Kinco Automation( Shanghai) (SH:688160)2024-04-19 10:28Group 1: AGV/AMR Development - The company anticipates continued growth in mobile robots despite short-term impacts from oversupply in the photovoltaic sector, as clients diversify their strategies across multiple sectors [2] - The company plans to enhance its focus on heavy-duty mobile robots and increase investment in the unmanned forklift market [2] - A new high-power low-voltage servo system will be promoted, with plans to launch 1-ton and 1.5-ton servo wheels to meet client needs in sectors like new energy vehicles [2] Group 2: Collaborative Robots Sales - Sales of collaborative robots, primarily based on frameless torque motor products, doubled last year, achieving sales of 14,000 units [2] - The low-voltage servo system has gained a significant market share, with mobile robots being the largest application area [3] Group 3: Low-Voltage Servo Applications - Low-voltage servos are utilized in various robot categories, including collaborative, service, and bionic robots, and are also applied in medical and semiconductor fields [3] - The company is developing new on-site solutions using low-voltage servo modules, establishing a differentiated competitive advantage [3] Group 4: New Product Plans - The company launched the fifth generation of low-voltage servos this month, featuring enhanced performance and competitive pricing [3] - Upcoming products include high-power economical servos, medium PLCs, related I/O modules, and the latest economical human-machine interface [3]