SR469-P5-HI-A20 GE

Gross profit margin of industrial robots declines

Based on the semi-annual reports of the above-mentioned enterprises,many downstream manufacturing enterprises have been greatly affected,and the bidding and delivery of many projects have been repeatedly delayed or cancelled.At the same time,the uncertainty of rising raw material prices in the upstream puts the gross profit margin at risk of decline.In the first half of this year,SIASUN Robot’s gross profit margin was 10.6%,down 2.5 percentage points year-on-year.In the first quarter,its gross profit margin was 13%,down nearly 7 percentage points year-on-year;Harbin Industrial’s revenue fell by more than 30%,and the loss increased year-on-year.Nearly 3 times,the gross profit margin fell by nearly 2 percentage points year-on-year.Xinshida turned from profit to loss,from a profit of 88.56 million in the first half of last year to a loss of 25.59 million in the same period of this year,a year-on-year decrease of 129%,and a 3.4 percentage point decrease in gross profit margin;Eft’s net profit fell by 24.6%,and the gross profit margin of the robot business decreased.1.6 percentage points.

工业机器人毛利率下降

综合上述企业的半年报来看，下游众多制造企业受到较大冲击，很多项目的招标、交付被一再推迟或取消。同时，上游原材料价格上涨的不确定性，使毛利率面临下降风险。今年上半年，新松机器人的毛利率为10.6%，同比下滑了2.5个百分点，其中一季度毛利率为13%，同比下滑近7个百分点；哈工智能营收下降超三成，亏损额同比扩大近3倍，毛利率同比下滑近2个百分点。新时达则由盈转亏，从去年上半年盈利8856万至今年同期亏损2559万元，同比下降129%，毛利率下跌3.4个百分点；埃夫特净利润下滑24.6%，机器人业务毛利率下降1.6个百分点。