The survey content is as follows:
1. Opportunities for domestic CNC systems and the competitive landscape of the CNC system market?
Since 2000, the reliability of domestic economical numerical control systems has been significantly improved, with practical functions and low prices. The economical numerical control system market is basically occupied by domestic numerical control systems, but in the mid-range popular numerical control system market, large Part of the market is occupied by imported products, while in the high-end CNC system market, especially in the aviation, aerospace, and aerospace manufacturing fields, the domestic high-end CNC system has a lower market share. With the implementation of the national high-quality development strategy and the transformation and upgrading of the manufacturing industry, as well as the demand for upgrading and upgrading of the industrial mother machine itself, the demand for mid-to-high-end CNC systems will be greater in the future, which will be the company's future development opportunities. As a leading enterprise in the domestic mid-to-high-end CNC system, the company takes the mission of "equiping Chinese manufacturing with Chinese brains". After years of R&D accumulation and undertaking national 04 major special tasks, it now has complete autonomy of multi-axis linkage high-end CNC system products. Intellectual property rights have realized the localization of corresponding core components (such as control devices, servo drives and servo motors, etc.). The corresponding products have won the second prize of national scientific and technological progress many times, breaking the foreign technology blockade. The "Huazhong 8 Series High-end CNC System" successfully developed by the company has achieved benchmarking with Japan's FANUC, Germany's Siemens and other international leading high-end products, and thousands of sets are matched with the high-end CNC machine tools listed in the national 04 major special projects. application. In recent years, in order to ensure national defense security, the company has undertaken 80% of the "brain-changing engineering" projects in the national defense and military industry, and in 2019 achieved the first batch of domestically-made CNC systems for the top ten military industry groups. The company's "Huazhong 9 Intelligent CNC System" has been supported by the National 04 Major Special Project, and has been selected as an outstanding product in the machinery industry for the 40th anniversary of reform and opening up. In the past two years, some domestic machine tool factories have taken the initiative to find us for supporting equipment, and companies have also realized that they must replace imports with domestic systems, otherwise they will face great risks in the future, which also gives us opportunities to seize the commanding heights.
2. How do you see other manufacturers entering the field of CNC systems?
CNC system is the brain of CNC machine tools,Determine the function and performance of CNC machine tools. The core components of the numerical control system include controllers, drives, servo motors, etc., as well as various motion control algorithms, involving various disciplines such as structure, software, hardware, control, electrical appliances, and electromagnetics. It is a typical multi-disciplinary crossover, A comprehensive high-tech product integrating multiple fields. The entire CNC system needs to achieve high performance, high speed and high precision algorithms, multi-axis and multi-channel functions, which involve the integration of multiple disciplines and multiple fields. From the application point of view, the CNC system is the brain of the CNC machine tool, and the machine tool is the industrial parent machine of the manufacturing industry. It has applications in all walks of life, which means that the applied equipment has high requirements for the system, and all kinds of working conditions and environments are required. It is indeed very difficult to adapt. Starting from technology and application, entering this industry requires continuous accumulation, application, and iterative upgrades to develop after years of precipitation. It takes a lot of effort to do well. The company has been deeply involved in the numerical control field for many years, insists on independent innovation, has completely independent intellectual property rights and the ability to provide a complete set of solutions. At the same time, the company has invested heavily in technological innovation. It is precisely because of this accumulation of continuous high R&D investment for many years. We have a competitive advantage in technology and become one of the few companies that can compete on the same stage with imported CNC system manufacturers.
3. What proportion of the company's CNC system is currently economical and mid-to-high-end CNC system? What is the distinction between economical CNC systems and mid-to-high-end CNC systems?
The company's position has always been to do mid-to-high-end CNC systems. The current sales of mid-to-high-end CNC systems account for 80%, and economical CNC systems account for 20%. The main difference between economical CNC system and mid-to-high-end CNC system lies in the differences in motor type, processing program, processing accuracy, development level, and supporting platforms. The high-end CNC system is mainly matched with five-axis and above high-end CNC machine tools, multi-channel, heavy-duty CNC machine tools, high-speed, high-precision, and ultra-precision machine tools. It can meet the processing of high-precision and complex parts such as aerospace, military, communications, automobiles, ships, etc. Multi-channel numerical control equipment control capability, with dual-drive control control, high speed and other performance.
4.3C. What is the proportion of the automotive and aerospace fields in the company's business?
