[Observation] The industrial robots behind the exaggerated competition for the government's competition is internal friction.

The annual output of Chinese industrial robots was 72,000 units, an increase of 34.3% over 2015. From 2013 to 2015, China has become the world’s largest sales robot of industrial robots for three consecutive years, and accounts for an average of 1/4 of global sales each year.

With the acceleration of transformation and upgrading of the manufacturing industry, industrial robots, as an emerging strategic industry, are becoming the focus of competition among capital and local governments. They are rushing into the tide of robot development. As of the end of 2016, there were about 3,000 companies involved in the production of robots in China, and there were more than 50 industrial parks based on the development of robots.

Recently, the industry and experts have expressed that an industry with less than 100 billion yuan in price has caused local governments to have such high development enthusiasm to be alert to the problem of over-investment and low-end high-end products. As an emerging strategic industry, is the development of industrial robots really as described above? What are the root causes of this series of problems?

Behind the scenes is the exaggeration

“The demand for the transformation and upgrading of China's overall manufacturing industry has stimulated the development of China’s industrial robots.” Song Xiaogang stated that under the supply side, China's manufacturing industry is facing the status of cost reduction, efficiency increase, and quality improvement, and the use of new machines to produce functional diversity The product meets the market demand and is a difficult problem for the manufacturing industry. In the new international industrial revolution and economic reforms, the United States has proposed the return of manufacturing industries, German industry 4.0, and the robot development strategy proposed by Japan. Each developed country regards robots as one of the focuses of the new round of industrial layout.

From the national level to the local government, it is right to encourage and encourage the development of industrial robots, and there is nothing wrong with the general direction. The transformation, upgrading, digitization, and intelligent development of robotics are a key intelligent equipment. The huge potential of market demand and the high level of attention and support of the country's top management have caused local governments and various sources of capital to rush into the wave of development of industrial robots, and they want to take their place in the next round of emerging industry development. At present, there are about 3,000 companies in the entire industry chain related to R&D, manufacturing, sales, and system integration related to the robotics industry. The scale of the company ranges from a few people to two to three hundred people.

At present, Shanghai proposes to build China's largest robotic industrial park. Chongqing says it will create a robotic industry scale of RMB 150 billion by 2020. From Harbin, Chengdu, Shanghai, Anhui and other places, local governments in many large and medium-sized cities have expressed their willingness to provide capital financing and policy support to attract the robot industry to settle down. The relevant materials show that as of the end of 2015, 28 provinces and municipalities across the country have clearly identified robots and key components as development priorities.

Song Xiaogang, executive chairman and secretary-general of the China Robotics Industry Alliance, said in an interview with the China Enterprise Watch newspaper that the current industry robotics industry has indeed seen a phenomenon of “bump-up” and there are more than 50 robotic industrial parks under construction and in the country. "Everyone's enthusiasm actually reflects the exaggeration of this industry." Yao Zhimin, deputy secretary-general of China Robot Industry Alliance, said in an interview.

Local race chasing is internal friction

Kunshan, which is based on the “manufacturing industry”, is located between Shanghai and Suzhou. Its unique geographical location makes it a “foreign trade center”. It is the most important laptop industry in the country and has gathered a large number of traditional manufacturing enterprises such as electronics and machinery. With the supply-side reforms, a large number of traditional manufacturing industries in Kunshan are faced with related issues such as the transformation and upgrading of industrial technologies, which provide the necessary basic customer base for the development of industrial robots in Kunshan.

A document from the Kunshan Municipal Government showed that in January 2016, the Kunshan municipal government issued the basis of the “Fundamental Policies on Promoting the Transformation, Upgrading, Innovation, and Development of Financial Support” (Kunmin Committee [2015] No. 28) in Kunshan City Party Committee and Municipal Government. The "Some Policy Opinions on Accelerating the Development of Robotics and Intelligent Manufacturing Industry in Kunshan City" (hereinafter referred to as the "Opinions") has promulgated 12 different funds from the application fields of enterprise procurement, industrial robot system integrators to investment research and development, and innovation. Supporting policies, each awarding support fund ranges from tens of thousands of yuan to tens of millions of yuan. Since 2008, Kunshan Robotics Industrial Park has settled in more than 30 companies, attracting high-end, mid-to-high-end companies in the domestic and international robotics fields such as KUKA, Gaochun, Muse, Huaheng, and Yongnian Laser to form a robot body. , spare parts, vision, system integration and other complete industrial robots up and down the entire industrial chain. Kunshan Hi-tech Zone Robot Industry Park was listed as the top 3 of the top 10 robotic industrial parks in the country. In 2010, it was approved by the National Torch Center of the Ministry of Science and Technology as the special robotic industrial base of the Jiangsu Torch Program, covering an area of ​​110 mu. Chen Zhijun (a pseudonym), who is responsible for investment promotion, said that although the robot is currently very hot, it is not enough to become a pillar industry for local economic development. For the future development potential, the government decided to push back from behind to promote the development of industrial robots. However, the government's policy subsidy and promotion is only a enthusiasm for the development of local industrial robots in the country.