China's industrial computer industry is in a period of superposition of opportunities with the release of industrial transformation and upgrading needs, policy dividends highlighted, and capital market boosting, and the industrial computer industry has nurtured major investment opportunities. Under the strategic guidance of "Made in China 2025" and "Industry 4.0", the phenomenon of "machine substitution" in factories will become more frequent, and my country's industrial computer market will be further opened.
Prospective Industry Research Institute's "2016-2021 China Industrial Computer Industry Production and Sales Demand Forecast and Transformation and Upgrade Analysis Report" pointed out that my country has now become the world's largest industrial computer consumer market. Data shows that in 2014, my country sold a total of 57,000 industrial computers. , about a quarter of global sales. Among them, more than half of the industrial computer market is occupied by foreign brands, while the sales volume of local industrial computer brands is only 16,000 units.
L'industrie de la robotique est une partie importante de l'industrie des équipements de fabrication intelligents. Le développement de l'industrie de la robotique peut non seulement favoriser l'amélioration du niveau d'automatisation de diverses industries industrielles, mais également produire un bon effet d'entraînement technologique et conduire la transformation et la modernisation de l'ensemble de l'industrie industrielle.
I. Aperçu du développement de l'industrie
At present, all countries are taking the robot industry as a key RD and industrialization field occupying the commanding heights of technology and market. The "Advanced Manufacturing Partnership Program" implemented by the United States requires that the U.S. manufacturing industry should be restructured through the development of industrial computers, and a new generation of intelligent robots based on mobile Internet should be developed. my country has incorporated the robot industry into the key areas of strategic emerging industry development, and proposed to vigorously promote the research and development and industrialization of automatic control systems, industrial computers, key components and other devices. Major industrial provinces in China are striving to seize the opportunity in the robotics industry. Coastal provinces and cities have made key investments and industrial layouts in robotics technology and industrial fields, and have initially formed regional characteristic industries. Liaoning Province is building a special robot industry base in Shenfu New City; Zhejiang Province has launched the "machine substitution" project; Guangdong Province focuses on the development of multi-purpose robots; Jiangsu, Shanghai and other places also focus on the development of the robot industry as a strategic emerging industry. The next 5-10 years will be the golden decade for the development of China's robot industry.
2. Échelle de l'industrie et tendance de développement
Marché international : En 2013, les ventes mondiales de robots ont augmenté de 12 % pour atteindre 1 781 132 unités, dont environ 70 % ont été vendues au Japon, en Chine, aux États-Unis, en Corée du Sud et en Allemagne. Les ventes d'ordinateurs industriels dans les industries automobile, chimique, plastique et alimentaire ont continué d'augmenter, tout comme l'installation de robots dans l'industrie électrique/électronique. Au cours de la période 2008-2013, le taux de croissance annuel moyen des installations de robots était d'environ 9,5 % . Le développement de l'industrie automobile et des industries électriques et électroniques est le principal facteur à l'origine de la forte croissance de l'installation d'ordinateurs industriels. En outre, la demande de transformation des métaux, de plasturgie chimique et d'autres industries augmente également rapidement.
Domestic market: my country's industrial computer market demand has surged since 2010. In 2013, China became the world's largest robot market, accounting for 20 percent of the world's total. The sales volume of robots was 36,560 units. By 2014, the sales volume had reached 56,000 units. From 2008 to 2014, the average annual growth rate of China's industrial computer installations was 36 percent . my country's industrial computer market is mainly concentrated in automobiles, auto parts, home appliances, construction machinery, petrochemical and other industries, among which the manufacture of automobiles and parts has always been the most important application field of industrial computers.
3. Caractéristiques de base des risques de l'industrie
Risque de fluctuation macroéconomique : L'industrie de l'informatique industrielle présente certaines caractéristiques cycliques et est fortement corrélée à la macroéconomie et à l'investissement en immobilisations. Les entreprises de production de l'automobile et des pièces détachées, des appareils électroménagers, de la quincaillerie, de l'industrie des portes et d'autres industries sont les principaux clients en aval de l'industrie. Lorsque la macroéconomie est en récession, la demande en aval ralentira, ce qui affectera leur enthousiasme pour la nouvelle construction, la reconstruction et l'expansion des lignes de production automatisées. À son tour, cela aura un certain degré d'impact négatif sur la production et le fonctionnement des entreprises de cette industrie.
Risque de concurrence sur le marché : à l'heure actuelle, l'industrie nationale de l'informatique industrielle est dominée par des petites et moyennes-entreprises et n'a pas encore formé de marque dominante. Le marché haut de gamme-est occupé par les géants de l'expansion en Europe, en Amérique et au Japon avec un certain avantage d'échelle et un haut niveau technique. Il n'y a pas beaucoup d'entreprises nationales capables d'entreprendre des projets-à grande échelle et de fournir aux clients des solutions d'automatisation globales. La branche de production nationale dans son ensemble est à un stade de développement et fait face à certains risques de concurrence féroce sur les prix.
