robot
Robot: Strategic Cooperation Jingdong Creates a New Era of Smart Logistics
Robot 300024
Research Institute: Essence Securities Analyst: Zou Runfang, Wang Shuwei Date of Composing: 2016-05-16
Jingdong Xinsong joined forces to create a new era of smart logistics.
The company signed a strategic cooperation agreement with Jingdong on May 13th, and the two parties will cooperate in the field of automated logistics equipment manufacturing and application. Xinsong will provide the core, mature robot products to be tested on the Jingdong platform. It is expected to replicate after the scene mode has been verified, and cooperate to develop more new products with e-commerce characteristics in the field of intelligent warehousing and intelligent picking.
The cooperation between the two is of great significance. As the largest self-operated e-commerce company in China, Jingdong intends to build a first-class intelligent logistics system. The cooperation between the two parties is not only a simple combination, but also a new era of intelligent lifestyle.
The intelligent logistics space is huge, and the blue ocean market is to be developed.
Intelligent logistics has a wide application space in the e-commerce industry. At present, the degree of automation of domestic e-commerce warehouses is relatively low. The software and hardware technologies of intelligent logistics products represented by mobile robots suitable for e-commerce are relatively high. Compared with the deployment of 30,000 warehouses of American Amazon kiva robots, the domestic e-commerce robot industry still belongs to the blue ocean market, and the space is huge.
The cooperation is of great significance and lays the leading position of Xinsong Intelligent Logistics.
Xinsong has a leading position in the logistics basin. With the deepening of cooperation with JD.com, it will help Xinsong to develop new robot products in the e-commerce segment and further seize the opportunities in the intelligent logistics equipment market.
With the increasing standardization of logistics equipment products, it is expected to increase in volume in the future and drive performance growth. In the medium and long term, this cooperation is of great significance to the two companies. Jingdong is currently building a world-class smart logistics system. Xinsong is also expected to rely on this cooperation. First, it will raise the level and may harvest a large number of orders. With the increase of products, profits are expected to increase rapidly, and the second is to establish a leading position in intelligent logistics equipment.
Investment suggestion: Buy-A investment rating, 6-month target price of 30 yuan. We expect the company's EPS of 2016-2018 to be 0.4, 0.53 and 0.69 respectively. Xinsong is the leader of Industry 4.0 and intelligent logistics, and will continue to exert its strength in the future; maintain the investment rating of Buy-A with a target price of 30 yuan for 6 months. .
Risk warning: Downstream demand has slowed down and non-operating income has fallen sharply.
Polyacrylamide is a kind of high molecular polymer. It is widely used for industry like water treatment, paper, oil, coal, mine, textile, construction, etc.
Polyacrylamide Gel Electrophoresis,Anionic Polyacrylamide,Polyacrylamide Crystals,Polyacrylamide Polymer,Sds Polyacrylamide Gel Electrophoresis
Shandong Tiancheng Chemical Co., Ltd. , https://www.tianchengchemical.com