With the rapid development of global science and technology, various movie sci-fi robots are gradually entering reality and becoming people's daily life. For example, Tencent's second-generation quadruped robot Max, Tesla's first humanoid robot "Optimus Prime", and Xiaomi's first full-size humanoid bionic robot CyberOne, etc.
On the last day of 2024, Shenzhen UBTECH Technology Co., Ltd. officially landed on the main board of the Hong Kong Stock Exchange. This also means the birth of "the first stock of humanoid robots", and the listing of this stock instantly attracted widespread attention from all walks of life.
As the main scientific and technological development direction in the future, humanoid robots may become the next trillion market, and the scientific and technological community will once again usher in the development of the outlet. What is the development status of China's robotics industry today?
According to the data released by the 2023 China Robot Industry Conference, the sales volume of China's industrial robot market will reach 297,000 units in 2022, and it has become the world's largest industrial robot consumer market for ten consecutive years. At the same time, the sales scale of its own brand of industrial robots also exceeded 112,000 units, a year-on-year increase of 19%. The share of the domestic market is as high as 37.8%, which is the highest proportion in the year.
Not only that, according to the latest data from the Ministry of Industry and Information Technology, from January to October this year, the operating income of China's robot industry has exceeded 130 billion yuan, a year-on-year increase of 9.3%. The total import and export trade of robot products reached 2.66 billion US dollars, an increase of 23% year-on-year. The output of industrial robots is as high as 353,000 sets, and the output of service robots is as high as 6.436 million sets.
From this point of view, China's robot industry as a whole has shown a very strong development force.
With the development of robots so vigorous, what kind of changes will it bring to the production and life of society?
Robots are also known as "the pearl at the top of the manufacturing crown", and the development in recent years has gradually moved closer to the real economy, becoming the most important pole of development. In the field of logistics, its industrial robots have increased the sorting efficiency of major logistics companies by about 3 to 5 times. In the medical field, a waterproof bearworm medical micro-nano robot developed by Harbin Institute of Technology can help clear blood clots in the environment of venous blood flow.
Not only that, robots are widely used in various fields such as manufacturing, construction, agriculture and natural mining, and are gradually integrating with thousands of industries.
Last year, the performance progress of various listed companies in the robot industry was also mixed. Among them, according to the financial report data of the first three quarters of last year, the revenue of Ecovacs, a leading sweeping robot company, increased by 4.02% year-on-year, and the net profit attributable to the parent company decreased by 46.21% year-on-year. The robot revenue reached 2.413 billion yuan, an increase of 33.10% year-on-year, and the net profit loss attributable to the parent company was 79.571 million yuan.
However, overseas markets have become the main force for the performance growth of domestic robot enterprises. According to relevant data, the overseas revenue of robots increased by 47%, and the overseas revenue of the Timco brand increased by 53%. Among them, the revenue growth rate of overseas markets has been much higher than the overall revenue growth rate of enterprises.
Many domestic robot companies have laid out overseas markets, which also contains another phenomenon, that is, the domestic market has developed to a certain level. For example, the warehousing services of domestic Jingdong logistics enterprises have developed very maturely, while foreign countries are still blank in this market area, so this also creates a good opportunity for domestic logistics robots to go out.
Today, the birth of the first humanoid robot also means that the robot has officially entered the commercial stage. What are the development prospects of humanoid robots, and how to grasp the future development outlet?
According to Zhang Yi, CEO of iiMedia Consulting, at present, the market demand for humanoid robots is huge. In the industrial field, in industries with strong labor demand and relatively harsh production environments, humanoid robots can be adopted on a large scale to replace. In addition, humanoid robots have a wide demand market in many fields such as medical care, social services, education, and tourism.
However, if you want to enter the society on a large scale and implement commercial use, you must build a good robot application scenario, which is also an important step to seize the development of humanoid robots. To build application scenarios, you also need to have very advanced technologies and products to support them.
In the future, if we want to seize the development of humanoid robots, we need the joint efforts of all parties to achieve the great development of the industry, such as talents, technology, capital and policy support. It is expected that in about 10 years, humanoid robots may usher in a blowout development.