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In recent years, the scale of my country's industrial robot market has grown rapidly, ranking first in the world's largest industrial robot market. Data from the Ministry of Industry and Information Technology shows that in 2021, the operating income of the entire robot industry will exceed 130 billion yuan. Among them, the output of industrial robots reached 366,000 units, an increase of 10 times over 2015. In an interview with a reporter from China Times, a number of industry insiders said that in recent years, as the demographic dividend fades, the problems of rising labor costs and difficulty in recruiting have begun to emerge, and automation equipment represented by industrial robots has ushered in continuous demand. freed. With the continuous strengthening of research and development efforts of domestic manufacturers, problems such as "stuck neck" of high-end core components are gradually being solved.
Rapid industrial development
Li Yinlin, a partner of Rock Capital and general manager of the investment and research department, said in an interview with a reporter from China Times that the origin of the world's largest industrial robot market is China's largest manufacturing industry in the world. In the past ten years, the added value of my country's manufacturing industry has increased from 16.98 trillion yuan to 31.4 trillion yuan, accounting for nearly 30% of the global proportion, ranking first in the world. Among the 500 major industrial products, the output of more than 40% of my country's products ranks first in the world, and the comprehensive strength of the manufacturing industry has been greatly improved.
Wu Qi, vice president of Langxin Technology Group and executive director of Wuxi Digital Economy Research Institute, pointed out to the reporter of "China Times" that my country has a complete industrial manufacturing system and a huge domestic consumer market. The industry has developed rapidly, the market scale has continued to grow, and it has shown a good momentum of development in technology research and development, market application, etc. my country has been the world's largest consumer of robots and the largest sales of industrial robots for many years. In terms of industrial robots, my country has a complete industrial manufacturing system, and the digital transformation and upgrading of industrial manufacturing provides a broad market space for the application of industrial robots. With the in-depth integration with digital technologies such as artificial intelligence, 5G, and cloud computing, the industrial robot industry will accelerate its entry into the era of intelligence, and the market size is expected to exceed one trillion yuan.
R & D efforts continue to strengthen
Lu Hanchen, director of the High-tech Robotics Industry Research Institute, has been engaged in research in the field of robotics for many years. In an interview, he pointed out to a reporter from "China Times" that although my country's industrial robot industry has broad prospects for development, there are still several major problems to be overcome: First, high-end The signs of low-end industrialization are emerging, and the price war intensifies, causing the industrial chain to fall into a bad vicious circle. Second, the core key components need to be broken through, such as the often mentioned reducer, especially in the field of large loads. The first aspect is that the gap between domestic large-load entities and foreign investment is still large; third, the emphasis on application integration is insufficient, and it takes a long time to invest from process decoupling to technology precipitation.
According to the "White Paper on the Development of China's Industrial Robot Industry (2021)" issued by the China Mechatronics Technology Application Association and other institutions, at present, the core parts and components market of China's industrial robots is mainly occupied by Japanese, European and American companies, such as precision reducers and servo motors. In terms of software, there is still a certain gap between domestic brands and foreign advanced products in terms of stability, response speed, and ease of use.
"In terms of technology, my country's robotics industry is also faced with the stubborn problems of self-controllable components and integrated technologies, such as high-end components such as controllers, reducers, and servos." Wu Qi said.
In order to achieve a breakthrough in China's industrial robot industry, it must solve the problem of technology being "stuck in the neck". Lu Hanchen said: "There is no shortcut to solve this problem, only long-term investment in research and development, while focusing on industry-university-research cooperation. In addition, the policy guidance level should encourage the application of domestic core components, so as to gradually form a positive cycle and promote domestic core components. Technology continues to improve.”In recent years, domestic enterprises have also continuously increased their research and development efforts on related technologies, overcome some problems in the field of core components, and gradually replaced imitation with innovation, and achieved certain results. Guangzhou CNC, one of the "Four Domestic Little Dragons" of industrial robots, has fully mastered the intellectual property rights of the robot controller. In September this year, the GSK RB08A3-1490 industrial robot independently developed by Guangzhou CNC successfully passed the MTBF 70000 of the Shanghai Robot Industry Technology Research Institute. hourly assessment. In recent years, Gotech has also successfully developed an eight-axis robot control system and achieved mass production. All products have core independent intellectual property rights.
Enterprise R&D investment shows an upward trend year by year. Wind data shows that among the 31 listed companies in the industrial robot industry chain, 18 companies achieved a year-on-year increase in R&D expenditure in the first half of this year, accounting for nearly 60%. "The market size of industrial robots is already the world's largest, and the market will determine the flow of technology and capital. This is the essence of profit-seeking, and the situation of stuck neck can only be limited for a while. I am optimistic about the prospects of industrial robots, and there will be emerging in the future track. More faucets." Li Yinlin said. "Track" financing behavior continues Since the beginning of this year, the financing behavior of the industrial robot track has also continued, which has further promoted the development of the robot industry. According to incomplete statistics, there were 29 important financing events in China's robot industry in September this year, including 5 financing related to industrial robots, with a total amount of about 300 million yuan.
In this regard, Lu Hanchen said that the investment in the industrial robot industry is summarized as an overall upward, internal differentiation, and capital is paying more and more attention to the leading manufacturers in the subdivided fields, and pays attention to core business data, such as revenue, profit, and the repurchase rate of core major customers, etc. At the same time, it also maintains a high degree of attention to emerging technology fields, such as sensors, vision, end effectors, etc.
"Industrial robots have developed in the direction of miniaturization, flexibility, intelligence and high integration. Assisted industrial robots that can help or replace humans to complete more complex and delicate work will become an important development of industrial robots. direction." Guo Tao, an angel investor and senior artificial intelligence expert, pointed out to a reporter from China Times.
"The penetration rate of robots in the manufacturing industry segment is still increasing year by year, and the future growth point will come from large industries represented by automobiles, 3C, and new energy. This is the basic disk for the growth of industrial robots. This will also contribute to a certain growth rate." Lu Hanchen added.