The hottest survey on 92 robot enterprises after r

2022-08-14
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The World Health Organization (who) officially announced yesterday morning that the outbreak of COVID-19 has constituted a global pandemic

by the time of the press conference, according to the national reports received by who, 118000 cases of covid-19 have been confirmed worldwide, affecting more than 110 countries, resulting in the loss of nearly 4300 lives

this situation means not only the escalation of the severity of the epidemic, but also the escalation of the difficulty of fighting the epidemic

looking back at this epidemic period in China, the shortage of masks has made mask production lines hot, the shortage of medical staff has made distribution popular, patrol monitoring has made automatic temperature measuring robots popular, and logistics robots appear in material warehouses and the streets of Wuhan

under the epidemic, the manufacturing industry is facing an unprecedented test, At the same time, the emergence of labor shortage has also opened a new imagination of the machine new material industry to realize the continuous integration of people and intelligent manufacturing industry upstream and downstream

for more than a month, senior engineering robot has made continuous research on the resumption of work and the impact of the epidemic in the upstream and downstream enterprises of the robot industry chain, involving 92 enterprises such as parts suppliers, robot ontology manufacturers, AGV enterprises, system integrators and intelligent manufacturing integrated service providers

among the sample enterprises, parts suppliers accounted for 36%, robot ontology manufacturers accounted for 31%, AGV enterprises accounted for 15%, system integrators and intelligent manufacturing integrated service providers accounted for 12%, and others accounted for 6%

the chairman, general manager, founder, marketing director and sales director of the company communicated with us. They shared the progress of the current resumption of work and production, as well as a series of topics such as helplessness, resistance and hope under the shadow of the epidemic

helpless

robot enterprises have experienced all the difficulties commonly faced by enterprises in resuming work and production: from the impassability of vehicles, the closure of distribution warehouses, the lack of epidemic prevention support materials, to the closure of office space, and the inability of drivers to work

even if we return to work, the challenge has just begun

supply chain jam

supply chain disruption is one of the biggest difficulties faced by many companies to resume work since the outbreak. In terms of upstream parts supply, the core components of robots such as reducers, controllers and servo systems are mainly produced by large enterprises, so the supply is in good condition

non core parts and components such as non-standard products outsourced by each party are mainly produced by small enterprises, and the shortage of workers is prominent, so it is difficult to match them. In addition, these enterprises are located in different regions of different cities, have different policies and procedures, and have different recovery time, which makes it difficult to match each other

with the shortage of supply, the price of some raw materials rises, which leads to the decline of overall production capacity and the rise of procurement costs, further affecting the delivery time of products

the survey found that at present, the production capacity of parts and components has been restored by about 30%, the production capacity of robot body has been restored by about 60%, and the business recovery of system integrators is only 20% - 30%. The productivity recovery of the domestic robot industry is low at both ends and high in the middle

logistics and transportation pause

in addition to the materials necessary for the epidemic, various checkpoints have been set up throughout the country, and the suppliers' raw materials and parts cannot enter, and the products cannot be transported out after the resumption of production; At the same time, restrictions on personnel mobility have led to difficulties in market development, especially in overseas businesses

orders shrink

I can't sleep without approval to resume work; I can't sleep without the approval of resumption of work; Now that I return to work, I can't sleep any more

this sentence has become a true portrayal of the bosses of robot Enterprises: at first, they were worried that the employees would not come back, and after returning to work, they were worried that the employees would come back and have no work to do after making a stunt

in fact, the epidemic will directly cause the demand of some terminal enterprises to return to zero. Some robot enterprises mainly complete the orders signed last year, and some robot enterprises have no orders on hand and have to return to work. When the inventory is exhausted and there is no time to replenish, it is the time for the test to come

for integrators, they will worry that the factories of their customers will be closed, and the accounts receivable will not be collected at the end of last year. At the same time, most of the end customers' orders have been delayed

therefore, many robot enterprises' production expansion plans have been suspended, while upstream parts enterprises prefer to make standard products

escalation of delivery pressure

due to the delayed commencement of some factories, some are unwilling to engage in management work, resulting in the orders of robot enterprises can not be delivered on schedule. Some end customers will understand during the special period of the epidemic, but the enterprises still face the risk of default compensation, even the loss of customers, declining reputation and other situations, facing the double difficulties of tight capital chain and production delivery

resist

more than 30% of the robot enterprises surveyed believe that the industry will have short-term fluctuations affected by the epidemic. During this period, how can enterprises turn the pressure of the epidemic into the driving force of their own transformation and upgrading? How to succeed through differentiation

