The domestic robot industry will usher in an opportunity window

The robot industry or VR has become the favorite of the capital market in 2017, and it is imperative to standardize and shuffle. It was learned from the China National Certification and Accreditation Regulatory Commission that the General Administration of Quality Supervision, Inspection and Quarantine, the Ministry of Industry and Information Technology, the National Certification and Accreditation Administration, and the National Standards Committee have jointly issued the "Opinions on Promoting the Construction of Robot Testing and Certification System" (hereinafter referred to as the "Opinions"). In the future, we will establish a product quality traceability system, corporate product credit files and a “black list” system. This means that both policy and capital will promote the "machine substitution" and will enter into the real world and bid farewell to blind and disorderly development. The competition and reshuffling brought by machine substitution will also become more intense in the new year. Of course, opportunities and challenges coexist. With the continued economic restructuring in 2017 and the deepening of the “Made in China 2025” strategy, the domestic robot industry will usher in an opportunity window. The “Future Employment Report” published by the Ali Research Institute at the “Second New Economy Think Tank Conference” recently showed that each robot deployed in the future will create 3.6 new jobs; by 2035, China’s digital economy scale will reach 16 Trillion US dollars, employment capacity will reach 415 million. Innovation ignites demand and policy-driven development. As long as it breaks through core technologies and effectively grasps market demand, the domestic robot industry has a promising prospect of sustained high growth. The “standard” signal has been manifested in decades of hard work and accumulation, achieving everything from scratch, from small to large – China has been the world’s largest consumer market for industrial robots for three consecutive years, and the number of domestically produced robots is also growing rapidly. According to statistics from the China Robotics Industry Association, the sales volume of domestic industrial robots continued to grow in 2016. In the first half of the year, 19,257 units were sold, which increased by 37.7% over the previous year at a comparable basis, and the growth rate was 10.2 percentage points faster than that of the same period of last year; taking into account previous research and development companies The actual sales volume has increased by 70.8% over the previous year due to factors such as the start-up of production and the entry of new companies. It has maintained a high growth rate for many years, and the industrial development is in a rising channel. From big to strong, robots and smart manufacturing are required to be deeply integrated, and policies need to be introduced to correct the problem. From a short-term perspective, policy guidance, standardized development, and healthy development are becoming the main lines for the development of the robot industry. The "Opinions" issued a few days ago cover a total of fourteen areas, covering four major aspects: the establishment of principles for the establishment of robot inspection, inspection and certification systems, the composition of standards systems, the construction of certification platforms, and certification development. Group standards, product quality traceability systems, establishment of corporate product credit files and "black list" systems, and encouragement of robot inspection, inspection, and certification activities in the form of voluntary alliances have become bright spots; "unified management, joint implementation, government guidance, and market operations "The principle of marketization for the construction of the four major robot inspection, inspection and certification systems will urge enterprises to accelerate technological innovation and move toward the mid-to-high end. During the same period, the Robotics Testing and Certification Standards Working Group and the Public Service Robots Standards Working Group were established. It was also announced that the "Chinese Robot Standardization White Paper" will be released in the first half of this year. The "Industrial Technology Innovation Capacity Development Plan (2016-2020)" recently issued by the Ministry of Industry and Information Technology also proposes that by 2020, 15 key national manufacturing innovation centers will be established, and around 100 key laboratories of the Ministry of Industry and Information Technology will be nurtured, focusing on such key areas as smart manufacturing. More than 10,000 standard revisions were made, leading to the formation of more than 120 international standards.
