TMFOX VENTURE PARTNERS

TMFOX VENTURE PARTNERS

2013/1/28

TMFOX VENTURE PARTNERS

TMFOX VENTURE PARTNERS

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........................................................................................................................... 3

................................................................................................................... 4

............................................................................................................... 7

....................................................................................................................... 8

4.1

....................................................................................................................... 8

4.2

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............................................................................................. 16

......................................................................................................................... 19

............................................................................................. 21

7.1

..................................................................................................... 21

7.2

..................................................................................................... 22

7.3

..................................................................................................... 22

7.4

............................................................................................................. 22

7.5

................................................................................................................. 23

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60%

3 / 25

Figure 1

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Figure 2

RGV
AGV

Figure 4

Figure 3
5 / 25

Figure 5:STC RGV

2011

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15.98%

20%
400 6

500
450
400
350
300
250
200
150
100
50
0
2006

2007

2008

2009

2010 2011e 2012e 2013e 2014e 2015e

Figure 6

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Figure 7

4.1

1
2
3PLC
4

8 / 25

35% 8 2012
2012

Figure 82012
www.zh818.com

Figure 92008-2011

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Figure 102008-2011
SEW

4.2

2009
132.19 2010
165.23
40% 60%

, 13%
, 3%
, 3%
, 4%

, 25%

, 15%

, 4%
, 3%
, 4%
, 4%
, 5%
, 5%

, 5%

, 7%

Figure 112009

10 / 25

128
52
1.56
2012 1927.18 1930.64 4.63% 4.33%
2010-2020 102020 2583
22,627 2025 2925 2030
3523

13

3000
2500
2000
1500
1000
500
0
2006

2007

2008

2009

2010 2011e 2012e 2013e 2014e 2015e

Figure 12

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2009
32.78 2010 40.98
100

120
100
80
60
40
20
0
2006

2007

2008

2009

2010 2011e 2012e 2013e 2014e 2015e

Figure 13

2
2000-2009 480
3,100 9 540%2009
321.49
15.00%2010
2010 4,357
38%

5
12 / 25


2015
9,000 17%
1.5%-2.5% 20%

10
15

1200
1000
800
600
400
200
0
2007

2008

2009

2010

2011e 2012e 2013e 2014e 2015e

Figure 14

2009 20.09
60 16

13 / 25

70
60
50
40
30
20
10
0
2007

2008

2009

2010

2011e

2012e

2013e

2014e

2015e

Figure 15

2006 2010 1,083.22 2,838.10

21.25%

2015 300 2009

80

14 / 25

)
350
300
250
200
150
100
50
0
2009

2010

2011e

2012e

2013e

2014e

2015e

Figure 16

2009
2009 31
-300276-

http://www.chinaidr.com/
http://www.mei.net.cn/

15 / 25

2006/3/16

2006/03

2006/2/13

[2006]8

2007

2007/1/13

2008/4/14

2008172

2009/5/12

2010/10/11

[2008]172

2011/3/16

2011/7/31

Table 1:

1)

2006 3

2)

2006 3

16 / 25

3
4

3)

2006 6

4)

2007 1
2007

130

5)

2008 4

AGV

6)

2009 5

17 / 25

7)

2010 10

8)

2011 3

9)

2011 7

2015 9,000 17%

2011

18 / 25

60%

19 / 25

AFT

AFAFA&DA
eFA

2010
1115

ASI

2010
1

2010
10.73

2009
1.78

2009
1.65
2010
1.82
2011
1.94

Table 2

--300276-
http://www.daifuku.com
http://www.cdccc.com.cn/
http://www.chinaconveyor.com/

Automatic Systems Inc. http://www.asi.com/
AFT http://baike.baidu.com/view/3503382.htm
20 / 25

Figure 17

7.1

21 / 25

7.2

7.3

2006 2009 470

1,766 55.52%

7.4

RFID
22 / 25

 PLC

7.5

ERP

--300276-
2011

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&

www.tmfox.com

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(The Club of Innovations & Capitals)
Tmfox Venture Partners

2-3

300
32 3 168
www.club-vc.com

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