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2014年半年報(bào)披露臨近收官,機(jī)構(gòu)對(duì)上市公司的調(diào)研熱情日益高漲。上證報(bào)記者從深交所互動(dòng)易平臺(tái)獲悉,僅25日一天就有約41家上市公司披露機(jī)構(gòu)調(diào)研報(bào)告,與此前一周的調(diào)研數(shù)量相當(dāng),可見(jiàn)機(jī)構(gòu)調(diào)研積極性之高。值得關(guān)注的是,延續(xù)機(jī)構(gòu)對(duì)傳統(tǒng)制造業(yè)的高青睞度,近期機(jī)械制造業(yè)上市公司的“智能化”轉(zhuǎn)型升級(jí)動(dòng)向成為機(jī)構(gòu)關(guān)注的焦點(diǎn)。
機(jī)構(gòu)關(guān)注機(jī)械制造公司轉(zhuǎn)型
在一次調(diào)研報(bào)告中,回轉(zhuǎn)支承方圓支承(002147)暢談了轉(zhuǎn)型升級(jí)的發(fā)展規(guī)劃。方圓支承認(rèn)為,目前,工程機(jī)械行業(yè)處在一種休整階段,是前期高速發(fā)展后的一個(gè)調(diào)整期,經(jīng)過(guò)這么多年的積累和提升,工程機(jī)械行業(yè)還是有較大空間的;同時(shí),海外市場(chǎng)也具備更大的發(fā)展?jié)撃堋9径ㄎ幻鞔_,繼續(xù)做強(qiáng)做實(shí)主業(yè)。“希望通過(guò)夯實(shí)管理基礎(chǔ),提升內(nèi)部控制,向智能、及新興市場(chǎng)領(lǐng)域拓展,并通過(guò)資本市場(chǎng)進(jìn)一步發(fā)展壯大,努力實(shí)現(xiàn)公司的轉(zhuǎn)型升級(jí)。”
據(jù)了解,方圓支承可以為大型機(jī)械手、工程機(jī)器人(300024)等產(chǎn)品做配套服務(wù),為重載荷、靈活性要求較高的機(jī)器人配套回轉(zhuǎn)機(jī)構(gòu)。公司進(jìn)一步透露:“將積極支持參股的驚天智控公司進(jìn)一步拓展機(jī)器人產(chǎn)業(yè)鏈,有效借助政府相關(guān)的產(chǎn)業(yè)政策,我們相信機(jī)器人產(chǎn)品未來(lái)有較大的市場(chǎng)潛能和發(fā)展空間。”同時(shí),公司透露將根據(jù)自身發(fā)展需求考慮是否繼續(xù)增持驚天智控。
方圓支承半年報(bào)顯示,上半年公司依托產(chǎn)品技術(shù)、品牌質(zhì)量和差異化客戶(hù)服務(wù)的市場(chǎng)競(jìng)爭(zhēng)模式,實(shí)現(xiàn)營(yíng)業(yè)收入2億元,同比上升9.34%;歸屬于上市公司股東的凈利潤(rùn)386.21萬(wàn)元,同比上升246.38%。
同屬通用設(shè)備制造業(yè)的亞威股份(002559,股吧)的半年報(bào)也透露,將加速公司數(shù)控機(jī)床轉(zhuǎn)型智能化引入工業(yè)機(jī)器人技術(shù)步伐,實(shí)現(xiàn)公司產(chǎn)品鏈向、智能、自動(dòng)化方向跨越式發(fā)展,助推公司主營(yíng)業(yè)務(wù)轉(zhuǎn)型升級(jí)節(jié)奏加快。
今年6月,亞威股份牽手德國(guó)庫(kù)卡設(shè)立機(jī)器人合資公司。亞威股份日前在接受調(diào)研期間坦言:“與德國(guó)Reis公司合作是為了進(jìn)軍機(jī)器人業(yè)務(wù)領(lǐng)域,拓寬公司發(fā)展空間,推進(jìn)機(jī)器人在成形機(jī)床自動(dòng)化領(lǐng)域的應(yīng)用,加速亞威主營(yíng)業(yè)務(wù)轉(zhuǎn)型升級(jí)步伐。”
同樣,銳奇股份(300126)也正闊步于智能化轉(zhuǎn)型之路。公司昨日在調(diào)研報(bào)告中透露:“公司機(jī)器人樣機(jī)將于9月推出。”
今年4月,銳奇股份通過(guò)設(shè)立全資子公司、合資公司以及參股江蘇*光電儀器股份有限公司,涉足智能工業(yè)機(jī)器人等智能制造裝備產(chǎn)業(yè)。據(jù)悉,新設(shè)公司將開(kāi)展包括智能工業(yè)機(jī)器人、傳感應(yīng)用等為代表的,以信息化、網(wǎng)絡(luò)化、自動(dòng)化和智能化為技術(shù)方向的智能制造裝備的研發(fā)和運(yùn)營(yíng)業(yè)務(wù)。銳奇股份表示,上述項(xiàng)目的實(shí)施,將使公司抓住產(chǎn)業(yè)契機(jī),集中優(yōu)勢(shì)資源快速完成產(chǎn)業(yè)布局,有助于公司的產(chǎn)業(yè)升級(jí)和轉(zhuǎn)型。
除此之外,雷柏科技(002577)、*科技(002444)等通用設(shè)備制造公司也紛紛在調(diào)研報(bào)告中表示,公司希望由傳統(tǒng)產(chǎn)業(yè)向高科技產(chǎn)業(yè)轉(zhuǎn)型升級(jí)并進(jìn)入高科技領(lǐng)域。機(jī)器人、均勝電子(600699)等上市公司更是在近日掏出“真金白銀”踐行轉(zhuǎn)型升級(jí)的目標(biāo)。
Fanuc A06B-6050-H005 AC Servo Drive
Fanuc A06B-6050-H103 AC Servo Drive
