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美的集團(000333.SZ):庫卡二期已正式投產 未來規劃機器人產能8萬-10萬台/年

格隆匯7月18日丨美的集團(000333.SZ)近期舉行分析師會議時表示,5月30日,美的庫卡智能製造科技園二期(下稱"庫卡二期")正式投產,未來規劃機器人產能8萬-10萬台/年,將全面推動機器人供應本地化和支持製造業自動化、智能化、數字化轉型,是廣東首條"機器人生產機器人"生產線。該條產線投入約2000萬元,打造成一個可複製、一流水平的全自動機器人生產線,賦能製造業。相比庫卡一期,庫卡二期實現了三個突破:第一是實現了自動化的突破,生產線完全實現無人,僅需極少的員工在外圍進行數據監控。第二個突破是核心零部件研發及製造的本地化。未來85%的核心部件都在園區製造,供應鏈更安全、高效。第三個突破是重載和輕載機器人並重的產業佈局,釋放更多產能,預計年產8-10萬台機器人。

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