Generally speaking, the 3C industry accounts for a larger proportion. China is a major 3C manufacturing country.The market demand in the domestic 3C field is also huge. In the field of 3C processing equipment, the company uses key technologies such as the high-speed, high-precision, multi-axis and multi-channel technology of the Huazhong 8 CNC system to continue to maintain cooperation with Yuhuan CNC, Lansi Technology and other machine tools in the fields of mobile phone polishing and glass cover processing. On this basis, aiming at user needs, we will jointly develop an intelligent production line for mobile phone grinding and polishing, and continue to lead the mobile phone grinding and polishing field. At the same time, in the field of ultrasonic processing, glass carving processing and other fields, in-depth cooperation with Guangzhou Huizhuan Technology, Fujian Jiatai Numerical Control and other enterprises, batch supporting, deepening market segmentation. Aiming at high-end key fields such as aerospace, continue to use major special demonstration application projects as an opportunity to carry out system supporting work with key enterprises in the aerospace, automotive and parts fields, and give full play to the company's exemplary and leading role in high-end fields.
5. What do you think of the "Machine Tool Industry Alliance" led by General Technology Group?
This is also a very good model, which can be bound with customers and can better promote and develop each other.
6. What are the reasons for the decline in revenue from industrial robots and intelligent production lines in the first half of the year?
The company’s production and sales of industrial robots in the first half of 2021 increased compared to the same period of the previous year. At the same time, due to the company’s industrial robots and smart production line business segment, due to the impact of the delivery cycle of smart production line related business, some contracts will be reported half-yearly. The relevant conditions for revenue recognition have not yet been met, and the subsequent company will step up the implementation and delivery of the project and confirm the acceptance.
7. What incentive mechanism does the major shareholder have for the company and the changes it brings?
The controlling shareholder is optimistic about the future development prospects of the company’s industry and recognizes the company’s long-term investment value. In 2021, it subscribed for the company’s shares issued to specific objects with cash of 428 million yuan to support the company’s “high-performance CNC system technology upgrade” And capacity expansion projects", which further supported the company’s development and enhanced the company’s competitive strength; Zall itself is a market-oriented enterprise, and the market-oriented concept is worth learning from the company. At the same time, Zall also brought some market resources and support to the company. ; In terms of major issues, the previous situation of excessively long decision-making chains has been improved, and the company’s decision-making efficiency has been improved. The controlling shareholder proposed the "three constants", that is, the shareholder structure has changed, and the "one core, three armed forces" strategy remains unchanged; the corporate attributes have changed, and the structure of production, education, and research remains the same; the actual controller has changed, and the management structure has not changed.The company also proposed the "three changes", that is, the strategic positioning must be changed, and the target positioning must be higher and farther; the ideological concept must be changed, from "campus culture" to "corporate culture"; the mechanism and system must be changed, and learn from Huawei and Zall. Zall Group proposes an industrial ecosystem of “Intelligent Connecting the World, Smart Manufacturing for the Future” composed of three ecosystems of Zall Smart Connection, Zall Smart City, and Zall Smart Manufacturing. The company will play an important role in the smart manufacturing sector and cooperate with major shareholders. Deep integration and coordinated development within the three major ecosystems.
8. What are the technical advantages of the Huazhong 9 CNC system, and what is the current application situation?
Huazhong 9 is an intelligent CNC system characterized by "digitalization + networking + intelligence", which integrates big data and a new generation of artificial intelligence technology. Huazhong 9 intelligent CNC system is our leading industry to achieve "clear overtaking" cornerstone. On April 12, 2021, the "Huazhong 9 New Generation Artificial Intelligence CNC System" product launch conference will be officially released, and the iNC intelligent CNC system with independent learning and independent optimization and compensation capabilities will be officially released, becoming a leader and reform in the field of intelligent CNC systems By. A new generation of intelligent numerical control system—Huazhong Type 9, which implements the innovative concept of "smart +" empowering machine tools, and builds a digital twin system (S) (HCPS) that integrates human (H)-machine (P)-information (C) . The Central China Model 9 deeply integrates big data and artificial intelligence technology to create an "end-side-cloud" intelligent system architecture, forming three platforms: an intelligent hardware platform that integrates AI chips, an intelligent software platform that supports AI algorithms, and an intelligent APP ecosystem Open platform to realize the "1-3" system innovation. Central China Model 9 focuses on four types of intelligent application scenarios of "quality improvement, process optimization, health protection, and production management". Central China Model 9 supports users to develop smart apps and create a new ecosystem of intelligent machine tool applications. At this year's Beijing Machine Tool Show, more than 10 intelligent machine tools of different specifications jointly developed by the company and a number of machine tool factories were displayed, and the performance level of the machine tools was improved through intelligent technology. At present, the Huazhong 9 intelligent CNC system has been applied in small batches in many domestic machine tool companies, and is deeply integrated with machine tool companies to help the machine tool industry to transform and upgrade, realize the development of CNC machine tools from digital to intelligent, and lead the new trend of intelligent CNC development.
