Industrial robot industry gives birth to major investment opportunities

The robot industry is an important component of the intelligent manufacturing equipment industry. The development of the robot industry can not only promote the improvement of the automation level of various industrial industries, but also generate good technology spillover effects and drive the transformation and upgrading of the entire industrial industry. The robot industry is an important component of the intelligent manufacturing equipment industry. The development of the robot industry can not only promote the improvement of the automation level of various industrial industries, but also generate good technology spillover effects and drive the transformation and upgrading of the entire industrial industry.

I. Overview of industry development
At present, all countries are taking the robot industry as a key research and development and industrialization field occupying technology and market commanding heights. The "Advanced Manufacturing Partnership Program" promoted by the United States requires the development of a new generation of intelligent robots based on mobile internet (3378.63, 7.980, 0.24%) by developing industrial robots to reorganize the US manufacturing industry. China has incorporated the robot industry into the key areas of strategic emerging industry development, and proposed to vigorously promote the research and development and industrialization of automatic control systems, industrial robots, and key components. The major domestic industrial provinces are striving to seize the opportunities in the robot industry. The coastal provinces and municipalities have made key investment and industrial layout in the field of robotics and industry, and initially formed a regional characteristic industry. Liaoning Province is building a characteristic robot industrial base in Shenfu New City; Zhejiang has launched the “machine substitution” project; Guangdong Province has focused on developing multi-purpose robots; Jiangsu and Shanghai have also promoted the robot industry as a strategic emerging industry. In the next 5-10 years, it will be the golden decade for the development of China's robot industry.

Second, the industry scale and development trend

(1) International market scale and development trend
In 2013, global robot sales increased by 12% to 1,871,132 units, of which approximately 70% were sold to Japan, China, the United States, South Korea and Germany. Sales of industrial robots in the automotive, chemical, plastics and food industries continued to increase, and the installed capacity of robots in the electrical/electronics industry also increased. During the period 2008-2013, the average annual growth rate of robot installations was approximately 9.5%. The development of the automotive industry and the electrical and electronics industry is a major factor in the strong growth of industrial robot installations. In addition, the demand for metal processing, chemical plastics and other industries has also increased rapidly.

(II) Domestic market scale and development trend
China's industrial robot market demand has surged since 2010. In 2013, China became the world's largest robot market, accounting for 20% of the global total. Robot sales were 36,560 units, and sales reached 56,000 units in 2014. During the period 2008-2014, the average annual growth rate of industrial robot installations in China was 36%. The market of industrial robots in China is mainly concentrated in the automotive, auto parts, home appliances, engineering machinery, petrochemical and other industries. Among them, automobile manufacturing and parts manufacturing has always been the most important application field of industrial robots.

Third, the basic risk characteristics of the industry


(1) Macroeconomic fluctuation risks
The industrial robot industry has certain cyclical characteristics and is highly correlated with macroeconomic and fixed asset investment. The production enterprises of automobile and parts, household appliances, hardware, door industry and other industries are the main customers in the downstream of the industry. When the macro economy is sluggish, the downstream demand will slow down, which will affect its enthusiasm for the construction, reconstruction and expansion of the automated production line. In turn, it has a certain degree of negative impact on the production and operation of enterprises in this industry.

(II) Market competition risk
At present, the domestic industrial robot industry is dominated by small and medium-sized enterprises, and has not yet formed a dominant brand. The high-end market is occupied by large-scale enterprises in Europe, America and Japan with certain scale advantages and high technical level. There are not many enterprises in China that can undertake large-scale projects and provide automation integrated solutions to customers. The domestic industry as a whole is in the development stage and faces certain risk of vicious price competition.

(3) Risk of brain drain
The development of industrial robots and industrial automation industries requires mastery of high-quality, high-skilled and multi-disciplinary professionals in the fields of advanced system control software, equipment machinery, and industrial automation system engineering integration. At the same time, when providing industrial customers with integrated automation line solutions, they also need marketing talents who can accurately grasp customer needs, production processes and product features, and have rich project management and industry experience. The above-mentioned types of talents need to be precipitated through industry experience for many years, and the number of talents is limited. In the future, with the development of the industry, talent competition will become more and more fierce, and the risk of brain drain will further increase.

