Insight into the path of business transformation

Ma Hongbin told reporters that in the past decade, industrial robots have been accompanied by continuous development of the manufacturing industry. Simple repetition, tediousness, and dangerous work can all be done by robots, which inevitably drives the market demand for robots. He pointed out that China's robot density is far below the world average. From a global point of view, the top three robot density rankings are Korea, Japan, and Germany.

Ma Hongbin, a professor at the Institute of Automation at the Beijing Institute of Technology, said in an interview with this reporter that one of the weaknesses in the development of domestic industrial robots is the high-end, technically complex six-axis or more articulated robots. Foreign companies account for about 90% of the robot market in China. The core components are the profit centers of industrial robots. In particular, servo motors and speed reducers are the most important factors restricting the cost reduction of domestic industrial robots. Ma Hongbin said that in recent years, there have been a few robotic listed companies that rely on state financial assistance policies to survive. Listed companies do not necessarily represent the highest level of technological R&D. From the perspective of the net profit of robotic listed companies, the domestic focus is on core technology research and development. Corporate net profit is higher than that of listed companies, which mainly consist of assembly and processing, and he believes that the upstream companies that have mastered the core technologies will have more say in the industry than the listed companies without core technologies in the industry.