Recently, the National Bureau of Statistics released the national industrial Robot output data for September 2021. The data shows that the output of industrial robots in September 2021 was 29,006 sets, a year-on-year increase of 19.05%; the cumulative output of industrial robots from January to September was 268,694 sets, a year-on-year increase of 57.8%.
Judging from the monthly output data from March to the present, the output of industrial robots in September reached the lowest value, and the growth rate dropped sharply. Compared with August, the output of industrial robots in September decreased by 3,822 sets. In fact, since the monthly production of industrial robots peaked in June, there has been a drop in volatility in the following July. June has thus become a turning point for the high growth of industrial robots this year. Some industry insiders judge that the slowdown in the growth rate of the industrial Robot market in the fourth quarter of this year is a high probability event.
Industrial Robot output data from January to September 2021
The first half of the run
Lu Zhangyuan, director of the High-tech Robot Industry Research Institute, made the following judgment on the market situation of industrial robots this year in the article “Writing at the “Inflection Point”, “Cold Thinking” about Robots: The high growth in the first half of 2021 is a bit An “unexpected” surprise, but the slowdown in growth in the second half of the year is almost a “reasonable” expectation.
On the one hand, the growth base in the second half of 2020 is relatively large; on the other hand, there are still several key factors to be vigilant about in the second half of 2021. One is the rise in PPI, the shortage of raw materials and the rise in prices may continue; the second is consumption Due to the impact of end and export, the recovery of production capacity in overseas markets will curb the demand for Chinese production capacity to a certain extent.
At present, this prediction is becoming a reality.
During the company visits in the first half of the year, it can be clearly found that the positive market sentiment of the company is the main theme. “The performance KPI indicators for this year have been basically completed in the first half of the year” has become a high-frequency statement for industry insiders to summarize the market trend. In fact, in the previous performance statistics of 19 smart manufacturing concept stocks, it was found that 18 companies had a net profit growth rate of over 100%. After excluding the highest growth rate of Shuanghuan Transmission, the average growth rate of net profit of 18 companies reached 305.45%.
The epidemic has profoundly changed the global market environment, and the future full of uncertainty has become a deterministic consensus. The continuous promotion of intelligent manufacturing has been proven to be an effective way for the manufacturing industry to cope with uncertainty. From this perspective, the general direction of robots is clear, but the process of realization is tortuous.