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Robot concept: give full play to the advantages of the huge market and digital economy, and focus on net buying of the top eight companies

author:Zero-sum finance

In recent years, China's robot industry has made remarkable progress in the domestic market, innovation ability, industrial scale and international status. However, compared with developed countries, we still have certain deficiencies in terms of technical depth, product quality, especially the stability and reliability of key basic components, and the performance of high-end products, such as high speed, high precision, and heavy load. In order to make up for these gaps, China's robot industry needs to give full play to the advantages of the huge domestic market and the leading digital economy, grasp the development opportunities, strengthen scientific and technological innovation, make up for the shortcomings of the industry, and at the same time give full play to its own advantages in emerging fields to promote the modernization of the robot industry chain and the enhancement of international competitiveness.

The first task is to vigorously enhance the ability of industrial innovation. Relying on domestic first-class universities, research institutes and new R&D institutions, as well as leading enterprises, we should deepen the research and development of common technologies such as robot system development, operating system, lightweight design, and multi-robot collaboration. We must improve the technical level, quality and stability of key components such as reducers, servo motors, drives and controllers, so as to lay a solid foundation for the sustainable development of the industry. At the same time, enterprises are encouraged to develop new products and innovate business models according to market demand. In addition, we also need to support the R&D and innovation of complementary robot technologies such as digital technology, new materials, and brain science, promote the construction of ethics and ethics in the field of robotics, and lay a solid foundation for the development of a new generation of robot products.

Secondly, it is necessary to promote the cross-border integration and development of the industry. By strengthening the cooperation between robot R&D institutions, manufacturing enterprises, digital technology R&D institutions, and digital technology enterprises, the deep integration of robots and digital technologies such as 5G, Internet of Things, artificial intelligence, and extended reality will be realized. We have developed new cloud-based and intelligent robot products to improve the perception, cognition and collaborative work capabilities of robots. We will provide support in the construction of incubators, accelerators, financing services, etc., encourage scientific and technological innovation and entrepreneurship in the field of robotics, and promote the development of scientific and technological start-ups with cross-border integration genes, digital technology and robots. At the same time, we will actively promote the construction of industrial Internet platforms and digital and intelligent transformation in real economic sectors such as agriculture, mining industry, and manufacturing, so as to provide a broad market for the application of intelligent robots.

Moreover, we must actively expand new markets and new scenarios. Implement the "machine substitution" action in labor-intensive industries, and support enterprises to widely use robots to carry out technological transformation and upgrading of production facilities and equipment. Carry out pilot demonstrations of industrial robot applications, and support industrial robot enterprises to develop new products and new models around emerging subdivided industries and emerging scenarios. At the same time, robot companies are encouraged to focus on the rapidly growing needs of family, medical care, public services and other fields, and integrate digital technology to develop new products such as entertainment and leisure robots, elderly care robots, surgical robots, and humanoid robots. Strengthen industry-university-research cooperation, develop special robot products in the fields of deep-sea exploration, deep space exploration, polar scientific research, national defense and military industry, and promote the application of advanced technology in the industrial robot and service robot industry.

Finally, it is necessary to strengthen international technological and industrial cooperation. By promoting trade and investment liberalization and facilitation, we will actively attract the world's leading robotics companies to set up production bases and R&D centers in China. Strengthen international cooperation between China's robot R&D institutions, manufacturing enterprises and service enterprises and foreign institutions in technology research and development, standard formulation, and scientific and technological exchanges. Support leading robot enterprises to increase investment in leading robot countries and set up overseas R&D centers. At the same time, robot companies are encouraged to increase their efforts to develop overseas markets, promote industrial robots and service robots to enter the international market, and further enhance the international competitiveness of China's robot industry.

The top eight companies in the main net buying of robot concepts:

First place: iFLYTEK (94.9129 million) iFLYTEK is a national backbone software company, focusing on the research of artificial intelligence core technologies, such as speech and language, natural language understanding, machine learning reasoning and self-learning. Its main products and services cover a wide range of fields such as iFLYTEK's open platform, consumer business, smart education, smart healthcare, smart city, smart finance and smart car.

Second place: JMicron (77.2844 million) JMicron is committed to the R&D, production, sales and service of education and office, consumer, network equipment, network security, retail and other electronic equipment products. The product line is rich, including OPS computers, cloud terminals, PC desktop computers, etc. In addition, the company has also launched industrial control products such as industrial control motherboards and embedded boards.

Third place: Emdoor Information (6478.83 trillion) Emdoor Information focuses on the R&D, design, production and sales of electronic devices such as laptops, tablet computers and other intelligent hardware. Its product line includes notebook computers, tablet computers, etc., and in the field of service robots, the company has launched voice interaction intelligent products such as smart speakers and educational robots.

Fourth place: Thundersoft (59.7166 million) Thunderda's business covers three major areas: intelligent software, intelligent vehicles and intelligent Internet of Things. The company's products are mainly divided into software development, technical services and other categories. In the field of robotics, the company's products cover a wide range of scenarios, and cooperate with many robot manufacturers around the world. At the same time, the company has also launched a variety of cost-effective robot chip platforms.

Fifth place: Feilong shares (59.1052 million) Feilong shares are mainly engaged in the processing, manufacturing and sales of auto parts, including traditional engine cooling parts, new energy cooling parts, etc. In addition, the company is also involved in diversified businesses such as intelligent control system integration and intelligent robot research and development through Shanghai Longmiao, which is a shareholder.

Sixth place: Yawei shares (58.8233 million) Yawei shares' business covers three major sectors: metal forming machine tools, laser processing equipment and intelligent manufacturing solutions. Its main products include CNC bending machines, presses, etc., and the company provides solutions such as industrial robots and industrial management software in the field of intelligent manufacturing.

Seventh place: Keli Sensing (57.1226 million) Keli Sensing focuses on the development, production and sales of strain sensors and other components, and provides services such as system integration and intelligent weighing systems. Its main products include strain sensors, instruments, etc., and the company also has an in-depth layout in the field of artificial intelligence systems in the manufacturing industry.

Eighth place: Yannian Intelligence (56.8287 million) Yannian Intelligence focuses on various fields of smart cities, such as smart medical care, smart transportation, etc. Its main products include smart medical and health services, green smart city services, etc., and is committed to providing customers with comprehensive smart city solutions.

Robot concept: give full play to the advantages of the huge market and digital economy, and focus on net buying of the top eight companies

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