The robot industry bubble is emerging: the capital is high fever and many places are blindly launched.

The capital continues to have a high fever, and the robot industry bubble is now vying to support blindly.

At present, China has become the world's largest robot market, but the "Economic Information Daily" reporter recently found in many places that some local governments blindly plan and launch the robotic industrial park, driving enterprises and capital to rush, overcapacity, low-end industries are low. The hidden dangers such as terminalization have already begun to appear.

According to industry insiders, the “tangible hand” of local governments should not be replaced, and avoid the “bubble” of the emerging robot industry.

Local support policies are hot

In the local surveys, the reporter found that under the enthusiasm of the capital market and the support of local governments, there are dozens of robotic industrial parks in the country. Many countries have jointly promoted the development of the robot industry with policies and funds. However, Zhou Jian, a senior engineer at the Harbin Institute of Technology in Wuhu, said that the robot industry is "hot too much". He said: "Not all places are suitable for the development of the robot industry. There must be industry support and support for upstream and downstream enterprises."

In 2014, the Ministry of Industry and Information Technology issued the “Guiding Opinions on Promoting the Development of Industrial Robot Industry”, clearly proposing to cultivate 3-5 leading enterprises with international competitiveness and 8-10 supporting industrial clusters. In May last year, the "Made in China 2025" officially issued by the State Council, "high-end CNC machine tools and robots" as one of the key areas of vigorous promotion.

Stimulated by a series of favorable policies, local governments are not losing their interest in developing the industrial robot industry. At present, there are about 40 places in China that propose to build a robotic industrial park, which is equivalent to an average of more than one industrial robot industrial park in each province. Some places have proposed to build 2-3 industrial robot industrial parks and 6-8 intelligent equipment industrial parks in the next three years. If they are all progressing as planned, the robot and smart equipment industrial parks will be everywhere in 2016.

In addition to the quantity, many robotic industrial parks have pursued the "largest scale". Cities in Heilongjiang and Shandong provinces have proposed to build "the largest robot industry park in the north". A city in Liaoning plans to build its "bottom city", and the robot industry park in a city in Henan is ready to be built "the largest in the Central Plains". . In addition to provincial capitals and some prefecture-level cities, some county towns have established robotic industrial parks.

Under the strong leadership of the government, local robot companies have sprung up. Qu Daokui, president of Shenyang Xinsong Robot Automation Co., Ltd. and chairman of China Robot Industry Alliance, said that in 2014, China’s industrial robot enterprises have changed from more than 200 at the beginning of the year to 500 at the end of the year. More than 800. "Many companies that have done other industries before are also claiming to enter the robotics field. I feel that the Chinese robot industry is in the era of big bang."

Yao International, an investor who has long focused on the robotic capital market, said that the robotics industry was "hot" in the capital market last year. According to his statistics, there are about 50 listed companies that have proposed robot-related development strategies. They did not use robots. They also quickly entered the robot industry through investment acquisitions in the past two years, and used this concept to speculate on stock prices. .

Three hidden concerns in the industry

Respondents said that the robot industry has just started in China, and the strong support of local governments is conducive to "supporting the horse and sending a trip". However, the lack of scientific planning and blind launch in various places has driven enterprises and capital to enter the industry quickly, but it may There are three major concerns about overcapacity, low-end industries, and marginalization of domestic robot companies.

First, the overall supply of industrial robots is at risk of overcapacity. According to the planning scale target of the local major industrial robot park, the output of industrial robots may exceed market demand in a few years. For example, cities in Southwest China, Central China, and South China have planned annual production capacity of industrial robots in 2020 to 100,000 units, and the three combined capacity is 300,000 units per year. However, with an annual growth rate of 35%, by 2020, the overall annual sales of industrial robots in China will be only about 250,000 units.

An official of the Hefei Municipal Economic and Information Committee said that China's industrial transformation and upgrading means that there is a huge demand for industrial robots. The current surplus is mainly a low-level surplus. The products are not only low-level, low-tech, but also highly homogenized. The products between enterprises are similar, and the industry is inevitably surplus.

Second, the high-end industry has a low-end trend, and the overall strength of the industry needs to be improved. According to industry insiders, China's industrial robot market is controlled by four or five foreign companies, with a core of 70% or 80%. Core technologies such as reducers, controllers, and servo motors are not in their own hands. Many companies rely on the government. The subsidy takes the "franchise fee". Under this circumstance, the robot project that is blindly launched must be at the low end of the industrial chain.

"Robots are typical 'three high' industries, with high technology intensity, high talent intensity, high capital intensity, strong R&D innovation, high-end talent pooling, and large amount of financial support. But most domestic companies are currently 'Three lows' or even 'three no' status, the overall strength needs to be improved." Qu Daokui said.

Finally, domestic robot companies have shown signs of being marginalized. At present, many places are promoting the "machine substitution" program, which promotes the use of robots in traditional industries by granting different levels of subsidies to companies that purchase robots. This aspect has enabled the upgrading of traditional industries, and on the other hand has promoted a large number of The popularity of robots has promoted the use of robotics.

However, Luo Jun, CEO of the International Robotics and Intelligent Equipment Industry Alliance, believes that the drawbacks of this are also very obvious: firstly, due to the lack of competitiveness of domestic robotics companies, they are marginalized and further squeezed in the promotion of the use of "machine substitution" programs. Pressing the survival space of domestic robot companies; Secondly, due to the disconnection between the machine substitution plan and the support of local robots, the local robot industry has not grown and the money has finally flowed into the pockets of foreign robot companies.

"The tangible hand" should not be replaced

The industry believes that in terms of the development characteristics of the robot industry, local governments should not blindly pursue the construction of parks. The government should combine the local market demand situation, innovation resources and industrial support to create a healthy market competition environment, so that enterprises can survive the inferior in the market competition.

Cai Hezhen, an academician of the Chinese Academy of Engineering, said that just as Japan experienced in the 1970s and 1980s, the Chinese robot industry will inevitably go through a period of spurt growth. At present, the robot industry is engaged in various places, but most of them are weak. In the future, these enterprises or parks will certainly not become big trees. After market competition, through mergers and acquisitions and alliances, enterprises will inevitably become more and less, from small to large.


Qu Daokui said that in this process, the government should create a healthy market competition environment, so that enterprises can survive the inferior in the market competition. However, many local governments stand in the perspective of local interests and GDP growth, which will inevitably lead to low-level redundant construction, waste of resources and vicious competition, and make the robot industry fall into the "magic" of traditional industries. Therefore, at the national level, it is necessary to properly guide the development of the local robot industry.

In view of the current popularity of the robot industry, Zuo Shiquan, director of the Equipment Industry Research Institute of the CCID Research Institute of the Ministry of Industry and Information Technology, said that most of the robot industry parks are still in the concept or as a banner stage for investment promotion. Do not blindly pursue the construction of a park, but rather combine local market demand, innovation resources and industry support.

An official of the Hefei Municipal Economic and Information Committee said that it is indeed necessary for the government to increase support for the robot industry, but funds and resources should be used in the cutting edge. At present, the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology and local governments also have corresponding support projects. Often, they are hundreds of billions of funds, but the follow-up evaluation mechanism is weak, and the actual effects of the project cannot be truly reflected. He believes that the situation of good money and no tracking needs to be changed, and the utilization rate of funds should be improved. It is really effective for the development of this industry.