2021 China Robot Subdivision Track Investment Analysis Report

Since 2020, China’s robotics industry has entered the fast lane of development. On the one hand, market demand has been catalyzed and released quickly by the epidemic; on the other hand, the continuous influx of hot money has also helped the robotics industry to run in small steps, and many robotics companies have ushered in a golden development period. 

It is undeniable that the robot segmentation products are becoming more and more abundant, and the number of new players continues to increase. We have not only seen a thriving scene, but also witnessed the sad ending of some companies. GGII believes that the next 5-10 years will be a critical period for the development of China’s robotics industry, no matter from the policy level or the market demand level. It is the goal of the development of medium and high-end industrial applications. It is foreseeable that during this period, the business format of robots will continue to be enriched, the marketization process will advance rapidly, and "hidden champion" companies in sub-sectors will continue to emerge.

From the perspective of investment, the robotics field will be a key module of the hard technology sector. The technological development phase superimposes the curve of market demand release, presenting different inflection point cycles on each segment of the robot, from industrial to commercial services to special applications , Under each large module, multiple subdivided tracks have begun to fission, and each track has a different density. Compared with the new energy field where the water is big and the fish is big, the current stage of the robot is to a greater extent the water is big and the fish is small (part of the subdivision track is the water, the small fish and the small)

In 2021H1, there will be 69 cases of financing events related to industrial robots in China, involving nearly RMB 12 billion in funds. According to the distribution of financing cases, the largest number of financing cases in 2021H1 is in the two major areas of AGV/warehousing and machine vision, followed by the field of collaborative robots; the areas with the largest financing amount are the industrial Internet and collaborative robots, followed by machine vision field.

In 2021H1, there will be 43 cases of financing incidents in the field of service robots in China, involving approximately RMB 7.5 billion in funds. According to the distribution of financing cases, the largest number of financing cases in 2021H1 is medical robots, including exoskeleton robots, surgical robots, rehabilitation robots, medical puncture robots and other related fields; followed by other service robots; the areas with the largest financing amounts are respectively Medical robots accounted for 46.84%, followed by other service robots, accounting for 42.89%. The total amount of financing in the first two areas accounted for 89.73%.

On the basis of thorough investigation and in-depth research, the Advanced Robotics Industry Research Institute (GGII) has compiled the "2021 China Robot Subdivision Track Investment Analysis Report". This report details the development characteristics, development stage, market size and space, technological development level, market competition, market development trends and evolution logic of the segmented track market of China's robotics industry from 2020 to 2021 and the next few years. Research and analysis. The Advanced Robotics Industry Research Institute (GGII) hopes to provide companies, investors, securities companies, and those who want to understand the robotics industry with accurate and reference-value robotic industry data and research analysis reports through practical field investigations and in-depth research and analysis. .