Caijing’s cover report: Big opportunity for robots
robotIt is not only the basic equipment of high-end manufacturing, but also the life service facilities of human society. With the development of artificial intelligence and other technologies, Robots are changing fromindustryApplications spread to life service applications, and when the industry changes, it is the window of opportunity for latecomers.
In 2010, China became the world’s largest manufacturing country. In 2013, China became the world’s largest market for Industrial robots. In 2015, a total of 66,000 industrial robots were sold in the Chinese market, ranking first in the global market for three consecutive years.
The International Federation of Robotics (IFR) predicts that the sales of industrial robots in China will reach 150,000 units in 2018, accounting for more than one-third of global sales and nearly four times the size of the second largest market, Japan (40,000 units). China Robot Industry Alliance predicts that in the next ten years, the total size of China’s Industrial Robot market will reach 600 billion yuan.
Before 2012, China’s industrial robot market was dominated by foreign brands. After that, under the dual stimulus of policy and market, domestic brands broke out, and by 2015, they had occupied 32.5% of the domestic market.
In May 2015, the State Council issued the “Made in China 2025 Action Program”, high-gradeCNC machineAnd robots are listed as one of the top ten priorities. In April 2016, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Finance jointly issued the “Robot Industry Development Plan (2016-2020)”, proposing that “by 2020, the annual output of self-owned brand industrial robots will reach 100,000 units”.
Not only the central government, but also local governments at all levels also regard the robot industry as a key support object. Propose industrial development goals, and provide support policies in all aspects from financial subsidies to land use and project establishment.
Given the right time and place, can Chinese robotics companies seize the opportunity to reach a higher level?
At present, China’s industrial robot application market is rapidly expanding from the automotive industry to the general industry, which means that emerging companies can avoid the unshakable advantages of giant companies in the automotive industry and gain their own place in emerging markets.
With the deep integration of artificial intelligence technology and a new generation of information technology and robots represented by the internet of Things, big data and cloud computing, the robot industry is entering a period of technological explosion. Robots will become more and more intelligent in the future, and the scope of application will also expand to service fields outside the industry, which will bring greater imagination to the robot industry. And those companies with unique technologies will undoubtedly stand on the top of the wave.
According to the statistics of the Ministry of Industry and Information Technology, there are more than 800 large and small robot companies in China. According to the plan of the Ministry of Industry and Information Technology, by 2020, China will form a relatively complete industrial robot industry system, cultivate more than 3 leading enterprises with international competitiveness, build more than 5 robot supporting industry clusters, and have a product share of 50% in the high-end market. %above.
Who can stand out as a leading company? Most of the industry’s opinions contacted by Caijing believe that, combined with market performance and innovation potential, SIASUN RoboticsautomationCo., Ltd. (300024.SZ), Guangzhou CNC Equipment Co., Ltd., Anhui Everte Intelligent Equipment Co., Ltd., Nanjing Estun Automation Co., Ltd., Shanghai Xinshida Robot Co., Ltd. (002527.SZ) and other companies are powerful Candidate. But at the same time, hundreds of robotics companies will be eliminated as competition intensifies.
Chinese market erupts
The market size is already the largest in the world and is still growing rapidly. The market pattern is expanding from applications in the automotive industry to applications in the general manufacturing industry.
The growth of the Chinese industrial robot market is related to the automotive industry. Whether in the world or in China, the automotive industry has always been the largest application market for industrial robots. In the 1970s, Japan’s Kawasaki Heavy Industries introduced industrial robot technology from the United States and industrialized it. It was first applied to its own motorcycle production line, and later popularized and applied in the automotive industry on a large scale.
The growth rate of China’s industrial robot market began to accelerate after 2008, and it ushered in its first explosive growth in 2010. In that year, 14,978 industrial robots were sold in the Chinese market, a year-on-year increase of 171%.
The growth of industrial robots in China this year was mainly due to increased investment in the automotive industry. In 2009, China’s auto sales ranked first in the world. At the same time, stimulated by policies to encourage the improvement of market concentration, from 2009 to 2010, Chinese joint venture and independent brand automakers expanded their auto production capacity on a large scale.
According to IFR data, in the industrial robot application market in 2010, the proportion of robots used for welding, painting and various assembly operations accounted for about 55%, mainly in the automotive industry. In terms of growth rate, the fastest growing arc welding robot used in the welding process of automobile manufacturing, an increase of 186% year-on-year, accounting for 39% of the total installed volume of industrial robots that year.
