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Rapid development of industrial robots in the era of artific


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At present, the industrial robot industry chain in China has been more and more complete. With the implementation of a series of industrial robot industrial policies in the country, the domestic substitution has huge imagination.

In recent years, the development of China's industrial robot rapidly and continuously along with the release of positive and downstream automation needs of the demographic dividend gradually disappear, the national strategy, we believe that the industrial robot is expected to continue rapid development. At present, the industrial robot industry chain in China has been more and more complete. With the implementation of a series of industrial robot industrial policies in the country, the domestic substitution has huge imagination.

The market of industrial robots in China has maintained strong growth

In recent years, the sales of industrial robots in China have continued to grow, and have been the world's largest industrial robot consumption market in the world for three years. In 2016, the number of global industrial robots sold around 290 thousand units, an increase of 14% over the same period, including 90 thousand sales of industrial robots in China, an increase of 31% compared to the same period last year, which accounted for nearly 30% of the global share.

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Although the sales of industrial robots in China have been leading the world's leading position, there is still a big gap between the number of industrial robots in the world and the advanced world level. In 2015, the number of robots per capita in China was 49 Taiwan / 10000, while the world average level was 69 Taiwan / 10000. Compared with Germany, South Korea and Japan, the world's advanced level is even more significant. In 2015, the number of industrial robots per capita in the Three Kingdoms was 301, 305, 531 and 531, respectively, 6.14 times, 6.22 times and 10.83 times respectively.

But with the promulgation and implementation of a series of industrial robot industry promotion policies in China, China's domestic industrial robots are gradually enhancing competitiveness, and the sales of domestic independent brand industrial robots are increasing rapidly. According to the statistics of China robot industry alliance, the sales volume of domestic industrial robots has increased by 129.17% in the past 2013-2015 years, and the independent brands are gradually opening up the domestic market.

Three factors contribute to the continuous growth of the industrial robot market

From the perspective of the driving force of industrial development, according to the research of Everbright Securities, the main factors to promote the rapid development of industrial robots in China include the gradual disappearance of demographic dividend, the active promotion of national strategy and the increasingly vigorous demand for downstream automation.

In terms of demographic dividend, China's labor force has accounted for 72.5% of the total population, and the number of manufacturing employment has declined. The proportion of young migrant workers under 30 years old has dropped from the highest 46% to 32.9%. At the same time, the cost of manpower is rising, and the production cost of industrial robots is declining.

According to the national strategy, the State Council issued the "China manufacturing 2025" as the breakthrough point, choose ten advantages and strategic industries, including industrial robot as an important basis for "intelligent manufacturing" is connected with the industrial application and practice platform, countries have continuously introduced various policies to promote the rapid development of industry.

In terms of market demand, in addition to the high automation rate of the automobile industry, the permeability of automation equipment in other industries is still low. The market space of 3C equipment industry in China is expected to exceed 350 billion, and the automation rate is only 15%-25%. Other traditional industries, such as textile and clothing, food packaging and so on, demand more and more automation. Some traditional manufacturing industries are also actively upgrading the industry, and the degree of automation is improving.

Investment opportunities from the perspective of industrial chain

From the perspective of industrial chain, industrial robots are mainly composed of upstream core parts manufacturing, middle reaches production and downstream integrated applications. The controller, the servo motor and the precision reducer are the core of the industrial chain of the industrial robot. At present, the domestic manufacturers in addition to the retarder need to buy, most of the parts have been self-sufficient.

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The controller in the field of upstream core components, the domestic market share of the basic controller and domestic robot market share consistent; servo motor, mainly by foreign enterprises occupy the mainstream suppliers including Matsushita, Yaskawa, MITSUBISHI, and Europe and the United States Lentz and BOSCH Rexroth, domestic brands accounted for only 20% market share reduction; device, precision reducer used for industrial robot, especially RV reducer, is still mainly rely on imports.

In the middle reaches of the local production field, there are a large number of industrial robot enterprises in China, but the size and strength distribution are uneven. In addition, SIASUN robot AIFUTE, Estun and Guangzhou CNC has a certain market and abundant capital, other enterprises are in a stage of shipment. The overall industrial robot products in China are still in the middle and low level. On behalf of the six axis industrial robot with high precision, the domestic production rate accounts for less than 10% of the national industrial robot new loading machine.

In the field of downstream system integration, most of the domestic robot manufacturing enterprises in China are still on the edge of the profit and loss line, although they have government subsidies. Although the system integrator is small in size, the profit ability is considerable, and the average gross interest rate can reach about 30%. In recent years, a number of listed companies which have been involved in the manufacturing and downstream integrated applications of middle reaches are constantly emerging in China, and the industrial layout is more perfect.

 

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