Under the epidemic situation, many robot manufacturers and integrators have switched to mask machines and production lines, achieving revenue and profits to a certain extent. However, at present, there are few successful shipments and debugging. In the process of changing production, some parts are difficult to match in place, and it also needs a process to debug the machine to reach the design capacity. It is estimated that the shipment of mask machine and production line will be relatively smooth until April

due to the change of production, the original business of some robot enterprises will stagnate. Insiders said: Recently, I received some orders, which made me cry and laugh. Customers all wanted to cash in. When I inquired, the order that was years ago had been sent to friends. Because friends all went to make masks, they couldn't deliver the goods

seize the R & D window period

for R & D enterprises, the epidemic is a buffer period for them to focus on improving product performance

in addition, many mobile robot enterprises have urgently developed the products of the war epidemic company. On the one hand, it provides intelligent equipment for the automation upgrading of the manufacturing industry, on the other hand, it also vigorously enters the commercial and even civil markets, providing possibilities for logistics distribution, public environment disinfection and sterilization, cleaning and inspection in a larger field

service quality improvement

for production-oriented enterprises, they can seize important customers and provide special services. System integrators can serve existing customers well, complete and collect money as soon as possible, ensure safe operation, and strengthen cooperation with local robot ontology manufacturers

in order to fully support the resumption of work and production of enterprises, some ontology manufacturers have proposed a number of upgrade services: users who place an order for Robots before March 31, do not need to wait, and ship on the same day; 3-month interest free installment payment or discount; Free after-sales extension for half a year; All regular customers will receive a free return visit service, and all spare parts will be subject to a 30% discount, which is valid for 365 days from now on; Provide all customers with a new process test and evaluation service free of charge, which will be effective within 365 days from now

speed up mergers and acquisitions integration

the epidemic has accelerated the integration speed of the industry to a certain extent, reduced the consumption of the protracted war, made the industry pattern clearer, and finally the rest is the king

therefore, some leading enterprises will choose to expand against the trend and speed up complementary mergers to achieve their own rapid development. At the same time, it can also promote industry integration, benign competition and the situation that the strong are always strong

the rise of online marketing in enterprises

affected by the epidemic, many offline large-scale exhibitions have been postponed, and online publicity has become the favorite of enterprises during the epidemic. According to the survey, many enterprises adopt the marketing mode of online publicity, including cloud exhibition, live broadcast, evaluation, classroom, etc

in the wave of Shanghua, leading large enterprises will increase investment and expand marketing channels; However, small and medium-sized enterprises are at a disadvantage due to their backward online process and insufficient investment

I hope that 11.5% of enterprises are optimistic about the prediction of the future of the industry. In the first half of the year, the market shrank due to order delivery and customer funding constraints, but I believe the government will introduce corresponding policies, and the market will increase significantly in the second half of the year; 34.4% of enterprises believe that the impact in the industry is short-term, and the impact throughout the year is not significant; 6.6% of enterprises are pessimistic, saying that they are currently losing money every month and their annual performance is not optimistic. In addition, 47.5% of enterprises hold a wait-and-see attitude, believing that the impact of the epidemic is difficult to assess for a long time

most industry insiders said that the first half of the year was difficult, and the demand for domestic automation transformation is expected to increase as the epidemic is controlled in the second half of the year. However, even if the order comes, the collection may be postponed to next year

specifically, the orders of distribution robots, restaurants and hotels will show explosive growth, and the demand related to epidemic prevention and control such as collaborative robots and automatic temperature measuring robots will also increase rapidly. However, the output value of such products accounts for a low proportion. Therefore, it is expected that the output value of the domestic machine industry will decline by about 15% to 20% year-on-year in 2020

in the past, most of the high-quality system integrators cooperated with foreign robot brands. This year, foreign-funded enterprises focus on ensuring profits, while local robot manufacturers focus on restoring production capacity. They can make profits and support each other with system integrators. Gaogong robot predicts that the localization rate of China's robot market in 2020 will increase faster than in previous years due to the epidemic. Last year, the localization rate reached 30%, and this year will increase by 10% - 15%

generally speaking, the epidemic will bring impact to the robot industry in the short term and good in the long term. 3C digital, automobile, new energy, medicine and food industries will bring new opportunities for robots

after this epidemic, it has become the consensus of the industry to be less human, unmanned and intelligent. We cannot predict when the next black swan incident will happen and what consequences it will bring. Therefore, the traditional production mode should be reformed so that it can not only dynamically adapt to the tide of production, but also be applicable to multiple categories. Automated and flexible production has become an examination question that must be answered for the development of enterprises, rather than a comparative act of simply calculating costs

in addition, the sudden epidemic will accelerate the promotion of some cloud applications in the short term. The next step includes capacity collaboration, professional production and processing services, remote equipment operation and maintenance services, on-site repair service platform, professional training and other new industrial interconnection models are expected to be further implemented

stimulating domestic demand and consumption is an important way to solve social difficulties. Based on this, the new infrastructure wave is rolling in

On February 25, the Ministry of industry and information technology issued the guiding opinions on orderly promoting the resumption of work and production of industrial communication enterprises. Among them, special mention was made of supporting strategic emerging industries such as new energy vehicles, 5g, industrial interconnection, integrated circuits, additive manufacturing, intelligent manufacturing, new display, energy conservation and environmental protection

on March 4, the Standing Committee of the Political Bureau of the CPC Central Committee pointed out that it is necessary to increase investment in public health services and emergency material support, and speed up the construction of 5g networks, data centers and other new infrastructure

on March 5, the Guangdong Development and Reform Commission issued the notice of "Guangdong 2020 key construction project plan". It is understood that among the 1230 key projects with a total investment of 5.9 trillion yuan, there are not only new infrastructure projects such as 5g, data center, rail transit and UHV, but also major industrial investment plans such as intelligent manufacturing and biomedicine

in 2020, more entrepreneurs and practitioners in the robot and intelligent manufacturing industry will have

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