Introduction: From the perspective of industrial added value, from January to March, the added value of industries above designated size nationwide increased by 3.0% year-on-year and 0.3 percentage points month on month in the fourth quarter of last year.
According to data from the National Bureau of Statistics, the production of industrial robots in China in the first quarter of 2023 was 103691 sets, a year-on-year decrease of 3%.
Among them, the production of industrial robots in March was 43883 sets, a year-on-year decrease of 5.7%; The production of industrial robots from January to February was 62036 sets, a decrease of 19.2% compared to 76381 sets last year;
It can be seen that the overall production of industrial robots in China decreased in the first quarter of 2023, with a significant year-on-year decrease from January to February, and a decrease in March. The trend has reversed. From the perspective of the trend, China's industrial robot industry will gradually recover and accelerate development in 2023.
From the perspective of the Manufacturing Purchasing Managers' Index (PMI), January, February, and March were 50.1, 52.6, and 51.9 respectively, all above the critical point. The overall development trend of the manufacturing industry is good.
From the perspective of industrial added value, from January to March, the added value of industries above designated size nationwide increased by 3.0% year-on-year, with a month on month increase of 0.3 percentage points compared to the fourth quarter of last year.
Among them, in March, the added value of industries above designated size nationwide actually increased by 3.9% year-on-year. From January to February, the added value of industries above designated size nationwide decreased by 1.3% year-on-year. From the overall data, China's industrial economy is steadily rebounding and improving.
Previously, Sun Xiao, a statistician from the Industry Department of the National Bureau of Statistics, analyzed that in January and February, the total profit of industrial enterprises above designated size nationwide dropped by 22.9% year on year due to the impact of many factors such as volume and price. Firstly, from the perspective of income, although industrial production has rebounded, market demand has not yet fully recovered; Secondly, from a cost perspective, the decrease in revenue is greater than the decrease in cost, leading to a decrease in the company's gross profit; Thirdly, from a price perspective, PPI is affected by a higher base during the same period, which creates significant pressure on corporate profits; Affected by the above factors, the profits of the raw materials and equipment manufacturing industries have decreased significantly, with industrial profits dropping by 15.7 and 6.5 percentage points respectively.
Overall, industrial production has steadily recovered and achieved a stable start in the first quarter, "said Jiang Yuan, Deputy Director of the Industrial Statistics Department of the National Bureau of Statistics." However, it should also be noted that the industrial economy still faces difficulties such as insufficient market demand and declining profitability.
For industrial robots, from the current market situation, 2023 will still mainly benefit from the demand of industries such as new energy vehicles, photovoltaics, lithium-ion batteries, semiconductors, healthcare, warehousing and logistics. However, the demand of downstream industries is gradually differentiating, and some niche areas also contain significant opportunities, such as power batteries, energy storage batteries, which may become a high prosperity track this year.