移動互聯(lián)網(wǎng)改變生活，去年在資本市場誕生了諸多牛股。而在2014年，中國的機(jī)器人元年或已經(jīng)悄然來臨，投資市場暗藏著巨大機(jī)會，并非空穴來風(fēng)。
“民用服務(wù)性機(jī)器人增長較緩慢，工業(yè)機(jī)器人將迎來爆發(fā)式的增長。”東莞市機(jī)器人技術(shù)協(xié)會副會長羅百輝認(rèn)為，“國內(nèi)機(jī)器人關(guān)鍵零部件中，運(yùn)動控制器這幾年的增長速度最快，且技術(shù)發(fā)展較為完善。預(yù)計(jì)未來幾年將維持11%的增長速度。主要應(yīng)用行業(yè)在紡織、包裝、機(jī)床、電子制造等。”
此外，羅百輝分析指出，在整個機(jī)器人行業(yè)中，機(jī)器人整機(jī)只占1/3左右市場規(guī)模。剩下更大的市場是在軟件開發(fā)、系統(tǒng)集成等約占2/3，具有廣闊的市場空間。例如，雷柏科技擁有較成熟的電子制造業(yè)輕量級機(jī)器人的應(yīng)用經(jīng)驗(yàn)，其行業(yè)市場空間在2030億元左右。
“未來3年，將是中國機(jī)器人系統(tǒng)集成行業(yè)大洗牌的階段。”東莞市普洛匯森自動化科技有限公司總經(jīng)理李宗保認(rèn)為，“隨著人工成本上漲，企業(yè)投資購買機(jī)器人的回報(bào)期會縮短。調(diào)查顯示，對于基層員工來說，越來越少的員工愿意做重復(fù)工作。隨著00后慢慢長大，企業(yè)未必還能找到做重復(fù)工作的員工。這將不再是工資高低的問題，而是企業(yè)必須要使用機(jī)器人的問題。”
“未來，如何判斷機(jī)器人產(chǎn)業(yè)的投資標(biāo)的和時間點(diǎn)，關(guān)鍵是看機(jī)器人跨國公司的布局和時間點(diǎn)。在過去一年，跨國公司正在加速向中國市場轉(zhuǎn)移；他們不僅僅是在中國布置銷售公司，更多是把關(guān)鍵的制造環(huán)節(jié)在向中國轉(zhuǎn)移，此外也和上市公司展開了并購合作等。”羅百輝分析稱。“在資本市場上，工業(yè)機(jī)器人受政策和資本雙重刺激，去年已經(jīng)誕生了幾波行情。從整個2014年來講，投資者面臨著中國傳統(tǒng)市場轉(zhuǎn)型升級帶來的紅利。我們通過調(diào)查發(fā)現(xiàn)，很多地方的工業(yè)園區(qū)面臨著轉(zhuǎn)型升級的壓力。地方政府招商會壓力比較大。去年年底，工信部發(fā)布《關(guān)于推進(jìn)工業(yè)機(jī)器人產(chǎn)業(yè)發(fā)展的指導(dǎo)意見》，可以關(guān)注上半年地方政府會推出的機(jī)器人裝備制造轉(zhuǎn)型升級的政策利好消息。”
Cisco AIR-LAP1252AG-A-K9 Wireless AccessPoint FOR PARTS
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Avaya/Lucent 2006A-L1 106504574 DATA-Z70A-2 MPDM
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HP 6202B DC Power Supply 0-40 Volts DC 0-.75 Amps
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TELLABS POWER MODULE?PSNP 83.5535
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Nokia IP330 IP2331 VPN Checkpoint Firewall 1U Security Platform Appliance
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NORTEL NTEP67AA RACK?MOUNT ALARM PANEL
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Cisco 7000 Power Supply - ACME Electric?HF-75735 700w
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Satellite Phone Thrane & Thrane 403034A
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TYCO/ELECTRONICS BU3200A SERIES 1:5
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SERVER TECHNOLOGY, SENTRY COMMANDER REMOTE POWER MANAGER PT40-H404-2-02
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CISCO 3600 Series 3620 Wired Router SN:JAB04328930
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SUNFIRE X2200 4 GB RAM AND 250 GB HDD NO PROCESSORS
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CISCO PIX 515 FIREWALL SECURITY APPLIANCE
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Spirent/Zarak Abacus?81-01504-00 Analog?Circuit Interface Module
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Nortel Passport CP Card Processor NTFN33HB
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Phoenix 5500A Telecommunications Analyzer FOR PARTS
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Hayes 03328-A Accura?56K FaxModem
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LEEDS & NORTHRUP 923?NUMATRON DIGITAL INDICATOR AS-ISFOR?PARTS
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EXTREME NETWORKS 10901 50W RPS SUMMIT BLACK DIAMOND POWER SUPPLY
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AVOCENT SwitchView OSD A40224 100-240VAC, .1A, 50/60Hz FOR?PARTS
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Nortel NT7E23AA REL?21 FDN600 MTCE INTFC
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Cisco VG200 Voice Gateway 200 Router, VG200
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Lucent/Avaya Definity TN750C V14 Announcement
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Power Designs Inc. 2015R Transistorized?DC Power Supply
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TiVo Series 2 DVR TCD540140 DIGITAL VIDEO RECORDER
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VERILINK CDM 2035 311-101312-001
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Nortel Network Oc48?Net Demux NT8E05CC SN:NNTMA3705B977
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Nortel NT7E23AA REL?21 SN:NNTMA36021ABA
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MILAN 100BaseFX to 100BaseTXFAST ETHERNET CONVERTER, ETHERNET IEEE 802.3
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NORTEL NT4K53AC (SAPQACVAAB) MAINTENANCE?INTERFACE
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Cisco PIX-506E Firewall Security NetworkAppliance PIX506E
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Motorola NT1D Network Termination Device?for an ISDN Line
