At the 2013 China Robot Industry Promotion Conference Forum held at the beginning of this month, Wang Weiming, deputy director of the Equipment Industry Department of the Ministry of Industry and Information Technology, revealed that the “Guiding Opinions on Promoting the Development of the Industrial Robot Industry” (hereinafter referred to as “Guiding Opinions”) is being reported to the Development and Reform Commission and the Ministry of Science and Technology. And other relevant ministries, "Guidance will be officially released soon."

For the robot industry, where the current industry scale is not too large, it is subject to policy concerns at the national level, and it may be expected in the later stage.

According to the current industry chain situation, the ontological enterprises with higher equipment self-sufficiency may benefit the most from this policy stimulus and the expansion of the robot market. The related listed companies include robots (300024.SZ) and Bosch shares (002698.SZ). ), Zhiyun shares (300097.SZ) and so on.

The first industry policy will be introduced

Wang Weiming revealed at the "2013 China Robot Industry Promotion Conference" held earlier this month that after the previous investigation and discussion on the robot industry in Shanghai, Shenyang, Chongqing, Harbin and other places, it was reported to the Development and Reform Commission and the Ministry of Science and Technology and other relevant ministries and commissions. It may be officially released soon.

Wang Weiming said that the above guidance will promote and break through the core technologies of key components in industrial R&D, integrate existing resources, form a group of industrial robot laboratories and technology centers; actively promote automobile, electronics, military, logistics, medicine, Application demonstration of industrial robots in industries such as dangerous goods manufacturing, supporting the development of related industries; guiding the orderly development of the industry according to regional characteristics, and setting industry access standards.

What impact will the forthcoming industrial development guidance have on the robot industry that is in the early stages of development?

“This is the first clear policy to support the robot industry from the national level, which is very important to the industry itself.” An official of the robot industry listed company, who asked not to be named, told the first financial daily “Financial Business” reporter. The guidance puts the development of the robot industry at a strategic height and will definitely increase the development of the entire robot industry.

Previously, the “Twelfth Five-Year Development Plan for Intelligent Manufacturing Equipment Industry” issued by the Ministry of Industry and Information Technology also proposed to focus on breaking through the intelligent devices represented by automatic control systems, industrial robots, servos and actuators, and reached the international advanced level; Support for financial and taxation policies for smart manufacturing.

Relevant information shows that the development of industrial robots in China started several decades later than abroad. Compared with Japan and other countries that have developed industrial robots in the 1970s, local companies in China did not really start cutting into the industry until after 2000.

The above-mentioned secretary-general said: "Overall, the competitiveness of local robot companies is still weak. 80% of the domestic market is occupied by multinational brands such as ABB, FANUC, Yaskawa and KUKA."

Industrial robot market has great potential

According to the International Federation of Robotics (IFR), the world industrial robot market is promising, and the market demand for Chinese industrial robots will begin to erupt in 2014. According to another survey, the sales volume of the Chinese robot market in 2010 was 15,000 units, and in 2011 it reached 23,000 units, a year-on-year increase of 53%. According to the latest statistics, the sales volume of industrial robots in China in 2012 was 27,000 units, a year-on-year increase of 17%.

According to data from the HC Industrial Robot Network, the number of robots currently in service in China has accounted for about 8% of the global total. At the same time, the total demand for robots in the Chinese market will be around 35,000 units in the next few years, accounting for 16.9% of the global total.

Artificial substitution and industrial upgrading are considered to be the driving factors for the rapid development of China's industrial robot market. At the same time, China's current robot density (the number of robots per 10,000 production workers) is relatively low, which also provides a future market development. room. According to the data, the density of manufacturing robots in China is only 21, which is still far from the average of 55 in the world.

According to the statistical analysis of IFR, in 2010, the world's most demanding industrial robots were in the automotive industry, accounting for 27.27%; the electronics manufacturing industry accounted for 22.82%, which is closely related to the technical breakthroughs in consumer electronics in recent years. Second, followed by the rubber and plastics industry and metal products, accounting for 8.71% and 3.62% respectively.

Lu Juan, an analyst at Guotai Junan, said: "Under the background of economic transformation and industrial upgrading, we can at least expect the density of manufacturing robots in China to be equivalent to the global average. Then there will be 38 billion industrial robots in the market space, and 114 billion industrial robot systems integration market. space."

Ontology companies benefit the most

At present, we are talking about industrial robots, which are automated equipment integrating mechanical, electronic, control, computer, sensor, artificial intelligence and other multidisciplinary technologies. Industrial robots consist of precision reducers, servo motors, control systems and application software.

Due to the late start, the current domestic robotics research needs to improve the technology including motors, reducers, controllers, sensors and so on. The development and production of these key components include both technical improvements in hardware processing and upgrades in software. These defects are also one of the growth points in the future market.

From the perspective of the industrial chain, the industrial robot industry chain consists of component companies, ontologies, agents, system integrators, and end customers. The ontology enterprise designs the ontology, writes the software, purchases the parts, and produces the ontology in the assembled production mode. It sells to the system integrator through the agent, and the system integrator directly faces the end customer. Some ontology companies and agents will also be system integrators. The ontology is the core of the robot industry chain.

Guotai Junan Securities research data shows that the cost of raw materials for industrial robots produced locally is 40% for reducers, 30% for servo motors, 15% for controllers, and 15% for others. These are all areas of upstream robotic unit product supply in the robotics industry chain.

Related listed companies include Xinshida (002527.SZ), Jiashi Technology (300193.SZ), Shanghai Electromechanical (600835.SH), Qianjiang Motorcycle (000913.SZ), and Qinchuan Development (000837.SZ).

The main body of the industrial chain is actually the middle and lower reaches of the industrial robot industry chain. Relevant listed companies include robots, Bosch shares, Zhiyun shares, Ruiling shares (300154.SZ) and Tianqi shares (002009.SZ).

"From the current point of view, the development of this industry is definitely the development of the whole machine and then the development of parts and components, and the upstream and downstream to drive the upstream." The above-mentioned director said that from the industry point of view, enterprises with economies of scale and technology accumulation are relatively easy. In the future competition, the advantages, technology accumulation and customer scale must be taken into consideration.

The robot is the leader of domestic industrial robots, with a share of 80%, 20%, and 8% in China's automobile assembly production line, tobacco, and automated three-dimensional warehouse market respectively.

The R&D strength of Harbin Institute of Technology's major shareholder, Harbin Institute of Technology, is leading domestically. The company is the only listed platform for the robot industry, and its product line can be expanded.

Zhiyun Co., Ltd. is engaged in the research and development, manufacturing and service of automated process system integration and complete sets of automation equipment. The technical indicators of the ongoing industrial robot application and manipulator development project have reached the level of similar foreign products and have the ability to replace imports.

The downstream of the industry involves many application fields. The downstream does not directly enjoy the benefits of the robot industry policy, but stimulates the outbreak of the upstream industry through demand.

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