Foreword: With the in-depth development of China's digital economy, the process of industrial digitalization continues to accelerate, and the proportion of big data in industrial decision-making is getting higher and higher. Tianyancha Data Research Institute hereby launched the "Tianyanxinzhi" column, relying on Tianyancha big data to sort out the industrial pattern and development context, interpret the latest developments in the industry and investment and financing trends, and provide reference for decision-making by all parties. This article is the eighth part of the Tianyan Xinzhi Industry Analysis series.
Have you ever imagined that a loyal "servant" will take care of your daily life, cook delicious meals, clean the house, chat and talk with you when you are in a low mood, and even save people from trouble and fire and never tire and work hard, just like Like R2 in Star Wars Note 1, it is naive and endearing.
All of these, like a wonderful picture of a sci-fi movie, are taking service robots as a carrier, from a fantasy virtual world into the real life of ordinary consumers, from a cool "toy" to a practical tool at home, the industry of service robots An inflection point is coming.
Ekonomi malas menggalakkan peningkatan pantas robot perkhidmatan
Pesan bawa pulang pada telefon mudah alih anda dan hantar ke pintu anda. Beli mesin basuh pinggan mangkuk untuk mencuci pinggan mangkuk secara automatik tanpa mencederakan tangan anda. Hidupkan robot penyapu dan mop lantai dengan bersih. Jika anda ingin makan periuk panas, datang ke periuk panas-yang panas sendiri. Jika anda ingin mendengar muzik dan memanggil pembesar suara pintar, muzik yang indah akan berbunyi, dan ekonomi malas telah menjadi popular dalam kehidupan orang muda.
Membesar dalam era maklumat, tabiat penggunaan golongan muda yang diwakili oleh pasca 90-an dan{1}} telah beralih daripada sara hidup kepada keseronokan dan pembangunan. Sebagai orang asli Internet mudah alih, penggunaan adalah lebih bijak, diperibadikan, menarik, dll., dan berani mencuba dan menggunakan.
Taking sweeping robots as an example, with the gradual improvement of people's living and consumption level in recent years, coupled with the accelerated pace of modern life and work, many young people lack time and are unwilling to spend time cleaning their rooms, and sweeping robots are very popular. During the "Double Eleven" period in 2021, a well-known domestic cleaning robot brand's omni-channel sales increased by 107 percent year-on-year on the 2020 Double 11, which is evident in its popularity.
The lazy economy is becoming more and more intelligent and advanced, and various products such as sweeping robots, educational robots, and accompanying robots have been launched one after another. With the continuous upgrading of the "smart level" of products, good products that meet the consumer needs of the new era are emerging, accelerating the rise of the service robot industry.
Robot perkhidmatan boleh melakukan segala-galanya daripada pembersihan, persahabatan emosi hingga pembedahan
Jenis produk robot perkhidmatan terdiri daripada robot penyapu tunggal, robot pengiring, robot pendidikan hingga-robot pembedahan tinggi. Jenis produk semakin banyak, dan ia telah menjadi realiti untuk membina kehidupan yang lebih baik dengan sains dan teknologi. Menurut data dari Biro Perangkaan Kebangsaan, pada tahun 2020, pendapatan operasi robot perkhidmatan dan perusahaan pembuatan robot khas melebihi saiz yang ditetapkan ialah 52.9 bilion yuan, setahun-berdasarkan-peningkatan tahun sebanyak 41 peratus . Industri robotik juga telah menjadi penggerak penting untuk pembangunan ekonomi digital.
Sweeping robots, cleaning is also a very "disgusting" thing, especially for lazy people, who are not willing to spend time and physical effort to sweep the floor, so you can let the intelligent sweeping robot help you. The sweeping robot can automatically plan the path, which can realize the cleaning work of the whole family without colliding with the furniture, and is highly intelligent. Generally speaking, the suction power is relatively large, whether it is fine dust or larger particles, it is a piece of cake for it, and it can restore a clean and tidy home for you.