Another growth driver of China’s industrial robot market comes from the upgrading needs of general industries and replacing the increasing cost of labor.
According to the “2016 Front-line Employment Management Research Report” released by the CIIC Human Capital Research and Data Service Center, the average annual income of ordinary front-line employees of manufacturing enterprises in first- and second-tier cities in 2015 was about 58,000 yuan. This level of income is about six times higher than the average manufacturing wage in 2000. At the same time, since 2009, manufacturing-intensive areas such as the Yangtze River Delta and the Pearl River Delta have begun to experience “labor shortages” on a large scale.
The current industrial transformation in China is similar to the situation in Japan in the 1970s and 1980s. At that time, Japan’s industrial structure was tilted from heavy chemical industry to capital and technology-intensive industries such as semiconductors and automobiles, which led to a decrease in the proportion of manufacturing in GDP, but the demand for industrial robots continued to grow.
In 2008, Guangdong, China’s largest economic province, took the lead in promoting industrial transformation, transferring and restricting labor-intensive enterprises, and promoting the transformation of industries to advanced manufacturing and strategic emerging industries. By 2012, the wave of industrial transformation spread to Zhejiang and other places. In 2015, the State Council issued “Made in China 2025”, and the transformation and upgrading of China’s manufacturing industry has become a national policy.
Reflected in the industrial robot application market, it is the rapid growth of the general industrial market demand. According to data from the China Robot Industry Alliance, in 2013, the Chinese market sold about 37,000 industrial robots, making it the world’s largest industrial robot market. In 2015, China sold about 66,000 industrial robots, accounting for more than a quarter of the global industrial robot market.
From the perspective of the application industry, China’s industrial robot market is rapidly expanding from the automotive industry to the general industry. In 2015, the proportion of the automotive industry in the industrial robot market has dropped to 36.8%, and the application of industrial robots has expanded to more industries. From the perspective of application fields, handling and loading and unloading robots accounted for 43.8% of the total sales in 2015. These robots can be widely used in various general industries.
There is still huge room for growth in China’s industrial robots. The robot density is commonly used in the industry to measure the automation level of a country’s manufacturing industry. According to the data of the Ministry of Industry and Information Technology, in 2015, the number of industrial robots used by every 10,000 workers in China’s manufacturing industry was 36 units, while the global average was 66 units in the same period, and the average level of developed countries exceeded 200 units. The robot density of Japan, South Korea and Germany is more than 10 times that of China.
In December 2013, the Ministry of Industry and Information Technology formulated the “Guiding Opinions on Promoting the Development of the Industrial Robot Industry”, which for the first time put forward the goal of “robot density (the number of robots used per 10,000 employees) reaching more than 100 by 2020”.
In April 2016, Huai Jinpeng, Vice Minister of the Ministry of Industry and Information Technology, was in the Fourth Chinadigital informationAccording to the expo, the annual sales of industrial robots in China will reach 150,000 units in 2020, the output value of China’s robot industry will exceed 100 billion yuan, and the annual sales output of industrial robots will reach 260,000 units by 2025.
Little hope for the auto industry
The Chinese auto market is dominated by foreign auto giants, who work closely with the four major families of robots in Europe and Japan, and Chinese companies have little chance
Industrial robots were originally designed to meet the requirements of automotive manufacturing processes.Germany KUKA, Switzerland ABB, Japan YaskawamotorHefanuc is the world’s four largest industrial robot companies (hereinafter referred to as the “Four Families”), and they are also the first industrial robot companies to enter the automotive industry. Japan’s Yaskawa and Fanuc are inseparable from the Japanese auto industry, while Germany’s KUKA and Switzerland’s ABB are closely linked to the European auto industry. In Japan and Germany, the density of robots in the automotive industry is about five times the national average.
Although General Motors of the United States introduced robot products in 1961, in the 1990s when robot technology gradually developed and matured, the global automobile manufacturing center has shifted from the United States to Japan and Germany. Some domestic robot companies interviewed believe that , which is the reason why there are no giant robot companies in the United States.
After the reform and opening up, China’s auto industry adopted “exchange technology with the market”, introduced foreign brands, and established joint venture factories. The four major families entered and dominated China’s auto manufacturing industry.
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