Home > Article > Technology peripherals > Robots at the World Artificial Intelligence Conference show off their skills on the same stage! Sorting out the list of stocks with A-share related business revenue accounting for more than 50%
Financial News Agency, July 8 (Editor Li Chen) The 2023 World Artificial Intelligence Conference is in full swing in Shanghai. More than 400 companies have unveiled new products, and large models at home and abroad have gathered. INTELLIGENT ROBOT COMPETITION. In particular, robots with ever-upgrading capabilities have become stars of the venue as soon as they are unveiled. Their technological breakthroughs and founders' thoughts on the cutting-edge of the industry continue to attract industry attention.
With the World Artificial Intelligence Conference setting off an upsurge, the secondary market has also responded positively. Soochow Securities Chen Gang and others stated in a research report released on July 3 that the robot sector will welcome in mid-May and mid-June. There have been two waves of market trends, and related catalytic events include speeches by Nvidia and Tesla and the release of the "Shanghai Three-Year Action Plan to Promote High-Quality Development of Manufacturing (2023-2025)".
According to Iresearch data, in 2020, China’s intelligent robot market will reach 16.8 billion yuan. With the accelerated integration of new generation information technology, biotechnology, new energy technology, new material technology and robotics technology,
China's intelligent robot market size is expected to exceed 74 billion yuan in 2024.
According to the statistics of Xingkuang from the Finance Association,
the list of some listed companies with robotics business is : Stone Technology, Green Harmony, Eston, Yijiahe, New Star, and Tianzhihang , Jingpin Special Equipment, Aobi Zhongguang, Kelda, Ecovacs, Huazhong CNC, Shenhao Technology, Xinjie Electric, Eft, Robot, Lesai Intelligent, Julu Intelligent, Risong Technology, VEICHI Electric, Topstar, Jingye Intelligent, Fengli Intelligent, Sine Electric, Zhongli De, Nanwang Technology, Shengtong Co., Ltd., Collier, Huachangda, Aistar, Haozhi Electromechanical, CITIC Heavy Industry, Boshi Co., Ltd., Sanfeng Intelligent, Midea Group, Saixiang Technology, Shuanghuan Transmission, Weiguang Co., Ltd., Jiangte Motor, Dali Technology, Jiangsu Beiren, Huichuan Technology, Fujia Co., Ltd., Aolian Electronics, Southern Seiko, Changying Precision, Wenyi Technology , Huali Family, Tahoe Intelligent, etc.
According to Xingkuang data,the top three A-share listed companies with robot business accounting for revenue are Stone Technology, Greenland Harmonic and Guomao Co., Ltd., with specific ratios as high as 95.74% respectively. %, 93.43% and 74.47%. In addition, listed companies whose robot business accounts for more than 50% of revenue include Eston, Yijiahe, New Star, Tianzhihang, Jingpin Special Equipment, Obi Zhongguang, Kelda and Cobos, please see the table below for details:
On May 31, Green Harmonic joined hands with four subsidiaries, namely Kaixuan Intelligent, Jun Micro Power, Enji Technology, and Saiweide, to jointly hold a joint press conference for new products. Four products, including high-precision CNC turntables for machine tools, miniature high-frequency response electrostatic actuators, wall-climbing robots, and robotic hydraulic-controlled grinding and polishing tools, were unveiled for the first time. Soochow Securities Zhou Ershuang and others stated in a research report released on June 5 that on the basis of high precision and high efficiency, Green Harmonic
is equipped with its own Y-series harmonic reducer and successfully breaks through the harmonic Wave turntable rigid limit.
Zou Runfang of AVIC Securities and others stated in a research report released on June 28 that Guomao Co., Ltd. is the
domestic leader in general reducers. Its main products include gear reducers and cycloidal pinwheel reducers. In recent years, it has continued to expand its general product line and enter the precision reducer track through increased R&D and external mergers and acquisitions. Zhou Ershuang of Soochow Securities and others stated in a research report released on May 21 that Eston is the domestic industrial robot leader, with the entire ecological chain covering robots.
Source: Financial Associated Press
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