During the epidemic, in addition to the surge in sales of medical and medical products, which have become essential for people's home isolation and protection, as they stay at home for longer, they pay more and more attention to personal and family hygiene, cleaning and disinfection. According to a report by JD.com, sales of sweeping robots surged by 60 percent during the 2020 epidemic. Smart cleaning appliances are being sought after by more and more consumers.
Surgical robots are one of the most popular projects in the past two years. I once thought that surgery can now be given to robots with confidence. In the past, people thought that surgical robots were only auxiliary tools. But with the endless news reports, people's understanding of "surgical robots" in the cognitive range has been completely subverted. For example, "the world's first robot-assisted spinal surgery was completed", "300 surgical robots in the urology department of Guizhou Provincial People's Hospital" and so on. Although these surgical robots cannot perform operations autonomously at present, according to this pace of development, in the future, we should not be far from realizing autonomous operations for some minor operations that are completely separated from manpower.
Menurut data terkini daripada IFR Note 2, jualan robot perubatan akan menyumbang 55 peratus daripada jumlah perolehan robot perkhidmatan pada 2020. Ini sebahagian besarnya didorong oleh peralatan pembedahan robotik, jenis paling mahal dalam segmen itu, yang perolehan meningkat. 11 peratus kepada 3.6 bilion.
Educational robots, with the advent of the fragmented information age caused by the explosion of knowledge, compared with the children of the past, today's children have more homework and faster change of knowledge. In need of more companionship and teaching, educational robots fill the gap where parents cannot accompany their children to study due to busy work or other reasons.
Kemunculan dan aplikasi robot pendamping menjadikan rumah pintar lebih pintar, bukan hanya kawalan suara dan alat kawalan jauh yang mudah. Melalui teknologi utama seperti suara kecerdasan buatan, pemanusiaan ditambahkan pada pautan pemandangan, yang sangat hangat, dan rumah pintar bukan lagi sekadar tindak balas pautan peranti sejuk. Penuaan semakin hampir dengan kita. Mengikut piawaian statistik Pertubuhan Bangsa-Bangsa Bersatu, kita akan memasuki masyarakat yang semakin tua sekitar tahun 2025. Bagi warga emas, robot dengan fungsi seperti peneman emosi, pemantauan kesihatan dan penyelamatan kecemasan akan menjadi tempat yang hangat. produk.
Rangkaian produk robot yang mempesonakan menjadikan kehidupan keluarga lebih berteknologi, dan membolehkan keluarga biasa menikmati dividen yang dibawa oleh kemajuan teknologi, dan segala-galanya di sebalik ini tidak dapat dipisahkan daripada kelebihan kukuh pembuatan China.
China's advantages have created the continuous expansion of the service robot market
With the continuous upgrading of consumer demand, the increasing expansion of consumer groups, the rapid iteration of technology, and the continuous improvement and extension of the supply chain network, China's advantages have resulted in the continuous reduction of product costs, the continuous enrichment of product categories, and the continuous expansion of the service robot market. Ordinary families have the opportunity to experience the technology of the future.
People are more and more accepting of life technology products. Since the reform and opening up, the Chinese people's perception of household products has gradually changed from "three turns and one sound", to color TV sets, front-loading washing machines, and then to automatic dishwashers in the 21st century. Technological progress has significantly improved the quality of life and convenience of life, making consumers more and more willing to accept them. The generation that grew up with the PC era, the mobile Internet, and even the AI era, the consumption of technology products is no longer limited to mobile phones and tablet computers. Household products such as sweeping robots have become an important choice for their home life. Freeing their hands and living a more meaningful and savoury life has become their consensus.
