"Specialized, Specialized and New" Grand Slam+Industrial R&D Advanced Layout Shanghai Jiyou Robot Bearing Sales Exceed Market Expectations

"Specialized, Specialized and New" Grand Slam advanced layout of industrial research and development, Shanghai Jiyou robot bearing sales exceeded market expectations

Shanghai Jiyou is an important industrial group under Shanghai Electric, specializing in the industrial basic parts industry. After years of development, Shanghai Jiyou has become a one-stop comprehensive service provider of precision industrial parts. Its main business includes aviation and energy blades, industrial fasteners, automotive fasteners, bearings, cutting tools, etc., which are widely used in energy, aviation Aerospace, rail transit, railways, automobiles, industrial applications and services and other fields.

At present, the company has become the domestic enterprise that produces the most complete varieties of angular contact ball bearings required for industrial robot RV reducers, the most advanced technology, and the best quality. Among them, "main bearings required for industrial robots and cycloidal reducers" have won the third prize of the Science and Technology Progress Award of the China Machinery Industry Federation and the Chinese Mechanical Engineering Society, and have also been designated as an industrial foundation project by the Ministry of Industry and Information Technology. Key products, and included in the process application plan "High-precision reducer "one-stop" application plan" demonstration enterprise

It should be mentioned that Shanghai Jiyou’s years of R&D investment and advanced industrial layout are gradually ushering in the harvest period. The sales growth of Shanghai Jiyou’s robot bearings has greatly exceeded market expectations. The industry believes that with the support of AI empowerment and the participation of multiple parties, the implementation of humanoid robots is accelerating, which is expected to open up the road to universal robots, and the future market prospects are broad. The company's Tesla transmission shaft bearings have passed customer testing. Overall, the industrialization of humanoid robots is continuing to advance, and import substitution opportunities are being nurtured. Robots are expected to gradually replace the share of foreign-funded enterprises under the demand for cost reduction.

Advanced layout

The general trend of industrialization of humanoid robots

In the first half of 2023, among the bearings sold by Shanghai Jiyou Robot, medical bearings increased by 40% year-on-year, and railway bearing sales (including services) increased by 30% year-on-year. Sales of aerospace miniature bearings continue to grow. At the same time, the newly-made subway bearings that were successfully installed on the Guangzhou Metro and the Tesla drive shaft bearings that passed customer testing have both achieved good results. High-strength bolts for hydrogen production have also been delivered in large quantities. In addition, GAC Aion has officially signed a drive shaft project for the top supercar HyperGT new energy vehicle, and Ned Kunshan's new energy vehicle fastener orders are expected to account for more than 50% of the total orders

At the same time, the HALO safety protection device invented by the German CPTECH company under Nedschroef has been praised as a "racing black technology" artifact that protects the safety of top international F1 racers since 2018. CPTECH has been deeply engaged in the research and development and manufacturing of high-performance vehicles and systems for many years, and its business covers market segments such as special vehicles, racing and aerospace industries. In particular, it has rich experience and accumulation in rare metal processing and manufacturing, forward-looking technology research, trial production and small batch production, and is a partner recognized by the FIA.

"According to information from Tesla's second-quarter performance briefing, Tesla has produced ten humanoid robots. It is expected to carry out walking tests in January and put them into the factory for practical tests next year. According to the information disclosed by techAU, Tesla La released a new video showing its humanoid robot achieves end-to-end local deployment of neural networks, motion control output based on visual input, and the ability to self-calibrate to accurately position limbs in space using only vision and joint position encoders. It can complete automatic sorting based on the different colors of objects, and has the ability to eliminate dynamic interference in the real world and self-correction capabilities, expanding the application scenarios of humanoid robots." Overall, Li Jialun, an analyst at Sinolink Securities, believes that "the industrialization of humanoid robots It is continuing to advance, and it is recommended to pay attention to the investment opportunities in related sectors brought about by changes in the humanoid robot industry chain."

"The industrialization of humanoid robots is a general trend, and it is recommended to pay attention to the industrial opportunities of domestic operation and control companies." Wu Hao, a researcher at Cinda Securities, believes that "with the support of many parties in AI empowerment, the implementation of humanoid robots is accelerating, and it is expected to open up the road to the generalization of robots. The future market prospect is broad. Tesla is expected to become an industry pioneer with its accumulation of AI computing power foundation for industrial chain migration. On the software side, Tesla has rich accumulation. On the hardware side, due to the need for cost reduction, we are optimistic about the industry opportunities related to domestic operation control companies. . From the perspective of parts and components, industrial control companies are expected to enter the corresponding market through cost and technical advantages."

The content that needs to be rewritten is: Accumulation and accumulation

Seize the historical opportunity of import substitution

In recent years, under the guidance of the national strategy and Shanghai Electric’s “4 2 "The company is committed to becoming a leader in the industrial basic parts industry and becoming the main force in import substitution.

