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.
Iz perspektive ulaganja, polje robotike bit će ključni modul sektora tvrde tehnologije. Faza tehnološkog razvoja superponira krivulju oslobađanja potražnje na tržištu, predstavljajući različite cikluse infleksnih točaka na svakom segmentu robota, od industrijskih preko komercijalnih usluga do posebnih aplikacija , Pod svakim velikim modulom, višestruki podijeljeni kolosijeci su počeli cijepati, a svaki trag ima drugačiju gustoću. U usporedbi s novim energetskim poljem gdje je voda velika, a riba velika, trenutna faza robota je u većoj mjeri voda velika, a riba mala (dio podjele je voda, mala riba i mali)
U prvoj polovici 2021. u Kini će biti 69 slučajeva financiranja događaja povezanih s industrijskim robotima, koji će uključivati gotovo 12 milijardi RMB sredstava. Prema distribuciji slučajeva financiranja, najveći broj slučajeva financiranja u prvoj polovici 2021. nalazi se u dva glavna područja AGV/skladištenje i strojni vid, a zatim u području kolaborativnih robota; područja s najvećim iznosom financiranja su industrijski internet i kolaborativni roboti, a zatim polje strojnog vida.
U prvoj polovici 2021. dogodit će se 43 slučaja financiranja incidenata u području uslužnih robota u Kini, koji uključuju približno 7,5 milijardi RMB sredstava. Prema distribuciji slučajeva financiranja, najveći broj slučajeva financiranja u 2021H1 su medicinski roboti, uključujući robote egzoskeleta, kirurške robote, robote za rehabilitaciju, robote za medicinske punkcije i druga srodna područja; slijede ostali servisni roboti; područja s najvećim iznosom financiranja su medicinski roboti s 46,84 posto, a slijede ostali roboti za usluge s 42,89 posto. Ukupni iznos financiranja u prva dva područja iznosio je 89,73 posto.
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. .