Beijing releases a robot "green light" plan, containing numerous opportunities for "highways"

Recently, in order to implement the "14th Five Year Plan" for the development of the robot industry, the "Robot+" Application Action Implementation Plan "and the" 14th Five Year Plan for the Development of High precision and Advanced Industries in Beijing ", Beijing has released the" Beijing Robot Industry Innovation and Development Action Plan (2023-2025) (Draft for Soliciting Opinions).

The plan aims to significantly enhance the innovation capacity of the robotics industry by 2025, cultivate 100 high-tech and high value-added advanced products, 100 demonstration scenarios with national promotion value, 100 specialized and innovative "little giant" enterprises, and build 5 national level public service platforms for the robotics industry. The core industry revenue of the city's robotics industry will reach over 30 billion yuan, creating a domestically leading and internationally advanced robotics industry cluster.

The plan focuses on the development of the "1+4" robot product system, focuses on improving the key support capabilities of robots, comprehensively implements the "robot+" application demonstration, deeply improves the development ecology of the robot industry, optimizes the spatial layout and guarantee measures of the robot industry, and targets the upstream core component supply, robot application scenario promotion, robot product matrix, and other aspects of the robot industry Action guidelines are provided for issues such as the reserve of cutting-edge scientific and technological talents.

The autonomous core technology of robots is the foundation, and domestic replacement becomes a necessity

Since China's robot industry started later than that of foreign countries, the supply of supporting facilities and parts has long relied on overseas imports. However, in recent years, due to the COVID-19, the Russia-Ukraine conflict and other impacts, there have been significant price fluctuations and supply shortages in overseas supply, which have seriously delayed the development of the domestic robot industry. In order to reduce external factors that hinder domestic development, Chinese brand component manufacturers have emerged one after another, gradually forming the trend of domestic components.

The "Plan" proposes that we should further enhance the basic capabilities of industries such as key components and technologies for robots, establish an integrated connection mechanism for key technologies, key components and overall machine applications, and drive the robot industry to stabilize, supplement, and strengthen the chain based on demand. This is a huge policy incentive for the upstream core parts suppliers of robots. The domestic replacement of reducer, servo system, chip, sensor, controller, end actuator and other parts will usher in a huge opportunity and market.

Only by consolidating the foundation of key robot components, breaking the monopoly of foreign components, mastering our own core technology autonomy, and not being affected by foreign "bottlenecks", can we maintain the foundation of China's robot industry development and ensure the stable development of the robot industry.

Creating a robot system through multi scenario applications, humanoid robots face opportunities

The "Plan" focuses on developing the "1+4" product system for robots, leveraging the advantages of artificial intelligence integration and innovation, accelerating the layout of humanoid robot machines, accelerating the development of four advantageous products: medical health, collaboration, special/public services, and logistics, and creating a highly competitive product system.

According to relevant data statistics, the industry growth rate of robots in the medical field has remained above 30% since 2017, and the market size has increased from less than 3 billion yuan in 2017 to 7.96 billion yuan in 2021; The sales volume of collaborative robots in 2021 was 18623 units, an increase of 87.62% year-on-year; The market size reached 2.039 billion yuan, a year-on-year increase of 76.84%, with a significant increase; The sales revenue of special robots in China reached 6.65 billion yuan in 2020, and it is expected to reach 18.52 billion yuan by 2023; In the past three years, the number of related enterprises for public service robots has increased by 296%, exceeding 100000, and the market size is expected to reach 75.18 billion yuan by 2023; In 2021, the market size of logistics robots in China has reached 12.6 billion yuan, a year-on-year increase of 63.6%, with sales reaching 72000 units, a year-on-year increase of 75.61%.

The "1+4" is precisely the construction of a product system for humanoid robots and medical, health, special, collaborative, and warehousing logistics robots, opening up space for the development of humanoid robots, strengthening the collaborative research and development of humanoid robots and other scene service robots, applying humanoid robots in mature scenarios, breaking through the current bottlenecks in the use of medical, collaborative, logistics, and other scenarios, thereby assisting in the ecological construction and platform building of humanoid robots, Ultimately, it will accelerate its commercial application.

Only with mature products can there be more application scenarios. The comprehensive implementation of "robot+" is an important application of the product system in the "Plan", targeting medical health, intelligent elderly care, safety emergency and other needs. At present, the development of robots in China faces an urgent problem that needs to be solved, which is the lack of scenario applications, making it difficult to commercialize good robot products. The "Robot+" application experience center constructed in the future will create a "prototype room" for robot applications, allowing robots to be accepted in more scenarios, thereby expanding the popularity and consumption of robots.

School enterprise cooperation creates more employment, and majors such as AI robotics have become popular

In the research and development, iteration, and other aspects of robots, high-level talents are indispensable. They are a continuous driving force for the development of the robot industry. The Plan mentions the implementation of a talent enhancement plan, the introduction and cultivation of a group of world-class leading talents and high-level teams in robotics, and the support for university robotics to strengthen discipline construction and cross integrate with relevant disciplines, to cultivate high-level scientific and technological talents who meet the development requirements of the robotics industry and are high-quality and versatile.

The plan will also support cooperation between higher education institutions, research institutions, and robotics enterprises, regularly selecting talents to conduct training and learning in leading countries in the international robotics industry and other provinces and cities in China, committed to cultivating engineering and technical talents, business management talents, and versatile talents. In the future, enterprises will provide a large number of technical positions in the field of "robots+artificial intelligence", and related disciplines will also become popular.

At the same time, the combination of talent and location advantages is crucial. The "Plan" advocates leveraging the innovative resource agglomeration advantages of Zhongguancun Science City, and supports Changping District to take on the transformation of Zhongguancun robot innovation achievements as a guide. These regions have many well-known universities and internet giants, and introducing small and medium-sized robot technology enterprises and unicorn enterprises here makes it easier to seek opportunities for industry research cooperation and create an ecosystem for the transfer and transformation of robot innovation achievements.

Special policy assistance, central and local coordination can accelerate the incubation of achievements

The Plan encourages leading domestic and foreign enterprises to establish robot function headquarters, research and development institutions, training institutions, etc. in Beijing, fully utilizing two markets and resources both domestically and internationally, and utilizing high-end and cutting-edge industries and related special funds to research and assist in the establishment of robot industry centers through sales subsidies, government purchase of services, and other means.

The deep participation of central enterprises and academies in the benchmark construction of robot scenes in the city will guide a batch of innovative achievements to be transferred and transformed in Beijing, which has a great assistance effect on robot start-ups. In addition, with the government's subsidies and the catalytic effect of having the right of first refusal, it is conducive to the formation of a competitive situation for products, promoting other enterprises to update and iterate, and thus accelerating the development of robot technology.