This "specialized, special and innovative" company is committed to in-depth cultivation in the field of subdivided industries in order to become stronger and bigger. Many companies under Shanghai Jiyou have leading business models or cutting-edge technologies in their respective segments and play a vital role in the industry chain

Royal Nedschroef Fasteners Co., Ltd. (Netherlands), a subsidiary of Shanghai Jiyou, is Europe's top automotive fastener supplier; Biaowu is China's largest fastener exporter; Wuxi Blade is the world's leading A supplier of large energy blades, it is also a leading supplier of aero-engine blades and structural parts at home and abroad, accounting for nearly 50% of its aviation business; Shanghai Tool Factory Co., Ltd. is one of the largest cutting tool manufacturers in China, and its carbide CNC tools The products have successfully entered strategic emerging industries such as domestic large aircraft; Shanghai Tianan Bearing Co., Ltd. is a top supplier in the miniature bearing industry. Related products have participated in major national strategic projects for many times and have made outstanding contributions to China's aerospace industry.

It is noteworthy that just recently, Shanghai Tianan Bearing Co., Ltd. successfully obtained the "Aerospace and Defense Contractor Credit Project" (Nadcap) heat treatment certificate issued by the tripartite independent review association PRI (Quality Review Institute). Nadcap is a system that specializes in certifying special processes in the aerospace industry. It is based on the AS9100D aerospace quality management system and focuses on the compliance of the entire special process of products. It is the most comprehensive and in-depth technical system in the world for special processes. Review. The successful passing of Nadcap certification this time is not only an important milestone in the company's heat treatment standardization development, but also marks that the company's special heat treatment process has been recognized by the world's advanced technology system.

In addition, Shanghai United Rolling Bearing Co., Ltd., a subsidiary of Shanghai Jiyou, is one of the very few designated railway bearing suppliers strictly certified by the Ministry of Railways. Ge Shidong, deputy general manager of Shanghai United Rolling Bearing Co., Ltd., said: "In the manufacturing field, there is a saying that, except for the earth, all objects that can rotate need bearings. Whether it is bicycles, electric fans, airplanes, high-speed rails, or even electric vehicles Bearings are almost everywhere in refrigerators, washing machines, rockets and submarines. If we say that the world is spinning at high speed, then bearings are the core of this rotation." National responsibilities and missions run through every member of Ge Shidong's team. Faced with the situation that robot reducer bearings were completely monopolized by foreign countries, Ge Shidong led his technical team to take risks and break through, and tackled key design and manufacturing technologies for angular contact ball bearings required for industrial robot RV reducers. After hard work, they successfully developed 9 models of series products based on their predecessors, fully covering the needs of all robot RV reducers, and participated in the formulation of relevant national standards

Driven by Ge Shidong and his team, Shanghai United Rolling Bearing Co., Ltd. presided over the research and development work of the "High-Performance Reducer Bearing Key Technology and Industrial Verification Platform" project of the Ministry of Science and Technology in 2020. In 2022, it participated in the completion of the "Robot The project "Precision Bearing Development and Application Demonstration" won the first prize of the China Machinery Industry Science and Technology Award.

Keep improving

Achieve the goal of "Specialization, Specialty and Newness" Grand Slam

In terms of "specialization, specialization, innovation", Shanghai Jiyou's business segments are constantly striving for excellence in their respective subdivisions. Among various domestic sectors and enterprises, Shanghai Jiyou has become a single champion enterprise in the manufacturing industry or a "specialized, special and innovative" enterprise

All domestic manufacturing enterprises under Shanghai Jiyou have won the title of "Specialized, Specialized, Specialized and New" at the national, provincial and municipal levels, thereby achieving the grand slam goal of "Specialized, Specialized, Specialized and New". All business sectors and enterprises are in a fully competitive market. If small and medium-sized enterprises under Shanghai Jiyou want to stand out, they must maintain a strong strategic focus on the basis of forming their own core competitiveness, and through continuous technology research and development, process Improvement, quality improvement and other means to build professional, refined, unique and new advantages.

The core competitiveness of Wuxi Blades, a subsidiary of Shanghai Jiyou, lies in its industry-leading forging, special machining and special process capabilities. Wuxi Blade is a company owned by Shanghai Jiyou. The company's core competitiveness lies in its industry-leading forging, special machining, and special process capabilities

Ten years ago, when the coal power business accounted for 80% of the company's business, Wuxi Blade made clear its strategic positioning of vigorously developing "two engines" (gas turbine aero engines), proactively laid out the aviation and gas turbine fields, and proactively From the comfort zone to the period of transformation. During the downturn in the aviation industry that has lasted for many years, Wuxi Blade has always set the strategic goal of becoming a leading enterprise in the "two aircraft" industry. It has overcome difficulties and maintained high investment in the aviation direction, and finally ushered in the vigorous development of the aviation industry ten years later, in 2022 In 2016, Wuxi Blade's aviation business accounted for close to 50% of the company's total revenue, and the two aircraft business accounted for close to 80%, which is a good confirmation that Shanghai Electric's management has repeatedly encouraged technology research and development to "sharpen the sword for ten years."

