AirTAC - KY (1590) joined the linear slide market this year, but the two transmission system component factories of Shanghai Bank (2049) and Global Transmission (4540) are still there, and they have set double-digit growth targets this year. The intelligent ball screw, which has been developed for a long time, is expected to be mass-produced and shipped in the second quarter of this year, attacking the European market and adding new momentum to operations.
AirTAC said that automation equipment customers not only need pneumatic components, but also linear slides, AirTAC started production line slides last year, last year only for internal use, this year from the official takeaway, will be based on the original customers, is expected to exceed NT$1 billion this year.
Based on AirTAC's consolidated revenue of 3.418 billion yuan last year, equivalent to NT$15.601 billion, both of which rewrote the historical high, AirTAC has the strength to challenge more than 3.7 billion yuan this year.
AirTAC showed great ambition, but the two linear slide factories of Shanghai Bank and Global Transmission were not affected in the slightest. Global Transmission pointed out that AirTAC started mass production of linear slides last year, and it needs to wait for the response of end customers before it can be evaluated. Last year, there was a serious shortage of transmission system components such as linear slides and ball screws around the world, and since the start of the trade war last year, demand has declined, the imbalance between supply and demand has been improved, and the delivery time has also been shortened.
Global transmission frankly, the trade war does affect the global linear slide rail and ball screw and other transmission system components industry boom and demand, global transmission last year's first period, orders in hand for more than half a year, the current order visibility is only two or three months, the amount of orders in hand is eight or nine billion yuan, the main reason is that some customers have to wait for the second half of the year to ship.
Global transmission pointed out that this year's Lunar New Year is early, mainland customers usually do not pull goods after the middle of January, deferred to the Lunar New Year shipments, it seems that this year's January shipments may be less than 214 million yuan in December last year, and February shipments will be better than January. **The season is the off-season, and from the second quarter, the operation will slowly pick up, and this year's operation pursuit is better than last year. According to the estimates of the legal person, the EPS of Global Transmission last year had the strength to challenge 7 yuan, and this year's revenue will be more than 3.6 billion yuan.
Zhuo Yongcai, chairman of the board of directors of the Bank of Shanghai Group, said that the operation of the two products of ball screw and linear slide rail will not grow this year, and the growth momentum of the Bank of Shanghai comes from the intelligent linear slide rail, the torque motor equipped with Dayin Microsystem on the A-axis and AC axis of the five-axis machine tool, and the continuous growth of industrial robots and medical robots.
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