2021 China Robot Subdivision Track Investment Analysis Report

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 application development of medium and high-end industries. It is foreseeable that during this period, the business of robots will continue to be enriched, the marketization process will advance rapidly, and "hidden champion" companies in the segmented fields will continue to emerge.

From an investment point of view, 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 track, from industrial to commercial services to special applications , Each large module begins to split into multiple subdivided tracks, and each track shows 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 and the fish are small).