Fanuc A06B-6058-H012 AC Servo Drive
Fanuc A06B-6057-H004 AC Servo Drive
Fanuc A06B-6050-H104 AC Servo Drive
Fanuc A06B-6057-H006 AC Servo Drive
Fanuc A06B-6050-H102 AC Servo Drive
Fanuc A20B-1000-0770-?01 Power Supply
Fanuc A06B-6058-H025 AC Servo Drive
USAFED-25XA2T Yaskawa AC Servo Motor Series F 25.5A
Fanuc A06B-0512-B006 AC Servo Motor
Yaskawa JANCD-CG31 CNC Board
Yaskawa CMPC-CM34C-4 AC Spindle Drive
Mitsubishi MDS-B-SVJ2-10 AC Servo Drive
Yaskawa 1.0kW (1.3HP) SGMS-10A6ABC AC Servo Motor
Yaskawa 0.4kW UAJPEA-04BA4KB Juspoint AC Turret Motor
Yaskawa UAJPEE-08DK2K Juspoint AC Turret Motor
Magnetek 503/G3 460V 0.7kW GPD503-DS313 Inverter
Magnetek 503/G3 460V 0.7kW GPD503-DS304 Inverter
Yaskawa Magnetek GPD503 460V 2.2kW CIMR-G3U42P2
Yaskawa Magnetek GPD503 460V 3.7kW CIMR-G3U43P7
CIMR-G3U40P7 Yaskawa AC Inverter G3 Series 2.6A 1 HP
Yaskawa JANCD-FC006 CNC Board
Fanuc A06B-0315-B004-?7000 A06B-0315-B004#?7000 AC Servo Motor
Yaskawa SGMP-02AWYR11 AC Servo Motor
Hitachi Seiki 16-12-00-00 CNC Board
Yaskawa SGMP-02AWYR12 AC Servo Motor
Yaskawa JPAC-C362.02 PCB Inverter
Quick and Reliable Repair of your Mitsubishi Spindle Drive FR-SF-2-7.5K Warranty
Okuma OPUS7000 1911-2204 CNC Board
*REPAIR SERVICE* Mitsubishi FR-SF-2-5.5K *Warranty*
Mitsubishi 2.0kW N-Type / 1.0kW L-Type HA100NC-S AC Servo
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Hitachi Seiki 00-00-03 CNC CPU Board
Yaskawa 0.5kW (0.60HP) SGMG-05V2DB AC Servo
Mitsubishi MDS-A-V1-05 AC Servo Drive
Yaskawa 460V 5.5kW CIMR-G5M45P5 AC Inverter
Yaskawa 460V 5.5kW CIMR-G5C45P5 AC Inverter
Yaskawa 460V 5.5kW CIMR-G5E45P5 AC Inverter
Yaskawa 230V 5.5kW CIMR-P5U25P5 AC Inverter
Yaskawa 460V 5.5kW P5/P5+ CIMR-P5M45P5 Inverter
Magnetek 515/G5 460V 14A 5.5kW GPD515C-B014 Inverter
Yaskawa G5 460V 5.5kW CIMR-G5U45P5 Inverter
Yaskawa 460V 5.5kW P5/P5+ CIMR-P5U45P5 Inverter
Magnetek 506/P5+ 460V 14A 5.5kW GPD506V-B014 Inverter
Fanuc Taper shaft A06B-0313-B005 AC Servo Motor
Yaskawa 400W (0.5HP) SGM-04AW12 AC Servo
Yaskawa JANCD-JCP04-1 CNC Board
SGMS-15A6AB Yaskawa AC Servo Motor Sigma I 9.5A
Yaskawa Sigma II 2.9kW 1500RPM SGMGH-30DCA61 Servo Motor
Yaskawa 1.5kW 200V SGDM-15AC AC Servo Drive
CACR-HR60BB-Y22 CACR-HR60BB-Y81 REPAIR SERVICE
Yaskawa Sigma II 1.5kW 2.0HP SGMPH-15AAA21 Servo Motor
Yaskawa 850W; 1500RPM SGMGH-09D2A61 AC Servo
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Hitachi Seiki 16-02-02-01 CNC Inverter Board
