Shanghai Daoqin Plastics Co., Ltd.

2017 year 爆发, 2018 year cooling, 2019 year low 迷, 2020 year 开局“休眠” rear “苏醒”……
 
　　 machine industry development cycle 随经济 large ring cycle 轮转, low or will is 一场进入 future 淘汰赛. lower, has enterprise business lower “暂停键”, has enterprise large mono 接连不断.
 
　　拓斯达3 month 17 day announcement, company and company 拓斯达(Vietnam)科技 has company, 拓斯达 ring group has company, front 连续12 month inner, already separation and precision (云 in) has company, precision (Vietnam) has company, precision (义安) has company, 立讯智造(浙江) has company 签订《装修 and machine electrical engineering combined 同》 and other combined 同, combined 同累计金额达65,134.41 10,000 yuan.

 
data 源: 拓斯达 announcement

拓斯达称, company and precision lower 4家控股 company contract signing 金额, company 2018 year degree 经审计主营 business 收入 54.36%, for company future 经营业绩 will generate effect/influence.
 
　　 precision manufacturing leading formed long
 
　　立讯 precision is full 球知名 more 元化部 parts solution/scheme provide 商, in business 方面, already from most connectors product expand to currently 基站天线, 基站射 frequency device, light block and other business, main/primary has is, 思科, 浪潮, 华三, and other; automotive electronics business 方面, company from 传统线束 toward electronics, new can automotive business expand 展, day 产, 英菲尼 Di, 蔚, 众泰, long 城, and other 知名车企客户.
 
　　近 day, precision published 2019 year fast 报. report inner, full year achieve 营业总收入6,238,019.95 10,000 yuan, year-on-year growth 74.00%; achieve upper company shareholder profit 472,100.63 10,000 yuan, year-on-year growth 73.40%. precision can force reinforcement.
 
　　早 in 2019 year 11 month, precision 资讯副总监贺君锋 in 接受调研时针 for company can manufacturing basic 情况以 and future development as 说明. table/sheet 示, company made future year can manufacturing target/goal:打通网络, toward and toward 数字集 formed, data 智慧决策平台.
 
　　他指出, precision in 执行规划 process in use technology project 支持,例如 from data to in large data 平台, to upper 层 数字化 can 视, again to use AI平台 show/display.
 
　　依托 industrial material and industrial large data large 平台,以 large data /AI is technology 手段,以互联互通 is 基础, precision in will data formed has use 信息, most 终体现价 value, achieve increase value,变 formed 财务效益.
 
　　 another, precision from R&D stage/phase through true decrease/reduce R&D cycle, from production 自动化, can 视化, quality 监测, can control and other step/link formed a large amount of data,构建 large data 平台,做 to full can 视化, most achieve AI智 can 平台 搭建. 贺君锋透露, separation function already in separation 事业处 in 执行.
 
　　调 R&D 现, in 自动化产线 upper, precision utilizing a large amount of machine 人+视觉 system for product dimensions amount 测, appearance 检查,基于 large data for appearance 进行判断. its 华东厂区拥 has relatively large SMT production capacity, from 定位, 检验, testing, to rear packaging basic achieve workshop 无人化.
 
　　拓斯达 announcement 也指出, company and precision combined as, positive is 协助立讯 precision can 自动化 factory construction and rise grade.
 
　　 large strategy 持续显 formed 效
 
　　拓斯达 is 专注于以 industrial machine is table/sheet can R&D, manufacturing, sales system formed +本体 manufacturing + soft parts development + industrial 互联网四位一体 智 can manufacturing comprehensive 服务商.
 
　　拓斯达 announcement 称, company and precision 持续签订订 mono, separation table/sheet company solutions, product and can force to large high degree can, 客户黏 property strong/high, tool industry comprehensive competition force.
 
