The hottest view on the development of China's rob

2022-08-09
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Looking at the development of China's robot industry from the new third board robot enterprises

Abstract: the scale of China's robot enterprises is generally small. Among the new third board robot enterprises, the number of enterprises with a revenue of 10000 yuan in 2016 was the largest, accounting for 41%, followed by enterprises with a revenue of more than 100 million yuan, accounting for only 30%, the number of enterprises with a revenue of 10000 yuan accounted for 22%, and enterprises with a revenue of less than 100000 yuan accounted for only 7%

the robot industry is the Pearl at the top of the crown of the manufacturing industry, and it is a subversive industry that will lead the future development. Next, we will introduce several types of flame retardant PP material performance requirements technology used in household appliances. At present, the speed of China's robot industry is accelerating, and it is becoming a new driving force for China's economic development. As the backbone of China's robot enterprises, the new third board enterprises have the characteristics of rapid development and continuous expansion of the industry, which can better reflect the development status and trends of the most dynamic enterprises in the industry. This study selects the public data of 64 robot enterprises on the new third board as of the end of June 2017, and systematically analyzes the development characteristics of China's new third board robot enterprises in terms of scale efficiency, type distribution and regional agglomeration, in order to comprehensively reflect the overall development of China's robot industry, and provide useful references for further expanding development space and stimulating industrial vitality

the scale of robot enterprises in China is generally small. Among the robot enterprises in the new third board, the number of enterprises with a revenue of 10000 yuan in 2016 was the largest, accounting for 41%, followed by enterprises with a revenue of more than 100 million yuan, accounting for only 30%, the number of enterprises with a revenue of 10000 yuan accounted for 22%, and enterprises with a revenue of less than 100000 yuan accounted for only 7%. There are still a large number of robot enterprises in China that have not yet been listed, and these enterprises are mainly small, medium and micro enterprises. The problems of small scale and scattered number of robot enterprises in China are more prominent, and the overall competitiveness of the industry needs to be improved

the loss of enterprises reached 22% and has remained stable in recent years

the overall economic benefits of China's robot enterprises in recent years have been relatively low. Among the robot enterprises in the new third board, the loss of enterprises in 2016 reached 22%, the same as that in 2015. In terms of enterprise revenue, there were 17 enterprises whose revenue increased by more than 20% year-on-year in 2016, including 16 industrial robot enterprises and 1 service robot enterprise. The enterprise with the highest year-on-year growth in revenue is Zhizhen intelligence, with a growth rate of 90%, indicating that the development potential of service robot enterprises in key segments is large; In 2016, there were 8 enterprises with a year-on-year decrease of more than 20%, including 5 industrial robot enterprises, 2 service robot enterprises and 1 special robot enterprise. The enterprise with the highest year-on-year decrease in revenue was discoverer company, with a year-on-year decrease of 66%. In terms of corporate profits, 79% of corporate profits rose year-on-year in 2016, and 21% of corporate profits fell year-on-year, indicating that the development of robot enterprises in 2016 has an overall positive trend

the development efficiency of enterprises in key sub sectors has sufficient momentum.

China's robot enterprises are favored by the capital market. In the field of industrial robots, the core and key technologies are mastered by foreign leading enterprises. The development activity of traditional fields is limited, and the capital market in emerging fields such as robotic arms has high attention, so the development momentum of enterprises is full. For example, Shenzhen sine electric appliance is mainly engaged in the field of manipulator, and its profit in 2016 was more than three times that of 2015, leading the overall new third board robot enterprise. In the field of service robots, medical robots, virtual robots and other key subdivisions have large capital investment and rapid enterprise expansion, which are mainly invested in the future development expectations, showing the characteristics of rapid profit growth and expanding actual losses of enterprises. For example, as the only listed surgical robot enterprise in China, the profit of tianzhihang increased by 80% year-on-year in 2016, while the losses in 2016 and 2015 were more than 25million and 14million respectively. As the only listed company of virtual robots in China, Zhizhen intelligent's revenue increased by 90% year-on-year in 2016, while the losses in 2016 and 2015 reached 71 million and 65 million respectively

industrial robot enterprises account for the highest proportion and complete industrial chain

China's robot enterprises are dominated by industrial robots. Among the robot enterprises of the new third board, industrial robot enterprises account for as high as 84%. Among them, the industrial robot industry is relatively mature, and the upper, middle and lower reaches of the industrial chain are complete, but the distribution is slightly uneven. There are more upstream and downstream enterprises and fewer midstream enterprises. Among them, if the typical industrial robot industry is simply looking for a low price chain, the upstream enterprises include Huaheng shares, Beichao servo, Xingchen technology, sine electric, Jiale shares, high-precision CNC, lechuang technology, Dingju technology, JieChuang technology, Dayuan shares, Hetai electric, linkman and Yinfeng shares; The midstream of the main industrial chain involves ontology manufacturing, and the threshold is high. The main enterprises include supersonic and Ford shares; Downstream enterprises in the industrial chain mainly focus on system integration and pay attention to the combination with application scenarios, mainly including Bronte, Wodi equipment, Mingsai technology, Haiwei intelligence, Jiayi precision machine, Kun robot, Shunda intelligence, Hengxin intelligence, and Jiangsu beiren

service robot enterprises are mainly medical, virtual and professional service-oriented.

