet, as a software element of factory digitization, its long-term economic empowerment lies in promoting “cost reduction and efficiency enhancement” in the production and sales management link. The Industrial Internet is the core path for the transformation of the domestic manufacturing industry. Examples of applications in textile, electronics, auto parts and other fields have already appeared. Traditional domestic manufacturers are still facing the situation of low industrial added value and low capacity utilization rate, and the marginal output value of the industrial Internet has enabled the performance of the existing trend in recent years.
Ping An Securities Research Report previously stated that the “14th Five-Year Plan” provides guidance for the future development of the intelligent manufacturing industry. There are a lot of investment opportunities in robotics, high-end CNC machine tools, semiconductor equipment, lithium battery equipment, photovoltaic equipment, rail transit equipment and other fields.
During the 2020 International Industry Fair, Harbin Industrial Intelligence, with the theme of “New Technology, New Industry, New Medical”, showcased new products such as blood sampling and puncture robots, HA006B intelligent arc welding machine, various application robot workstations, and AI industrial design and vision. The cutting-edge achievements in the field show the world the intellectual power of China’s high-end intelligent manufacturing.
In 2021, Harbin Industrial Intelligence stated that it will be based on the automotive industry. On the one hand, it will strive to break the monopoly of foreign brands in the application of industrial robots in the automotive field by improving product performance, cost-effectiveness, and process level; on the other hand, it will also work hard in arc welding. , Ship welding, hardware industry and other general industrial fields have made breakthroughs. In addition, Harbin Engineering Intelligence will invest a lot of manpower and financial resources in the research and development of robot ontology, including process algorithms, control algorithms, etc.; it plans to form a research and development team focusing on AI vision to strengthen its dominant position in the field of artificial intelligence applications. In the future, the company will accumulate strength in the research and development of new technologies, expand the “new industry + new medical” layout, and work hard to serve and continue to empower China’s intelligent manufacturing.
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