Multiple layout of "robot" strategy

A nationwide "robot battle" is being staged everywhere.

Recently, Chongqing will invest 10 billion yuan to build the world's first robot version of "Disneyland" news occupy a lot of media layout. It is understood that for the robotics industry, the Chongqing government proposed to create the "Robot City" as early as possible to highlight its plans.

"Daily Economic News" reporter found that incomplete statistics, including Shanghai, Tianjin, Jiangsu, Anhui, Hubei, Guangdong, Liaoning and other provinces and cities have all regard the robot industry as a local key development projects, in addition, including giant wheel shares, Yawei shares Listed companies, including others, have recently launched robotics projects. It is understood that these projects are mostly industrial robot projects.

According to He Guotian, director of the Institute of Land Cooperating Office of the Chongqing Institute of Green Intelligent Technology of the Chinese Academy of Sciences and chief robot expert of Chongqing, robots are mainly divided into industrial robots, service robots, and special robots. In the field of industrial robots, the annual output value of the Chinese market is 20 billion yuan. about. According to a research report released by Shenyue Investment, the total demand for industrial robots in China will reach 1.67 million to 3 million units in the future, and the market scale will reach several hundred billion yuan.

In this regard, Zheng Bin, deputy director of the Robotics Technology Research Center of the Chongqing Institute of Green Intelligent Technology, Chinese Academy of Sciences, stated that currently the manufacturing industry in China has seen a significant increase in labor costs. The development of “robots” has become an important way for the transformation and upgrading of the domestic manufacturing industry.

However, it is worth noting that at present, China's "robot" market is still dominated by foreign brands, 80% to 90% of the core components need to import.

Multi-site layout of the “robot” industry “Daily Economic News” reporter learned that the “Guangdong People’s Government’s Guiding Opinions on Promoting the Development of the Robot Industry” issued at the end of October this year put forward a series of goals, including its robots by 2015. The industrial sales revenue will reach 30 billion yuan; by 2020, the robotic industry sales revenue will reach 100 billion yuan, forming a new pillar industry.

According to statistics from the reporters, it is not just Chongqing that plans for the “robot” strategy. This year, nearly 10 provinces and cities including Shanghai, Jiangsu, Zhejiang, Liaoning, and Guangdong have all targeted the robot industry as a key local development target.

According to public information, Shanghai has listed industrial robots as the focus of the development of strategic emerging industries, and established the Shanghai Robotics Industry Alliance and the Shanghai Robotics Industry Association, proposing that the industrial scale in 2015 will reach 20 billion yuan and that in 2020 will reach 60 billion to 800 yuan. The goal of the scale of 100 million yuan.

In addition, the Tianjin Binhai New Area also established a strategic alliance for technological innovation in the smart manufacturing industry, and plans to construct the Binhai New District intelligent manufacturing equipment industry park; Zhejiang has introduced 5000 machine substitution projects each year in the next five years, and realized 500 billion yuan in machine substitutions. Investment, to promote the transformation of industrial production from "manufacturing" to "intellectualism"; Jiangsu also regards the industrial robot industry as a key research field in 2014; Anhui's robot industry regional agglomeration development has already obtained the national pilot.

At the same time, the high-tech zones in Qingdao, Harbin, Heilongjiang, and Wuhan Optics Valley in Wuhan have also planned corresponding robot industrial parks as their core areas for industrial development.

Nearly 40 listed companies involved in many market analysts pointed out that the reason why local governments have successively launched the support program for the robot industry is precisely to see the huge business opportunities in this field.

According to a report issued by the International Federation of Robotics, sales of robots in mainland China increased by an average of 25% annually from 2005 to 2012 and reached 27,000 in 2012. The association predicts that by 2016 China will become the largest robot market.

"The average annual growth rate of China's robotics industry is very high, but from the perspective of per capita robot ownership, the current world level is that the number of robots per 10,000 workers is about 55, and the number of robots used in South Korea, Japan, and Germany is more commonly used. The number of ~350 sets, the United States, Italy, etc. is about 150, while the number of robots owned by Chinese 10,000 workers is only 21, which is a big gap." Wu Jiangtao, an analyst at Northeast Securities, said that in the next few years, the Chinese robotics industry will welcome Come to the outbreak.

"Daily Economic News" reporter noted that the enthusiasm for robots is not only local governments but also companies that are active in the market.

In November of this year, Yawei Co., Ltd. issued an announcement that it had initialed the “Memorandum” on the robot cooperation project talks with the German Muse Company. It plans to purchase some of the robotics technology of the Muse Company and set up a joint venture company to produce the robot’s local machine. Industrial robotics industry; The production and sale of large-size, high-efficiency crystalline silicon photovoltaic cells and components of sunflowers has also announced recently that it will cooperate with a Ningbo-based technology company in the robotics industry.

According to rough statistics, nearly 40 A-share listed companies are involved in the robotics industry.

Robot's "Cost Advantage"

"Daily Economic News" reporter found that most of the regions that currently focus on developing the robot industry are manufacturing provinces. This has a certain relationship with the rising labor costs and recruitment difficulties encountered by our country's manufacturing industry in recent years.

"At present, wages in China's manufacturing industry are growing at a rate of 10% to 20% each year. Correspondingly, the price of robots has dropped at a rate of 4% per year. Compared to rising labor costs, large-scale industrialization of robots Opportunities have arrived," said an analyst at Zhaoxing Hongyuan Securities.

According to several analysts, under the above-mentioned factors, it has become indispensable for China to develop into the robotics industry on the transition from labor-intensive to modern manufacturing and industrial production to automated production.

"This statement is scientific in some sense. A robot can replace 3 to 5 individual workers. Industrial robots have a depreciation of 10 years' service life and an annual cost of about 50,000 yuan, while 3 technicians have a cost of 150,000 yuan per year. The above, as long as China can form a full industrial chain of robots, China's manufacturing position will also be difficult to shake." Foreshore network analyst Luo Guojun said.

The core components need to be imported However, "Daily Economic News" reporter learned that at present, China's production of robot body, core components, 80% rely on imports.

“Industrial robots are mainly composed of five main parts: machine body, precision reducer, controller, servo drive and motor. Nowadays, key components such as motors, servomotors and speed reducers are basically purchased from Japanese companies such as Yaskawa and Sanyo.” said Ho Guotian. .

In addition to the production of core components, there are also technical thresholds for robot assembly integration. According to industry insiders, high-tech robots such as welding lines, auto parts, and body welding require high precision, and fewer than 1,000 robot integrators in China have been able to meet orders.

According to a technician who is engaged in intelligent equipment, at present, there are a large number of domestically produced robots on the Chinese market, including Chongqing, which is committed to the “city of robots”. In early December, it successfully developed arc welding robots due to motors, speed reducers, and controllers. The technical deficiencies in sensors and other aspects have a large gap between their reliability and foreign brands.

According to He Guotian, there is no short cut to develop the robotics industry. “Only relying on their respective advantages and taking the dislocation development as a guide to develop foreign companies that have not yet formed an advantage in order to occupy the market.”

"Obviously speaking, compared with foreign countries, we do have shortcomings." He Guotian admits to reporters that the Chongqing Branch of the Chinese Academy of Sciences has taken the lead in setting up the specialty of robots in Chongqing universities and colleges, and has introduced domestic enterprises to overcome technical difficulties, and research and development is close to the Chongqing industry. Robot.