The "14th Five-Year Plan" is about to be launched, domestically produced alternatives are accelerating, and intelligent robots stand on the air

Z0z Finance Association News, December 4, recently, the government has stated many times that the "14th Five-Year Plan" will further promote the high-quality development of my country's intelligent robot industry, and related listed companies will usher in opportunities. According to media reports, on November 30, Li Zhongjuan, deputy director of the Industrial Development Department of the National Development and Reform Commission and a first-level inspector, led a team to the China Robot Industry Alliance to conduct investigations to learn more about the development situation and market trends of China’s robotics industry, and focus on independence The advantages and weaknesses of branded robots, as well as the challenges and opportunities faced by the current industrial development, conducted in-depth exchanges and discussions with relevant experts of the alliance, and put forward the consideration of further promoting the high-quality development of China's intelligent robot industry during the "14th Five-Year Plan".

China is the world's largest and fastest-growing industrial robot market. The

organization stated that with the acceleration of the deployment of new infrastructure such as the Industrial Internet and 5G base stations, industrial robots as smart manufacturing terminals will directly benefit.

At present, China has become the world's largest and fastest growing industrial robot market. In 2019, the total number of robots operating in global factories reached a record 2.7 million units, an increase of 12% over the previous year. Among them, the number of robots in Chinese factories was 783,000 units, an increase of 21% over the previous year. China's market share accounts for about one-third of the world, but the density has just reached the global average, still less than 1/3 of Germany and Japan, and 1/2 of the United States. There is still much room for improvement in the future.

Huge room for domestic substitution. The industry has entered an upward phase. From the perspective of industry competition, the domestic high-end market is currently occupied by foreign giants, and there is huge domestic substitution space. Data shows that the proportion of self-owned brand industrial robots in the total market sales is only 27.88%. Most of the domestic market is occupied by Japanese and European robot companies, and foreign manufacturers represented by the "four major families" are accelerating in my country's expansion of production capacity layout. Domestic robot companies not only have a huge gap with foreign robot giants in terms of revenue scale, profit, or R&D investment.

Judging from the current market, the domestic substitution of industrial control and robots is accelerating, especially in emerging manufacturing industries such as lithium batteries and photovoltaics. The share of domestic equipment has maintained a rapid increase.

On the other hand, due to the impact of this round of the epidemic, some companies have increased their spending on automation, and the industry has entered a stage of upward growth again. From January to October 2020, the output of industrial robots was 183,447, a cumulative year-on-year increase of 21%. Among them, the national output of industrial robots in October was 21,467 sets, a year-on-year increase of 38.5%.

It is reported that the downstream of industrial robots are the automobile and 3C industries. As the downstream manufacturing industry continues to pick up, the industry has a strong recovery momentum. In addition, the downstream advanced manufacturing industry has strong demand for lithium batteries, photovoltaics, and warehousing. The fundamentals of industrial automation are constantly improving, and diversified demands are driving the continuous growth of my country's robotics industry. Z1z

Galaxy Securities Research Report stated that it is expected that the smart manufacturing industry will continue to focus on leading advantages in the short-term, and it is optimistic about the local leaders Estun and Topstar with core technologies and smooth market expansion.