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昨天18:15&[东方财富网] 本周金股一览...昨天17:29&[中国化工报] &消防机器人...昨天17:21&[网易财经] 北京高中生设计...昨天17:20&[OFweek] 以色列打造机器人...昨天17:20&[OFweek] 三宝平台机器人为...昨天16:54&[DIGITIMES] Facebook申请平...昨天16:25&[网易财经] 塔夫茨大学教授...
机器人概念股常见问答
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2015世界机器人大会有哪些概念股 机器人概念股一览
来源:财联社
　　2015世界机器人大会今日正式开幕，国家副主席李源潮出席开幕式，他指出，目前，全球机器人市场主要以工业机器人为主，占市场份额的80%。但是从未来的趋势看，服务机器人将成为新的热点。
　　这次世界机器人大会有来自美国、德国、法国、日本、韩国等国家，香港特别行政区、澳门特别行政区和台湾地区等16个国家和地区的高校、科研机构、企业的代表，以及青少年机器人邀请赛的选手，12个国际组织的代表出席了此次大会。开幕式上宣读了国家主席习近平致机器人大会的贺信和国务院总理李克强的批示。
　　机器人是智能社会的一个重要切入点，正在改变人类的生产方式和生活方式。发展机器人已成为世界共识，美国再工业化和工业互联网战略、德国工业4.0战略、日本机器人新战略、欧洲火花计划、韩国机器人强国战略、新工业法国、中国制造2025战略，全部将发展重点瞄向机器人。机器人将对全球科技创新和产业格局带来重大的影响。
　　值得注意的是，习近平主席致机器人大会的贺信中提到：&随着信息化、工业化不断融合，以机器人科技为代表的智能产业蓬勃兴起，成为现代科技创新的一个重要标志。中国将机器人和智能制造纳入了国家科技创新的优先重点领域。&另外，李克强总理的批示中也提到了：&中国正在实施创新驱动发展战略，大力推动大众创业万众创新、互联网+和中国制造2025，这将有力促进机器人新兴市场的成长，创造世界上最大的机器人市场。&
　　市场人士认为，顶层设计已落地，相关实施政策有望逐渐进一步出台，机器人产业发展迎来爆发机遇。全球诸多国家近半个世纪的工业机器人的使用实践表明，工业机器人的普及是实现自动化生产，提高社会生产效率，推动企业和社会生产力发展的有效手段。
　　A股市场中，智能制造概念股有：智能机器：机器人、蓝英装备、新时达、博实股份等；智能机器：汇川技术、英威腾等；智能机床：沈阳机床、昆明机床、秦川机床；智能仪器：川仪股份、万讯自控；其他工业自动化：法因数控、三丰智能、京山轻机等。
延伸阅读：
　　2016Victoria's Secret终于在法国巴黎大皇宫拉开帷幕。满屏的美胸、美腿，天使的
48小时点击排行榜工业机器人龙头股票有哪些一览
编者按：昨日，&工业4.0&概念股再掀波澜，盘面上，京山轻机、亚威股份、沈阳机床强势涨停。另外，机器人、蓝英装备（、山河智能、均胜电子、秦川机床、松德股份等多只个股涨幅均超3%。
消息面上，据悉，以&人机一体，智能制造&为主题的首届世界机器人及智能装备产业大会暨国际机器人及智能装备产业博览会将于本月20日至22日在成都举行，这一重磅盛会召开或一定程度刺激该板块后续继续表现。
从昨日资金流向来看，有7只&工业4.0&概念股大单资金净流入额超1000万元，它们分别为：京山轻机（14778.50万元）、机器人（4684.73万元）、软控股份（4345.55万元）、三丰智能（2160.24万元）、秦川机床（1971.94万元）、新时达（1715.83万元）和汇川技术（1443.14万元）。
据统计，2013年中国万名工人的机器人拥有量是23台，全球平均水平是58台，不及全球平均水平的40%。近10年以来机器人成本以每年5%的速度下降，而劳动力成本以每年10%的速度增长，前者的比价优势愈发突出。
分析人士表示，日前召开的中央经济工作会议明确提出，要着力推动传统产业向中高端迈进，这给机器人产业发展提供了有力的政策支撑；随着我国人口红利的逐步消失，未来年轻劳动力的短缺将是一个中长期现象，因此制造业自动化程度提高将是大势所趋且十分迫切，以机器人、智能制造为代表&工业4.0&时代已悄然来临，而需求推动成为机器人自动化行业未来投资机会的重要逻辑。国内机器自动化率水平提升空间广阔，正驶入成长快车道，相关龙头上市公司将迎来发展良机。
