Recently, the National Bureau of Statistics released data on the output of industrial robots: in December 2021, the output of industrial robots was 35,175 units, a year-on-year increase of 15.1%. In 2021, the output of industrial robots will be 366,044 units, a year-on-year increase of 44.9%, setting a new record.
The growth rate of industrial robot production declined in December, but it still maintained a high level
In December 2021, the output of industrial robots was 35,175 units, a year-on-year increase of 15.1%. The output of industrial robots in December 2020 was the highest monthly output in 2020, with an output of 29,706 units, nearly 50% higher than the average monthly output in 2020. It is particularly rare that the output of industrial robots in December 2021 achieved a growth of 15.1% on the basis of the high base in the same period in 2020. We also see that as the base becomes higher and higher, there is a marginal diminishing effect on the growth rate of industrial robot production.
The monthly production of 35,175 units in December 2021 is second only to the production in June 2021, ranking second in history. In general, industrial robots still maintained a high output and growth level in December.
In 2021, the output of industrial robots was 366,000 units, a year-on-year increase of 44.9%, and the annual output of industrial robots in 2021 was 366,000 units, a year-on-year increase of 44.9%. This is the second consecutive year of high growth. In 2021, the output of industrial robots reached the highest level in history and ended successfully. Benefiting from the industrial trend of automation and intelligence in my country's manufacturing industry, my country's industrial robot industry is booming, and its accelerated penetration is obvious.
The high growth and resilience of manufacturing investment, combined with strong export demand, will bring about a high degree of prosperity for the industrial robot industry in 2021
The manufacturing PMI has stopped falling and recovered from November 2021. From October to December 2021, the manufacturing PMI was 49.2, 50.1, and 50.6, respectively, and the manufacturing PMI production index was 48.4, 52, and 51.4. There is a clear uptick. The cumulative growth rate of fixed asset investment in December 2021 was 13.5%. Although it fell slightly from the previous month, it still maintained a high growth level, reflecting the strong resilience of manufacturing investment. In addition, the export data in December still maintained a good state. The export value in December increased by 20.9% year-on-year in the month, and basically maintained a high level of growth of more than 20% throughout the year. These optimistic factors also brought about a rebound in industrial robot output data in November and December.
Looking at the whole year, the fixed asset investment in the manufacturing industry has one of the fastest growth rates of fixed asset investment in all major industries. Unlike real estate fixed asset investment and infrastructure fixed asset investment, which were high and then low, especially in the second half of the year, which began to decline sharply or even negatively grow, fixed asset investment in the manufacturing industry has always maintained strong resilience, and has always maintained a 1% guarantee of 3% above. This is also one of the core driving forces for the high growth rate of industrial robot production in 2021. In addition, benefiting from foreign epidemic factors, foreign supply has been relatively greatly affected. In 2021, export demand has maintained a state of rapid growth, and the export value in 2021 will increase by 29.9%. From the perspective of downstream demand industries, industrial robots are mainly downstream of automobiles and 3C industry fixed asset investment is relatively high, especially the 3C industry fixed asset investment has always maintained a high level of more than 20% throughout the year, and automobile production in 2021 (full year +4.8%) , mobile phone shipments (full year +13.9%) also bottomed out, reversing the negative growth trend for many years. The resonance of various factors will drive the rapid growth of industrial robots in 2021.
Industrial robots are one of the core drivers of my country's intelligent manufacturing 2025, which will benefit from the upgrading of my country's manufacturing industry in the medium and long term, and are autonomous and controllable.
Industrial robots are one of the core drivers of my country's intelligent manufacturing 2025, and the core link of my country's machine substitution and manufacturing industry upgrading. The medium and long-term driving force for the development of my country's industrial robot industry is still the upgrading of my country's manufacturing industry, automation, intelligence, and networking. At present, my country's manufacturing industry is still in its infancy, and my country's industrial robots still have a large room for growth in the medium and long term.
We believe that industrial robots are the core starting point for the upgrading of the manufacturing industry. The growth of the industrial chain is sustainable, and the domestic substitution strength and logic are strong. The core targets deserve high attention and strategic allocation. It is recommended to pay attention to the domestic industrial robot host and the three core listed companies.
Risk warning: 1: The growth rate of manufacturing investment is lower than expected; 2: Export demand is lower than expected; 3: The demand of downstream industries such as automobiles and 3C is lower than expected; 4: Raw material prices continue to rise.
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