工控行业分析报告Word文档下载推荐.docx

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工控行业分析报告Word文档下载推荐.docx

2.1中国经济好转,固定资产投资规模不断增加.................................................................................................9

2.2OEM市场将维持增长.....................................................................................................................................10

2.2.1电子制造设备需求持续增加................................................................................................................12

2.2.2机床工具产量持续增加,未来维持增长趋势....................................................................................13

2.2.3风电基本面好转,风电设备需求增加................................................................................................14

2.2.4电梯设备需求持续增长........................................................................................................................16

2.3项目型市场的市政和油气等领域将实现增长...............................................................................................17

2.3.1市政和公共设施等在PPP模式的推动下保持增长...........................................................................17

2.3.2政策驱动油气行业增长........................................................................................................................18

2.4工控行业维持高景气度,未来增长可期.......................................................................................................19

3.工控产品进口替代持续,龙头企业加速成长..........................................................................................................20

3.1本土工控产品市场占有率不断提升...............................................................................................................20

3.1.1本土小型PLC市场占有率增长迅速..................................................................................................20

3.1.2本土伺服品牌市场份额跻身前五........................................................................................................23

3.1.3本土品牌变频器市占率不断提升........................................................................................................24

3.1.4工控产品进口替代持续加速................................................................................................................26

3.2从产品替代到方案替代,龙头企业加速成长...............................................................................................27

4.投资建议及推荐标的.................................................................................................................................................29

4.1全球工控龙头西门子的发展模式值得借鉴...................................................................................................29

4.2投资建议..........................................................................................................................................................31

4.3推荐标的..........................................................................................................................................................31

4.3.1汇川技术(300124)............................................................................................................................31

4.3.2信捷电气(603416)............................................................................................................................33

4.3.3英威腾(002334)................................................................................................................................34

4.4风险提示..........................................................................................................................................................36

图目录

图1:

工控产品分类及行业应用............................................................................................................................5图2:

全球主要国家地区机器人密度比较(单位:

台/万人)...........................................................................6图3:

中国不同年龄段人口比例变化(20至49岁为右轴).............................................................................6图4:

2010年以来制造业工人平均工资水平(千元/年)..................................................................................6图5:

全球主要国家“再工业化”举措....................................................................................................................7图6:

2015年以来GDP同比增速(%).............................................................................................................9图7:

2015年以来中国PMI变化趋势..................................................................................................................9图8:

2016年以来制造业固定资产投资完成额同比增速变化(%)................................................................9图9:

工控行业下游产品市场分为OEM市场和项目型市场...........................................................................10图10:

OEM市场份额变化趋势..........................................................................................................................10图11:

OEM市场各细分领域及2015年市场份额占比....................................................................................11图12:

2012-2016年OEM市场细分领域市场规模增速...................................................................................12图13:

计算机、通信和其他电子设备制造业固定资产投资完成额累计值(亿元)及增速(%).............12图14:

2021年智能手机出货量预测(亿台)...................................................................................................13图15:

锂电池市场规模(亿元)........................................................................................................................13图16:

机床工具近年来产量(万台,左轴)和增速(%,右轴)变化趋势.................................................13图17:

2020年数控机床规模预测(亿元).......................................................................................................14图18:

2014年以来国内风电设备公开招标容量...............................................................................................15图19:

2018年风电上网电价将下调...................................................................................................................15图20:

2016年底已核准未建设风电项目规模...................................................................................................15图21:

电梯装机一般滞后于房屋新开工时间1年............................................................................................16图22:

房屋新开工面积累计值(万平米)增加................................................................................................16图23:

我国电梯保有量(万台)........................................................................................................................16图24:

电梯维保市场规模(亿元)....................................................................................................................16图25:

2012-2016年项目型市场细分领域市场规模及增速..............................................................................17图26:

交通运输PPP项目投资额(亿元).......................................................................................................18图27:

市政工程PPP项目投资额(亿元).......................................................................................................18图28:

政府设施PPP投资额(亿元)...............................................................................................................18图29:

247个PPP示范项目落地周期分布........................................................................................................18图30:

油气管网“十三五”期间增速达8.6%.......................................................................................................19图31:

工控指数变化趋势....................................................................................................................................19图32:

工控市场规模变化趋势及预测................................................................................................................20图33:

PLC的典型构造.......................................................................................................................................21图34:

小型PLC主要面向OEM市场...............................................................................................................21图35:

2016年中国PLC市场厂商份额占比.....................................................................................................22图36:

2015年中国小型PLC市场厂商份额占比.............................................................................................22图37:

PLC中国市场规模增速和代表公司PLC规模增速..............................................................................22图38:

伺服系统原理示意图................................................................................................................................23图39:

我国伺服系统市场规模及增速................................................................................................................23图40:

伺服系统下游市场分布及份额................................................................................................................24图41:

2015年中国伺服系统市场前十大厂商...................................................................................................24

图42:

伺服系统市场规模增速和代表公司伺服系统营收增速........................................................................24图43:

变频器原理示意图....................................................................................................................................25图44:

中低频电压器在各行业的份额占比........................................................................................................25图45:

2015年中低压变频器十大厂商份额占比...............................................................................................25图46:

变频器市场规模增速和代表公司变频器营收增速................................................................................26图47:

本土工控品牌市场份额变化趋势......................................................................

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