What is the reason behind the surging demand for domestic industrial robots during smart manufacturing?
Domestic manufacturing upgrade to bring a sharp rise in demand for industrial robots, domestic robots are accelerating to catch up with the pace of the leading international market.
Situation stronger than people. Under the combined action of demographic dividend, manufacturing upgrade and policy support, the demand for industrial robots in China has risen sharply in recent years.
Recently, the Securities Times reporter visited the Shenzhen Han Robot Co., Ltd. located in Shenzhen High-tech Park North Loop Road. When interviewed by a reporter, Wang Guang, general manager of the company, said on the basis that the output of domestic industrial robots will exceed 100,000 units in 2017, it is expected to exceed 1 million units in the next few years. Shenzhen Han Robot Co., Ltd. was established in September 7, 2017, is a wholly owned subsidiary of Han's Laser.
Surge in sales data, but also confirmed the strong demand for industrial robots. Huakang, a key account manager of Shenzhen Hi-Rui Technology Co., Ltd., one of the "four major families" of FANUC in South China, told reporters that the sales volume of global industrial robots in 2017 was even lower than that of 2016 An increase of 15% to 17%. The growth rate of domestic industrial robots is 30%. It is estimated that the growth rate in 2018 will be faster than that in 2017. The company's main customer range covers Guangzhou, Shenzhen, Dongguan, Huizhou, Zhuhai and other places.
A brokerage machinery industry analyst introduced to reporters, visited the well-known domestic industrial robot manufacturers found that in 2017 the sales of industrial robots basically doubled, the domestic sales of robots accounted for about one-third of total sales.
According to the IFR (International Association for Robotics), the sales of industrial robots in China are expected to grow from 3.4 billion U.S. dollars in 2016 to 5.89 billion U.S. dollars in 2020, averaging a compound annual growth rate of 14.72%.
Reasons for the substantial increase in demand for industrial robots
Labor cost increases, relocation of enterprises, industrial upgrading and other reasons, as the domestic market demand for industrial robots substantial increase in the main reason.
Wang Guangneng said in an interview with reporters that the demand for the robot market is wide because no one wants to do many factories and many traditional factories have moved away from China. However, the actual situation is that investment risks in India, Southeast Asia and other regions are high but the introduction of Robot production line does not need to move out of the domestic market.
The relocation of manufacturing enterprises in Dongguan is not uncommon. January 24, the reporter went to Tuosida to participate in research on the road, long-term living in Dongguan taxi master to reporters, the current Changping District, Dongguan plant, 1 square meter 6 yuan per month price no way to rent out Many warehouse idle. From the daily rent situation, before he rented a house in Dongguan from 800 yuan / month, has dropped to 300 yuan / month. Relative to previous years, the current number of spectacles, shoe-making and other plant workers dropped sharply, pedestrians on the streets are also a lot less than in the past. Songshan Hu area due to manufacturing enterprises more intensive, the situation is relatively much better.
Deputy General Manager of Guangdong Tianyu Robot Co., Ltd. Mo Zhuoya told reporters that a substantial increase in labor costs and automation investment only takes 1-2 years to return the combined effect of these two factors, leading to a substantial increase in the demand for industrial robots.
It is noteworthy that demand for industrial robots in the 3C (computer, communications and consumer electronics) industry may face declining conditions this year. Mozhuo Ya told reporters that the entire 3C industry in 2018 on the downstream prospects will be more bleak, especially in the first half will be very obvious. However, orders for cars and new energy sources should have increased.
Policy support is also one of the important reasons that led to increased demand for industrial robots. In recent years, with the "Made in China 2025" and "Robot Industry Development Plan (2016-2020)" and other policies released, the development of the industry provides a good policy environment.
At the same time, there is still much room for improvement in the average density of industrial robots in China. Research report of Essence Securities pointed out that compared with Germany, Japan and South Korea, the average density of industrial robots in China is still very low. According to the IFR data, the average density of industrial robots in China in 2015 was 49 units / 10,000 people, only 71% of the world average, one-sixth of that of Japan and Germany and one-tenth of that of South Korea.
Domestic robot is force
Overall, more than 60% of industrial robots are still dominated by four major families (ABB, Yaskawa, Kukah and Fanuc), but domestic robotics companies are constantly catching up.
