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.
Dangasa iqtisodiyot xizmat ko'rsatuvchi robotlarning tez o'sishiga yordam beradi
Olib ketishni mobil telefoningizga buyurtma qiling va uni uyingizga yetkazing. Qo'lingizga zarar bermasdan idishlarni avtomatik yuvish uchun idish yuvish mashinasini sotib oling. Supurish robotini yoqing va polni tozalang. Agar siz qaynatgichni iste'mol qilmoqchi bo'lsangiz, o'zingiz isitadigan-kichik qaynatgichga keling. Agar siz musiqa tinglashni va aqlli dinamikni chaqirishni istasangiz, ajoyib musiqa yangraydi va dangasa iqtisodiyot yoshlar hayotida mashhur bo'lib qoldi.
Axborot asrida o'sib ulg'aygan yoshlarning 90-yillardan keyingi va keyingi yillardagi iste'mol odatlari yashashdan zavqlanish va rivojlanishga o'tdi. Mobil Internetning aborigenlari sifatida iste'mol yanada aqlli, shaxsiylashtirilgan, qiziqarli va hokazo va sinab ko'rishga va iste'mol qilishga jur'at etadi.
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.
Xizmat robotlari tozalash, hissiy sheriklikdan tortib jarrohlik amaliyotigacha hamma narsani qila oladi
Xizmat robotlari mahsulotlarining turlari bitta supuruvchi robotlar, hamrohlik qiluvchi robotlar, oʻquv robotlaridan-yuqori darajadagi jarrohlik robotlarigacha. Mahsulot turlari tobora ko'payib bormoqda va ilm-fan va texnologiya bilan yaxshiroq hayot qurish haqiqatga aylandi. Milliy statistika byurosining ma'lumotlariga ko'ra, 2020 yilda xizmat ko'rsatuvchi robot va maxsus robot ishlab chiqaruvchi korxonalarning operatsion daromadi belgilangan hajmdan yuqori bo'lgan 52,9 milliard yuanni tashkil etdi, bu yiliga-41 foizga o'sdi{5}} . Robototexnika sanoati ham raqamli iqtisodiyotni rivojlantirishning muhim harakatlantiruvchi kuchiga aylandi.
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.
IFR Note 2 ning soʻnggi maʼlumotlariga koʻra, tibbiy robotlar sotuvi 2020-yilda xizmat koʻrsatuvchi robotlarning umumiy aylanmasining 55 foizini tashkil qiladi. Bunga asosan segmentdagi eng qimmat turdagi robotli jarrohlik uskunalari sabab boʻlgan va ularning aylanmasi oshgan. 11 foizdan 3,6 mlrd.
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.
Yordamchi robotlarning paydo bo'lishi va qo'llanilishi aqlli uylarni oddiy ovozli boshqaruv va masofadan boshqarishni emas, balki aqlli qiladi. Sun'iy intellekt ovozi kabi asosiy texnologiyalar orqali sahna aloqasiga insonparvarlik qo'shiladi, bu juda issiq va aqlli uy endi faqat sovuq qurilma ulanish reaktsiyasi emas. Qarish bizga tobora yaqinlashmoqda. Birlashgan Millatlar Tashkilotining statistik standartlariga ko'ra, biz 2025-yilda chuqur qariydigan jamiyatga kiramiz. Keksalar uchun hissiy sheriklik, salomatlik monitoringi va favqulodda vaziyatlarda qutqaruv kabi funksiyalarga ega robotlar issiq nuqtaga aylanadi. mahsulot.
Robot mahsulotlarining ko'zni qamashtiruvchi qatori oilaviy hayotni yanada texnologik qiladi va oddiy oilalarga texnologik taraqqiyot olib kelgan dividendlardan bahramand bo'lish imkonini beradi va buning ortida turgan hamma narsa Xitoy ishlab chiqarishining kuchli afzalliklaridan ajralmasdir.
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.
Innovatsiyalar sanoatning jadal rivojlanishiga turtki beradi. Xizmat robotlari kabi mahsulotlar uchun reklama va ishchi kuchining nisbiy yashirin xarajatlariga qo'shimcha ravishda, batareya texnologiyasi va xom ashyo kabi aniq xarajatlar bunday mahsulotlarning rivojlanishini, ayniqsa yirik{0}}kommersiyalashtirishni cheklovchi muhim to'siqdir. Innovatsion strategiyani amalga oshirish sanoat texnologiyasini, materiallar va chiplarni tadqiq qilish va ishlab chiqishdan, ichki joylashishni aniqlash texnologiyasini iteratsiya qilishgacha, batareyaning ishlash muddati va boshqa jihatlar katta muvaffaqiyatlarga erishdi va foydalanuvchi tajribasi sezilarli darajada yaxshilandi. Tianyancha ma'lumotlariga ko'ra, xizmat ko'rsatish robotlariga oid patentlar (haqiqiy patentlar) orasida foydali modellar birinchi o'rinda, tashqi ko'rinish dizayni ikkinchi o'rinda, ixtiro patentlari uchinchi o'rinda turadi.
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.
Xizmat ko'rsatish robotlari bozorining yanada tiklanishi bilan texnologiyani doimiy ravishda iterativ yangilash va komponentlar narxini doimiy ravishda kamaytirish. Kelajakda xizmat ko'rsatish robotlari bozori rivojlanish uchun kengroq maydonga ega bo'ladi.
Xizmat robot sanoatining kelajakdagi rivojlanishini kutish mumkin
Xizmat roboti moliyalashtirish rekordiga ega bo'lganligi sababli, jami 815 ta moliyalashtirish hodisasi sodir bo'ldi, moliyalashtirish miqdori qariyb 96 milliard yuanni tashkil etdi. O'tgan 2021 yilda xizmat ko'rsatish robotlari bilan bog'liq 113 ta moliyaviy hodisa ro'y berdi va moliyalashtirish miqdori 44 milliard yuandan oshdi, bu o'tgan yillardagi moliyalashtirish miqdoridan ancha oshdi.
Sanoat taqsimoti nuqtai nazaridan, robotlar bilan bevosita bog'liq bo'lgan sanoatni moliyalashtirish tadbirlari soni eng katta bo'lib, 690 ga yaqin; ikkinchidan, u 10 dan ortiq moliyaviy tadbirlar bilan avtonom haydash, tibbiy texnika va dronlar sohalarida ham ishtirok etadi.
Davrali taqsimlash nuqtai nazaridan, xizmat robotlarini moliyalashtirish loyihalari hali ham asosan dastlabki{0}}bosqichdagi loyihalar bo‘lib, uch tur urug‘lik, angel round va A raundlarining umumiy ulushi 50 foizdan oshdi.
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.
Investitsion institutlarning joylashuvi nuqtai nazaridan, Sequoia Capital China 28 ta suratga tushdi va xizmat robotlariga sarmoya kiritish uchun eng mashhur muassasa hisoblanadi; ZhenFund va Source Code Capital mos ravishda ikkinchi va uchinchi o'rinlarni egalladi.
Tianyancha Data Research Institute, texnologiya va bozorning uzluksiz rivojlanishi va yangilanishi bilan xizmat ko'rsatish robotlari hayotning barcha jabhalariga kirib, minglab uy xo'jaliklariga kirib, iste'molchilarga turli jihatlardan xizmat ko'rsatishiga ishonadi. Ishonamanki, kelajakda xizmat ko'rsatish robotlari hayotimizda muhimroq rol o'ynaydi va bizning ajralmas yaxshi hamkorlarimizga aylanadi.