The Qichacha APP shows that recently, Nanjing Estun Precision Equipment Co., Ltd. was established with a registered capital of 10 million yuan. Its business scope includes Industrial automatic control system device manufacturing, intelligent basic manufacturing equipment manufacturing, electronic component retail, and new energy vehicle production and testing. Equipment sales, etc. The equity penetration of Qichacha shows that the company is jointly held by Estun Intelligent Technology (Jiangsu) Co., Ltd., a wholly-owned subsidiary of Estun.
At the end of August, Estun released its semi-annual report. The company achieved operating income of 1.655 billion yuan, a year-on-year increase of 6.00%; net profit attributable to shareholders of the listed company was 76.3016 million yuan, a year-on-year increase of 21.32%; basic earnings per share were 0.09 yuan.
Market analysis believes that there are three main reasons for driving performance: one is the support of national macro policies for the development of the industry; the second is the acceleration of domestic substitution; the third is to help the development of new energy.
The State Council issued the “Carbon Peaking Action Plan before 2030”, the production capacity of lithium battery companies has accelerated, and the industry growth trend is clear; “Renewable Energy Development Plan”, multiple policies help distributed photovoltaics usher in a peak of development, higher application efficiency, promote large-scale production and application, and bring about a large demand for equipment, thereby driving the application of Industrial automation products and industrial robots.
Estun’s semi-annual report said that new energy vehicles have entered a period of rapid growth, and the market demand is strong, driving the rapid growth of the power lithium battery industry. High-standard automotive-grade power batteries have higher requirements for production efficiency, product consistency, and product quality. At the same time, there are many types of new energy vehicles, corresponding to a variety of lithium battery specifications and sizes. Lithium battery manufacturers urgently need high flexibility and high quality. Efficient and high-quality digital production lines ensure sufficient production capacity to meet market demand.
In the future, as subsidies decline year by year, lithium battery companies will gradually increase their requirements for production efficiency and product stability, and the use of robots will also gradually increase. The proportion of the lithium battery industry in the many application industries of robots will continue to expand, and to a large extent will undertake the role of “engine” for the growth of robot demand in the next few years.
Industrial robots have become an important part of lithium battery production units. Industrial robots with high performance, high speed and high stability provide more economical and efficient production solutions for lithium battery production. Estun helps the rapid implementation of the lithium battery digital factory and drives the rapid development of the lithium battery industry.
At the same time, based on TRIO+ESTUN high-performance motion control solutions, Estun provides core motion control solutions for production equipment such as lithium battery coaters, winding machines, lamination machines, and die-cutting machines.
In 2022, Estun specially established a new energy business department to deeply explore how robots and motion control products can meet the ever-changing needs and increasing requirements of the lithium battery industry. The full chain application of six-joint robots including baking, volume separation, inspection/sorting, cell stacking, side plate welding, heating and resting, BusBar welding, module PACK, etc. Up to now, Estun robots have been used in many It has been applied in batches in leading lithium battery companies.
In the field of new energy, Estun also has in-depth cooperation with hundreds of enterprises in the photovoltaic industry to assist photovoltaic enterprises in industrial upgrading. The company’s photovoltaic typesetting workstation is fully compatible with MES, ERP and other intelligent manufacturing management systems, and strives to create photovoltaic intelligent manufacturing plant. At present, Estun robots have been widely used in the fields of component, flower basket handling, wafer insertion and silicon wafer production.
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