　　2018 year year 底, 拓斯达提出 large strategy. large strategy is in 累计服务 客户群基础 upper, industry 势头, revenue 规模, 员工数 amount and other elements 筛选出 industry 头部客户, 依托自身 for manufacturing industry deep degree understanding, and in industrial machine field/area R&D, application advantages, machine 人+ process equipment “1+N”模式, toward provide 自动化 overall solutions.
 
　　 specific 看, year upper semi year, 拓斯达一方面集 in force amount deep lower industry 自动化 application relatively large 头部客户 demand, will optical, precision, ratio Di, 欣旺达, 富士康 and other demand injection molding related business toward industrial machine and 自动化 type business 延伸. 另一方面, new food packaging manufacturing industry large 客户韶 can corporation, new can industry 客户NVT and other.
 
　　拓斯达董事 long 吴丰礼 in 2020 strategy in 也说道, year, in small enterprise machine 人自动化 消费 can force 越 越 low. and meanwhile, industry leading enterprise can force 越 越 strong/high, toward enterprise poly 集.
 
　　“基于 this 逻辑, 我们提出 large strategy, heavy to large 客户; cycle rear, in small also is most large 基础, need 做, therefore construction non important. 冬天送棉衣 才 is 朋友, in most low cycle enterprise degree, rear 我们才 has more more machine 会. need good large 客户, meanwhile need for in small enterprise 服务. ”
 
　　近 day, 拓斯达 published 2019 year year degree fast announcement, 2019 year 营业总收入 is 16.64 100 million yuan, ratio upper year growth 38.88%; belongs to upper company shareholder profit is 1.95 100 million yuan, ratio upper year growth 13.75%.
 
　　 in year degree fast in, 拓斯达也指出各项业绩 indicators high speed growth main/primary is company business block stability formed long, large strategy has 序推进, increase 发A股 stock new increase 股本发行 upper and other causes.
 
　　3C and other industry new machine 会
 
　　2020 year 疫情之 lower, has “危”, has “ machine ”.
 
　　 high machine 人董事 long small in 接受第一财经采访时 table/sheet 示, for machine industry 说, short belt/tape impact, long belt/tape good. China machine industry year can focus/key point 关注3C数码, automotive, new can 源, food industry new machine 会.
 
　　 from upper sorting out and analysis can 发现, this industry is precision and 拓斯达 has and or deep field/area, has for precision and 拓斯达 业绩形 formed new 一轮 拉动.
 
　　张 small analysis, in 3C数码 field/area, year 5G will new product competition, 包括苹果, is, small and other will launch new product. is stable supply, it 们会扶持自己 supply system, but also 会推动自动化 production. upper semi year electronics product demand 因疫情而受 to made, lower semi year market will elastic, therefore, lower semi year production capacity improves 3C数码 enterprise will add fast 自动化 renovation.
 
　　 in automotive field/area, year new can automotive industry has policy 扶持, automotive sales will decline. supply upper, automotive electronics product need more new. automotive 整车厂也 need from production 线转换 is new production 线, 并进行自动化 renovation. therefore, year automotive parts, new can automotive 自动化 production and can manufacturing demand will growth.
 
　　 in new can field/area, and photovoltaic, electrical, can product. year photovoltaic investment growth, inner outer demand in increase, add upper product more add standards 化, therefore production 自动化 renovation is trend. new can automotive battery 方面, 三星, LG, SK, lower and other outer company in China capacity expansion, 宁德时代 and other leading enterprise in China capacity expansion, belt/tape 动自动化 and machine demand.
 
　　 in food field/area, medical devices, 口罩, liquid and 畅销, let add strong/high for anti product strategy 储备, very more enterprise speed related production field/area, this manufacturing equipment and production demand 旺盛. meanwhile, year bag food very good 卖, 产线, rear packaging and material has more large market machine 会.
 
　　 for/regarding machine industry 而言, very large degree upper to lower manufacturing gas degree effect/influence. high machine research (GGII) data 显示, 2019 year front degree, China industrial machine 人产销 amount year-on-year lower slip 态势, degree 开始, increase speed 开始转 positive, lower demand separation 化回暖迹象.
 
　　 high machine research long 卢彰缘 from currently 态势判断, 受疫情 effect/influence, lower demand 释放尚需时 day, comprehensive 回暖 逻辑尚未 can formed 立, fine separation field/area stage/phase property is large rate parts.
 
　　 can 说, hot rear cooling, is for machine industry 回归理 property and value 必经路径.