According to CCTV News, the Ministry of Industry and Information Technology and other fifteen departments today jointly issued the "14th Five-Year" Robot Industry Development Plan, which proposes that by 2025, China will become a global robot technology innovation source, a high-end manufacturing agglomeration and a new highland for integrated applications.
During the "Fourteenth Five-Year Plan" period, a number of robot core technologies and high-end products will be promoted to make breakthroughs, the comprehensive indicators of the whole machine will reach the international advanced level, the performance and reliability of key components will reach the international level of similar products; the average annual growth rate of the robot industry operating income will exceed 20%; a group of internationally competitive leading enterprises and a large number of specialized and specialized new "small giant" enterprises with strong innovation ability and good growth will be formed, and 3 to 5 industrial clusters with international influence will be built; and the density of manufacturing robots will be doubled.
The "Planning" also promotes the high-quality development of the robot industry from multiple dimensions such as technological breakthroughs, foundation improvement, optimization of supply, expansion of applications, and creation of ecology. The "Planning" also puts forward four actions: robot core technology research action, robot key foundation improvement action, robot innovation product development action, "robot +" application action.
So this morning the robot concept stock quickly pulled up. Robot intraday direct 20% up and down, he forging intelligent limit, Broad Intelligence, Eston intraday impact limit.
Robot policy planning over the years
The state attaches great importance to improving the development of the entire robot industry, and has formulated a series of policies conducive to the development of the robot industry to promote the development of the robot industry. The government has not only planned the robot industry from a macro and strategic point of view, but also guided the research and practical application of technology, providing strong support for the development of the robot industry.
Market analysis of China's robot industry
With the pull of market demand, the drive of technological breakthroughs, and the support of the government, the development of the robot industry is stable, and the scale of China's robot market continues to expand. In 2021, the market size of robots will reach 83.9 billion yuan, more than double that of 2017, with a compound annual growth rate of 20.2%. In terms of market structure, 53% of industrial robots and 47% of service robots. Industrial robots and service robots have been widely used in different industries.
In the post-pandemic period, the shipment of industrial robots has increased significantly due to the rapid recovery of downstream manufacturing and the increasing requirements for automation by various manufacturers. At present, industrial robots have been widely used in assembly, handling, stacking, spot welding, gluing and spraying and other fields. In both areas, automotive and electronics account for the largest market share.
The development of China's service industry robots started late, but its technology and industrialization degree are still a certain gap compared with foreign enterprises, and the market-oriented use of some products has reached an international leading position and has a certain degree of advancedness. Robots such as sweeping robots, accompaniment robots, cleaning robots, warehousing and logistics robots, navigation robots, food delivery robots, hotel robots, medical robots and other robots have been widely used in various industries. In the future, industrial robots will develop in the direction of lightweighting and flexibility, and the cognitive intelligence of service robots will be further improved.
Industrial robots in the future application field will be more and more extensive, harsh use environment, high-quality product standards will make the robot volume, weight, flexibility and other performance to be further improved, so that industrial robots towards miniaturization, lightness, flexibility in the direction of development. Breakthroughs in key technologies of artificial intelligence such as deep learning, perceptual recognition, and natural language understanding have greatly improved the cognitive intelligence of service robots, and the scope of services and service objects have also been further developed.
The growth potential of service robots is more worthy of attention
In many areas of service robots: distribution, reception and commercial cleaning robots have become a good entry point in major industries because their technical routes are similar to the basic technical routes of cleaning robots. In terms of application scenarios and functional expansion, there is still a lot of room for development in related categories. From the perspective of the industry competition pattern, the current major manufacturers are still dominated by small and medium-sized enterprises, and some subdivided tracks have begun to incubate leading enterprises, if the future sweeper-related home appliance companies continue to increase investment in related fields, they can achieve a certain market share by virtue of scale effect and research and development advantages.
The diversification of use scenarios is destined to be a large market potential of service robots, and the catalysis of supply and demand has driven the rapid growth of the overall industry scale; service robots still have a large room for expansion in product form and use scenarios, the competition pattern has not yet taken shape, and sweeping robot companies such as Coworth and Stone Technology can achieve a certain market share by relying on scale effects and research and development advantages.
The agency recommends leading companies in the field of robotics
In the short term, the robot industry may bear certain operational pressure, but it has a huge market space in the medium and long term. The current external environment is more complex, commodity prices are still at a high level, middle and downstream enterprises still have certain cost pressure, November PMI new order index 49.4%, indicating that downstream demand is still weak, coupled with the outbreak of many regions, manufacturing boom or has not yet been stable, in this context the robot sector short-term profitability is still facing certain pressure.
In the future, the policy level will strengthen the guarantee of supply, stabilize prices, balance supply and demand, and expand support for manufacturing enterprises, which will help improve the performance of manufacturing enterprises and further increase investment in fixed assets. Robots are an important carrier for the transformation and upgrading of the manufacturing industry, with the improvement of labor costs and the economy of artificial substitution gradually emerged, therefore, in the future medium and long term has a huge market space. CDB Securities recommends attention: Eston, green harmonics.
Soochow Securities recommends paying attention to three main lines: 1) core components import substitution targets, it is recommended to pay attention to: green harmonics, Guomao shares, Sinovel Precision, Oukeyi; 2) business layout for the downstream of high prosperity, is expected to smooth the industry cycle fluctuations of the target, can be appropriately concerned: Eston; 3) the inflection point of the update cycle is upward, the scale expansion of the import substitution can be expected, it is recommended to pay attention to machine tool enterprises: Kede CNC, Guosheng Zhike, Haitian Seiko, Genesis.