among China's robot enterprises, service robots have the greatest development potential. Among the new third board robot enterprises, the number of service robot enterprises accounts for 11%. The broad market and consumption upgrading will support the development and growth of enterprises. In the new third board robot enterprises, the types of service machine enterprises are very focused, mainly involving medical robots, virtual robots and professional service robots. Among them, there is only one listed company for medical robots and virtual robots, indicating that compared with industrial robots, service robots started late. With the continuous development of this field, the number of listed companies will further increase. In the field of professional service robots, cultural exhibition robots, cleaning robots, cooking robots, unmanned aerial vehicles, underwater robots and kitchen robots are the main ones, which shows that such subdivisions are the first fields for service robots to enter the market, and have gradually formed a mature market. The "small giants" in the subdivisions have begun to form, and the industrial structure and scale are continuing to grow

special robots focus on pipeline and air duct detection robots

China's special robots account for a relatively small proportion of robot enterprises in the new third board, accounting for only 5%, but they still have a certain momentum for development. The new third board special robots are concentrated in the field of pipeline detection and air duct detection, while the widely used security robots, explosion-proof robots, anti-terrorism robots, underwater robots, etc. in the special robots are relatively concentrated in large main board listed companies, such as CITIC Heavy Industry, Xinsong, helenzhe, etc., indicating that the application market concentration in this field is relatively high. The application scenarios of pipeline detection and air duct detection are very clear, which is a special robot field with rapid development in recent years. Among the new third board robot enterprises, there are two pipeline inspection robot enterprises, longkexing and Zhongyi, among which longkexing is a large enterprise with a revenue of more than 100 million yuan in 2016. Among the robot enterprises of the new third board, Beijing fuchilong is the only one with a revenue of nearly 10 million yuan and a net profit of 240000 yuan in the first half of 2016, indicating that the market in the field of air duct detection is relatively narrow, and the special robot products of large listed companies on the main board are not involved in this field, so the concentration of enterprises is relatively high

Guangdong, Jiangsu and Beijing occupy the top three places in the number of enterprises on the new third board

from the perspective of the number of enterprises on the new third board, three echelons have been formed. Guangdong and Jiangsu rank first (more than ten), Beijing, Shanghai, Shenzhen and Zhejiang rank second (more than five and less than ten), and the rest of the provinces and cities rank third (less than five). Based on the industrial agglomeration regions, the Pearl River Delta region (12 in Guangdong and 6 in Shenzhen), the Yangtze River Delta region (12 in Jiangsu and 5 in Zhejiang), and the Beijing Tianjin Hebei region (7 in Beijing, 1 in Tianjin and 1 in Hebei) are the first mover advantage regions of China's robot industry, while the northeast region (2 in Heilongjiang and 1 in Shenyang) has a traditional industrial robot foundation, The central and western regions (three in Hubei, two in Sichuan, one in Henan and one in Guangxi) are late developing regions in the robot field, but the development speed is accelerating

the Yangtze River Delta and the Pearl River delta develop industrial robots, and Beijing Tianjin Hebei focuses on services and special robots

from the perspective of product types of new third board enterprises, the Yangtze River Delta, the Pearl River Delta and Northeast China mainly develop industrial robots, while Beijing Tianjin Hebei region focuses on developing services and special robots. Among the robot enterprises of the new third board, only one of the 12 in Jiangsu Province is a service robot, and the rest are industrial robots; Only one of the six in Shanghai is a service robot, and the rest are industrial robots; Five enterprises in Zhejiang are industrial robot enterprises; Guangdong's 12 enterprises in the development process from imitation to independent renovation are all industrial robot enterprises; Two of the three enterprises in Heilongjiang and Shenyang are industrial robot enterprises. In Beijing Tianjin Hebei region, there are 2 service robots and 2 special robots in 12 enterprises in Beijing, among which the only listed medical robot company in China is located here. On the whole, although industrial robots and service robot enterprises have different degrees of regional agglomeration, there will also be a small number of powerful service robot enterprises in areas where the field of industrial robots is developed, such as the layout of virtual robots - small I robots in Shanghai

the industrial chain of the Yangtze River Delta and the Pearl River Delta is relatively complete, and the upstream of Beijing Tianjin Hebei key development industries

from the perspective of the distribution of the industrial chain of enterprises on the new third board, in the field of industrial robots, there are many upstream and downstream enterprises in the Yangtze River Delta, the Pearl River Delta has the highest industrial supporting efficiency, and Beijing Tianjin Hebei Industrial robots are mainly upstream industries. Among the large-scale typical enterprises in the new third board in China, there are three upstream and four downstream enterprises in Jiangsu; Shanghai has one upstream and one downstream, and Wodi is the leading downstream enterprise; 3 downstream and 1 midstream in Guangdong; Beijing's two upstream leading enterprises are Beichao servo and linkman. In the field of service robots, Guangdong has the most complete industrial chain, which benefits from the leading industrial supporting level in the field of intelligent hardware in Guangdong Province. As the central area of intelligent technology in China, Beijing Tianjin Hebei region, especially Beijing, has the largest consumption of functions and complex equipment in the field of artificial intelligence such as image recognition and speech recognition, and its industrial level is significantly higher than that of other major regions in the country

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