Regarding energy storage layout, Huichuan Technology is still based on its own accumulation in the field of power electronics, focusing on the national “dual carbon” strategy, and digging the value needs of “power, transmission, distribution and use” scenarios for new power systems, providing customers with PCS energy storage inverters, liquid cooling terminals, EMS energy management solutions, etc. Huichuan Technology also said that energy storage is a part of the company’s strategic business energy management, in the entire energy management sector, with the further improvement of the energy management business planning, the company has systematically laid out the light storage, energy storage, special power supplies and other products in the past year, including: ① focus on building industrial and commercial integrated machine products, paving the industrial and commercial market. ② Layout of 20KW optical storage inverter product platform, and gradually explore the overseas optical storage market. ③ Launched 200KW series energy storage scheme, and initially completed the market trial work. (4) Develop innovative All-liqcool liquid-cooled energy storage terminals to support the construction of distributed energy storage capabilities downstream of the industry.
Regarding whether to enter the field of construction machinery, Huichuan Technology said that Huichuan has cooperation with Xugong in the field of machinery, but the application of mass will take some time. Vale wants to cooperate with Xugong to build a large electric grader is the use of Huichuan product solution.
On whether to enter the field of artificial intelligence, Huichuan technology said that in exploring the application of AI technology in the industrial field, it will gradually load into the product characteristics.
Huichuan Technology 2022 performance report shows that the company’s 2022 operating income is about 23.08 billion yuan, an increase of 28.23%, the net profit attributable to shareholders of listed companies is about 4.320 billion yuan, an increase of 20.89%, and the basic earnings per share is 1.64 yuan, an increase of 20%. During the reporting period, the industrial robot business (including Shanghai Lane) achieved sales revenue of 561 million yuan, an increase of 54.96%. Huichuan Technology is developing a total of 41 projects, including medium voltage IGCT inverter, large load industrial robot, small load six-joint robot and so on.
It is reported that its products include SCARA robots, six-joint robots, vision systems, high-precision lead screws, control systems and other machine and component solutions, downstream industries covering 3C manufacturing, lithium, silicon, textile and so on. The company’s main competitors in the field of SCARA robots are Japan’s EPSON, YAMAHA, etc., and its main competitors in the field of six-joint robots are Yaskawa and ABB.
In addition to the reducer, the core components of Huichuan industrial robots, the electronic control system, servo system, lead screw and body have been homemade, with better cost control and customization capabilities. The company’s industrial robot business is deeply integrated with the industrial automation business, with a deep understanding of the downstream industry process and the competitive advantage of the “core components + machine + process” solution, the company’s industrial robot products have achieved mass sales in the mobile phone manufacturing, lithium battery, silicon crystal and other industries, forming a good brand influence.
In terms of robot products and technology in 2022, Huichuan has made the following breakthroughs: Strengthen the technical platform construction of small six-joint, big six-joint and SCARA robots, and improve the development quality and efficiency; According to changes in industry and customer needs, SCARA robots and desktop small six-joint robots have been comprehensively upgraded; Layout and launch of R220 series 220 kg load large six-joint robot, help lithium battery, automotive electronics and other industries automation upgrade; Strengthen the basic process platform and enhance the competitiveness of process products and solutions.
According to Rui Industry statistics, in 2022, the share of Huichuan technology industrial robots in the Chinese market is 5.2%, ranking seventh, of which SCARA robots in the Chinese market share of 17%, ranking second, and the first domestic brand. With the increase of labor costs and the development trend of machine replacement, the industrial robot business will usher in good development opportunities.