Wang Guang told reporters that the Han ethnic people used to do non-standardized products, in the face of a variety of customer needs, doing very tired, the economic effect is not good. Building on the technology accumulated over the previous few years, the company focuses on the manufacture of Elfin, a six-axis man-machine collaboration robot that penetrates into various industries such as industry and healthcare. At present, the large family of robots and Huada genes, Huawei is developing for the medical field of robot products.
At the same time, Wang Guang mentioned that more than 80% of Han's robotics are made domestically. By 2025, it will be 100% domestically produced. From the product performance point of view, Han's robots in the anti-electromagnetic interference there is a greater technical superiority.
It should be pointed out that, from the product price point of view, there is still much room for improvement of domestic robots. Wang Guang told reporters that 3C, cars and other capital rich enterprises, for the current single price of 10 million or so six-axis robot is acceptable. However, for traditional enterprises, such as sanitary ware industry, such a price level is unacceptable to the enterprise, the company's products will try its best to reduce the price to 50,000 yuan / station.
During the interview, Gu Dai, an application development engineer of Shenzhen Han's Robotics Co., Ltd., demonstrated to the reporters the application of Han's robots in the field of PCB, medical treatment, spraying, handling and welding. From the robot's weight point of view, mainly divided into 3 kg, 5 kg and 10 kg and other three models. Based on the Elfin robot body, different industries with the appropriate product configuration, you can use. It is worth mentioning that in the handling of some dangerous goods, industrial robots instead of labor, can effectively reduce personnel instability in the operation, to avoid human safety hazards.
It is noteworthy that different industrial robot manufacturers, due to differences in the positioning of enterprises, there will be a big difference between the development of robot products.
Unlike Hanzhong Robotics, which focuses on the production of robotics, Tosas, an automation total solution operator, has the flexibility to package industrial robots of different brands into solutions when delivering solutions.
January 24, at the scene to answer investors in the investigation process, extension Star of Chairman Wu Fengli mentioned that in the process of providing solutions to customers, according to the needs of customers configure the appropriate robot products, the product performance difference Large cases, will recommend customers to use domestic robot products, and then based on customer word of mouth and satisfaction, follow-up slowly increase the proportion of domestic robots in the solution. Robot family of four products, as long as the customer needs, the company will make the appropriate procurement. From the current stage of view, there are still some gaps between domestic robots and well-known overseas brand robots.
During the on-site investigation, Tuosida Vice President and General Manager Yang Hai presented to investors the Cartesian robot with strong competitive advantage in the market. The workshop was located at Xintang Village, Dalang Town, Dongguan City Tong Road 90, Han's office next to the laser.
On January 8, Tuosida released 2017 Annual Results Forecast showing that net profit attributable to shareholders of listed companies was 130 million yuan to 145 million yuan last year, an increase of 67.58% to 86.92% over the same period of last year. However, the announcement does not separately explain the profits of the robot business.
In the meantime, Changyin Precision chose a joint venture with Yaskawa to promote the company's industrial robot production. According to the statistics, Guangdong Tianji Robot Co., Ltd. was established on July 12, 2017 with a shareholding of 65% in Changying Precision, 25% in Yaskawa Electric (China) Co., Ltd. and 10% in Yasukawa (Shanghai) Industrial Co., Ltd. On October 9, 2017, Guangdong Tianji Robot Co., Ltd. introduced the first small-size six-axis industrial robot TR8.
As Guangdong Tianji Robot Co., Ltd. set up a shorter time, the short-term effect is limited. January 16, Changying precision release 2017 annual results notice shows that the company expects net profit attributable to shareholders of listed companies 581,178,900 yuan to 683,739,900 yuan, down 15%.
Wang Bo Yan, a partner of Dongguan Bo Real Ruixin Robotics Equity Investment Center, told reporters that compared with the robot brands in Germany, Japan and other countries, domestic robots have greater advantages in terms of system integration and application. The major gaps are in hardware and There is a big difference between the robot body and the core components. For Germany, Japan and other countries, the robot industry began in the 1960s and 1970s, belonging to the sunset industry, while the domestic robot industry belongs to the sunrise industry, as a manufacturing power, domestic manufacturing and upgrading process, the growth of industrial robots demand Faster. However, from the perspective of market structure, the market share of industrial robots has not changed much in recent years, and the robots of the four major families still occupy more than 60% of the market share.
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