9. Our main competitors?
The company's position has always been to do mid-to-high-end CNC systems to avoid pure price competition in the low-end market. At present, our main competitors are imported manufacturers such as FANUC, Siemens, and Mitsubishi.The company's accumulation of continuous high R&D investment for many years has given us a competitive advantage in technology, able to meet the needs of import substitution, and compete with international giants on the same stage. In the future, on the one hand, we will continue to adhere to independent innovation, adhere to the mid-to-high-end route, avoid pure price competition, and enhance competitiveness in terms of technology, quality, and service; on the other hand, we will continue to adhere to independent innovation while strengthening and accelerating the market. The intensity and progress of the promotion, strive to gain more market share, and strive to increase profitability through scale effects; third, with the increase in market share, the increase in sales volume will continue to strengthen and optimize supply chain management, improve the cost-effectiveness of the supply side, and strive for greater profitability Space; the fourth is to further strengthen internal operation control, improve operation management efficiency, and reduce operation management costs.
10. How about the progress of equity incentives?
The company will seek the right time to promote related incentive work. This is the general trend, and it is the need to unite the team, stimulate fighting spirit, improve performance and accelerate the development of the company.
11. What is the future industry boom? What stage is the entire industry currently in?
According to the statistics of key enterprises contacted by the China Machine Tool Industry Association, the machine tool industry has continued its recovery growth since the second half of 2020. Compared with the same period of the previous year and the same period of 2019, all major economic indicators have achieved substantial growth. The benefit is significantly improved. From January to June 2021, the operating income of key contact enterprises increased by 45.7% year-on-year, and increased by 25% compared with the same period in 2019. According to data released by the National Bureau of Statistics, from January to June 2021, the output of metal cutting machine tools was 297,000 units, a year-on-year increase of 45.6%, and an increase of 24.3% compared with the same period in 2019; overall, the market demand for the machine tool industry since 2021 The rapid growth and stable and good industry operation have laid a good foundation for the operation of the whole year. Beginning in 2018, the company's CNC system production and sales have continued to grow against the trend. In 2020, the output value and scale of the CNC system will increase by more than 50%. In the first half of 2021, the CNC system business revenue will increase by 88.95% year-on-year. Affected by the international environment such as the trade war and the new crown epidemic, aerospace, GF and other key areas have urgent needs for the localization of manufacturing equipment, which has spawned the demand for domestic high-performance CNC systems, such as aerospace, GF, energy, steel, There is strong demand for transformation and upgrading in many fields such as equipment manufacturing, 3C, new-generation mobile communication technology, and new energy vehicles.Through our many years of accumulation, our comprehensive competitiveness in technology, quality, service, etc. has been continuously improved, and we can compete with foreign giants on the same stage and realize import substitution in the mid-to-high-end CNC system market. We are facing good development opportunities. There are also higher development expectations in 2021.
12. All robots except reducers can be produced independently. What is the current autonomy rate?
The company focuses on the key core technologies of robots, has successively overcome more than 300 core robot technologies, independently researched and developed 6 series of more than 40 specifications of complete robot products, and the five core components of the robot are all independently developed except for the reducer, and the core independent innovation accounts for the proportion Over 80%; Solve the problem of "no brain" stuck neck of industrial robots. The autonomously controllable intelligent robot controller realizes the leap-forward and systematic development of the robot control system. It is one of the few domestic large-scale batch applications in China. Robot control system; At the same time, the company has the first international invention patents in innovative mechanical structure and control algorithms, leading the design and application concept of lightweight robots; with an annual production capacity of 5,000 sets of robots, products are formed in many industries and fields Large-scale application, domestic six-axis robot market sales have been in the forefront of the country for 4 consecutive years. It is a leading brand in the research and development, manufacturing and application of domestic industrial robot products, a professional engineering contractor for robot automation solutions, and an overall smart manufacturing and smart factory. Professional provider of solutions.
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