At present, Wuxi Blades has grown into an influential supplier of blades and structural parts for two aircrafts at home and abroad. It has achieved a number of iconic products that are domestically leading and of the same international level as GE Aviation, Rols-Royce, etc. , Safran, Honeywel, Colins, China Aviation Development Group, AVIC and other well-known domestic and foreign airlines are important suppliers.

In order to promote economic development, we need to innovate mechanisms

Characteristic exploration guided by value creation

Based on the positioning of strategic management and value creation, Shanghai Jiyou Headquarters has strengthened its orientation and services, and has made a series of explorations in management and mechanism innovation in order to promote economic development.

In terms of strategic management and control, in the face of the increasingly complex macro-environment and rapidly iterative industrial changes in recent years, in order to promptly detect strategic deviations, Shanghai Jiyu launched a strategic re-examination in early May this year. With a high starting point and high standards, we introduced tools, improved our position, and opened our minds, and conducted a comprehensive review of the strategic implementation and strategic goals over the past two years. In response to the new strategic goals, functional departments and various sections have formulated a new three-year action plan, sorting out a number of key projects and key points from multiple perspectives such as quality improvement and efficiency improvement, technological innovation, market development, intelligent manufacturing, and human resources. Task.

In terms of optimizing the performance appraisal and salary system, we will strengthen the optimization of performance appraisal and salary redemption rules, emphasize the assessment orientation of "outperforming ourselves and the industry", and at the same time strengthen the major strategic milestone goals of each business unit. and assessment of key nodes. We will also optimize performance redemption rules and set difficulty and challenge coefficients to ensure a strong correlation between individual performance and organizational performance and make it explicit

In terms of equity incentives, Shanghai Jiyou successfully guided Shanghai United Rolling Bearing’s core employees’ shareholding work during 2021-2022. The employees’ cumulative shareholding reached 22.9%, focusing on scientific and technological personnel and core technical personnel. In the past three years of mixed-ownership reform, Shanghai Coupling has effectively stimulated corporate vitality, with sales increasing by nearly 26%, profits increasing by 2.6 times, and asset value increasing by 20%. The company has achieved successive years of operating growth and good economic returns, and was successfully selected as a scientific reform demonstration enterprise by the State-owned Assets Supervision and Administration Commission of the State Council in June 2023

Self-reliance

Technological innovation has become a top priority

Shanghai Jiyou has always placed technological innovation as its top priority. In the past few years, Shanghai Jiyou has made many attempts in the construction of scientific research system, promotion of key projects, open innovation and technological collaboration

The rewritten content is: First, we need to reconstruct the science and technology system and establish a three-tier scientific research decision-making structure from the Jiyou Science and Technology Committee to the Sector Science and Technology Committee and the Enterprise Technology Decision Center. The purpose of this structure is to clarify the agenda and procedures of the Science and Technology Committee, and to give full play to the control role of experts to provide advice and support for major decisions on scientific research and innovation

Rewritten content: Secondly, the scientific research project management mechanism has been optimized and hierarchical classification has been implemented in order to select a group of R&D projects that can support and guide the centralized and optimized medium and long-term development strategy, and give focused attention and support

The third is to insist on building an open innovation system, strengthen the scientific and technological integration of enterprises between Jiyou sectors, Jiyou domestic and foreign enterprises, enterprises within Shanghai Electric Group, and enterprises inside and outside the industry, and build an innovation ecosystem for the industrial basic parts industry through collaboration. .

While the scale and profits of its main business continue to grow steadily, Shanghai Jiyou has always insisted on investing in scientific research. For Shanghai Electric’s “4 2 Currently, Shanghai Jiyou has 483 authorized patents, including 213 invention patents.

Shanghai Jiyou has 1 national-level enterprise technology center, 2 Shanghai municipal-level enterprise technology centers, 1 academician workstation, 1 postdoctoral research workstation, 3 CNAS certified laboratories, and 1 national-level enterprise technology center The center, a Shanghai municipal enterprise technology center and a Shanghai high-end medical bearing key laboratory are in preparation for application. In addition, with its outstanding independent innovation capabilities, Shanghai Coupling was successfully selected as a demonstration enterprise for scientific reform by the State-owned Assets Supervision and Administration Commission of the State Council, becoming the only one of Shanghai Electric and one of the eight selected enterprises in Shanghai. Gong Sixuan

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