Prior to this, the policy combination boxing has become an important means to stimulate the continuous improvement of robotic products and industry levels, and guide the industrial development mode and scale. For example, on December 29, 2016, the General Office of the Ministry of Industry and Information Technology, the General Office of the National Development and Reform Commission, and the Office of the CNCA issued the Notice on Promoting the Healthy Development of the Robot Industry, aiming to guide the coordinated and healthy development of the robot industry in China. At the same time, the Ministry of Industry and Information Technology has formulated the "Regulatory Conditions for Industrial Robotics Industry" to put forward requirements for the scale, product quality, and R&D and innovation capabilities of industrial robots. On December 7, 2016, the Ministry of Industry and Information Technology released the “Intelligent Manufacturing Development Planning (2016-2020)” at the World Smart Manufacturing Conference. In March 2016, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Finance jointly issued the “Robot Industry Development Plan”. 2016-2020), pointed out that the development of the robot industry should take the lead in breaking through major iconic products. Transforming and Upgrading to Deal with the "Threeizations" China's robotics industry has a promising future, but it also accompanies development problems and bottlenecks. Looking at the status quo, first, foreign robots have become market players. The "four families" of global robots consisting of the Swiss abb, German KUKA, Japan FAUNC and Japan Yaskawa Electric almost monopolize high-level fields such as robot manufacturing and welding, occupying 50% of the global market share and occupying 70% of the Chinese industrial robot market. Above the share, the key core technology is its weapon. Second, domestic robots are now "internal injuries": the industry lacks uniform standards, and the development of industrialization needs to be orderly. As Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology pointed out, at present, China's robotics industry has emerged a trend of “low end of high-end industries” and there are hidden concerns of over-investment. The hidden dangers of low-level duplicate construction have gradually emerged, and problems such as small, scattered and weak have not yet been solved. Change radically. Qu Daokui, chairman of the China Robotics Industry Alliance, stated more directly that “only 10% of the more than 3,000 robotics companies in China are competitive, and the remaining 90% are nothing. They just charge one concept.” In this context, domestic robot manufacturers are even more paralyzed: Most of the robots that replace Chinese workers are foreign brands. The reason for this is the lack of core technologies. Just as China is moving from a big country to a big network, as the world’s largest robot market, China’s urgent need to address the core technology hollowing in the industry, the import of key components, and the marginalization of high-end products, in order to break into the robot’s power to avoid A considerable market "gold mine" archers. The famous economist Wu Xiaobo also pointed out that any industry started from the bubble, a large number of entrepreneurs went in, and a large amount of capital went in. However, in reality this scene is vague, and more than 2,000 robotics companies may die 90%. The real scene application robot can survive. Therefore, only by truly identifying and resolving “Where is China’s robot industry weak?” can we know how far the domestic robot is from the outbreak. Strengthen the industry, make the best quality Machine substitution will be the development direction of the global manufacturing industry in the future. If China’s robot industry wants to rise, it must first suffer its own ambitions and grow in the Blue Ocean competition. To strengthen the industry, we need to enhance our ability to independently innovate and achieve close integration between production, education, and research. The “Made in China 2025” plan highlights the development of the “robot technology bottleneck for key components such as robot reducers” as the development direction of the robot industry. Lu Guochun, deputy director of the Department of Equipment Industry of the Ministry of Industry and Information Technology, recently stated that the development plan for the robot industry is an overall framework. The next step will be to implement the relevant policies and guidance in all areas of the sub-sector, and how to implement the “two breakthroughs” will be deployed accordingly. There will be relevant policies in terms of quality, reliability, etc. It is expected that some corresponding policies will be gradually introduced by the end of this year. The establishment of goals and the establishment of industry norms is not difficult, the key lies in the implementation of the policy, the top design of the final need to rely on the enterprise to tackle the ground. At present, the establishment of the Chongqing Kocan Robot Research Institute and the successful introduction of China Tech Kemei Co., Ltd. in the local area to establish a smart manufacturing collaborative innovation research institute can be regarded as effective measures for creating a high-end R&D platform for the robot industry. Do excellent quality. Ocean robots are not without weaknesses. They are dissatisfied with land, after-sales maintenance, and high prices. It is precisely the advantages of counter-attack of domestic robots. On the one hand, domestic manufacturers must strengthen their own research and development capabilities, and even obtain core technologies quickly through mergers and acquisitions; on the other hand, they must actually make a fuss about services. Industry insiders pointed out that "in 2016, the Chinese service robot market has entered a state of blind development. Under the conditions of capital bubble and market hidden dangers, in 2017 China's service robots should be intensively cultivated to improve the technical level and product quality."

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