Original Jianghan vision observation
In recent years, with the rapid development of science and technology, more and more advanced technologies have been rapidly applied, and the robot industry is undoubtedly gradually known by everyone under such circumstances, from industrial robots that have been applied in many factories to sweeping robots in most families, facing the development of the industry, It makes people wonder what we should think about the future of the robot industry?
China has become the world's largest industrial robot market for ten consecutive years
According to China News Network reports, the 2023 China Robot Industry Development Conference was held in Wuhu City, Anhui province on the 5th, and the "2022 China robot industry data" released by the conference shows that China has become the world's largest industrial robot market for ten consecutive years.
In 2022, China's industrial robot market accounted for 52% of the global market, becoming the world's largest market for ten consecutive years. Among them, the growth of Chinese brands of industrial robots is the fastest year-on-year in the last decade, and almost more than half of the national economy has the application of independent brand robots.
From January to October this year, the operating income of China's robot industry exceeded 130 billion yuan, an increase of 9.3%, and the total import and export of robot products reached 2.66 billion US dollars, an increase of 23%. The development momentum of the robot industry is strong, and the potential is huge.
According to the Global Times report, at the beginning of this year, 17 departments including the Ministry of Industry and Information Technology issued the "Robot +" application Action Implementation Plan, which proposed that by 2025, the density of manufacturing robots will double compared with 2020, the depth and breadth of application of service robots and special robots industries will be significantly improved, and the ability of robots to promote high-quality economic and social development will be significantly enhanced. At present, there are more than 300 industrial robot R & D and manufacturing enterprises in China, including nearly 10 head backbone enterprises.
Second, how to look at the development trend of robots?
The robotics industry, which may seem remote but has actually penetrated into every area of our lives, is growing at an unprecedented rate. According to statistics, China has become the world's largest industrial robot market for ten consecutive years. So what is the future of the robotics industry? We think several trends are already in place:
First, the robot industry has entered the fast track of development. The robot industry is undoubtedly an important intersection of contemporary scientific and technological progress and economic structural transformation. Although the technical threshold of this industry is high, its rapid development momentum and broad market prospects make it a strategic highland for countries to compete for. According to statistics, in the past five years, the average growth rate of the global robot industry is 11.5%, behind this figure, is the continuous progress of technology and the continuous expansion of application scenarios.
The advancement of technology is one of the key factors to promote the sustained and rapid development of the robot industry. Whether it is hardware materials, sensors, controllers, or software algorithms, artificial intelligence technology, have made significant breakthroughs in the past few years. These technological advances have brought higher accuracy, greater adaptability and a wider range of applications to robots, making them an indispensable part of modern industry, medical care, services and other fields. In the future, with technological progress and scenario expansion, the growth rate is expected to remain at a higher level, and the global scale is expected to exceed 300 billion yuan by 2023, and the market space is very broad.
Second, the landing application prospects of robots continue to grow. With the rapid progress of science and technology, the development momentum of the robot industry is increasingly rapid on a global scale. Especially in recent years, the landing application of robots has accelerated significantly, and the rapid development of the robot industry is closely related to its landing applications in various fields. As an important branch of the robotics industry, industrial robots have been in a leading position in the past few years. Industrial robots are mainly used in the production lines of automotive, electronics, food, medicine and other industries, which help enterprises reduce costs and enhance competitiveness by improving production efficiency and accuracy. With the continuous progress of artificial intelligence technology, service robots have also begun to rise rapidly, and their application scenarios are more and more diversified, covering many fields such as family services, commercial services, and medical care.
Especially in the context of aging population and rapidly rising labor costs, the popularization of robots is more realistic. In developed countries, due to the aggravation of the aging of the population, the labor market is facing a serious shortage of supply, resulting in a continuous rise in labor costs. In developing countries, although labor resources are abundant, labor costs are gradually rising with economic development and demographic changes. Therefore, as a solution that can replace manpower and improve production efficiency, robots have received more and more attention and recognition.
Third, China is playing an increasingly important role in the robotics industry. As the world's largest robot market, China's position in the robot industry is increasingly prominent. This is not only reflected in the size of the market, but also in technological innovation, industrial chain construction and market demand.
