2022 China Mobile Robot (AGV) Industry Research Report

From a macro perspective, as the epidemic has gradually become a part of people's lives in various countries, the world economy has gradually recovered; 2021 will continue the high prosperity of the manufacturing industry in the second half of 2020, especially in the field of mobile robots, the industry growth rate exceeds 50%; but Under the repeated impact of the epidemic, the recovery of the global supply chain has been slow, which has caused a series of problems such as chip shortages, soaring commodity prices, and energy shortages, which have brought cost-side pressure to mobile robot startups to a certain extent.

From a policy perspective, on December 28, the Ministry of Industry and Information Technology, together with 15 departments including the National Development and Reform Commission and the Ministry of Science and Technology, jointly issued the "14th Five-Year Plan for the Development of Robot Industry", which clearly mentioned that the Focus on the development of AGV, unmanned forklift, sorting, packaging and other logistics robots, large-load, light, flexible, dual-arm, mobile and other collaborative robots for 3C, auto parts and other fields, which can move and pose at any position in the work area Reachable and flexible mobile operating robots.

During the "13th Five-Year Plan" period, China's robots have achieved great growth and breakthroughs in quantity. In the "14th Five-Year Plan" plan, more goals focus on "quality improvement", and more focus on high-end and international development. , which puts forward higher R&D requirements and capital requirements for enterprises. Robot companies with core technologies and strong R&D capabilities will have higher valuations.