In recent years, under the guidance of Industry 4.0 and the "Made in China 2025" policy, the overall market scale of China's robotics industry has continued to expand. According to the data disclosed at the 2018 World Robotics Conference, in 2017, the overall scale of China's robotics industry exceeded 120 billion yuan, a year-on-year increase of 25.4%, and the growth rate remained the world's first. Up to now, China's industrial robots have accounted for about one-third of the global market share and have become the world's largest application market for six consecutive years. If calculated according to this time, China's industrial robots became the world's largest application market in 2012.
At that time, policies strongly supported the development of the robot industry. For example, in 2012, the Ministry of Science and Technology issued the "Twelfth Five-Year Plan for the Development of Service Robot Technology" in the field of robotics, and the Ministry of Industry and Information Technology issued the "Twelfth Five-Year Plan for High-end Equipment Manufacturing Industry" "In addition, the government has also strengthened financial support for the research and development of intelligent equipment.
Therefore, around 2012, some listed companies began to step into the field of robotics one after another, or acquired or established their own companies. After several years of ups and downs, although the current growth rate of China's robot market is still very fast, it is still on the eve of an outbreak in the eyes of the industry. During this period of time, listed companies have successfully transformed into the robotics field, but the transformation effect is not as good as expected, including Rapoo Technology (002577, SZ), Dongfang Precision (002611, SZ) and so on.
Status Quo: Many listed companies "empathize and fall in love"Rapoo Technology entered the field of robotics very early. It began exploring non-standard automation and robot integration applications in 2007, but it was not until 2015 that Rapoo Technology began to disclose specific data about the robot integration business in its financial report. Among them, in 2015, the robot integration business revenue was 11.834 million yuan; in 2016, the business revenue was 38.1 million yuan, an increase of nearly three times. However, in 2017, the revenue of this business was 3.878 million yuan, a decrease of 89.82% compared with the same period of the previous year. On August 13, Rapoo Technology released the 2018 semi-annual report. In the first half of 2018, Rapoo Technology's robotics business revenue further declined to only 1.408 million yuan, a year-on-year decrease of 61.68%. Regarding this, Rapoo Technology stated that it was mainly due to the long time span of the robot business transformation and renewal production in the current period, and the failure to recognize revenue in the current period.
Although Rapoo Technology has explained the decline in the performance of the robotics business, it is difficult to explain why the decline has been so rapid. In fact, in addition to the above reasons, the most fundamental reason is that Rapoo Technology reduced its capital investment in the robotics business and returned its focus to the main business of peripherals. During this period of time, two typical events occurred. First, in 2015, Rabo Technology had planned to raise 340 million yuan in private equity offerings to invest in robot-related projects. However, more than a year later, Rabo Technology used the market to raise funds. The non-public issuance of shares was terminated due to environmental changes; subsequently, in the 2017 annual report, Rabo Technology also stated that in 2018, Rabo will continue to return to the main business, have a solid layout, and gradually fade out of the trend of declining synergy with the main business. Business segments.
Under the guidance of this strategy, in the first half of 2018, Rapoo Technology's drone business and robotics business revenues have fallen sharply, and the revenue share has also fallen sharply, of which the robot integration project revenue accounted for only 0.60%. The same period last year still accounted for 1.28%.
Of course, this is not the only company that has similar experiences with Rapoo Technology in the A-share market. In 2014, Dongfang Jinggong subscribed for 20% of the shares of Guangdong Jiateng Robot Automation Co., Ltd. with its own funds of 49.12 million yuan and set foot in the robotics field. However, in the end, Jiateng Robot did not meet the performance promise promised at that time.
Fortunately, in 2017, the four natural person shareholders of Jiateng Robotics completed performance compensation. However, the completion of the performance commitment of Jiateng Robotics is far from the expectation at the time of the acquisition of Dongfang Precision. Moreover, Dongfang Precision promised to participate in several robotics companies, but so far only Jiateng Robotics has implemented it. Both Lexunda and Kejielong, which it planned to participate in, have ended up in no time.
In an interview with the “Daily Economic News†reporter, the staff of Dongfang Jinggong’s Secretary Office said, “At present, only Jiateng has a direct investment management relationship between the entire group and robots. From the point of view of the profit ratio, the profit is relatively small. Intelligent packaging equipment and new energy vehicle power battery sector."
