With the increasing market demand, the pace of development of domestic reducer manufacturers is also accelerating, and some breakthroughs have been made in both technology and shipment.
Reducer in short supply?
It can be seen from the above table that the shipment volume of several domestic reducer representative enterprises has been increased to varying degrees. With the rising demand, the main domestic reducer manufacturers have put the production expansion plan on the agenda in order to cope with the greater market demand in the future.
For a long time, the problem of insufficient production capacity in the reducer industry has always existed. Large international manufacturers are in short supply all year round. Although domestic reducer manufacturers have obtained certain development space under this, the problem of production capacity also puzzles domestic enterprises. Since the beginning of the year, domestic reducer enterprises have received large orders frequently. Nantong zhenkangeft signed an agreement on 3000 RV reducers, China Dali Germany signed a production and marketing contract with Bronte for 50000 reducers, and Peitian robot signed an annual purchase agreement on nearly 10000 harmonic reducers with green harmonic. And behind the cooperation agreements, the saying that the capacity of reducer is insufficient is also rampant, so the expansion of production has naturally become the main theme.
But there is still reason behind the craze.
In the past two years, the whole robot industry seems to be in a state of fanaticism. The body manufacturers are expanding their production crazily, and the core parts manufacturers are also speeding up. The industry generally has great confidence in the future development of the industry, but the future does not seem so optimistic.
According to the data, the output of industrial robots in September was 11448 units, a year-on-year decline of 16.4%. This is the first time that the output of industrial robots industry has negative growth. On the one hand, it is the high base in the same period of last year: the output in September last year was 13085 units, the highest in history; On the other hand: since the second half of the year, the decline in downstream customer demand has brought about a slowdown in capital expenditure.
The slowdown of robot growth has an obvious impact on the reducer manufacturers, and the corresponding market slowdown is that the competition seems to be more intense. At present, nabotsk and other international giants have begun to expand their production capacity. After solving the problem of production capacity, the impact on domestic enterprises can be imagined. For the current hot AGV market, nabotsk, hammernaco, Sumitomo, etc. have developed special products, which have the potential to seize the market. Therefore, the current domestic reducer enterprises should return to rationality and see the market clearly. After all, there is still a long way to go in the future.
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