Fourth, industry development opportunities


(1) The demand for industrial transformation and upgrading is released, and the market potential is huge.
In 2014, the average wage of employed persons in China's manufacturing industry was 51,369 yuan, compared with 15,934 yuan in 2005, with an average annual growth rate of about 14%. The cheap labor gradually becomes "expensive", coupled with rising land costs and other manufacturing costs, manufacturing transformation and upgrading is imperative, and the introduction of industrial robots instead of labor has been proved by practice in various countries as a feasible path. The density of industrial robots in China is still far below the global average, and there is a big gap between developed countries such as Japan, South Korea and Germany. South Korea is the country with the highest density of industrial robots in the world. There are 347 robots per 10,000 workers; Japan has 339 aircraft; Germany ranks third with 251; China has only 21, which is less than the international average of 55. Half of the stage. At present, the application of industrial robots is 6% in China, 33% in Japan, 16% in the US, and 14% in Germany. China is a global manufacturing country. In 2014, the number of manufacturing workers in China was about 50 million. It is estimated that a large number of robots can be used to replace people's industries. The number of workers in the automotive, electrical, electronics, chemical and food industries is as high as 30 million. If the average robot density of these industries reaches 100 units per 10,000 people by 2020, then about 300,000 robots will be needed, plus the automation equipment equipped with robots, the space is about 300 billion.

(2) The policy is prosperous and the industry has broad prospects.
"Made in China 2025" proposes to "develop around the automotive, machinery, electronics, dangerous goods manufacturing, defense military, chemical, light industry and other industrial robots, special robots, as well as medical health, home services, education and entertainment, etc. New products will promote robot standardization and modular development, and expand market applications.” The Ministry of Industry and Information Technology's “Guiding Opinions on Promoting the Development of Industrial Robot Industry” has refined the specific strategic objectives: “By 2020, a relatively complete industrial robot industry system will be formed. To cultivate 3-5 leading internationally competitive enterprises and 8-10 supporting industrial clusters; the technological innovation capability and international competitiveness of industrial robots and enterprises have been significantly enhanced, and the market share of high-end products has increased to over 45%, robots The density (the number of robots used per 10,000 employees) has reached more than 100, which basically meets the needs of national defense construction, national economic and social development." Whether it is from the top design or specific industrial planning, the robot industry has received great attention and support, with clear development goals and paths, and broad development prospects.

(3) Accelerating integration with the capital market
Benefiting from the huge market space of domestic robots and the continually favorable policies, the industrial robots in the capital market are listed, listed, and the trend of mergers and acquisitions is accelerating, and capital, technology and market are accelerating integration. The above integration presents the following characteristics: First, listed companies actively participate in overseas mergers and acquisitions, absorb foreign high-quality core technologies, and accelerate the distribution of core components and high-end robotics market. The PE level of pure robot enterprises in China's capital market has been maintained at 40-50 times for a long time, which is higher than the industry average of 20-30 times abroad, providing a rich source of funds for the acquirer. Some listed companies use the capital advantage to accelerate the layout and compete for some core components and high-end robotics market. Second, some high-quality small and medium-sized enterprises have taken advantage of the development opportunities of the New Third Board, listed and financed, and accelerated the layout and differentiated development in some sub-sectors. There are hundreds of industrial robot companies in China that are applied to different sub-sectors. These robot companies usually accumulate system integrators that rely on project experience in a certain sub-sector. These companies are subject to cost and pricing. Disadvantages, often faced with lack of funds, insufficient capacity, and with the construction of China's multi-level capital market, the new three board market provides such a suitable financing and rapid development path for such enterprises, it is expected that in the future, it will gradually High-quality small and medium-sized industrial robot enterprises in various sub-sectors have emerged.

In summary, in the next 3-5 years, China's industrial robot industry is in the process of industrial transformation and upgrading demand release, national policy dividends, and capital market boosting opportunities. The industrial robot industry has given birth to major investment opportunities.
Http://news.chinawj.com.cn Editor: (Hardware Business Network Information Center) http://news.chinawj.com.cn

365nm LED Grow Light

Ultra Plantâ„¢ Grow Light offers One Chip Technology aimed to meet your indoor growing expectation such as improve plants' quality, increase yield, or better the margin, etc., all for helping you realize a higher return on your crops.


Ultra Plantâ„¢ Grow Light is combined our advanced All-In-One technology with patented optical design and customized light full spectrum supported from our experienced LED engineers, plant specialists and other partners working on horticulture.


From Ultra Plantâ„¢ APP, you are able to schedule the growing process including photoperiod, brightness and spectral in advance. The lighting system will help you grow smarter, easier and better.


Ultra Plantâ„¢ is the most versatile horticultural grow lighting fixture for indoor plants with flexible full spectrum, brightness control and uniform, wider light distribution, suitable for top lighting of all types of crops. No matter it applies to anywhere for any crop, Ultra Plantâ„¢ can do perfect work for you.

365Nm Led Grow Light,365Nm Led Grow Lights,Best 365Nm Led Grow Lights,365Nm Grow Lights

Feton Corporation , https://www.ultraplantled.com