In terms of market size, China has become the world's largest consumer and producer of robots. With the transformation and upgrading of the manufacturing industry, especially the development of intelligent manufacturing, the demand for industrial robots continues to grow. At the same time, the field of service robots is also expanding, especially in the context of an aging society, the application prospects of service robots in the fields of medical care, housekeeping, education and so on are broad.
In terms of technological innovation, Chinese enterprises have made remarkable progress in the research and development and manufacturing of core components. For example, the localization level of key components such as servo motors, retarders, and controllers continues to improve, reducing the dependence on external technology. In addition, Chinese enterprises have also invested a lot of resources in research and development in artificial intelligence, Internet of Things, 5G communication and other fields to improve the intelligence level and network connectivity of robots.
In terms of industrial chain construction, the Chinese government actively promotes the cluster development of the robot industry, and has formed a number of robot industry bases with strong competitiveness. These bases bring together robot enterprises, scientific research institutions and universities, forming an innovation ecosystem that integrates production, learning and research, providing a good environment for the development of the robot industry.
Fourth, the application range of robots is constantly expanding. With the rapid progress of science and technology, the scope of application of robots is also constantly expanding and deepening. In the field of industrial production, robots have deeply penetrated into all aspects, they are no longer just the robot arm on the automated assembly line, but become the precise executor of logistics distribution, the key force of emergency rescue, the fine operator in medical surgery, the brave explorer of deep sea exploration, the fearless pioneer of space exploration and the important guarantee of national defense security. The efficiency, precision, and tireless nature of robots make them useful in a variety of complex and dangerous environments.
At the same time, we also see that in the field of family services, with the acceleration of the pace of life and the intensification of the aging trend of society, the demand for robots in fields such as domestic service, logistics distribution, elderly care, and medical services has shown a rapid growth trend. The wide application of robots in these fields can not only improve life efficiency and reduce people's burden, but also provide more personalized and humanized services. For example, the elderly care robot can provide customized care services according to the living habits and health status of the elderly. Medical service robots can carry out remote medical consultation and provide timely and convenient medical assistance to patients.
All these changes and developments have brought broader prospects for robots. Whether in the field of industrial production or home services, the potential and value of robots have been fully reflected. We have reason to believe that with the continuous progress of technology and the continuous growth of demand, the application scope and influence of robots will be further expanded, bringing more convenience and possibility to our lives.
Third, where are the investment opportunities in the robot industry?
The robotics industry is an area full of innovation and change, and with the development of technology and the growth of market demand, investment opportunities in this industry continue to emerge. However, as with any new industry, investment in robotics comes with risks.
First of all, the investment opportunities in the robotics industry lie in those enterprises that really have the value of landing applications. Investors should evaluate these companies with technology drivers at their core, focusing on their research and development strength, innovation, and ability to solve real problems. For example, in industrial production, efficient automated robots and precise operational design are essential to improve robot efficiency and reduce robot costs; In the field of healthcare, intelligent care robots and surgical assistance robots can improve the quality and safety of medical services. Therefore, choosing companies with core technologies and commercial applications is the key to seizing investment opportunities in the robotics industry.
Second, while the robotics industry is promising, it is volatile as part of advanced manufacturing. The price fluctuations of individual stocks can be very significant and are prone to risk events. This requires investors to have a certain risk tolerance and long-term investment perspective. In addition, since robotics involves the intersection of multiple disciplines, such as artificial intelligence, machine vision, sensor technology, etc., it is particularly important to understand the technology of enterprises and judge the industry trend.
Given the high volatility and complexity of the robotics industry, it is recommended that investors be positioned through index funds as much as possible. An index fund is a diversified investment vehicle that tracks a specific market index and contains shares of a range of related companies. By investing in robot-related index funds, investors can reduce the risk of a single company to some extent, while enjoying the growth benefits of the entire industry. For example, Tianhong recently launched the Tianhong China Securities Robot ETF connection (Class A 014880, Class C 014881), the Tianhong China Securities Robot ETF (159770) and so on.
In the long term, the opportunities of the robot circuit are diversified, including but not limited to industrial automation, home services, medical health, education and entertainment and other fields. However, corresponding risks also exist, such as the uncertainty of technological breakthroughs, intensified market competition, and changes in policies and regulations. Therefore, in order to find and seize investment opportunities in the robotics industry, investors need to really sink their minds to deeply study the industry dynamics, market demand and competitive landscape in order to make more informed investment decisions.
(This article is for reference only)
