The output value of the hottest robot industry at

2022-07-25
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Robot industry: the output value at the end of the 13th five year plan is expected to exceed 100 billion yuan. Under the two-way support of policies and funds, the robot industry has ushered in a new era. However, for an industry with high technology, talent and capital intensity, not every place can develop. The result of rushing into mass action will cause a waste of resources, lead to the flooding of domestic low-end products, and eventually drag down the development of the industry

is China's robot industry now in a "red ocean" or a "blue ocean"? It seems inconclusive

robots are frequently mentioned in the draft outline of the 13th five year plan released at the national two sessions. As a strategic emerging industry, the robot industry is also regarded as one of the new drivers of China's future economic growth

in the past few years, the national level has attached great importance to it, a series of policies have been continuously increased, and the huge demand generated during the transformation and upgrading of the manufacturing industry has jointly promoted the Chinese robot industry to stand on the wind

according to the data, in 2014, the sales volume of industrial robots in the Chinese market was about 57000 units, an increase of 55%, accounting for about one quarter of the total global sales volume

the booming supply and demand has prompted enterprises to speed up their efforts. Capital has moved at the news, and all localities are also scrambling to be the first. However, there are also hidden worries in the explosive growth, including the lack of core components and technologies, low product level, disordered market, serious homogeneous competition, etc

the 21st century macro Research Institute believes that during the "13th five year plan" period, China's robot industry will face a reshuffle. This process is also accompanied by technological progress, the construction of market order and more reasonable guidance of policies

we also believe that in the context of "new economy", the robot industry still has great room for development in the future. In addition, from the perspective of investment within the same functional scope, capital pays more attention to two aspects: first, the cultivation process of infiltrating the core links of the industrial robot industry chain; The second is to find the pain point of rigid demand for service robots

leading enterprises + industrial clusters

China's labor supply inflection point has emerged, the demographic dividend has gradually disappeared, and the robot industry has begun to be revitalized

the data of the International Federation of Robotics (IFR) also shows that China has entered a period of rapid growth in robot demand around 2012. In 2013 and 2014, China also became the world's largest robot market for two consecutive years

the 21st century macro Research Institute believes that as a large manufacturer of large-scale experimental machines of Jinan new era Testing Instrument Co., Ltd. in the manufacturing industry, China's labor cost advantage that it relied on in the past has weakened, and the weak international market environment has also exacerbated difficulties. Internal and external attacks have made robots a breakthrough

pay more attention to the manufacturing power and the "new economy", and the robot industry is highly expected. The 13th five year plan proposes to support the innovation and industrialization of emerging frontier fields such as robots and form new growth points

for a long time to come, China's robot industry will continue to develop vigorously. The guiding opinions of the Ministry of industry and information technology on promoting the development of industrial robot industry issued in 2013 once proposed that the robot industry should develop towards clustering. Specifically, by 2020, leading enterprises and supporting industrial clusters with international competition, curve traversal and reproduction experiments and graphic processing should be cultivated

at present, industrial clusters in Northeast China, Beijing Tianjin Hebei, Yangtze River Delta and Pearl River Delta have been formed

among them, Northeast China has the foundation of equipment manufacturing industry, which is the earliest area engaged in the production of industrial robots in China

Beijing, Tianjin and Hebei have undertaken a large number of scientific and technological achievements transformation projects and developed a characteristic robot industry under the support of rich resources such as universities and the Institute of automation of the Chinese Academy of Sciences

the Yangtze River Delta is currently the largest robot industry cluster in China, based on robot industrialization and demonstration application

relying on its advantages as the largest industrial robot market in China, the Pearl River Delta has attracted a large number of robot enterprises to land and driven the rapid development of the industry

according to relevant plans, by the end of the 13th five year plan, the output value of China's robot industry cluster is expected to exceed 100 billion yuan. According to incomplete statistics, there are nearly 40 robot industrial parks (under construction and under preparation) in China, and major reports from all over the country say that they are strongly inclined to preferential policies, including financial subsidies, in order to seize the robot industry

it is worth noting that some robot parks are seriously hollowed out, few enterprises, and some are finally forced to transform

the 21st century macro Research Institute believes that under the two-way support of policy and capital, the robot industry has ushered in a new era, but for an industry with high technology, talent and capital intensity, not every place can develop. The result of rushing into mass action will cause a waste of resources, lead to the flooding of domestic low-end products, and eventually drag down the development of the industry

will the domestic robot industry face a reshuffle

it is worth noting that in addition to opportunities, there are also difficulties in front of the immature industry of robots

according to the "13th five year" development plan of the state on the robot industry, the localization rate of self owned brand robots should reach more than 50%

in addition, by 2020, the annual sales volume of China's industrial robots will reach 150000, and the number of industrial robots will reach 800000; By 2025, the corresponding digital requirements will be increased to 260000 and 1.8 million

the 21st century macro Research Institute believes that the above two goals alone will bring great pressure to China's robot industry

first of all, the current robot industry is a mixture of good and evil people. Most of the enterprises are small enterprises, and many are speculative. Enterprises stay in the primary stage of simple patchwork, replication and Shanzhai, leading to the low-end of high-end industries

secondly, the core components and key technologies of China's robot industry are controlled by others, and the application system development is also relatively backward, resulting in the low level of products, which is difficult to effectively meet the demand

taking industrial robots as an example, most of the core components of industrial robots in China depend on imports, which account for more than 70% of the overall production cost. For example, the domestic high price purchase of precision reducers accounts for 45% of the production cost, but only 25% in Japan. The high import cost leads to the overall lack of competitiveness of domestic robots

in addition, it is difficult to find the pain point of the rigid demand of the service robot. It is generally believed that the service robot is the next outlet of the robot industry. Considering that there is little gap between China and foreign countries in the R & D and production of service robots, China is expected to make a breakthrough

however, unlike industrial robots, whose pain points are clear and most of the contradictions focus on the balance of supply and demand, the biggest problem of service robots is the lack of sufficiently rigid demand support, which makes it difficult to form a sufficient market, and the problem is deeper

According to the analysis of the 21st century macro research institute, during the "13th five year plan", China's robot industry will face a reshuffle, and a large proportion of scattered, small and weak enterprises may be eliminated

in fact, many voices have held similar views, and some even predicted that the proportion of eliminated enterprises would reach 90%. It should be pointed out that this will contribute to the overall cultivation and development of the robot industry

in addition, the key to investment in the next step may be to deeply penetrate the cultivation process of the core links of the industrial robot industry chain and actively find or create pain points that serve the rigid needs of robots

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