Beijing released the robot “green light” plan, which contains many “highway” opportunities
Recently, in order to implement the “14th Five-Year Plan” of the Ministry of Industry and Information Technology and other ministries and commissions, BeijingrobotIndustrial Development Plan”, “robot +” Application Action Implementation Plan” and “Beijing’s “14th Five-Year Plan” Period High-tech Industry Development Plan”, released “Beijing Robot Industry Innovation and Development Action Plan (2023-2025) (solicitation Draft for Comments) (hereinafter referred to as the “Proposal”).
The “Plan” plans to greatly enhance the innovation capability of the robot industry by 2025, cultivate 100 advanced products with high technology and high added value, 100 demonstration scenarios with national promotion value, and 100 specialized and special new “little giant” enterprises, and build 5 A national-level robot industry public service platform, the city’s robot core industry revenue has reached more than 30 billion yuan, creating a domestically leading robot industry cluster with international advanced levels.
The “Plan” focuses on the development of the “1+4” product system of Robots, focuses on improving the key support capabilities of robots, fully implements the “robot +” application demonstration, further improves the development ecology of the robot industry, optimizes the spatial layout of the robot industry, and guarantees five aspects. , provides an action guide for the supply of upstream core components of the robot industry, the promotion of robot application scenarios, the matrix of robot products, and the reserve of cutting-edge scientific and technological talents.
The independent core technology of robots is the foundation, and domestic replacement has become a rigid demand
Since China’s robot industry started later than foreign countries, the supply of supporting facilities and parts has long relied on overseas imports. However, in recent years, due to the impact of the new crown epidemic and the conflict between Russia and Ukraine, overseas supply has experienced significant price fluctuations and supply shortages. , Seriously delaying the development of the domestic robot industry. In order to reduce the hindrance of external factors to domestic development, parts manufacturers of Chinese brands have emerged one after another, and the trend of domestic parts has gradually formed.
The “Plan” proposes that we should further enhance the industrial basic capabilities of key parts and technologies of robots, establish an integrated mechanism for key technologies, key parts and machine applications, and drive the robot industry to stabilize, replenish and strengthen the robot industry with demand. chain. This is a huge policy incentive for suppliers of upstream core components of robots, such as reducers, servo systems, chips,sensorDomestic replacement of components such as components, controllers and end effectors will usher in huge opportunities and markets.
Only by consolidating the foundation of key parts and components of robots, breaking the monopoly of foreign parts and components, mastering our own core technology autonomy, and not being affected by foreign “stuck necks”, can we maintain the foundation of the development of China’s robot industry and ensure the stable development of the robot industry.
Multi-scenario application to create a robot system, humanoid robots usher in opportunities
The “Plan” focuses on the development of the robot “1+4” product system, giving full play to the advantages of artificial intelligence integration and innovation, stepping up the layout of humanoid robot machines, and accelerating developmentthe medicalHealth, collaboration, special/public services, and logistics are four types of advantageous products to create a product system with strong competitiveness.
According to relevant statistics, since 2017, the industry growth rate of robots in the medical field has remained above 30%, and the market size has grown from less than 3 billion yuan in 2017 to 7.96 billion yuan in 2021;collaborative robotThe sales volume in 2021 will be 18,623 units, a year-on-year increase of 87.62%; the market size will reach 2.039 billion yuan, a year-on-year increase of 76.84%, which is a significant increase;Special robotSales in China will reach 6.65 billion yuan in 2020, and it is expected that sales will reach 18.52 billion yuan by 2023; publicservice robotIn the past three years, the number of related enterprises has increased by 296% to more than 100,000, and the market size is expected to reach 75.18 billion yuan in 2023; while the market size of logistics robots in my country has reached 12.6 billion yuan in 2021, a year-on-year increase of 63.6%, and sales volume reached 7.2 billion yuan. million units, a year-on-year increase of 75.61%.
“1+4” is to build a product system of humanoid robots and medical health, special, collaborative, warehousing and logistics robots, open up space for the development of humanoid robots, strengthen the cooperative research and development of humanoid robots and other scene service robots, and apply humanoid robots in In mature scenarios, it breaks through the bottlenecks in the current use of medical, collaboration, logistics and other scenarios, thereby helping the ecological construction and platform construction of humanoid robots, and ultimately promoting the acceleration of its commercial applications.
With mature products, there will be more application scenarios. The full implementation of “robot +” is an important application of the product system in the “Proposal”, which is oriented to medical health, smart elderly care, safety emergency and other needs. At present, the development of domestic robots is facing a problem that needs to be solved urgently, which is the lack of scene applications, which makes it difficult to commercialize good robot products. The “robot +” application experience center built in the future will create a “model room” for robot applications. Make robots acceptable in more scenarios, thereby expanding the popularity and consumption of robots.
School-enterprise cooperation creates more jobs,AIMajors such as robotics become popular
In the research and development and iteration of robots, the participation of high-level talents is indispensable. They are the continuous driving force for the development of the robot industry. The “Plan” mentions the implementation of the talent promotion plan, the introduction and training of a group of world-class robotics top leaders and high-level teams, and supports university robotics to strengthen discipline construction and cross-integrate with related disciplines, and cultivate high-quality robots that meet the development requirements of the robotics industry. Compound high-level scientific and technological talents.
The “Plan” will also support the cooperation between colleges and universities, scientific research institutions and robot companies, regularly select talents to carry out training and study in leading countries in the international robot industry and other domestic provinces and cities, and strive to cultivate engineering and technical talents, business management talents and compound talents. In the future, enterprises will provide a large number of technical positions in the field of “robot + artificial intelligence”, and related disciplines will also become popular disciplines.
At the same time, the combination of talents and location advantages is the key. The “Plan” advocates the advantages of Zhongguancun Science City’s innovation resource agglomeration, and supports Changping District to undertake the transformation of Zhongguancun’s robot innovation achievements. There are many well-known universities and internet giants in these areas. The introduction of robotics-based SMEs and unicorns makes it easier to seek opportunities for industry-research cooperation and create an ecosystem for the transfer and transformation of Robotic innovations.
Special policy support, central and local collaboration can incubate results faster
The “Plan” encourages domestic and foreign leading enterprises to set up robot functional headquarters, research and development institutions, training institutions, etc. in Beijing, make full use of both domestic and foreign markets and resources in Beijing, and use high-tech industries and related special funds to research and pass sales subsidies , government procurement of services and other means to help the establishment of the robot industry center.
The state-owned enterprises and institutes are deeply involved in the benchmarking of robot scenarios in the city, which will guide the transfer and transformation of a batch of innovative achievements in Beijing, which will greatly help robot start-ups. Coupled with the catalysis of government subsidies and the right of first refusal, it is conducive to Products form a competitive situation and promote other companies to update and iterate, thereby accelerating the development of robot technology.
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