The current situation of the hottest robot industr

Current situation of the robot industry: if you can't play, you have to "empathize and love each other", and you still need to work and lack "diamond"

in recent years, under the guidance of industry 4.0 and the made in China 2025 policy, the overall market scale of China's robot industry continues to expand. According to the data disclosed at the 2018 World robot conference, in 2017, the overall scale of China's robot industry exceeded 120billion yuan, with a year-on-year increase of 25.4%, and the growth rate remained the first in the world. Up to now, China's industrial robots account for about one third of the global market share, and have become the world's largest application market for six consecutive years. If the time goes forward, China's industrial robots will become 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 12th Five Year special plan for the development of service robot science and technology, and the Ministry of industry and information technology issued the 12th Five year development plan for high-end equipment manufacturing industry. In addition, the government also strengthened financial support for the research and development of intelligent equipment

therefore, around 2012, some listed companies began to step into the robot field, or acquire, or establish their own companies, one after another. 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 the outbreak in the view of industry insiders. During this period, listed companies have successfully transformed into the robot field, but the transformation effect is not as good as expected, including rapoo Technology (002577, sy/t 5029 sucker rod SZ), Dongfang Seiko (002611, SZ), etc

current situation: many listed companies empathize and fall in love with each other

rapoo technology has been involved in the field of robots very early. It has started to touch the non-standard automation and robot integration applications since 2007, but it was not until 2015 that rapoo technology began to disclose specific data about robot integration business in its financial statements. Among them, in 2015, the revenue of robot integration business was 11.834 million yuan; In 2016, the revenue of this business 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 last year. On August 13, rapoo technology released its 2018 semi annual report. In the first half of 2018, rapoo robot business revenue further declined, only 1.408 million yuan, a year-on-year decrease of 61.68%. In this regard, rapoo technology said that it was mainly due to the long production time span of robot business transformation and updating in this period, and the failure to recognize revenue in this period

although rapoo technology has explained the decline of robot business performance, it is difficult to explain why it will decline so quickly by harmonizing multi-level loading, continuous loading and stability, automatic load maintenance of multi-level experimental force, automatic collection and storage of data, and drawing curves. In fact, in addition to the above reasons, the most fundamental reason is that rapoo technology reduces the capital investment in the robot business and returns the focus to the main business of peripherals. During this period, two typical events occurred. First, rapoo technology planned to raise 340million yuan from the non-public offering of shares in 2015 to invest in robot related projects, but rapoo technology terminated the non-public offering more than a year later on the grounds of changes in the market environment; Subsequently, in the 2017 annual report, rapoo technology also said that rapoo will continue to return to its main business in 2018, make a solid layout, and gradually fade out of the business sector with declining synergy with its main business

under the guidance of this strategy, in the first half of 2018, the revenue of rapoo technology's UAV business and robot business both fell sharply, and the proportion of revenue also fell sharply. Among them, the revenue of robot integration projects accounted for only 0.60%, while the proportion of the same period last year was still 1.28%

of course, there is not only one company that has similar experience with rapoo technology in the A-share market. In 2014, Dongfang Seiko subscribed for 20% equity of Guangdong Jiateng Robot Automation Co., Ltd. with its own capital of 49.12 million yuan, and set foot in the robot field. However, in the end, Jiateng robot did not meet the performance commitment promised at that time

fortunately, four natural person shareholders of Jiateng robot completed the performance compensation in 2017, but the performance commitment of Jiateng robot is far from the expectation of Dongfang Seiko when it was acquired. And at the beginning, Dongfang Seiko promised to participate in several robot companies, but so far, only Jiateng robot has implemented it, and its once proposed shares of lexida and kejielong ended up unharmed

in an interview with the daily economy, the staff of the Secretary Office of Dongfang Seiko said that at present, only Jiateng has a direct investment management relationship between the whole group and robots, and the profit is relatively small in terms of the proportion of profits. GWA (1) 000b electro-hydraulic servo steel strand special experimental machine is dedicated to the mechanical property experiment of prestressed steel strand. We are mainly in the intelligent packaging equipment and the power battery of new energy vehicles

the same is true of Nantong forging, which established a wholly-owned subsidiary Nantong Qifan Automation Technology Co., Ltd. with its own capital of 3million yuan on January 14, 2014 to enter the robot field. However, recently, Nantong forging has focused on the field of culture and media, successively acquiring 70% equity of olive leaf Technology and Yijia Jingshi, and changing 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 Board Secretary Office of Zitian technology told the daily economy that although the robot industry has developed rapidly, the development of each enterprise is different. The robot business is not done for the time being, mainly to transform to the media

