Why can Estun become one of the top "Chinese robots"?

Create Date: 2024-8-30 12:03:23|Source: Eston/ESTUN

Recently, Tesla officially released a video of the "Creation of Humans" video on social media, CEO Elon ·Musk said that Tesla's artificial intelligence event day will launch the TeslaBot prototype on September 30 this year. As soon as the news came out, the concept of robots attracted the attention of the market.

Nanjing Estun Automation Co., Ltd. (stock abbreviation: Estun, stock code: 002747) is a technology company covering the whole industry chain of intelligent manufacturing systems from automation core components and motion control systems, industrial robots to robot integrated applications. Recently, Estun has been researched by more than 300 institutions, so why is Estun getting so much attention from the market?
Why can Estun become one of the top "Chinese robots"?

30 years to nurture three core businesses

According to public information, Estun was founded in 1993, since the first day of its establishment, the company adheres to integrity, focus, growth as the cornerstone of the company's development, adheres to the development of independent research and development of core technologies, and lays a solid foundation of integrity for the company's globalization and becoming a peer of international enterprises.

After nearly 30 years of continuous efforts, thanks to the company's focus on automation and complete ecological chain layout, long-term maintenance of annual revenue of about 10% of the R&D investment, as well as the strong support of the global resource platform for international development and construction. At present, the company has successfully cultivated three core businesses: industrial automation series, industrial robot series and industrial digitalization series.

As the earliest independent research and development of AC servo system in China, Estun industrial automation series product line includes a full range of AC servo systems, inverters, PLCs, touch screens, visual products and motion control systems Trio takes motion control and robot integration as the core of intelligent unit products, providing customers with personalized automation solutions of single axis, single machine and unit.

With the support of the company's autonomous core components, the industrial robot product line has developed rapidly. The products are mainly six-axis robots, with a load range of 3kg-600kg, and have leading customers and large market share in new energy, welding, metal processing, 3C electronics, construction machinery, aerospace and other sub-industries. In 2020, it was named the only company on the list of the most innovative industrial robots in China by Forbes in 2020.

In 2021, Estun will fully enter the field of industrial intelligence and digital manufacturing through the advantages of Estun's unified cloud platform and unified data entrance. The OPCUA communication protocol provides customers with a remote access platform and a variety of digital value-added services.

The development strategy of the whole industrial chain and the industrial chain

In addition, in 2021, Estun will continue to take the "2025 Double One" strategy as its goal: the first domestic brand, the first international camp, adhere to the development strategy of the whole industry chain of "AllMadeByEstun", further strengthen the independent and controllable business development model of core technology and supply chain, and continue to promote international development and R&D and manufacturing at home and abroad.

The competitive advantage of the core business module has been continuously enhanced, the main business has developed rapidly, the brand awareness has been significantly improved, and the market scale has continued to grow. According to the sales volume of Estun robots in 2021, it will exceed 10,000 units for the first time, and according to the statistics of Rui Industry, the company has entered the TOP shipment ranking of global industrial robot brands in the Chinese market for three consecutive years, and Estun has once again become the domestic robot enterprise with the highest shipments of industrial robots in China.

Estun ranked seventh in China's industrial robot market in 2021, with six-joint robot shipments second only to the four major international robot manufacturers. Ranked 5th. Although affected by factors such as the epidemic, international logistics, rising commodity prices, and chip shortages, the company still achieved rapid growth during the reporting period.sales revenue was 3.02 billion, an increase of 20.33% over the same period of the previous year, and the core components of automation increased by 20.14% year-on-year; Industrial robots and intelligent manufacturing systems increased by 20.42% year-on-year.

Among them, the domestic market is growing strongly,sales increased by 37.74% year-on-year, and the domestic industrial robot ontology and workstation business increased by 104.70%; The integration effect of Cloos is obvious, and the welding industrial robot business has achieved a rapid growth of 153% in the Chinese market.During the reporting period, the business module of industrial robots and intelligent manufacturing systems continued to adhere to the "general segmentation strategy", and general robots have achieved remarkable results in seizing market share. At the same time, make full use of the competitive advantages of independent core components, cost, quality and customization, expand the robot market segment, and consolidate its leading position in new energy, metal processing and other industries.

