As China's demographic dividend disappears, robots are not only replacing workers in manufacturing, but also replacing humans in the fields of military, service, entertainment, etc. "Iron Man" is not only in American science fiction movies, but is entering us. life. This report analyzes the robot industry and leading listed companies, compares the technical routes, development paths, and downstream market distribution of the robot industry in Japan, the United States, and Germany, predicts the development direction and space of the domestic robot industry, and explores the tenbager of the Chinese stock market.

(1) The service robot is a young member of the robot family, and its positioning is service. The current marketization of service robots in the world is still in its infancy, but it is growing rapidly due to the rigid drive and aging and other rigid drives and technological development. According to the reports from marketsandmarkets, the global service robot market in 2012 was 20.73 billion US dollars. It is estimated that the compound annual growth rate will reach 17.4% in 2012-2017 and reach 46.18 billion US dollars in 2017. The industry space is huge, and China will become a latecomer, and the growth rate will be faster.

(2) At present, at least 48 countries in the world are developing robots, and 25 of them have been involved in the development of service robots. In Japan, North America and Europe, there are now more than 40 types of service robots in seven types of experimental and semi-commercial applications in the field of service robots. The development is in the forefront of the countries, the Western countries are represented by the United States, Germany and France. Asia is represented by Japan and South Korea. In 2012, China formulated the “Twelfth Five-Year Plan for Service Robot Technology Development” to support the development of the industry.

Foreword

Our 2014 robot industry report series is divided into two parts: industrial robots and service robots. Although the Chinese robots are still in the initial stage, the domestic six-axis robots produce less than 2,000 units, and the core component reducers are almost imported. However, the Chinese market has become the world's largest market, with huge potential demand in the manufacturing, logistics, service and military sectors. In the past two years, China's robot industry investment is also in full swing. Dozens of listed companies have announced their entry into the robotics field. At the same time, the key technologies and core components of robots have not yet been broken, and the research and development personnel are in short supply, and the production capacity of low-end robots is repeated. Is there any excess of domestic robot production capacity? What kind of strategy should Chinese robotics companies adopt? In which application areas is China expected to achieve import substitution? What is the space for industrial robots, service robots, and military robots in the future? This report analyzes the robot industry and the world's leading listed companies, compares the technical routes, development paths, and downstream market distribution of the robotics industry in Japan, the United States, and Germany, and forecasts the development direction and space of the domestic robot industry, hoping for the robot industry, one or two. Level market investment has helped to tap China's tenbager.