Inovasi memacu perkembangan pesat industri. Untuk produk seperti robot perkhidmatan, sebagai tambahan kepada kos publisiti dan tenaga kerja tersembunyi yang relatif, kos eksplisit seperti teknologi bateri dan bahan mentah merupakan halangan penting yang menyekat pembangunan produk tersebut, terutamanya pengkomersilan berskala besar-. Pelaksanaan strategi inovasi memacu teknologi perindustrian, daripada penyelidikan dan pembangunan bahan dan cip, kepada lelaran teknologi penentududukan dalaman, hayat bateri dan aspek lain telah mencapai kemajuan yang besar, dan pengalaman pengguna telah bertambah baik. Menurut data Tianyancha, antara paten yang berkaitan dengan robot perkhidmatan (paten yang sah), model utiliti menduduki tempat pertama, reka bentuk penampilan adalah yang kedua, dan paten ciptaan adalah yang ketiga.
China has the most complete industry catalog and the best supply chain network. In this era of global connection, supply chain has become the core of global industrial development. As the world's largest manufacturing country, China has the most complete industrial catalog in the world. Coupled with China's years of infrastructure construction, China has the best supply chain network, creating the world's most cost-effective market, making any intelligent hardware product cost reduction is possible. According to the data of Tianyancha, in the geographical distribution of service robot related enterprises, the number of enterprises in Guangdong, Jiangsu and Shandong ranked the top three, of which the number of enterprises in Guangdong exceeded 60,000, ranking first.
Dengan pemulihan selanjutnya pasaran robot perkhidmatan, peningkatan berterusan teknologi dan pengurangan berterusan kos komponen. Pada masa hadapan, pasaran robot perkhidmatan akan mempunyai ruang yang lebih luas untuk pembangunan.
Pembangunan masa depan industri robot perkhidmatan boleh dijangka
Memandangkan robot perkhidmatan itu mempunyai rekod pembiayaan, sejumlah 815 peristiwa pembiayaan telah berlaku, dengan jumlah pembiayaan hampir 96 bilion yuan. Pada 2021 yang lalu, terdapat 113 insiden pembiayaan yang berkaitan dengan robot perkhidmatan, dan jumlah pembiayaan telah melebihi 44 bilion yuan, yang jauh melebihi jumlah pembiayaan pada tahun-tahun sebelumnya.
Dari perspektif pengedaran industri, bilangan acara pembiayaan industri yang berkaitan secara langsung dengan robot adalah yang terbesar, dengan hampir 690; kedua, ia juga terlibat dalam bidang pemanduan autonomi, perkakasan perubatan dan dron, dengan lebih daripada 10 acara pembiayaan.
Dari perspektif pengagihan pusingan, projek pembiayaan robot perkhidmatan masih merupakan projek peringkat awal-terutamanya dan jumlah perkadaran tiga pusingan pusingan benih, pusingan malaikat dan pusingan A telah melebihi 50 peratus .
From the perspective of geographical distribution, Beijing Haidian District and Shanghai Pudong New District are the top two in the district-level distribution of financing events. The traditional analysis takes the province as the unit, but this time the region is the main body of the analysis. The purpose is to more clearly see the regional characteristics of industrial development, and to use service robots to spy on China's innovation and China's consumer electronics industry chain.
Dari perspektif susun atur institusi pelaburan, Sequoia Capital China telah membuat 28 pukulan dan merupakan institusi paling popular untuk melabur dalam robot perkhidmatan; ZhenFund dan Source Code Capital masing-masing berada di kedudukan kedua dan ketiga.
Institut Penyelidikan Data Tianyancha percaya bahawa dengan pembangunan berterusan dan peningkatan teknologi dan pasaran, robot perkhidmatan memasuki semua lapisan masyarakat, memasuki beribu-ribu isi rumah, dan memberi perkhidmatan kepada pengguna dari pelbagai aspek. Saya percaya bahawa pada masa hadapan, robot perkhidmatan akan memainkan peranan yang lebih penting dalam kehidupan kita dan menjadi rakan kongsi yang baik yang amat diperlukan.