The smart manufacturing sector surged in October
Since October, the smart manufacturing index has performed well, with a cumulative increase of 10.35%. Over 80% of concept stocks rose.
In recent years, terms such as intelligent manufacturing and industrial upgrading have been frequently mentioned in various policy documents. Intelligent manufacturing is a human-machine integrated system composed of intelligent machines and human experts, which can carry out intelligent activities in the manufacturing process. Intelligent manufacturing is the core of the new round of industrial revolution, driving the improvement of the level of digitalization and intelligence of various industries.
The intelligent manufacturing equipment it uses refers to manufacturing equipment with functions of perception, analysis, reasoning, decision-making, and control. It is the core of high-end equipment, the frontier of manufacturing equipment and the foundation of manufacturing, and has become the competitive goal of today’s industrially advanced countries. .
The scale of China’s equipment manufacturing industry exceeds 20 trillion yuan, accounting for more than one-third of the global proportion. Zhongyan Puhua Industrial Research Institute believes that the intelligence and automation of manufacturing equipment has become the main direction of the development of the manufacturing industry, and the future development of the intelligent manufacturing equipment industry has broad prospects. In 2020, the domestic market size is 2.09 trillion yuan, and it is expected to reach 2.68 trillion yuan in 2022.
Junpu Intelligent’s third quarterly report performed well
According to the statistics of Securities Times·Databao, as of now, among the smart manufacturing concept stocks that have released three quarterly reports, there are Qingshuiyuan, Shenzhen Technology, Ruisheng Intelligence, Hande Information, Feiliks, Coolte Intelligence, Central Control Technology, Jun The non-net profit of 8 shares of Puzhi Intelligence increased by more than 50% year-on-year. From the perspective of market value, the smart manufacturing track is dominated by small and medium market capitalization stocks. Except for Midea Group and Fii, the market value of the rest of the stocks is below 100 billion.
Among the above-mentioned 8 shares, Junpu Intelligent is the most “young” listed company, which landed on the Science and Technology Innovation Board on March 22 this year. Based in China, the company has 8 production and R&D bases and 4 service technology centers in Germany, Austria, the United States, Canada and other places, laying out global business and participating in the competition of global intelligent manufacturing equipment projects.
The main business of Junpu Intelligent is mainly three parts – new energy intelligent vehicle equipment, medical and health care and industrial digitalization. The company’s products have a wide range of applications and rich practical experience. In the automotive industry, the company in China has obtained projects such as BMW China’s fully automatic rear axle assembly system production line, CEF China’s ADAS radar system intelligent manufacturing equipment, etc. A core supplier of smart manufacturing equipment such as pens.
The company performed well in the first three quarters, achieving a net profit attributable to the parent of 64.7614 million yuan, a year-on-year increase of 24.44%; deducted non-net profit of 37.5932 million yuan, a year-on-year increase of 52.9%. While the performance was excellent, orders in hand reached a record high of 3.5 billion yuan, and the project was progressing smoothly, with a strong momentum in the recognition of sales revenue in the fourth quarter. At the same time, the company’s overall profitability has been significantly improved under a series of management optimization measures. In the first three quarters of this year, the company’s average gross profit margin was 22.31%, an increase of about 3.93 percentage points year-on-year.
Junpu Intelligent attaches great importance to scientific and technological research and development. As of the end of the first half of the year, the company has 129 patents, including 31 invention patents, 95 utility model patents, 3 design patents, and 56 software copyrights. The number of R&D personnel in the company is 553, accounting for 31.4% of the total number of employees, both of which are higher than those of comparable listed companies Eft-U and Haosen.
The company’s business is flourishing
According to Junpu Intelligence, the Ningbo factory will soon deliver an automatic assembly line for a super-large electric drive system. The production line will be applied to the electric drive production of BMW’s full range of electric passenger cars in China. It is one of the largest single investment projects for electric drive production in the Chinese market. Under full production, nearly 400,000 new energy electric drives can be released for BMW each year. capacity. The company won the second electric drive replica line project in July and is expected to complete the delivery in the first half of next year.
Since the beginning of this year, a number of LiDAR mass-produced models have been released, and LiDAR has ushered in explosive growth and entered the first year of popularization. The company recently revealed that it will deliver a lidar assembly and inspection production line for the world’s top 500 auto parts suppliers, which will produce 1 million lidars annually after production.
In September, the company attended the 2022 World Digital Economy Conference and the 12th Smart City and Smart Economy Expo with its self-developed machine vision intelligent detection and human-computer interaction technology and AMR composite mobile industrial robot technology. It was well received and won the “Excellent Enterprise”. “Awards.
The company said that it is currently stepping up efforts to expand the new energy smart vehicle markets in Europe and Southeast Asia, and further achieve economies of scale through the coordinated integration of global resources. In the next step, it will actively expand the new power customers of car-making in North America.