As the problem of difficult parking in cities has existed for a long time, and the land in cities is increasingly scarce and tense, how to solve the problem and save land has become a breakthrough direction for science and technology enterprises.
Recently, the news that CIMC contracted to build the world's largest robot parking lot has attracted wide attention from the society, opening up the market imagination for AGV robot parking.
The financing amount of AGV industry in the first half of the year exceeded 4 billion
In recent years, with the increasing demand for intelligent upgrading in the manufacturing industry, the AGV industry has ushered in development. From 2017 to 2019, mobile robot was one of the hot spots in the robot industry in terms of the number of financing cases and amount of money or industry popularity. In 2019, there were 13 financing events in this field, and the amount of financing was nearly 1.8 billion yuan.
In 2020, the Chinese market added 41,000 industrial application mobile robots (AGV/AMR), up 22.75% compared with 2019, and the market sales reached 7.68 billion yuan, up 24.4% year on year. Among them, there are 23 enterprises with revenue exceeding 100 million yuan.
In terms of specific enterprises, Syrius Torch star as early as January 2020 received more than ten million DOLLARS A+ round of financing, this round led by Sequoia Capital China fund investment.
In terms of market sales, South China, East China and North China are the main regions of mobile robot application demand in the first half of this year. With the development of new energy, construction machinery and other industries, the market demand is strong, which drives the performance of enterprises. For example, the performance of Lingong Intelligence Department in the first half of this year has been close to the whole year of 2020.
In the first half of this year alone, AGV industry financing has exceeded 4 billion yuan, many Internet giants such as Bytedance, Tencent and others have entered the intelligent logistics, according to the Prediction of China Business Industry Research Institute, the market size in 2021 will reach 647.7 billion yuan. More industry prospects, the next few years through trillion is expected.
Not only capital injection, the national level also attaches great importance to. In recent years, the state has issued a series of encouraging policies: accelerate the development of intelligent logistics industry, actively promote the application of emerging technologies and intelligent equipment, improve the automation and intelligent level of warehousing, transportation, distribution and other logistics links. The "14th Five-year" intelligent manufacturing Development Plan issued this year is particularly focused on promoting the in-depth linkage between logistics and manufacturing industry.
Since this year, the AGV industry heat has been continuing:
According to the statistics of The New Strategy Mobile Robot Industry Research Institute and the data of China Mobile Robot (AGV/AMR) Industry Alliance, in the third quarter of 2021, there were 13 financing events in China's mobile robot industry, with a total financing of more than 3 billion yuan. Most of the enterprise products are mainly focused on industrial applications.
From the perspective of capital investment, most enterprises' financing amount in the third quarter exceeded 100 million yuan, which clearly shows that capital investment in mobile robot track is increasing.
And the good news keeps coming:
On September 17, Suzhou Edgeway Robotics Co., LTD held A strategic cooperation round A+ financing signing ceremony at the site of 2021 Global Artificial Intelligence Product Application Expo.
Some AGV brand enterprises even gradually carry out the global layout, such as Kuaicang, starting to lay out the global industry in 2020, the growth of overseas business is very fast, it is expected that in 2021, the overseas business will almost equal the domestic business.
Zhang Peng, a financial commentator, believes that the AGV industry is a relatively mature one. Amazon, the world's no. 1 online retailer, has long explored the use of robotics in warehouses and has been using robotics for nearly nine years since it acquired KivaSystems. So far, about 350,000 robots with actuators have been deployed in warehouses and production lines. Now cimC enter this market, in fact, is a very good opportunity.
According to the public information, CIMC is one of the leading enterprises in the three-dimensional parking industry at the earliest in China. It has accumulated nearly 30 years of experience in the industry and has completed the construction of more than 400 projects with more than 100,000 parking Spaces.
So, AGV robot parking is worth continuing to invest and expand?
Zhang Peng believes that AGV robot parking is the tuyere, especially with industry experience and technology enterprises need to go with the wind. Last year, Chinese leaders attended the 27th APEC Economic Leaders' Meeting via video in Beijing and said, "Digital economy is the future development direction of the world, and innovation is the wing of the Asia-Pacific economy. We need to fully implement the APEC Roadmap for Internet and digital Economy, promote the spread and application of new technologies, strengthen digital infrastructure construction, and bridge the digital divide. "The AGV robot parking lot is the most typical example of digital infrastructure construction.
On the one hand, there is market demand, on the other hand, there is national call, AGV robot parking lot can make up for the shortage of new energy charging equipment in the construction process, is a win-win direction.
Cimc technology and industry recognition advantage highlights
At the urban level, AGV robotic parking means less land is needed to build parking lots, and vacancy rates are expected to decrease, solving a headache for urban policy makers and planners, especially in large cities.
The land saved by the construction of AGV parking lots is a huge amount of money, which is of great significance to local governments and can effectively alleviate the problems of insufficient land reserve and infrastructure construction funds in some cities.
First-tier and second-tier cities in mainland China are facing the problem of insufficient parking Spaces in downtown areas, which has even affected the normal operation of some parks and enterprises. The government and developers have been talking about urban renewal, which actually has a parking lot renewal problem.
Some insiders believe that "parking lot renewal" can be regarded as a sub-concept of urban renewal, which is a direction that the industry should push hard and focus on different occasions. Similar to cimC such enterprise group, brand, technology, and as China's first intelligent stereo garage contractor, with independent intellectual property rights, the number of approved technology invention patent applications first, fully have the opportunity to their own technology and market integration to the maximum extent.
In this sense, cimc contract to build the world's biggest parking lot robot not only shows its own technical strength, in fact also accelerated the large enterprises in AGV track and push the direction of the digital infrastructure, the future there will be more and more enterprises and capital into the track, but large companies because of the reason of technology accumulation, capital, brand, its advantages will be more and more highlighted.
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