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COMPAQ 295241-001 R1500 50/60Hz W/ RACKMOUNTS FOR PARTS
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Lot of 2 Dell PowerConnect 2124 Gigabit 24-Ports External?Switch
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Lucent Technologies?Access Point 600 - AP600-AC-128-11009
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Dell Powerconnect 3048 Managed StackableSwitch 48 Ports 10/100 2 GB Ports 2 SFP
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LOT OF (2) NEW HP?Genuine 408853-B21 4GB 2x2GB PC2-5300 Memory Kit
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Avaya Lucent TN775D?Maintenance (EPN) Card V4
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MANAGEMENT ACCESS PROCESSOR DL2131 300-01905-01 REV J S/N 1457060033
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Transition Networks?Single Slot Chassis?Media Converter CPSMC0100-2XX
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TEKTRONIX 7A18 DUAL?TRACE AMPLIFIER
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ADC Kentrox Datasmart 696 T1 DSU Module
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NTQ123 Cisco VPN 3000 Astec Power Supply
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LOT OF 6 Cisco WIC-1B-U networking card ISDN BRI U
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Narda 779-10 10dB 2W?Attenuator
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HEWLETT PACKARD 8493A ATTENUATOR 3DB
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Maxtor Personal Storage 5000LE (80GB)
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HP 6213A DC Power Supply
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OMEGA ENGINEERING DIGITAL THERMOMETER HH-99J
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CENTRECOM MR820TR IEEE 802.3 10BASE-T/ 10BASE2/ AUI
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CONTROLWARE IDB-384/128 S/N 1000123911
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Dell PowerConnect 2708 8-Port Gigabit Managed Network Switch
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Dell PowerConnect RPS-600
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3COM SUPERSTACK II NETBUILDER ESPL-343 NETWORK SWITCH
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Cisco WS-C3524-PWR-XL-EN PoE Switch 10/100 Fast Ethernet
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CISCO 1600 SERIES, 1604 R WIRED ROUTER W/ WIC-1T
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Artesyn Cisco Fargo?Power Supply 22945000
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Argus RSM 48/10 Supervisory PNL Monitor?Module 018-550-20
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VERILINK NCC 2130 320-100822-002
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Cisco 34-0613-06 7500 Series Power Supply 700 WATTS
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Cisco WS-X4306-GB 6-Port Gigabit Ethernet Switch Module
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Cisco Catalyst 6500?Series WS-X6408-GBIC?8-Port Gigabit Ethernet Module
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POWER-ONE SP667 POWER SUPPLY 901750-10 S/N D22P1303
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LUCENT DEFINITY TN760D V12 TIE TRUNK CARD BOARD
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Avaya Lucent TN775D?Maintenance (EPN) Card V4
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NORTEL NORTHERN TELECOM S/DMS ACC LINE CARD NT4K65AB
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Cisco Ethernet 10BT?4-Port Module Card 73-1556-07
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Cisco 7200VXR Network Processing Engine?300, NPE-300
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Cisco 801 CISCO 800?SERIES ISDN, Ethernet Router
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ALLIED TELESYN AT-FS724L 24 PORT FAST ETHERNET SWITCH
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AT&T ACCULINK 3150-A1-210 Paradyne Telecom Modem Model 3150
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Midwest Microwave MOD 108 Attenuator
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Fast Ethernet Input?Output Controller 73-4092-03 for Cisco 7200 Series Chassis
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NETOPIA R3100-I IDSL?ROUTER
Xerox Phaser 790 Yellow, Magenta, & CyanToner LOT OF 3NEW
