Since 2020, China's robotics industry has entered the fast lane of development. On the one hand, market demand has been catalyzed and released quickly by the epidemic; on the other hand, the continuous influx of hot money has also helped the robotics industry to run in small steps, and many robotics companies have ushered in a golden development period.
It is undeniable that the robot segmentation products are becoming more and more abundant, and the number of new players continues to increase. We have not only seen a thriving scene, but also witnessed the sad ending of some companies. &II believes that the next 5-10 years will be a critical period for the development of China's robotics industry, no matter from the policy level or the market demand level. It is the goal of the development of medium and high-end industrial applications. It is foreseeable that during this period, the business format of robots will continue to be enriched, the marketization process will advance rapidly, and "hidden champion" companies in sub-sectors will continue to emerge.
Ó thaobh na hinfheistíochta, beidh an réimse róbataic ina phríomh-mhodúl d'earnáil na teicneolaíochta crua. Forchuireann an chéim forbartha teicneolaíochta an cuar ar scaoileadh éileamh an mhargaidh, ag cur i láthair timthriallta pointe infhillte éagsúla ar gach deighleog den robot, ó thionsclaíoch go seirbhísí tráchtála le hiarratais speisialta , Faoi gach modúl mór, tá rianta il fo-roinnte tosaithe ag eamhnú, agus tá gach rian tar éis tosú. dlús difriúil. I gcomparáid leis an réimse fuinnimh nua ina bhfuil an t-uisce mór agus an t-iasc mór, is é céim reatha an robot níos mó ná an t-uisce mór agus is beag an t-iasc (is cuid den rian fo-roinne an t-uisce, an t-iasc beag. agus an beag)
In 2021H1, beidh 69 cás de mhaoiniú imeachtaí a bhaineann le robots tionsclaíocha sa tSín, a mbeidh beagnach RMB 12 billiún i gcistí. De réir dáileadh na gcásanna maoinithe, tá an líon is mó cásanna maoinithe in 2021H1 sa dá mhórréimse AGV/stórála agus fís meaisín, agus ina dhiaidh sin réimse na róbait comhoibríoch; is iad na réimsí leis an méid maoinithe is mó ná an Idirlíon tionsclaíoch agus robots comhoibritheacha, agus réimse radhairc meaisín ina dhiaidh sin.
I 2021H1, beidh 43 cás de theagmhais maoinithe i réimse na robots seirbhíse sa tSín, a mbeidh thart ar RMB 7.5 billiún i gcistí. De réir dáileadh cásanna maoinithe, is é an líon is mó cásanna maoinithe i 2021H1 ná robots leighis, lena n-áirítear robots exoskeleton, robots máinliachta, robots athshlánúcháin, robots puncture leighis agus réimsí gaolmhara eile; ina dhiaidh sin robots seirbhíse eile; is iad na réimsí leis na méideanna maoinithe is mó faoi seach B'ionann robots leighis agus 46.84 faoin gcéad , agus robots seirbhíse eile ina dhiaidh sin , arbh ionann iad agus 42.89 faoin gcéad . B'ionann méid iomlán an mhaoinithe sa chéad dá réimse agus 89.73 faoin gcéad.
On the basis of thorough investigation and in-depth research, the Advanced Robotics Industry Research Institute (&II) has compiled the "2021 China Robot Subdivision Track Investment Analysis Report". This report details the development characteristics, development stage, market size and space, technological development level, market competition, market development trends and evolution logic of the segmented track market of China's robotics industry from 2020 to 2021 and the next few years. Research and analysis. The Advanced Robotics Industry Research Institute (&II) hopes to provide companies, investors, securities companies, and those who want to understand the robotics industry with accurate and reference-value robotic industry data and research analysis reports through practical field investigations and in-depth research and analysis. .