AI robots were born, and intelligent equipment companies made efforts in the robot business

Mondo Technology Updated on 2024-02-01

The 210th issue of the research value group [unraveling new high stocks] series.

Jessica, Literature and Research Value Group

Editorial Value Group Jessica

January 9th,Mitutoyo Intelligence(300276.sz)**12.66% and closed at 427 yuan shares, with a market value of 6 billion yuan.

The robot industry has great prospects

On the news side, recently, the Ministry of Emergency Management and the Ministry of Industry and Information Technology jointly issued a report onAccelerate the development of emergency robotsguidance.

The opinion statesBy 2025, a number of advanced emergency robots will be developed, greatly improve the level of scientific, professional, refined and intelligent; Build a number of emergency robot combat testing and demonstration application bases in key scenarios, and gradually improve the development ecosystem; The deployment of emergency robots has been continuously enhanced, the equipment system has been basically constructed, and the actual combat application and support level have been comprehensively improved.

On the whole, the world's top technology companies and research institutions have made considerable breakthroughs in robot research and development. Since the breakthrough of artificial intelligence technology in 2023, it has provided an important driving force for the innovation and development of robotsThe world is ushering in a boom in the integration and development of humanoid robots and general artificial intelligence

Humanoid robot startup Figure releases "Figure 01" to make coffee**. The great thing about it is that through **human demonstration**, it only takes 10 hours of end-to-end training to learn and complete this task completely autonomously. According to founder Brett Adcock, Figure 01 uses an end-to-end neural network, which receives the ** of human coffee brewing, and then outputs the action trajectory, so that the robot can finally complete autonomous operation through imitation, with autonomous error correction function, and said, this isChatGPT moments for robotics

In addition, the Stanford Chinese team's stir-fry robot Mobile Aloha is popular all over the Internet. mobile alohaNot only can it be operated autonomously, but it can also support full-body remote control。At the same time, the Mobile Aloha system uses supervised behavioral cloning and co-training methods to simulate complex real-world tasks, which is more economical.

Guotai Junan believes that robots, like the automobile and mobile phone industries, will be a winner-takes-all competition pattern in a stable state in the future. Full-stack self-developed AI robot ontology manufacturers with software and hardware have a better chance of winning, and they should pay attention to companies that carefully polish their products and accumulate late-mover advantages. Large manufacturers with underlying operating systems can acquire or set up their own ontology teams, and enterprises with the ability to integrate and innovate the whole chain have a greater chance of winning.

Focus on the field of advanced manufacturing intelligent equipment

Mitutoyo Intelligent said on the investor interactive platform on January 8 that the company's holding subsidiary, Hubei Mitutoyo Robot, is aSpecializing in A** robots, handling robots and robot automated production linesR&D and production of high-tech enterprises.

The main products are: magnetic stripe navigation, electromagnetic navigation, laser navigation, ** navigation, visual navigation, SLAM navigation A** automatic guided vehicles, Cartesian coordinate robots, automated production lines, intelligent mobile workbenches, efficient on-line and off-line mechanisms, etc. Products are widely used in automobiles, home appliances and electronics, construction machinery, warehousing and logistics, light industry and other industries

Mitutoyo Intelligent is a leading supplier of industrial intelligent equipment in China, and the inflection point of application demand in many downstream industries has emerged.

As a leading provider of customized intelligent manufacturing equipment system solutions, Mitutoyo Intelligent has been engaged in related customized and personalized R&D and manufacturing, and is one of the earliest enterprises to enter this field in China. Over the years, the company has accumulated rich management experience in system integration technology and large-scale project managementWith strong project general contracting capabilities, it ranks among the first echelons of the industry

Affected by the slowdown in domestic economic growth and the intensification of foreign geopolitical conflicts in the past few years, the competitive landscape of China's manufacturing industry has generally deteriorated.

Since the third quarter of 2022, the amount of contract liabilities has increased significantly, and the prosperity of orders and production scheduling has increased significantly. As of the end of 2022, the total sales orders implemented by the company were 401.1 billion yuan, a significant year-on-year increaseThe company's intelligent equipment business is expected to enter a period of rapid growth in the next three years

Mitutoyo Intelligent actively expands the synergy of its main business and industrial chainFocus on the field of advanced manufacturing intelligent equipment

Focusing on the field of high-end manufacturing through foreign investment, the company has cultivated and laid out a number of intelligent equipment businesses in advanced manufacturing industries, involving high-end manufacturing fields such as general contracting of automotive intelligent equipment projects, pan-semiconductor fields, intelligent cockpit fields, new energy (solar energy, wind energy, photovoltaic charging and optical storage, etc.) project development, construction, operation and consulting services.

Mitutoyo Intelligent gives full play to its technical advantages and core competitiveness in conveying and welding processes, expands new business application fields, achieves better cross-industry and upstream and downstream collaboration in the industrial chain, expands the company's development and growth space, and further improves its competitiveness.

In the first three quarters of 2023, Mitutoyo Intelligent achieved operating income of 121.9 billion yuan, a year-on-year increase of 2257%;Net profit attributable to the parent company is 03.8 billion yuan, a year-on-year increase of 1925%;Deduct non-net profit 03.3 billion yuan,This represents a year-on-year increase of 13968%

Chuancai** said that it is expected that from 2023 to 2025, the company will achieve operating income46 and 365.8 billion yuan, with a compound growth rate of 40% in the next three years based on 2022; Net profit attributable to parent company26 and 18.9 billion yuan, corresponding to EPS09 and 0$14.

Risk Warning: The recovery of demand in the industrial automation equipment industry is lower than expected, the fixed investment repair in the automotive industry is lower than expected, and the company's profitability improvement is lower than expected.

This column is only a review and explanation of the value group, and any views and ** mentioned are examples only, and are not trading advice. **There are risks and investment should be cautious.

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