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HP COLOR LASERJET C4152A YELLOW & C4150A?CYAN TONERS NEW
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Cisco Catalyst WS-X4232-GB-RJ 32 Port Switch Module
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BayNetworks Baystack102 24-Port 10 Base-T Ethernet Hub
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Northern Telecom NT6D65AA CNI Board T8204
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Cisco 700-02609-02 6?DC Fan Assembly Module
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Avaya Lucent Definity TN2404 Processor Card V3
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Tektronix 7B50 Oscilloscope Triggering Plug-In (100 MHz)
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HP -IB Extender 37203A
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Siemens Optiset 69671 Multi-Line 12-Key?Display Phone
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Sun Delta DPS-1500AB?SunFire AC Input Power Supply, 1500W
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Cisco PA-8T-X21 8-Port Serial X.21 Port?Adapter
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Tektronix 7B53A Dual?Time Base Plug-In
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CentreCom 8118 10Base-T/ 100BASE-TX FastEthernet Switch
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HP StorageWorks Power Supply HS1182
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Xerox Phaser 790 Cyan Toner LOT OF 2NEW
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Cisco 2600 Series 2612 Modular Access Router
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Cisco 3500 Series 8?Port Gigabit Switch?WS-C3508G-XL-EN
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Netgear DS508 8-Port?10/100 Dual Speed Stackable Hub
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Tekelec TE 820A DS1?Frame Simulator Analyzer w/ Cards FOR PARTS
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CISCO CATALYST 3500?SERIES XL WS-C3548-XL-EN 48 PORT ETHERNET SWITCH
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Linksys 16 Port Dual-Speed Hub EF2H16
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Cisco NM-1FE-TX 10/100 FAST ETHERNET MODULE
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SiliconGraphics COMPUTER SYSTEMS E165880?NETWORKING
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EMC 103-064-000B-R5?N/B16 CARD
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CAB-V35MT 72-1102-01?8 Port Male DTE Octopus PA-8T-V35 Cable?Cisco 7200 New
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Avaya Definity Lucent TN726B V4 Data Line Card PBX Module
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AT&T 7444 Business Telephone Set 106200579 Lucent Avaya att?System
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Allied Telesyn Centrecom AT-3024SL 24 Ports Hub
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Siemens Se5940 T1 Business Gateway
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Midwest Microwave Model 219 Attenuator
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Midwest Microwave --?Model # 220 -- Attenuator
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Cisco 2500 Series, Model 2513 Wired Router
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Cisco (C7200-I/O-2FE/E) IO Card for 7200?/ 7204 / 7206 VXR
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Cisco WS-C3524-XL-EN?24port Catalyst 3500
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LOT OF 6 Nanya 512MB 2Rx16 PC2-4200S-444-12-A1 NT512T64UH8A0FN-37B
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CISCO 7300-PWR-AC 7304 AC POWER SUPPLY MISSING HANDLE
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ADC Ds3 BNC Interconnect Module D3M-911001
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Cisco c4700 M+ Modular 6-Port 10/100 Serial Router 4700 Series
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Cisco Catalyst 4500?Gigabit 48 Port WS-X4448-GB-RJ45
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ASTEC DS1500-3L-001?1500 WATT MAX, FOR?PARTS
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CISCO 2600 SERIES MODEL 2611 ROUTER
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Lot of 5 Cisco MEM-C6K-FLC24M 24MB Flash Card
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ALCATEL 4010 PHONE ANTHRACITE EASY REFLEXES
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Cisco WS-C2950-24 SN:FOC0727W279