Okuma BL-MC50E-20TB AC Servo Motor
Okuma 1911-1278 CNC Board
Yaskawa ETC670430 PCB Inverter
Yaskawa JPAC-C360.02 PCB Inverter
Yaskawa 0.75kW UGCMED-08AA1SF DC Servo
Siemens 3-424-2387A01 Keypad
Yaskawa UTOPE-300FC80 3000 pulses/rev Encoder
Yaskawa FELQ-5
USAGED-20L22T Yaskawa AC Servo Motor Series G 19A
A-B NIPPONDENSO .45kW 8500-A1D-L1B AC Servo Motor
Yaskawa 750W (1.0HP) SGMP-08AW14 AC Servo
CACR-HR44BAB-Y9 CACR-HR44UB-Y6 CACR-HR44UB-Y9 CACR-HR44SB REPAIR SERVICE
CIMR-F7U4011 Yaskawa AC Inverter F7 Series 24 A 15 HP
Yaskawa 4.4kW 200V SGDB-44ADG-Y8 AC Servo Drive
Yaskawa 1.5kW 200V SGDC-15AJA-Y3 AC Servo Drive
Yaskawa 1.5kW 200V SGDC-15AJA AC Servo Drive
Yaskawa 1.5kW 200V SGDB-15AN AC Servo Drive
Yaskawa 1.5kW 200V SGDB-15ADP AC Servo Drive
Yaskawa 1.5kW 200V SGDB-15ADG-P-Y8 AC Servo Drive
Yaskawa 1.5kW 200V SGDB-15VD-Y1 AC Servo Drive
Yaskawa 1.5kW 200V SGDB-15ADG AC Servo Drive
Yaskawa 1.5kW 200V SGDB-15VN AC Servo Drive
Yaskawa 850W 200V SGDB-15VN-Y111 AC Servo Drive
Mitsubishi 7.5kW; 10 HP FR-A220-7.5K-U3 Inverter
Mitsubishi FR-A220E-7.5K-1?5
Toko Inc HS-01
Mitsubishi 7.5kW; 10 HP FR-A220E-7.5K-U?L
Repair Service For Your Existing Yaskawa CACR-IR44SC1 CACR-IR44SFB CACR-IR44SFC
Yaskawa 2.0kW 2.7HP SGMG-20A2A AC Servo Motor
Hitachi Seiki 01-05-53-00 CNC Servo Board
Yaskawa SMC-2000-2IM
Yaskawa 0.9kW (1.2HP) SGMG-09A2ABC AC Servo
Yaskawa SGMPH Sigma II 1.5kW (2.0HP) SGMPH-15A1E4CD AC Servo Motor
Yaskawa M Series USAMED-06MS2S AC Servo Motor
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Yaskawa ETC670033 PCB Inverter
Yaskawa JANCD-JSV01-4 CNC Board
Yaskawa G Series USAGED-09A21OE AC Servo Motor
Yaskawa 400V 220kW (300HP) CDBR-4220
USAFED-05DA2K Yaskawa AC Servo Motor Series F 3.8A
Yaskawa 0.2kW / 0.2HP USAGED-02A22T AC Servo
Mitsubishi MR-J2S-100B AC Servo Drive
Yaskawa JANCD-FC620 CNC Board
Yaskawa 2.0kW / 2.4HP USAFED-20FB1 AC Servo
Fanuc A06B-6079-H101 AC Servo Drive
Yaskawa 1.0kW 200V SGDC-10AJA AC Servo Drive
Yaskawa 1.0kW 200V SGDB-10VD AC Servo Drive
Yaskawa 1.0kW 200V SGDB-10AN-Y11 AC Servo Drive
Yaskawa 1.0kW SGDB-10ADG AC Servo Drive
Yaskawa 1.0kW 200V SGDB-10AN AC Servo Drive
Yaskawa 1.0kW 200V SGDB-10ADG-Y8 AC Drive
Yaskawa 0.9kW (1.2HP) SGMG-09V2DBC AC Servo
USASEM-02AS2K Yaskawa AC Servo Motor Series S 2.1A
USASEM-02YRS12 Yaskawa Motoman AC Servo Motor Series S
Fanuc A06B-0313-B004 AC Servo Motor
Yaskawa 5.0kW / 6.2HP 400V SGDH-50DE AC Servo Drive
