The boom in robot application will see a surge of 3 million industrial robots in China within a decade
Introduction: In recent years, driven by the “Made in China 2025” policy, the industrial transformation and upgrading mainly in the form of “machine replacement” or automated production are rapidly advancing in manufacturing enterprises. At present, many enterprises are actively laying out the application of robots in various production links, especially industrial robots, to achieve rapid replacement of production lines.
The operation cost has been reduced, the production efficiency has been improved, and the product quality has been improved... A large number of instrument and meter manufacturing enterprises have realized staff reduction and efficiency increase through “machine replacement”. “Machine replacement” is the inevitable result of social progress and scientific and technological development, as well as the internal needs of enterprises to improve management efficiency and economic efficiency and enhance their own competitiveness.
Robots are known as the "pearl at the top of the manufacturing crown". Their research, development, manufacturing and application are important signs to measure a country's scientific and technological innovation and high-end manufacturing level. Since the 18th National Congress of the Communist Party of China (CPC), China's robot industry has flourished, greatly changing people's production and lifestyle, and injecting strong momentum into economic and social development.
Guo Shougang, Deputy Director of the First Equipment Industry Division of the Ministry of Industry and Information Technology, said at the press conference themed “Vigorously develop high-end equipment manufacturing industry” held on September 6 that the scale of China's robot industry has grown rapidly, and the total operating revenue of the robot industry in 2021 will exceed 130 billion yuan. Among them, the output of industrial robots reached 366000 units, 10 times higher than that in 2015, and it remained the largest industrial robot market in the world.
Since this year, industrial robot track financing has also continued, further promoting the development of the robot industry. According to incomplete statistics, 29 important financing events occurred in China's robot industry in September this year, including 5 industrial robot related financing events, totaling about 300 million yuan.
In this regard, Lu Hanchen said that the investment in the industrial robot industry is summarized as an overall upward trend, with internal differentiation. Capital is increasingly focusing on the leading manufacturers in the subdivided fields, focusing on core business data, such as revenue, profits and the repurchase rate of key customers. At the same time, it also keeps a high focus on emerging technology fields, such as sensors, vision, end effectors, etc.
Recently, listed companies in the industrial robot industry, such as Maher Corporation and Eft, have intensively received major orders for automotive automation production lines. Since this year, the new energy automobile industry has accelerated its production expansion, and the upstream and downstream industries have become more dependent on automated production and manufacturing. Industry insiders said that the market demand for industrial robots is improving. With the continuous improvement of technical capability and product quality, the market scale of industrial robots is expected to continue to increase. In recent years, the scale of China's industrial robot market has grown rapidly, and it has become the largest industrial robot market in the world. According to the data of the Ministry of Industry and Information Technology, the total operating revenue of the robot industry in 2021 will exceed 130 billion yuan. Among them, the output of industrial robots reached 366000, 10 times higher than that in 2015.
In recent years, the scale of China's industrial robot market has grown rapidly, and it has become the largest industrial robot market in the world. According to the data of the Ministry of Industry and Information Technology, the total operating revenue of the robot industry in 2021 will exceed 130 billion yuan. Among them, the output of industrial robots reached 366000, 10 times higher than that in 2015.
The Report on the Development of China's Robot Industry (2022) organized by the China Electronics Society shows that robots and automation have become an indispensable part of modern manufacturing in the past few years. Manufacturers integrate robot systems in their production facilities to increase productivity, improve profit margins and reduce operating costs. Huaxi Securities believes that the automobile industry has become the key field of industrial robot application. The sales growth of new energy vehicles exceeded expectations, and the demand of robot market remained good.
According to the statistics of the Passenger Car Federation, the retail sales of passenger cars in September reached 1.922 million, up 21.5% year on year and 2.8% month on month; The wholesale sales volume of passenger car manufacturers nationwide was 2.293 million, up 32.0% year on year and 9.4% month on month.
Driven by the strong demand of new energy vehicles and other industries, the relevant listed companies ushered in performance growth.
On October 11, the industrial robot and automation leading company double ring drive disclosed the performance forecast for the first three quarters. It is estimated that the net profit attributable to the parent company in the first three quarters will reach 391 million yuan - 411 million yuan, with a year-on-year growth of 72.59% - 81.42%.
At present, China is still the largest market for global robot manufacturers. IFR data shows that in 2021, the number of industrial robots installed in China will exceed 243000, accounting for half of the global total, which is twice the number of American and European factories combined. However, the penetration rate of robots on production lines in China still lags behind that of manufacturing powers such as the United States, Japan, Germany and South Korea.