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Northern Telecom NT8E15AA Switcher 24Cd?Nortel NT8E15AA
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NORTEL NT8E18AC R03?- SWITCH CONTROLLER?UNIT
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Cisco C7200-I/O-FE Input/Output Controller with Dual 10/100?Ethernet
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Belkin OmniView Pro?8-Port External KVM?Switch MODEL F1D108-OSD
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MAGNUM 3000 GARRETTSTAKABLE HUB MODEL 3012
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CISCO WS-U5536-GELX?1000 BASE LX/LH GIGABIT Ethernet Module
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Cisco WS-X6408A-GBIC?8-Port GIGABIT ETHERNET
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Cisco Systems 8-Port?Octal Lead Network?to Serial Cable 72-1102-01
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Allied Telesyn AT-FS724I 24-Ports 10/100Switch
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HP Agilent MODEL 6200B REGULATED DC POWER SUPPLY
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Cisco Aironet Wireless Access Points AIR-AP1231G-A-K9 w/ Antenna AIR-ANT1728
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NORTEL NT8E18AC 03 -?SWITCH CONTROLLER UNIT SN:NNTMA3705BB31
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Hitachi HDS724040KLSA80 Deskstar 400GB 7200 RPM SATA Desktop?PC Hard Drive
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Cisco WS-X6148-GE-TX?48-Port RJ45 Gigabit Ethernet Switch Module
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ALCATEL 4020 PHONE GRAPHITE
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Cisco 7200 Series Fast Ethernet 73-1688-05 Card Adapter Module
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Cisco 73-2432-04 Enhanced ATM Module
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Compaq 8 Port PS/2 KVM Console Switch EO1004B With Rails
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ADC Kentrox DataSMART T3/E3 IDSU AC DataNetwork Switch
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CISCO VIC2- 2E/M 2-PORT VOICE INTERFACECARD
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Cisco Voice-1V Single Port Voice NetworkModule
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Amprobe AMB-1 Megohmmeter Multi Meter
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Avaya/Lucent/AT&T Definity TN748D V7 Tone Detector Card
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Cisco NM-1E1R2W NM-1E2W 1-port Ethernet?Card
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Spirent Zarak Abacus?PCG Subsystem Module
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New Cisco Aironet Air-ANT3213 Pillar Mount Antenna
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AVAYA/LUCENT MTG-DATA-Z7OA-2
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Cisco Systems PA-FE-TX 800-02691-02 Ethernet Adapter Card
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Adtran Smart 16e Shelf Controller SNMP Module Card, 5200.162-1D
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AVAYA LUCENT TN775B?V2 MAINTENENCE CARD
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Cushcraft SQ2303P Omnidirectional Antenna
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Cisco Catalyst 2900?Series XL - WS-C2924-XL-R - 24 Port
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Cisco C4500 Router FOR PARTS
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Cisco Catalyst 2900?XL 10/100 2U Switch?WS-C2924M-XL-EN 24 ports
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CISCO NM-PRI-1CT1-CSU Network Interface?Module
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HP Agilent 44708A 20?Chanel Relay Multiplexer
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CISCO 2611XM ROUTER?AS-ISFOR PARTS
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CISCO 1600 SERIES, 1603 R WIRED ROUTER W/ WIC-1T
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HITACHI HARD DISK DRIVE DK32EJ-72FC, (SUN DRIVE TYPE) 72G
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Cisco 2900 Series 24?10/100 Mbps Port Switch, Cisco WS-C2950C-24
?
Cisco Catalyst 2924?WS-C2924-XL 24 Port?Ethernet Switch
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Cisco WS-CAC-1300W Power Supply
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CISCO NETWORK PROCESSING ENGINE 300, NPE-300
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