2017 robot investment prospects

According to the International Federation of Robotics, the industrial robot market in China is expected to reach 81.5 billion yuan from 2016 to 2019, which is even larger considering the integration market.

Innovation, policies and demand will drive the continued growth of the robotics industry. The era of innovation-driven development has arrived, and industrial upgrading is the key to avoiding the middle-income trap. The robot industry and technological innovation are mutually reinforcing. China has already launched the strategy of manufacturing a strong country, and it has to complete the historical leap of manufacturing from large to strong. Intelligent manufacturing is the core of China's strategic plan of action for manufacturing and strengthening the country - "Made in China 2025", and industrial robots are the realization end and important foundation of intelligent manufacturing. , the role is significant. In addition, China's human factors and lifestyles are also changing. The turning point of the demographic dividend has brought about a surge in demand for “manual replacement” in the manufacturing industry. The acceleration of social aging and the upgrading of consumption have driven the “intelligent” demand growth of the service industry.

Industrial robots: Entering the popularization period, we are welcoming new additions. Industrial robots are an important implementation of intelligent manufacturing "end-net-cloud". China is the largest industrial robot market and the most promising industrial robot market. According to the International Robotics Federation, China's industrial robot market is expected to reach 81.5 billion yuan from 2016 to 2019, considering the integration market is even larger. While the industry is booming, China's industrial robot industry still faces the key bottleneck of the lack of upstream core components. Therefore, we are optimistic about the domestic enterprises that independently research and develop parts and components in the industry. At the same time, logistics automatically brings huge demand for AGV, liberating labor-intensive industries, and infiltration acceleration brings high-growth system integration for 3C. Goggles opens machine vision in the era of robot intelligence, adapting to multi-variety, low-volume, and personalized production trends. Collaborative robots will become the rapid rise of the field of industrial robots.

The intelligent spring of service robots is getting closer and closer, and there are two kinds of opportunities for platform and product. In recent years, high-quality companies have begun to lay out the service robot industry, which is to look at the consumption attributes of service robots and the future market space larger than industrial robots. The working environment of the service robot is unknown, and there are professional service robots and personal/home service robots. Professional service robots are growing rapidly, with the largest shipments and the largest sales in the defense and medical sectors. Personal/home service robots are built around the application scene and have heavier consumer attributes and market potential. Service robots are a product of deep integration of software, electronics and mechanical structures. From the perspective of the industrial chain, the industry will grow along the “infrastructure” and “application products”. Among them, “infrastructure” includes entry-level technology and sensor components, which is the key to the development of the industry and occupies important value.

We are optimistic about the pioneers of the artificial intelligence era, the smart chips of foreign giants actively card slots, and can re-create Android's robot operating system in the smart phone ecosystem, important sensing devices 3D cameras and laser radar. In terms of application products, products will be developed around the scene, optimistic about medical (surgical robots and rehabilitation robots in professional service robots), education and entertainment/accompaniment (personal/home service robots).