在行业前景一片广阔的背景下，除机器人、沈阳机床等龙头机器人类上市公司外，其它各大上市公司也开始积极布局，例如：均胜电子12月16日公告拟以不低于每股21.29元增发不超过5300万股，募集资金不超过11.2837亿元，其中1.85亿元投入全资子公司均胜工业机器人公司工业机器人项目。
从投资策略来看，银河证券表示，可从以下三主线布局&工业4.0&概念股投资机会，1.工业机器人系统集成商借助本土多种优势将快速增长，并能率先贡献业绩，看好掌握核心技术并能跨领域发展的系统集成企业，如机器人、博实股份、天奇股份等。2.在国家和产业资本大力支持下，核心零部件国产化有望超预期，看好已掌握相关零部件核心技术的企业如汇川技术、新时达。3.可关注有估值优势并且通过国内外合作或通过自身在工控领域的积累，计划进入机器人领域的相关上市公司：锐奇股份、慈星股份、上海机电。
林州重机规划转型机器人
林州重机公司近日公告加快战略转型五年规划，在巩固好当前煤炭综采成套设备市场份额的同时，通过稳步转型，将公司打造成为国内领先的能源装备综合服务商。此次战略转型包括两个方面：一是工业机器人的研发与制造及产业化发展；二是进军油气田、页岩气、煤层气开采等能源技术服务领域，同时带动辅助装备及工具的研发与制造。
借力资本市场，在机器人和油服领域深化转型。公司与中国科学院自动化研究所等科研院所建有多年的业务合作关系，具备机器人研发、制造的软硬件条件。公司规划首先通过研发制造工业机器人，在公司的焊接生产线上全面应用；然后逐步拓展应用领域，实现机器人产业化生产销售。在国内页岩气产能建设的大背景下，公司规划购买压裂设备，组建油服队伍，进入相关作业领域；另外，公司计划融资30-50亿元，在逐步拓展油服业务的同时，进入油气开采装备及工具设备制造领域，实现公司能源装备综合服务商的战略目标，逐步完成公司战略转型。
考虑到公司传统业务的快速发展，战略转型逐步深化，在高端装备和能源综合服务领域的广阔发展前景，维持公司盈利预测，预计年公司EPS分别为0.70、0.89、1.15元，复合增速约46％。维持公司&增持&的投资评级，维持目标价16.10元。公司股价的催化剂主要是：战略转型见成效，产业链新的拓展；而投资该股的风险主要包括：煤炭价格大幅下跌；公司新产品、新业务进展低于预期。
拟收购嘉腾机器人20％股权 东方精工进军自动化行业
东方精工公告，公司与广东嘉腾机器人自动化有限公司及其6名股东签订了投资协议书，拟以自有资金4912万元认购嘉腾机器人20％股权。标的方承诺未来三年净利润分别不低于1000万元、1600万元、3500万元，并将在2019年底前实现上市。
根据公告，嘉腾机器人主营工业智能机器人及配件、恒温恒湿机等业务。2013年营业收入2758万元，净利润343万元。根据双方协商，以嘉腾机器人2014年至2016年年平均净利润2033万元的12.08倍市盈率进行整体估值，确定嘉腾机器人估值为24560万元。东方精工此次认购标的公司20％股份，交易价格为4912万元。
东方精工专注于智能瓦楞纸包装成套设备的设计、研发、生产与销售，嘉腾机器人则在搬运机器人智能物流领域领先。东方精工表示，公司此次收购嘉腾机器人股权，进入自动化机器人行业，将有助于自身自动化智能物流系统的建设，满足客户一站式设备采购需求，提高瓦楞纸箱包装企业生产效率，减少生产人员。另外，东方精工和嘉腾机器人将共享双方客户资源，实现产品交叉销售，充分挖掘客户需求。嘉腾机器人多年来已积累了包括华为、美的、本田、台达、江铃汽车、江淮汽车等在内的优质客户。
如未实现业绩承诺，嘉腾机器人将向东方精工进行现金补偿。嘉腾机器人如未能在日前实现首次公开发行股票并上市，东方精工有权要求嘉腾机器人4名股东回购东方精工所持股份。
均胜电子加码工业机器人业务 给予&买入&评级
均胜电子公告，控股子公司德国普瑞以1430万（约合1.19亿元）收购IMA100％股权。IMA专注工业机器人研发、制造和集成，主要产品为工业机器人系统及自动化产品。&
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