Efort won an order of 254 million yuan, and the growth of electric vehicles in Europe promoted the recovery of demand for industrial robots

Recently, Eft announced that Autorobot, a subsidiary of the company, has received information from FCA Group, a subsidiary of Stellantis Group, about the front body, rear body and body of two models of pure electric vehicles and plug-in hybrid electric vehicles in Melfi, Italy. Purchase order for the bottom line.

Efort won an order of 254 million yuan, and the growth of electric vehicles in Europe promoted the recovery of demand for industrial robots

The total amount of orders is expected to be about 254 million yuan (36.67 million euros), accounting for 22.14% of the company’s audited operating income in 2021. As of the announcement date, the order amount has been received about 182 million yuan, accounting for 71.65% of the total order amount.

It is understood that in 2017, Eft acquired 100% equity of WFC Group, an Italian body-in-white welding system integrator. Autorobot is a wholly-owned subsidiary of WFC Group in Poland, mainly engaged in automobiles in Europe.automated industryProduction line welding integration business.

The Stellantis Group was established in 2021 by the cross-border merger of the French PSA Group and the Italian Fiat Chrysler Group (hereinafter referred to as “FCA Group”), and is the world’s fourth largest automobile manufacturer. Stellantis Group is also the largest customer of Evert’s automotive industry integration business. The business transaction amount for three consecutive fiscal years accounted for more than 20% of the company’s revenue. In 2021, the business transaction amount between Evert and Stellantis Group is 337 million yuan, It accounted for 29.38% of the company’s revenue.

Efort won an order of 254 million yuan, and the growth of electric vehicles in Europe promoted the recovery of demand for industrial robots

Eft said that this order belongs to the company’s daily business, and the performance period is from the date when the order takes effect to the end of November 2024. It is expected to have a positive impact on the company’s current and 2023 and 2024 performance, but it will not constitute a major impact. .

At the same time, the announcement also reminded that due to factors such as the global new crown epidemic, the Russian-Ukrainian war, and rising energy prices, Italian production and consumption may be affected to a certain extent, and the execution of orders may be delayed or cannot be fulfilled due to force majeure. In addition, factors such as changes in customer demand, market supply or price changes of major raw materials, and other unforeseen or force majeure factors will also affect the execution progress of this order.

Strong growth in Efort’s integration business

existIndustrial robotIn the industry, core components account for most of the cost. Under factors such as supply chain pressure and rising raw material prices, whoever can control the components will have the initiative. Therefore, accelerating the autonomy rate of core components has become arobotThe key to the healthy development of enterprises.

Over the years, Efort has continued to promote the research and development of core components and product iterations. In March this year, Efort signed a “Technology Licensing Agreement” with ROBOX. RPL source code and files” and “RTE source code and files” were transferred and authorized for use by the company. Efter said that the purpose of this move was to obtain the underlying source code of the control platform, complete the construction of the company’s robot core autonomous control platform, and realize the control of the bottom layer of the controller. The core technology is fully autonomous and controllable.

Today, the autonomy rate of Efort in the controller exceeds 70%, and the controllers it produces have withstood the test of mass application under the requirements of high speed, high precision and high reliability in various industries. It is precisely because of this that Efort It has won the favor of many well-known car companies.

In the field of automobile industry integration, Eft provides a complete set of Andon, equipment monitoring PMC, vehicle tracking AVI system for the welding process production link of new energy automobile enterprises, in the body-in-white body tracking, routing and re-ordering management, key parts information In terms of binding, a standardized module has been formed, and a complete three-layer network architecture of the automation system and enterprise data collection standards can be established, which can realize the physical isolation of the upper system and the underlying data.

In the previous financial report, Eft said that the main business measures in 2022 include: 1. Unswervingly promote the focus and application-driven strategy, and focus our resources on the cultivation of core competencies and the promotion of core robot products 2. Continuously Strengthen the management and control of overseas business and promote the recovery and development of overseas business 3. Continue to promote the increase in the autonomy rate of core components.

European EV shipments surge

In September this year, the sales of pure electric vehicles in eight European countries increased significantly month-on-month. Specifically, the sales volume of new energy vehicles in eight European countries in September was 136,000, a year-on-year increase of 2% and a month-on-month increase of 100%. Among them, 95,000 pure electric vehicles , an increase of 7% year-on-year and a month-on-month increase of 112%; the proportion of pure electric vehicles increased from 66% in September last year to 69%, and plug-in hybrids decreased from 34% to 31%.

Efort won an order of 254 million yuan, and the growth of electric vehicles in Europe promoted the recovery of demand for industrial robots

According to data released by the German Motor Transport Authority (KBA) recently, the number of new car registrations in Germany in September was 224,816, an increase of 14% year-on-year, while the sales of pure electric vehicles increased by 32% year-on-year, with a market share of 19.7%, far exceeding the average growth rate of cars. , while Germany is one of the top five robotics markets in the world (China, Japan, US, South Korea, Germany), accounting for 33% of total installations in Europe, followed by Italy (13%) and France (8%).

Now that the Russia-Ukraine war is still going on, the energy supply in Europe is tight. Gasoline prices have risen sharply this year, and relatively cheaper trams have become the choice of many people. This is also a major reason for the rapid growth of electric vehicles in September. The growth of demand for electric vehicles in various countries will promote the recovery of the Robot Industry.

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