In a new round of globalindustryUnder the leadership of the revolution, my country has clarified the upgrading trend of manufacturing industry, with industrial productionautomationinformatization as the main line, improve the production efficiency and product quality of industrial automation and its supporting industries, and vigorously promote intelligent manufacturing.
From the “Made in China 2025” to the “14th Five-Year Plan for the Development of Intelligent Manufacturing”, they all take the development of advanced intelligent manufacturing as the core goal, and lay out and plan the promotion path of a manufacturing powerhouse. Based on the country’s strong support for intelligent manufacturing, my country’s intelligent manufacturing industry has maintained a rapid growth rate.
According to the data of the Prospective Industry Research Institute, the output value of my country’s intelligent manufacturing industry in 2020 is about 2,505.6 billion yuan, a year-on-year increase of 18.85%. It is expected that my country’s intelligent manufacturing industry will maintain a compound annual growth rate of about 15% in the next few years. By 2026 The market size of my country’s intelligent manufacturing industry will reach about 5.8 trillion yuan.
1. IndustryRobotUsher in a broad space for development
On December 28, 2021, fifteen departments including the Ministry of Industry and Information Technology jointly issued the “14th Five-Year Plan for the Development of Robot Industry”. New high ground for integrated applications.
During the “14th Five-Year Plan” period, a batch of Robot core technologies and high-end products will be promoted to make breakthroughs, the comprehensive indicators of the whole machine will reach the international advanced level, and the performance and reliability of key components will reach the international level of similar products.
The average annual growth rate of the Robot industry’s operating income exceeds 20%, forming a group of leading enterprises with international competitiveness and a large number of specialized and new “little giant” enterprises with strong innovation ability and good growth potential, and building 3 to 5 international Influential industrial clusters.
The density of manufacturing robots has doubled. As a global manufacturing center, my country’s aging population, labor shortage, and rising labor costs will be the long-term driving forces for the development of the industrial robot industry. The industrial robot and automation industry will maintain a long-term positive development trend. .
Compared with foreign developed countries, my country’s industrial automation started late, but domestic import substitution is the future trend, and my country has initially had the strength to replace the entire industry chain. At present, the hardware technology related to the industrial robot ontology has become mature, and the automation system integration has basically achieved a counterattack based on the engineer bonus and localization advantages.
Although the external dependence of core components and high-end equipment is still relatively high, domestic enterprises have broken through a verifiable development path in international competition by mastering motion control technology to enhance added value and take a differentiated route. More mature and more abundant scene application precipitation, my country’s industrial robot and automation industry will usher in a broader space for development.
2. The compound annual growth rate of global industrial robots exceeds 12%
According to the statistics of IFR (International Federation of Robotics), the installed volume of industrial robots in the world has increased from 120,600 units in 2010 to 383,500 units in 2020, with a compound annual growth rate of 12.27%.
In 2020, the number of industrial robots in the world will be 3,014,900 units, with an average annual compound growth rate of 11.03% in the past ten years. The density of industrial robots represents the production automation level of a country’s manufacturing industry.
According to IFR statistics, in 2020, the global average industrial robot density is 126 units per 10,000 employees, and globally, the robot density has nearly doubled in the past five years. Among them, South Korea has the highest density of industrial robots, at 932 units per 10,000 employees.
China is developing the fastest, and the number of robot installations has increased significantly. In 2020, the robot density is 246 units/10,000 employees, ranking 9th in the world. In 2011, this number was only 10 units/10,000 employees.
That is to say, in the past nine years, the average compound annual growth rate of China’s industrial robot density is 42.74%, which has achieved substantial growth.
Third, the domestic industrial robot market space is huge
Since 2013, China has become the world’s largest industrial robot market.
According to the statistics of MIR-Rui Industry (2022), at present, the market share of Chinese product brands in the domestic industrial robot body market has exceeded 30% (calculated by the number of units), and there is still a lot of room in the future.
From the perspective of industrial robots and automation applications, the market share of domestic companies has increased year by year, especially in new energy, 3C, automotive, food and beverage, medical and other industries. In the field of new energy, under the influence of policy guidance and demand-driven, the demand for new energy-related industrial chains has exploded.
Its production lines have put forward higher requirements in terms of automation, flexibility, and intelligence, and the next three to five years will be a period of high-speed production capacity investment in the new energy power battery industry, which will bring greater growth opportunities to the industrial robot and automation industries. .
The demand for robots in the 3C electronics industry is very diverse, focusing on cost and service. Domestic robot body companies and integrators have won a lot of domestic market shares based on local advantages, cost-effective advantages and foreign brands competing on the same stage. The system integration of the four major processes of stamping, welding, painting, and final assembly in vehicle manufacturing in the automotive industry is dominated by foreign capital. Domestic integrators begin to seek breakthroughs in the welding process and gradually penetrate into other processes.
In addition, in the packaging, medical, food and beverage industries, many new products and new models have emerged in the process of industrial development and upgrading. The requirements for automation and informatization are getting higher and higher, and the needs for customized automation are more diversified. It provides many development opportunities for the industrial automation industry. Overall, the industrial robot and automation industry in which the company operates is in a stage of rapid development.
According to the “White Paper on the Development of China’s Industrial Robot Industry (2020)”, with the increase in demand from downstream industries, the growth rate of the industrial robot market will steadily increase, and the market size is expected to reach 55.23 billion yuan in 2022.
Fourth, the “industrial mother machine” market demand has greatly increased
In recent years, in the face of the complex and changeable external environment and the internal needs of economic structural upgrading, my country’s manufacturing industry has been continuously transformed and upgraded, and advanced manufacturing has gradually replaced traditional manufacturing.CNC machinemarket demand will increase significantly.
From the perspective of development stage, my countrymachine toolThe industry has basically completed the transformation of ordinary machine tools to the localization of low-end CNC machine tools, and is in the transition stage from the localization of low-end CNC machine tools to the localization of high-end CNC machine tools. According to the data from the National Bureau of Statistics, the numerical control rate of new metal cutting machine tools in my country has increased from 26% in 2012 to 44.9% in 2021, showing an increasing trend, but there is still a big gap with developed countries.
Prospective Industry Research Institute “China CNC Machine Tool Industry Market Demand Forecast and Investment Strategic Planning Analysis Report” predicts that my country’s CNC machine tool market will maintain stable and rapid growth in the future, and will reach 572.8 billion yuan by 2024. At the same time, in order to speed up the improvement and transformation and upgrading of my country’s manufacturing industry, the national policy strongly supports the development of the CNC machine tool industry, and clearly proposes to develop precision CNC machine tools, high-end CNC machine tools and their technology research and development, promote the upgrading of the industry structure, and improve the overall independent innovation capability of the industry. level of intelligence.
In 2015, the Ministry of Industry and Information Technology issued “Made in China 2025”, which clearly stated that “the domestic market share of high-end CNC machine tools and infrastructure equipment will exceed 80% by 2025; high-end CNC machine tools and basic manufacturing equipment will generally enter the ranks of world powers”. On August 19, 2021, the state requires scientific and technological innovation to be placed in a more prominent position from the policy level, and promotes central enterprises to actively integrate into the national basic research and applied basic research innovation system, targeting industrial mother machines, high-end chips, new materials, new energy vehicles, etc.
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