The same is true for Nantong Forging. On January 14, 2014, it set up a wholly-owned subsidiary Nantong Qifan Automation Technology Co., Ltd. with its own funds of 3 million yuan to enter the field of robotics. However, Nantong Forging has recently focused on the field of cultural media. Acquired 70% equity of Olive Leaf Technology and Yijia Jingshi successively, and changed the company name from "Nantong Forging Equipment Co., Ltd." to "Jiangsu Zitian Media Technology Co., Ltd." to highlight its media attributes. On the other hand, in the 2017 annual report, the operating income of Nantong Qifan Automation Technology Co., Ltd. is still blank. The staff of the Secretary Office of Zitian Technology told the reporter of "Daily Economic News" that although the robotics industry is developing rapidly, the development of each company is different. The robotics business will not be done for the time being, and the main reason is to transform into the media.
Crux: lack of core technologyAccording to relevant data released at the 2018 World Robot Conference, the scale of my country's robotics industry in 2017 was nearly 7 billion U.S. dollars, and it is expected to reach 8.74 billion U.S. dollars in 2018. Since 2013, the average annual growth rate has reached 29.7%, becoming an important force in the steady growth of the global robotics industry. Especially in the field of industrial robots, my country broke through 100,000 units for the first time last year, exceeding 130,000 units, an increase of 68.1% year-on-year. From January to June this year, the cumulative production of industrial robots was nearly 74,000 units, a year-on-year increase of 23.9%.
Take the robot system integration that Rapoo Technology is engaged in as an example. From the perspective of the industrial chain, the robot body is the foundation of the development of the robot industry, and the downstream system integration is the key to the commercialization and large-scale popularization of robots. The barriers of system integration are relatively low compared to Ontology, but its market size is much larger than that of Ontology. Therefore, the system integration market, known as the most profitable robot industry chain, is favored by many companies. According to the data of 610 system integrators collected by the industry research organization MIR, their robot sales performance can account for more than 70% of the overall Chinese robot industry.
Luo Jun, the founder and executive chairman of the International Robotics and Intelligent Equipment Industry Alliance, pointed out in an interview with "Daily Economic News" that integration and service are essentially the transformation of traditional industrialization. China's labor-intensive industries are gradually shifting to automation and intelligence, and it will take 30 years to transform and upgrade. However, some manufacturers engaged in robot system integration are still facing some difficulties.
"This direction is okay. I didn't play well. I think it still lacks core technology. The transformation of the entire enterprise production chain is complex and systematic, and requires its own core technology. In addition, this market is very competitive, such as Manufacturers such as Siemens are also doing these things. The advantages of traditional manufacturing companies transforming to robot system integration are not obvious." Luo Jun said.
In addition, the working mode of the system integration enterprise is non-standard. From the sales staff to the project engineers to design the scheme according to the order requirements, to the installation and commissioning staff to the customer site for installation and commissioning, and finally to the customer for use. Projects in different industries will be used. It is unique and difficult to replicate completely. If you focus on a certain field, you can get a higher industry barrier, but this barrier also makes it difficult for system integration companies to expand across industries, and it is also difficult to scale up. In addition, because most of the industrial robot system integration business is non-standard, the reproducibility is low, and it is difficult to carry out multiple projects at the same time due to restrictions on funds and talents, which also makes it difficult for system integration companies to grow larger.
Outlook: Data security issues to be solvedHowever, the emergence of artificial intelligence has brought a turning point in the development of China's robotics industry. Luo Jun pointed out that the rapid rise of artificial intelligence marks the entry of robots into the 2.0 era. However, from the current artificial intelligence robot products, its consumer products have begun to take shape, but there are still many difficulties in the industrial manufacturing field that need to be broken through. One of the most important issues is data security.
Wang Hongyu, senior vice president of Shenyang Xinsong Robot Automation Co., Ltd., pointed out in an interview with the reporter of "Daily Economic News" that artificial intelligence often involves a lot of privacy in the application process, including personal privacy and corporate privacy. Now Xinsong robots give users The intelligent production line provided covers these two types of users.
"At present, the services we provide can theoretically collect user data, but in fact, robots and production lines are disconnected from the Internet. We are not allowed to collect data, because once these data are leaked, all production processes include production secrets. It’s all leaked. This is a big problem for companies.†Wang Hongyu said that now artificial intelligence is not available everywhere, and there are many restrictions, and Siasun Robotics cannot easily touch these bottom lines. Luo Jun also said that in the absence of corresponding technical support, companies are not ready for the arrival of artificial intelligence.
In addition, the technical characteristics of artificial intelligence also make it difficult in industrial applications. "Currently, image recognition and speech recognition used by artificial intelligence provide a probability. For example, the probability of recognizing a person and an image is 90% or 70%, 80%, this method is not available in industrial production. For example, if an industrial production robot wants to grasp this bottle, it must see this bottle. It says "maybe" it is a bottle, so it can't be grasped." Wang Hongyu Said.
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