Yaskawa ETC613062 PCB Inverter
Yaskawa JPAC-C233.533 PCB Inverter
Honeywell CXS0050HPV35G2I?1 Inverter
Yaskawa ETC670460 PCB Inverter
Yaskawa CPCR-MR-CM08 PCB Servo Drive
Okuma BL-80E-20T AC Servo Motor
Yaskawa 850W; 1500RPM SGMGH-09DCA6C AC Servo
Yaskawa 750W / 1.01HP SGD-08AP AC Servo Drive
Yaskawa 750W SGD-08AN AC Servo Drive
Yaskawa 3.0kW (4.0HP) SGMG-30A6AB AC Servo
SGMG-09A2AAB Yaskawa AC Servo Motor SIGMA I 200VAC 7.1A
*SPECIAL SALE* Okuma AC Servo BL-D50D 50A FREE SHIPPING*
*SPECIAL SALE* Okuma AC Servo BL-D75D 75A
Yaskawa ETC008620 PCB Servo Spindle
Yaskawa ETC503122-S0193 PCB Servo Spindle
SANMEI ATC-10E Inverter Turret Drive
Okuma E0105-566-055-1 Human Machine Interface
Hitachi Seiki 01-04-03-02 CNC Board
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Yaskawa SGMP-08AWYR41 Motor ** FREE SHIPPING**
Yaskawa EUX003500 Fan
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Yaskawa 1.0kW (1.3HP) SGMSH-10ACA6C AC Servo Motor
Yaskawa 200V SGDC-05AJA AC Servo Drive
Yaskawa 0.5kW SGDB-05ADG AC Servo Drive
Yaskawa DR2-04AC AC Servo Drive
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CACR-HR30BB-Y22 CACR-HR30BB-Y81 CACR-HR30UB-Y23 CACR-HR30UB-Y9 REPAIR SERVICE
*REPAIR SERVICE* Yaskawa CACR-HR20BB-Y22 2.0kW AC Servo Drive
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GIVI MISURE ISA W05Z 50 mm 5V L Linearmastab +optischem...
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GIVI MISURE Linearmastab ISA W05Z 50 mm 5V L +optischem...
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ISA W05Z 50 mm 5V L GIVI MISURE Linearmastab +optischem...
ISA W05Z GIVI MISURE Linearmastab +optischem Messwertge...
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TIPPKEMPER IDD-1141-024-12 Lichttaster Teach-In Für Ex ...
TIPPKEMPER IDD-1141-024-12 Reflextaster Teach-In Für Ex...
TIPPKEMPER IDD-1141-024-12 Sensor mit Teach-In Für Ex Z...
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Sartorius YDI 150A Data Input YDI 150 90305834 #OM-2058
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ACS-CONTROL-SYS?TEM ACS-CONTSYS ECO-400-V41 230V AC
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Heidenhain MT 25 MT25 Messtaster probe length gauge
Heidenhain MT 25 MT25 Messtaster length gage
SCHUNK OSE-A22-0 90° Schwenkeinheit - 354250
SCHUNK OSE-A22-0 90° Schwenkeinheit - 354250
RITTAL SK 3382100 Schaltschrankkü?hlger?t
Bautz DC-Servomotor E-642-B-MGB E642-B-MGB