New Energy Vehicle Companies Have Laid Out Robot Tracks?!
Xiaopeng penghang, an ecological enterprise of Xiaopeng automobile, announced the completion of the signing of round a financing, which exceeded US $100 million. One of the leading investors in this round of financing is IDG capital, and Xiaopeng automobile and other shareholders follow the investment. Public information shows that this is the largest single financing of bionic robots in China in the past two years.
Several giants scrambled to lay out robot business
As a matter of fact, Xiaopeng is not the only car manufacturer who is interested in the robot track. In 2021, Tesla, a new energy automobile giant, also made a high-profile announcement to enter the robot field. In the same year, Hyundai Motor Group announced that it had completed the acquisition of Boston power, holding 80% of the shares of Boston power.
At the same time, Geely Automobile, a domestic local automobile enterprise, and Hubei Yikatong established Jika intelligent robot Co., Ltd. in March this year, Geely also rapidly invested in Kejie robot through its affiliated company Hangzhou woyun equity investment partnership (limited partnership) and Geely maijie Investment Co., Ltd., accounting for 10% of the shares.
SAIC GM Wuling will build a million million pure electric new energy platform, a million hybrid new energy platform, and five 10 billion industries such as batteries, electric drives, electronic controls, business services and robots. Among them, “10 billion robot industry” is one of the highlights, mainly focusing on intelligent robots, intelligent logistics, intelligent production line design, etc., carrying out intelligent manufacturing plant transformation and intelligent upgrading, improving the intelligent and networked level of new energy vehicles, and the application of new materials in new energy vehicles.
In the following month, SAIC Motor Group invested and established Chongqing saichuang Robot Technology Co., Ltd. through its wholly-owned subsidiary.
In addition, Xiaomi has made new progress in building cars! Recently, the bidding agency was entrusted to release the recruitment announcement of suppliers for the whole vehicle welding line project of Xiaomi Automobile Technology Co., Ltd. in April, inviting suppliers from all over the country to participate in the bidding. At present, the robot body enterprise esten, which has been firmly established in the field of auto parts, and the auto parts manufacturers such as Meili technology and Sanhua intelligent control are also actively promoting the cooperation with Xiaomi automobile.
The entry of many automobile technology manufacturers into the robot track undoubtedly brings new topics and imagination, which will greatly broaden the boundaries of robots, and the robot ecology is expected to be continuously enriched, which is conducive to the development of the industry. At the same time, a new round of capital tide will stir up new concepts. For the hard science and technology field, it may be more pragmatic and innovative.
The market prospect is broad, and domestic substitution is accelerated
According to the data of IFR and China Electronics Society, it is estimated that the scale of China’s robot market in 2021 will be about 83.9 billion yuan, accounting for 37.3% of the global share, and the compound growth rate from 2016 to 2023 will be about 18.3%. Among them, the market scale of industrial robots, service robots and special robots is 44.57 billion yuan, 30.26 billion yuan and 9.07 billion yuan respectively, accounting for 53%, 36% and 11% respectively.
“As a typical representative of intelligent manufacturing equipment, the robot conforms to the general direction of manufacturing upgrading and has broad prospects for development. The release of Tesla robot has the role of an industrial weathervane and will lead the whole industry into a more pragmatic thinking stage. The disruptive innovation brought by technology drive also brings new historical opportunities. The relevant core parts manufacturers have already had corresponding technical reserves and are expected to enter the era of humanoid robots that Tesla will soon open Take the lead in benefiting. ” Zhou Jia, a researcher of Yihu investment, said this to the reporter.
At present, robots have become the main business of many A-share listed companies, such as Easton, julun intelligent, zhongdalide, Zhenbang intelligent, and Hagong intelligent. Earlier, giant ship intelligence harvested 10 boards in 14 days, which attracted market attention.
As the manufacturing industry begins to recover, the demand for industrial automation begins to repair, and the process of domestic substitution is accelerating. First, the manufacturing industry is recovering as a whole, and the demand for robots is strong; Second, new energy vehicles, lithium batteries, photovoltaic and other high prosperity downstream enterprises continue to expand their production.
On the whole, compared with the previous two years, this year’s investment focus has shifted and focused. In the past, mobile robots, cooperative robots, distribution robots and other fields were hot racetracks and also the focus of capital. In 2022, there will be a relatively big change. Changes at the macro level will bring changes at the meso and micro levels. Many robot companies have increased pressure this year, but we can also see the rise of many innovative fields, such as humanoid robots and foot robots.
Of course, there are also companies crossing into the robot industry. As early as 2016, Midea Group entered the robot and automation industry through the acquisition of KUKA; Gree Electric, through its wholly-owned subsidiary Zhuhai Gree Intelligent Equipment Co., Ltd., has arranged robot related businesses, and its products cover more than 10 fields such as servo robots, industrial robots and unmanned automatic production lines.
Chairman of Xiaopeng automobile CEO he Xiaopeng said: “In recent years, both the intelligent travel industry and the intelligent robot industry have developed rapidly at a speed that exceeds expectations. This also makes us more confident that the high-tech era that once belonged to the imagination may become a reality in the hands of our generation. I believe that the manufacturers of intelligent cars will be the manufacturers of intelligent robots in the future. I believe that intelligent cars and intelligent robots will be the same industry in the future. And It can produce an effect of 1 + 1 > 2. “
New energy vehicle enterprises have arranged to join the robot track, which also adds new possibilities for the development of robots; It is also a new challenge for new energy vehicle enterprises. In recent years, many new energy vehicles have come to the SIAF Guangzhou automation exhibition through groups, including BYD, GAC Honda, and Xiaopeng automobile.
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