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因年报中与格力电器(19.220, 0.00, 0.00%)(000651)的一场“误会”,华中数控(21.090, -0.36, -1.68%)(300161)的机器人(24.660, -0.25, -1.00%)业务近期备受市场关注。
5月17日下午,华中数控召开的年度股东大会上,公司董事、副总裁王群表示,尽管国内机床行业仍面临下行压力,但公司部分主营产品继续保持较快增长,新拓展的机器人业务增长迅速、下游3C领域市场持续向好。
王群表示,在行业不景气的市场环境下,公司主营业务并未出现全面下滑态势。2015年,占公司营业收入比重分别为28.2%、16.5%的数控机床和电机产品,同比均有较大幅度的下滑;但占比38.63%的数控系统及散件,2015年实现营业收入2.13亿元,同比增长74.82%。
“公司在保持数控机床领域的技术和市场优势的同时,也在着力发展机器人等新业务,并准备开展新能源汽车制造领域的探索。”王群表示。
数据显示,2015年华中数控机器人板块业务收入3390万元,同比增长约102%。华中数控还披露称,由于合同执行周期的原因,公司机器人板块的部分销售合同尚未在2015年度确认销售收入,特别是在东莞某企业的国家智能制造示范工厂,一次性应用180台华中 8型数控系统和72台华数机器人,“成为我国智能制造的样板工厂”。
为了加强在机器人板块的协同效应,华中数控还在推进收购江苏锦明的重大事项。江苏锦明主要从事玻璃机械设备的设计制造及机器人本体与机器人系统集成应用的设计研发,该公司为制造企业提供智能生产线的全套解决方案,华中数控拟作价2.8亿元收购其100%股权。证券时报记者了解到,该笔收购目前已获教育部和财政部批准,正在进行下一步的审批工作。
海通证券(14.320, -0.11, -0.76%)分析师认为,江苏锦明已在装配、包装、物流三大环节涵盖智能工厂布局,拥有成熟实施案例,短期来看,受益目前新能源汽车快速增长红利,该公司新能源汽车锂电池pack包自动化生产线等业务有望加速增长。
此外,得益于下游3C市场的发展,华中数控2015年在3C市场实现了4000余台套的销量,开辟了3C加工领域华东和华南两大主要市场。华中数控相关负责人表示,今年3C市场仍将继续增长,公司将从中受益。
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