The output of industrial robots in June was 46,144 sets, an increase of 2.5%, returning to a growth trend.

Industries that are closely related to industrial robots have rebounded, with general equipment manufacturing growing by 1.1%, special equipment manufacturing growing by 6.0%, automobile manufacturing growing by 16.2%, electrical machinery and The equipment manufacturing industry increased by 12.9%, and the computer, communications and other electronic equipment manufacturing industry increased by 11.0%.

It is worth noting that automobile production reached 2.577 million units in June, an increase of 26.8%, including 605,000 new energy vehicles, an increase of 120.8%. It can be seen that after the epidemic is under control, production has resumed .

The poor performance of industrial robot production in the first half of the year was mainly due to the impact of the epidemic. The suspension of work and production caused a heavy burden on enterprises. According to the recent financial reports released by some enterprises, most of them turned from profit to loss. For example, Harbin Industrial Intelligence lost a net loss of 230 million yuan to 290 million yuan in the first half of the year; Xinsida expected a loss of 18 million yuan to 35 million yuan.

However, this is a normal phenomenon. Enterprise production has gradually resumed since June. Data shows that in June, the added value of industries above designated size actually increased by 3.9% year-on-year. From a month-on-month perspective, in June , the added value of industrial enterprises above designated size increased by 0.84% ​​compared with the previous month.

Judging from the index, the manufacturing PMI in June recorded 50.2%, an increase of 0.6 percentage points from 49.6% in the previous month. It returned to the expansion zone a few months later.

From the perspective of enterprise scale. The PMI of large enterprises was 50.2%, a decrease of 0.8 percentage points from the previous month, still higher than the critical point; the PMI of medium-sized enterprises was 51.3%, an increase of 1.9 percentage points from the previous month, returning to above the critical point; the PMI of small enterprises was 48.6%, lower than the critical point. It rose by 1.9 percentage points last month and is still below the critical point. Large enterprises have recovered relatively quickly, while small, medium and micro enterprises are still in recession.

Looking at the classification index, the production index was 52.8%, an increase of 3.1 percentage points from the previous month, returning to above the critical point, indicating that manufacturing production is recovering at an accelerated pace; the new orders index was 50.4%, It increased by 2.2 percentage points from the previous month and returned to above the critical point, indicating that the manufacturing market demand has improved.

The raw material inventory index was 48.1%, an increase of 0.2 percentage points from the previous month, indicating that the manufacturing industryThe decline in inventories of major raw materials continued to narrow. The employment index was 48.7%, an increase of 1.1 percentage points from the previous month, indicating that the employment boom level of manufacturing enterprises has rebounded for two consecutive months. The supplier delivery time index was 51.3%, an increase of 7.2 percentage points from the previous month, returning to above the critical point, indicating that the delivery time of manufacturing raw material suppliers has significantly accelerated compared with the previous month.

Generally speaking, the impact of the epidemic is gradually decreasing. It is expected that industrial robot output will continue to grow in the second half of the year. At the same time, market demand is still relatively strong. Data shows that domestic industrial robot shipments in the first quarter of this year It was 66,000 units, a year-on-year increase of 20.5%.

Nowadays, the demand for industrial automation continues to increase, the labor cost growth trend is obvious, and the transformation and upgrading of intelligent manufacturing are promoted, so the growth of the industrial robot market is optimistic. In addition, lithium batteries, photovoltaics, and new energy vehicles The growth in other fields has also driven the growth in demand for industrial robots, and there will be more opportunities in the post-epidemic era.

Harbin Industrial Intelligence's performance forecast stated that due to the explosion of demand in the new energy vehicle industry, the company has abundant orders on hand, reaching 2.736 billion yuan, covering orders from car companies such as Weilai and Li Auto, as well as Ningbo Robot cleaning orders from Xusheng, Lingyun Industrial and other companies.