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行业格局与公司竞争优势:①自动化设备的下游应用主要包括消费电子产品制造业、汽车及其零部件制造业、医疗器械制造业、机械设备制造业和仓储物流等。以西门子、ABB、发那科为代表的国际巨头垄断了智能装备的市场。国内企业产品制造技术基本可以满足中低端市场需求,未来进口替代空间巨大。②公司竞争优势主要体现在行业的产业研发设计和定制化生产、服务响应能力。2016-2018年公司研发强度分别为12.7%、12.7%、11.4%,高于行业可比公司。
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美国通用电气公司创立于1892年,又称奇异公司,由老摩根在1892年出资把爱迪生通用电气公司、汤姆逊-豪斯登国际电气公司等三家公司合并组成。美国通用电气以各种方式吞并了国内外许多企业,成为了上的提供技术和服务业务的跨国公司。通用电气坚持多元化发展,公司业务从飞机发动机、发电设备到金融服务,从医疗造影、电视节目到塑料。