Risque de fuite des cerveaux : le développement des industries de l'informatique industrielle et de l'automatisation industrielle nécessite des professionnels complets-de haute qualité, hautement-qualifiés et multi-maîtrisant les logiciels de contrôle système avancés, les machines d'équipement, l'intégration de l'ingénierie des systèmes d'automatisation industrielle et d'autres domaines. Dans le même temps, lorsqu'ils fournissent aux clients de l'industrie des solutions globales pour les lignes d'automatisation, ils ont également besoin de talents en marketing capables de saisir avec précision les besoins des clients, les processus de production, les caractéristiques et les performances des produits, et d'avoir une riche expérience de la gestion de projet et de l'industrie. Les types de talents-mentionnés ci-dessus nécessitent des années d'expérience dans l'industrie, et le nombre de talents est limité. À l'avenir, avec le développement de l'industrie, la concurrence pour les talents deviendra de plus en plus féroce et le risque de fuite des cerveaux augmentera encore.
4. Opportunités de développement de l'industrie
In 2014, the average salary of employees in my country's manufacturing industry was 51,369 yuan, an average annual growth rate of about 14 percent compared with 15,934 yuan in 2005. Cheap labor has gradually become "expensive", coupled with rising land costs and other manufacturing costs, the transformation and upgrading of the manufacturing industry is imperative, and the introduction of industrial computers to replace labor has been proven by various countries as a feasible path. At present, the use density of industrial computer in my country is still far below the global average level, and there is a big gap between Japan, South Korea, Germany and other developed countries. South Korea has a higher density of industrial computers in the world, with 347 robots per 10,000 workers; Japan is second with 339; Germany ranks third with 251; China has only 21, which is lower than the international average of 55. half of the table.
At present, the proportion of industrial computer applications in my country is 6 percent , Japan 33 percent , the United States 16 percent , and Germany 14 percent . China is a major manufacturing country in the world. In 2014, the number of workers in China's manufacturing industry was about 50 million. It is roughly estimated that industries that can replace humans with a large number of robots, such as automotive, electrical and electronic, chemical and food industries, have as many as 30 million workers. If the average robot density in these industries reaches 100 units per 10,000 people as planned around 2020, about 300,000 robots will be needed, plus the automation equipment equipped with robots, the space will be around 300 billion.
"Made in China 2025" proposes to "actively research and develop around the application needs of industrial computers, special robots such as automobiles, machinery, electronics, dangerous goods manufacturing, defense and military industry, chemical industry, and light industry, as well as medical and health care, family services, education and entertainment and other service robots. New products, promote the standardization and modular development of robots, and expand market applications."
The Ministry of Industry and Information Technology's "Guiding Opinions on Promoting the Development of the Industrial Computer Industry" further detailed the specific strategic goals: "By 2020, a relatively complete industrial computer system will be formed, and 3-5 internationally competitive leading enterprises and 8- 10 supporting industrial clusters; the technological innovation capability and international competitiveness of the industrial computer industry and enterprises have been significantly enhanced, the market share of high-end products has increased to more than 45 percent , and the robot density (the number of robots used per 10,000 employees) has reached more than 100, basically satisfying National defense construction, national economy and social development needs". Whether it is from top-level design or specific industrial planning, the robotics industry has received great attention and support, with clear development goals and paths, and broad prospects for development.
Benefiting from the huge market space of domestic robots and the stimulation of continuous favorable policies, the industrial computer sector of the capital market has been listed, listed, and the trend of mergers and acquisitions is surging, and the integration of capital, technology and the market is accelerating. The above integration presents the following characteristics: First, listed companies actively participate in overseas mergers and acquisitions, absorb foreign high-quality core technologies, and accelerate the deployment of core components and high-end robot markets. The PE level of pure robot enterprises in my country's capital market has been maintained at 40-50 times for a long time, which is higher than the industry average level of 20-30 times abroad, providing a rich source of funds for the acquirer.
Some listed companies take advantage of capital to speed up their layout and start competing for some core components and high-end robot markets. Second, some high-quality small and medium-sized enterprises take advantage of the development opportunities of the New Third Board to list for financing, and accelerate their layout and differentiated development in some sub-industry markets. There are hundreds of industrial computer companies in my country targeting different industry segments. These robot companies are usually system integrators that have grown up relying on project experience in a segment. These companies are subject to cost, pricing and other aspects. Disadvantages, often faced with the situation of lack of funds and insufficient production capacity, and with the construction of my country's multi-level capital market, the new third board market provides a suitable financing and rapid development path for such enterprises. High-quality small and medium-sized industrial computer enterprises in various sub-sectors have emerged.
To sum up, in the next 3-5 years, China's industrial computer industry will be in a period of superposition of opportunities due to the release of industrial transformation and upgrading needs, policy dividends, and capital market boosting, and the industrial computer industry will nurture major investment opportunities.
