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2014年至今,汇川变频器中通用变频器收入占比持续增加
2014年至今,汇川变频器中通用变频器收入占比持续增加
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图片大小:73KB
图片尺寸:1149*760
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所属报告:
汇川技术-工控龙头在“平原”业务中大放异彩-210820(22页).pdf
打包全文图表
相关数据
附录8:中国低压变频器市场
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行业数据
2026-02-09
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展示9:低压变频器在中国的市场份额趋势
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竞争格局
2026-02-09
原图定位
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预计2025-2027年核心产品变频器、伺服、
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行业数据
2025-12-22
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自动化市场分产品情况:综合考量市场规模、国产化进程、行业格局,关注变频器、伺服、PLC、继电器
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竞争格局
2025-12-22
原图定位
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图表562018Q1-2025Q2国内低压变频器竞争格局
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竞争格局
2025-10-29
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2017年-2025H1国内市场厂商在低压变频器市占率
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竞争格局
2025-09-22
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24年国内中高压变频器市场规模约60亿元
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市场规模
2025-08-06
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24年国内低压变频器市场规模超280亿元
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市场规模
2025-08-06
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国内低压变频器市场格局:汇川、ABB、西门子
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竞争格局
2025-08-06
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国内中高压变频器市场格局:汇川、施耐德、
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竞争格局
2025-08-06
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近5年变频器和伺服及控制系统两大板块保持高增长
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行业数据
2025-07-25
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伟创电气主要产品包括变频器、伺服系统、控制系统及数字能源
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kIzmraXnlLXmnLogfCDooYzkuJrkuJPnlKjmjqfliLblmaggfCDlkIzmraXnlLXmnLogfCDlkIzmraXnlLXmnLogfAp8IOWQjOatpeeUteacuiB8IOihjOS4muS4k+eUqOaOp+WItuWZqCB8IOWQjOatpeeUteacuiB8IOWQjOatpeeUteacuiB8Cnwg5ZCM5q2l55S15py6IHwg6KGM5Lia5LiT55So5o6n5Yi25ZmoIHwg5ZCM5q2l55S15py6IHwg5ZCM5q2l55S15py6IHwKfCDlkIzmraU=
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2025-07-25
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2024年变频器收入占比达63%
5qC55o2u5oKo5o+Q5L6b55qE5L+h5oGv77yM5Lul5LiL5piv5pWw5o2u6KGo5qC85ZKM6LWE5paZ5p2l5rqQ77yaCgojIyMg5pWw5o2u6KGo5qC8Cgp8IOmhueebriAgICAgICAgICAgICAgIHwg5pWw5YC8ICB8CnwtLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLXwKfCDlj5jpopHlmaggICAgICAgICAgICB8IDEwLjQgfAp8IOS8uuacjeezu+e7n+WPiuaOp+WItuezu+e7nyB8IDUuMCAgfAp8IOaVsOWtl+iDvea6kCAgICAgICAgICB8IDAuNiAgfAp8IOWFtuS7luS4u+iQpeS4muWKoSAgICAgICB8IDAuMSAgfAp8IOWFtuS7luS4muWKoSAgICAgICAgICB8IDAuNCAgfAoKIyMjIOi1hOaWmeadpea6kApXaW5k77yM5rWZ5ZWG6K+B5Yi456CU56m25omA
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行业数据
2025-07-25
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2018-2023年我国低压变频器市场市场集中度波动中上行
5Lul5LiL5piv5o+Q5Y+W55qE5pWw5o2u5bm255Sf5oiQ55qE6KGo5qC877yaCgp8IOW5tOS7vSB8IENSMTAgIHwKfC0tLS0tLXwtLS0tLS0tfAp8IDIwMTggfCA3NC41JSB8CnwgMjAxOSB8IDczLjIlIHwKfCAyMDIwIHwgNzUuOCUgfAp8IDIwMjEgfCA3MS42JSB8CnwgMjAyMiB8IDc2LjMlIHwKfCAyMDIzIHwgNzcuMCUgfAoK6LWE5paZ5p2l5rqQ77ya5YWs5Y+45bm05oql44CB5qC854mp6Ie06IOc77yM5rWZ5ZWG6K+B5Yi456CU56m25omA
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2025-07-25
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2018-2026E中国低压变频器市场规模:预计恢复低速增长
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市场规模
2025-07-25
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2010 年,公司变频器类产品收入合计 5 亿元,毛利率为 53%,其中电梯一体化及专机占收入的 51%,毛利率为 60%,而通用型变频占收入的 49%,毛利率为47%。2020 年,公司变频器类产品收入 35 亿元,毛利率为 47%,其中来自电梯行业的收入为 13.8 亿元(基本均可视作一体化及专机产品),占收入的 39%,通用变频收入 21.2 亿元(注:汇川指的是除电梯行业用变频器类产品外的其他变频器产品,包括其他行业专机和不含行业工艺的通用型产品,全文均采用此定义),占收入的 61%。通过以上数据对比可以看出,一体化及专机较通用型产品毛利率更高,虽然不能完全排除行业利润空间随着内资品牌变频器逐渐成熟而有所压缩的可 能性,但通用产品占比增加确实是公司变频器整体毛利率有所下移的原因之一。伺服方面,在横向拓展行业时难度较变频器低,公司以通用伺服为主要构成的运动控制板块毛利率更加稳定,近 5 年内毛利率最低值为 2018 年的 44%,其余年份保持在 45%及以上水平。在产品销售收入快速扩大的情况下,汇川的变频和伺服均保持了较高盈利水平,我们认为其产品具备良好竞争力。
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汇川技术-工控龙头在“平原”业务中大放异彩-210820(22页).pdf
分业务收入及毛利率预测
汇川技术部分研发项目进展情况,可以看出公司多款产品继续处于迭代升级,并且持续深耕行业解决方案(2020年年报)
各位元老级人物分别统筹通用自动化、工业机器人、供应链管理、研发管理等各大部门,共同引领公司持续前进
公司五大业务板块可划分为成熟型、成长型、战略投入、工程交付四种,2020年成长型业务收入占比约48%
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