格力博(301260.SZ):垂直一體化的智能製造體系是公司核心競爭力之一
格隆匯10月10日丨有投資者在投資者互動平台向格力博(301260.SZ)提問,“請問貴公司招股説明書中所提的智能製造工廠及示範智能車間是否符合新型工業化,以及公司在新型工業化、機器人領域有哪些佈局?”
公司表示,垂直一體化的智能製造體系是公司核心競爭力之一,是快速響應客户需求的有效保障。經過多年持續不斷的改進,公司製造體系已經擁有以下主要優勢:1)垂直化:公司在中國和越南兩個製造基地建立起整機生產體系的同時擁有了新能源電池包、無刷電機、智能控制器、充電器等80%以上核心零部件的自主設計與製造能力,極大地提高了產品質量的一致性和穩定性,製造成本大幅降低。垂直一體化使公司得以形成整機設計與零部件開發的協同優勢,大大縮短了新品研發週期,可以快速響應客户需求。
2)智能化:公司在中國和越南工廠佈局了近300台機器人和機械手,應用了大量的自動化工裝和夾具,廣泛採用了CCD、AOI等自動檢測儀器,由MES進行在線質量、維修、缺料報警並及時推送到對應的管理人員手機APP並實時在線監測及記錄各種工藝參數,每台產品通過批次號和序列號追蹤形成產品質量檔案;通過上百條自動化生產線,實現了衝壓塗裝、注塑、電機、電池包無人化和自動化生產,產生了1個省級智能製造示範工廠和3個省級示範智能車間。不斷的設備投入和自動化改造是公司獲得產品一致性和產品質量、贏得客户口碑的重要保證。
3)信息化:公司的生產由訂單驅動90%按單生產(Make to order)。公司在 Lowe’s 、 Amazon 等客户與公司對接的訂單系統中獲取客户下達的訂單,將不同客户的訂單整合到公司的生產高級排程系統APS進行生產計劃,生產過程由生產執行系統MES進行跟蹤和監控,成品入庫後由產品裝箱系統控制出庫,並將訂單交付信息在系統中反饋給客户完成閉環。強大的客户端信息化對接能力加上長期與全球優質客户的合作經驗,使公司具備了為大客户提供定製化產品的能力。
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