Crux: lack of core technology

according to the relevant data released at the 2018 World robot conference, the scale of China's robot industry was nearly $7 billion in 2017, and it is expected to reach $8.74 billion in 2018. Since 2013, the average annual growth rate has reached 29.7%, becoming an important force for the stable growth of the global robot industry. Especially in the field of industrial robots, last year, China exceeded 100000 units for the first time, more than 130000 units, an increase of 68.1% year-on-year. From January to June this year, the cumulative production of industrial robots was nearly 74000, with a year-on-year increase of 23.9%

taking the robot system integration engaged by rapoo technology as an example, from the perspective of industrial chain, robot ontology is the foundation of the development of robot industry, and downstream system integration is the key to the commercialization and large-scale popularization of robots. The barrier of system integration is relatively low compared with ontology, but its market scale is much larger than the ontology market. Therefore, the system integration market, known as the most profitable in the robot industry chain, is favored by many enterprises. 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, founder and executive chairman of the international robot and intelligent equipment industry alliance, pointed out in an interview with the daily economy that doing integration and service is essentially a transformation of traditional industrialization. China's labor-intensive industries are gradually changing to automation and intelligence, and it will take 30 years for the transformation and upgrading, but at present, some manufacturers engaged in robot system integration still face some difficulties

this direction is OK. If you don't play well, I think you still lack core technology. The transformation of the production chain of the whole enterprise is complex and systematic, and it also needs its own core technology. In addition, the market competition is very fierce, such as Siemens and other manufacturers are also doing these things. Traditional manufacturing enterprises have no obvious advantages in transforming to robot system integration. Luo Jun said

in addition, the working mode of the system integration enterprise is non standardized. From the salesperson taking the order to the project engineer carrying out the scheme design according to the order requirements, to the installation and debugging personnel to the customer's site for installation and debugging, and finally to the customer for use. Projects in different industries will have their own particularity, which is difficult to completely copy. If you focus on a certain field, you can get higher industry barriers, but this barrier also makes it difficult for system integration enterprises to expand across industries, and its scale is also difficult to grow. In addition, the industrial robot system integration business is mostly non-standard, with low replicability, and it is difficult to carry out multiple projects at the same time due to capital, talent and other restrictions, which also makes it difficult for the system integration enterprise to grow

Outlook: data security issues remain to be solved

however, the emergence of artificial intelligence has brought a turnaround to the development of China's robot industry. Luo Jun pointed out that the rapid rise of artificial intelligence's fast LCD large screen LCD indicates that robots have entered the era of 2.0. However, for the current products of artificial intelligence robots, their consumer products have begun to take shape, but there are still many difficulties to be overcome in the field of industrial manufacturing, one of the most important problems is data security

Wang Hongyu, senior vice president of Shenyang Xinsong Robot Automation Co., Ltd., pointed out in an interview with the daily economy that AI often involves a lot of privacy in the application process, including personal privacy and enterprise privacy. Now the intelligent production line provided by Xinsong robot to users 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, so we are not allowed to collect data, because once these data are leaked, all production processes, including production secrets, are leaked, which is a big problem for enterprises. Wang Hongyu said that AI can't be used everywhere now. There are many restrictions, and Xinsong robot can't easily touch these bottom lines. Luo Jun also said that in the absence of corresponding technical support, enterprises are not ready for the arrival of artificial intelligence

in addition, the technical characteristics of artificial intelligence also make it difficult to apply in industry. At present, image recognition and speech recognition used in artificial intelligence provide a probability. For example, the probability of recognizing a person is 90%, 70% and 80%. This method is not available in industrial production. For example, if an industrial production robot wants to grasp the bottle, it must see the bottle. It says it may be a bottle, You can't catch it. Wang Hongyu said