Estun's machine automation cell solution based on TRIO motion control solution and robot + motion control integration has become an important part of the core component business.

In 2021, the company released a variety of new motion control and robot products including the full range of ED3L drivers, EM3G inertia motors, 8 series kg welding robots, 45kg bending robots, 30/50kg die-casting robots, 600kg six-axis robots, a new generation of 50kg scara robots, special offline programming software, Estun Editor general robot offline programming software, etc.

With the development and improvement of the core component platform technology, servo motors, drives and robot controllers based on the new platform technology have been fully applied, and the "AllMadeByEstun" whole industry chain strategy has been promoted.

Domestic alternatives enhance brand competitiveness

It is understood that the global industrial robot market has long been a market share of more than 50% of the four major families of Japan Fanuc and Switzerland abb, Japan Yaskawa and Germany Kuka. In recent years, the competitiveness of domestic independent brands has been significantly improved, and the inventory of industrial robots has grown steadily. The installed capacity of domestic industrial robots ranks first in the world, but there is still a lot of room for improvement in installed density.

As foreign giants such as ABB and Yaskawa compete to strengthen the Chinese market, traditional robot manufacturers, technology giants, manufacturing giants, new companies, core components, intelligent equipment and other key technological breakthroughs, the process of domestic robot substitution is further accelerated, and the market may enter the era of short-term connection.

In 2021, the domestic industrial robot brand will have a market share of domestic shipments32.8%, a year-on-year increase of 4.2%。 The main reasons include, on the one hand, that foreign-funded enterprises have been affected by the epidemic in terms of production, delivery, after-sales service, etc., and their comprehensive competitiveness has been reduced. In the face of the opportunities brought by the epidemic, domestic robot manufacturers have quickly seized the original market of foreign capital with their strong technology and service capabilities, and the localization process has been further accelerated, and the share of core industrial control products is expected to continue to accelerate.

On the other hand, the development momentum of domestic head robot manufacturers is good. According to MIR statistics, in 2021, the shipments of robot manufacturers represented by Estun will reach more than 10,000 goals, and Estun has once again become the domestic robot company with the highest shipments of industrial robots in China.

The application of domestic robots in general industry has been further expanded. From the perspective of downstream fields, it has been widely used in assembly, handling, palletizing, welding, spot welding, gluing, spraying and other fields; Since 2021, domestic brands have also maintained strong demand in industrial industries such as new energy vehicles, 3C, lithium, and photovoltaics.

Adhere to technological innovation and continue to invest in research and development

Over the years, Estun has maintained an R&D investment of about 10% of sales revenue, and vigorously introduced high-end talents, laying a solid foundation for the company to maintain leading technological innovation.

The company focuses on establishing a globally competitive global R&D layout and a multi-level R&D system. The company vigorously attracts outstanding talents at home and abroad: the R&D team of manufacturing system, the R&D team of intelligent control core control components and the R&D team of European R&D center.

Magnetic Wa, Eston and intelligent core control components and solutions, robotics and intelligent manufacturing technology expert support team from United States, Japan, United Kingdom, Germany, Italy and other European countries, the company also cooperates with many well-known universities at home and abroad R&D, and a strong technical team is the human resource pillar of independent R&D and continuous technological innovation.

In 2021 alone, Eston's R&D investment reached 2021282 million yuan, accounting for 9.33% of revenue,During the reporting period, the company added 35 new software rights and 59 new authorized patents. By the end of 2021, the company had a total of 232 software; 512 patents have been authorized, including 181 invention patents. There are 134 patents that have not yet been granted.

Estun has successively undertaken 863 projects of the Ministry of Science and Technology, R&D projects of the Ministry of Industry and Information Technology, industrial revitalization and technological transformation projects of the Development and Reform Commission, demonstration and application projects of the Provincial Economic and Information Technology Commission, and provincial technological achievement transformation projects, etc., and has contributed to China's intelligent manufacturing with strong technological innovation capabilities.

At present, Estun is the first batch of domestic industrial robot enterprises certified by the National Development and Reform Commission, the General Administration of Quality Supervision, Inspection and Quarantine, the Ministry of Industry and Information Technology, and the National Certification and Accreditation Commission. One of the top benchmarking enterprises.

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