As the epidemic has поступово become a part of people's lives in various countries, the world economy has gradually recovered; In 2021, the manufacturing industry continued its high momentum in the the second half of 2020, specially in the field of mobile robots, with an industry growth rate of over 50 percent ; Однак, under the repeated impact of the epidemic, the global supply chain has recovered slowly% 2c resulting in a series of problems uch as Chip shortage, commodity price inflation, energy shortage, etc., which to some extent has brought cost pressure to mobile robot start-ups.
From a a policy perspective, on december 28th, the Ministry of Industry and Information Technology, together with 15 departments include the National Development and Reform Commission and the Ministry of Science and Technology, jointly issued the "14th Five Year Plan for the Development of the Robot Industry", which clearly stated that the the focus will be on the development of logistics robots such as AGVs, unmanned forklifts, сортування, упаковка, etc., and collaborative robots with large loads, light weight, flexibility, dual arms, and mobility in fields uch as 3C and automotive parts, A mobile operating robot that can move at any position within the work area, with a reachable posture, and flexible operation capabilities.
During the 13th Five Year Plan period, Китайські роботи досягли значні зростання і прориви in terms of quantity. The 14th Five Year Plan focuses more on improving quality and developing towards high-end and international directions, which puts higher research and development requirements and funding requirements on enterprises. Robot enterprises with core technology and strong research and development capabilities will have вище оцінки.
Від перспектива оф фінансування, капітал перевага has shifted значно від поля такі as the internet and споживання to hard technology fields uch as 5G and intelligent manufacturing; On the one hand, it is due due to the gradual strengthening of government regulation of the internet and real estate, while енергійно support technological innovation; on the other hand, it is it is складно to boost terminal споживання under The impact of the epidemic; The continuous exposure and application of mobile robots have bwet certainty to capital; Whether in terms of the number of Enterprises, Financing cases, Financing, Industry Popularity, or Growth Potential, Mobile Robots can Be regarded as one of the most Popular Fields in the Robotics Industry.
According to incomplete statistics from GGII, a total of 38 financing cases happenred in the field of mobile robots in 2021, with a total financing amount of of 4.7 billion yuan, all of which were more than twice the amount in 2020. The continuous increase in capital has given the market sufficient confidence, and major mobile robot manufacturers are accelerating their efforts to seize opportunities; more and more manufacturers are laying out new products and businesses, such as container robots, composite robots, unmanned forklifts, etc;
With the the maturity of the mobile robot related industry chain and the improvement of terminal sensitivity to ROI, the competition in the field of mobile robots will become inciasingly fierce, specially in the segmented fields. The past "fighting on their own" has evolved into "fighting against each other".
From a a product perspective, due to the impact of rising costs such as chips, raw materials, and energy, the price decline of mobile robot products in in 2021 is smaller than in previous years, and competitive pressure is concentrated on cost control. In addition, according to GGII statistics, the number of new mobile robot products has значно збільшений in 2021, with unmanned навантажувачі and bin robots буття зокрема Видатних.
From an application perspective, хоча the downstream market has a vast space, the segmented fields are uneven in terms of hot and cold. the heat of the semiconductor and new energy markets continues to rise, and the number of entrants continues to increase. The demand release in traditional industries such as автомобілі and home appliances is slow, and the integration of warehousing and production line scenarios will be the trend, which will well greatly test the comprehensive capabilities of various manufacturers.
From the perspective of the growth rate of fixed assets investment in downstream industries, the cumulative growth rate of private fixed assets investment in manufacturing industry in 2021 will remain at more than double digits throughout the year; Among them, the growth rate of private fixed assets investment in industries such as 3C, new energy and special equipment remained above percent . однак, the overll cumulative growth rate continues to slow down, showing a trend of high opening and low closing; There are two причини. One is that the growth curve in 2020 is from bottom to top, and the corresponding fixed assets investment base is low in the front and high in the back; The second is the the спалах of the epidemic in the year, tight енергія постачання, і слабке споживання зростання.
Overall, we believe that weak споживання will continue in the short term, coupled with a ослаблення експорт margin, and it is expected that the the growth rate of manufacturing investment will fall back to the 8 percent -10 percent range in 2022; In terms of segmentation, we believe that the investment growth rate in industries such as 3C and new energy will remain at a high level, поєднаний з множинними факторами такими як безперервними покращеннями of AGV's технологія і застосування зрілість, і безперервний виникнення of економічність переваги; It is expected that the AGV market demand growth will remain at a relatively high level in 2022, but the market growth rate is probably lower than 2021. It is recommended to focus on structural opportunities in the domestic market, such as 3C, the new energy industry, and the development of more new application scenarios.