Based on the national conditions of China, how to treat the development of industrial robot industry in China?

Main listed companies in the industrial robot industry: At present, the listed companies in the domestic industrial robot industry mainly include Song Xin Robot (300024), Huichuan Technology (300 124), Xinshida (002527) and Eston (002747);

The core data of this paper: the development history, present situation, competition pattern and development trend of industrial robot industry.

General situation of industry

1, industry product characteristics

Industrial robots and complete sets of equipment can be widely used in various industrial production links, such as welding, machining, handling, assembly, sorting and spraying. The application of industrial robots and complete sets of equipment can not only liberate workers from heavy or harmful manual labor and solve the current labor shortage problem, but also improve production efficiency and product quality and enhance the overall competitiveness of enterprises. Specifically, industrial robots have the following advantages:

2, industry product classification

Industrial robot is the general name of robots used in industrial production. At present, industrial robots in the world are mainly divided into four categories: vertical multi-joint robots, SCARA robots and Delta robots.

Robots and cooperative robots, the first three are also called traditional industrial robots.

Global development status of the industry: the market scale is constantly expanding.

According to the latest report released by IFR (International Federation of Industrial Robots), in 20021year, the number of industrial robots installed in the world rebounded to 435,000 compared with 2020, with an increase of about 13%, thus exceeding the record level of 20 18 years. Among them, the installed capacity in North America is close to 43,000 units, with the growth rate of 17%. The installed capacity in Europe reached nearly 73,000 units, with an increase rate of 8%. There are more than 300,000 industrial robots installed in Asia, up 65,438+05% year-on-year, and almost all Southeast Asian markets will grow at a double-digit rate.

According to the data released by IFR, the global industrial robot market has been steadily increasing from 20 13 to 20 18, reaching155 billion US dollars in 20 18, but this trend will drop to136 billion US dollars in 2020. 202 1 rebounded again, increasing to145 billion USD.

According to the latest data released by IFR, the global installed capacity reached a new high in 20021year, reaching 487,000 units, exceeding the level of 20 18 years. The global industrial robot market has further picked up, and the installed capacity of industrial robots in China and Japan has greatly increased.

Industry development process: the industry has entered a new stage of modernization.

The world's first programmable robot was born in the United States, and it was first used in the industrial field in 196 1, but the robot at that time was only used for simple handling and repetitive work. 1973, Hitachi, Japan developed a robot with dynamic vision, and then began to be equipped with a microprocessor, which was widely used in industry. After decades of development, modern robots have the ability of decision-making and calculation, and the development of robots has begun to enter the intelligent era.

Industry policy background: favorable policies have been introduced one after another.

In the past two years, many domestic policies have promoted and planned the development of industrial robot industry, and the development of supply chain has gradually entered the fast lane. Digital technology, artificial intelligence, virtual reality and three-dimensional graphics technology relied on by industrial robots have been written into various plans, laying a solid foundation for the development of industrial robot industry:

Overview of industry development: the industry as a whole is on the rise.

1, supply analysis

At present, China's industrial robot market is still in short supply, and improving production capacity by improving production level is the development focus of enterprises at this stage. In 2020, the output of industrial robots in China will be 237,068, an increase of 26.8% compared with the same period of 20 19. In 20021year, as China took the lead in recovering from the epidemic, industrial robots ushered in the double benefits of the domestic market and the international market, with the output reaching 366,044 units, up 54.4% year-on-year.

From the perspective of enterprises, according to the cat survey of enterprise, as of June 2022, the number of domestic industrial robot-related enterprises reached 1 1.4 million, among which Jiangsu Province gathered the largest number of industrial robot manufacturers, reaching 24,000; Followed by Guangdong Province 1.9 million, ranking second; Shandong province 12000, ranking third. In terms of registered capital, enterprises with a registered capital of less than 6.5438+00,000 yuan account for 654.38+09.83%, and enterprises with a registered capital of more than 6.5438+00,000 yuan account for 24.32%; 100-100,000 yuan accounted for the largest proportion, reaching 55.85%.

China's strong market demand for industrial robots has also brought signs of overheating in the industry. At present, there are more than 20 provinces that focus on developing industrial robot industry and more than 80 industrial robot industrial parks. In the past five years, the number of industrial robot enterprises has rapidly increased from less than 400 to more than 1 14000, mostly concentrated in the middle and low-end market, among which more than 46000 enterprises were newly registered in 202 1 year.

2. Demand analysis

Since 20 16, the cumulative sales volume of industrial robots in China ranks first in the world, and the development speed is unprecedented. In 20 19, China remained the largest robot market in the world, and the total number of industrial robots reached 140500, which was 8.6% lower than that in 20 18. According to the latest statistics of MIR, the sales volume of industrial robots in China reached 256,000 units in 20021year, up 49.5% year-on-year, with a rapid growth momentum.

3. Market size of industrial robot industry

China's industrial robot market is developing rapidly, accounting for about one third of the global market share, and it is the largest industrial robot application market in the world. At present, the demand for intelligent transformation and upgrading of China's manufacturing industry is increasingly prominent, and the demand for industrial robots is still strong. According to IFR statistics, the sales volume of industrial robots in China reached 44.25 billion RMB in 2020 and 44.57 billion RMB in 20021year, with a year-on-year increase of 5.5%.

Industry competition pattern

1, regionals

According to the enterprise information provided by Enterprise Search Cat, after screening the industrial robot enterprises according to the industry standards, the number of industrial robot enterprises in the main areas of China is analyzed from the perspective of the regional competition pattern of the industry. It can be seen that China's industrial robot enterprises are mainly concentrated in Guangdong, Jiangsu, Zhejiang and Shanghai, and the number of enterprises in the southeast coastal areas has certain advantages.

2, enterprise competition

Because the robot market in China is dominated by foreign brands, such as Fanuc, Epson, ABB and Yaskawa Electric. The domestic industrial robot industry is relatively weak. Faced with such a huge domestic industrial robot market potential, it will take some time for technology accumulation to form competitiveness with foreign brands in the high-end market. Among domestic manufacturers, the domestic manufacturers with better market performance are Eft, Eston, Zhongxing Xing, GAC Fan Qi, Song Xin and Xinshida. Compared with other local manufacturers, these manufacturers started earlier and now have a certain scale and technical strength. Judging from the market share competition pattern of 202 1 China industrial robots, Fanuc and Epson have a market share of about 10%, while ABB and An Chuan have reached the level of 8%. The market share of local manufacturers in China still needs to catch up.

Industry development prospect, trend and forecast

1, industry development trend

In the past 10 years of development, the continuous establishment of intelligent production and cutting-edge scientific and technological laboratories in China has made industrial robots increasingly important in the new stage of development in China. The development trend of industrial robot industry in China will be mainly reflected in the following aspects:

It is estimated that the annual industrial scale of China industrial robot industry will reach 54 billion yuan in 2022; In 2027, the industrial scale will reach 654.38+80 million yuan, and the CARG will reach 28.20% in 2022-2027.

For more research and analysis on this industry, please refer to the Market Foresight and Investment Strategic Planning Analysis Report of China Industrial Robot Industry by Forward-looking Industry Research Institute.