正在热映的《流浪地球2》在兔年春节后进一步带火了机器人赛道。而在春节前，工业和信息化部等十七部门印发《“机器人+”应用行动实施方案》（以下简称方案），明确了机器人行业的发展目标和规划。
受机器人产业相关政策提振以及《流浪地球2》的影响，多只机器人概念股持续走强。截至2月1日收盘，赛为智能三连板，赛摩智能、佳讯飞鸿、精伦电子、汉王科技等10股涨停，新时达、龙洲股份等多股均涨超7%。数字化转型网www.szhzxw.cn
多位接受《证券日报》记者采访的业内人士认为，随着人工智能和机器人技术的不断发展，叠加多产业数字化、信息化、自动化需求的攀升，机器人行业的市场前景备受关注。
机器人产业迎来快速发展期数字化转型网www.szhzxw.cn
为创造“机器人”更多的可能性，上述方案指出，到2025年，制造业机器人密度较2020年实现翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质量发展的能力明显增强。
“机器人的应用将无处不在，我国机器人产业在机器人制造、系统集成等方面拥有一定优势。”北京工业大学信息学部自动化学院教授、博士生导师，北京智能机器人产业技术创新联盟副理事长、全国高校机器人教育联盟副理事长左国玉对《证券日报》记者表示，上述方案致力于尽快推动机器人相关技术创新，尽快形成机器人应用技术规模，将进一步推动机器人产业的长足发展，在社会民生、工业制造、农业、医疗、物流等诸多方面产生巨大影响。
目前我国人口老龄化趋势明显，劳动力成本逐年上升。人口结构改变叠加下游需求增加，也将进一步促进机器人行业的发展。
方案也提到，未来机器人应用场景将不断拓宽，特别是医疗、养老等行业将催生大量服务机器人需求。
“机器人产业的发展还能够减缓老龄化对我国的影响，提高工作效率。”左国玉也进一步提到。
根据GGII数据显示，2022年中国工业机器人销量预计达到30.3万台，同比增长约15.96%，全球销量占比超过50%，我国连续九年成为全球最大工业机器人消费国，稳居全球第一大工业机器人市场。
中金公司发布的报告显示，2022年第四季度机器人行业已率先复苏，尽管11月—12月制造业短期受额外负冲击，但中期内需拐点已较为明确，预计2023年第二季度是拐点向上观察窗口，2023年弹性可期。
商业前景乐观
上市公司积极布局数字化转型网www.szhzxw.cn
从计划到实施，机器人产业有望实现“一路生花”。
上述方案提出，聚焦10大应用重点领域，突破100种以上机器人创新应用技术及解决方案，推广200个以上具有较高技术水平、创新应用模式和显著应用成效的机器人典型应用场景，打造一批“机器人+”应用标杆企业，建设一批应用体验中心和试验验证中心。
机器人赛道的火热吸引了不少上市公司加速布局。
海得控制1月31日在投资者互动平台表示，公司人工智能机器人的应用融合于系统解决方案中，相关产品是与国内外产品供应商共同合作开展相关行业的应用。公司还表示，储能系统核心的PCS、BMS、EMS等产品已经应用于所承接的储能电站项目，市场反映良好。
1月31日，初灵信息也在互动平台表示，公司的智能对话平台是基于人工智能技术，以Chatbot方式面向用户提供多媒体智能应答服务，已拥有AI智能客服、智能外呼、文本机器人、来电助理、智能培训等成熟应用。数字化转型网www.szhzxw.cn
北京格镭信息科技有限公司CEO王志举向《证券日报》记者表示，机器人的应用前景广阔，在服务、巡检、加工、仓储等领域有着可观的市场空间，围绕这些场景将会产生巨大的商业价值。为企业节约用人成本，提高工作效率，完善服务体验，通过新型智能化手段为社会带来高效、便捷的生产方式。在未来几年内，机器人行业将会快速发展，工业机器人会保持巨大的市场空间，服务机器人需求潜力凸显，特种机器人应用场景不断扩展，机器人产业链将会不断发展健全。
对于机器人行业整体发展趋势，左国玉表示，我国机器人的市场空间十分庞大，有非常好的商业前景和发展价值，已经在诸多行业和领域有了不错的发展基础。
高工机器人认为，2022年机器人行业销量低开平走，但考虑到疫情扰动日益减弱，新能源汽车、锂电、储能等行业2023年对机器人的需求有望延续增长，预计2023年行业弹性或更优，国产品牌或以新能源行业为抓手继续突围。
翻译：
The current hit The Wandering Earth 2 has further inflamed the robot circuit after the Chinese New Year. Before the Spring Festival, 17 departments including the Ministry of Industry and Information Technology issued the “Robot +” Application Action Implementation Plan (hereinafter referred to as the plan). Which defined the development goals and plans of the robot industry.数字化转型网www.szhzxw.cn
A number of robot stocks continued to strengthen due to policies related to the robot industry and the impact of The Wandering Earth 2. As of the close of trading on February 1, Saiwei Intelligent three consecutive board, Saimo Intelligent, Jiaxun Feihong, Jinglun Electronics, Hanwang Technology and other 10 shares rose by the limit, Xinshidar. Longzhou shares and other shares rose more than 7%.
A number of industry insiders interviewed by “Securities Daily” reporters believe that with the continuous development of artificial intelligence and robot technology. Superimposed multi-industry digitization, information, automation demand is rising. The robot industry’s market prospects have attracted much attention.
The robot industry has ushered in a period of rapid development
To create more possibilities for “robots,” the plan states that by 2025, the density of robots in manufacturing will double from 2020. The depth and breadth of applications in service robots and special robots will be significantly increased. And the ability of robots to promote high-quality economic and social development will be significantly enhanced.
“The application of robots will be everywhere, and China’s robot industry has certain advantages in robot manufacturing, system integration and other aspects.” Zuo Guoyu, professor and doctoral supervisor of Automation College of Information Science Department of Beijing University of Technology, vice chairman of Beijing Intelligent Robot Industry Technology Innovation Alliance and vice chairman of National University Robot Education Alliance, told Securities Daily that the above plan is committed to promoting robot-related technology innovation as soon as possible, and forming the scale of robot application technology as soon as possible. Will further promote the rapid development of the robot industry, in social livelihood, industrial manufacturing, agriculture, medical care, logistics and many other aspects of a huge impact.
At present the tendency of our country’s aging population is obvious and the labor force cost rises year by year. Demographic changes combined with increased downstream demand will also further boost the development of the robotics industry.数字化转型网www.szhzxw.cn
The plan also noted that future robot application scenarios will continue to expand, especially in medical care. Elderly care and other industries will generate a large number of service robot demand.
“The development of the robot industry can also slow the impact of aging on the country and improve work efficiency.” Zuo Guoyu also further mentioned.
According to the data of GGII, the sales volume of industrial robots in China is expected to reach 303,000 units in 2022. With a year-on-year growth of about 15.96%, accounting for more than 50% of the global sales volume. China has been the world’s largest consumer of industrial robots for nine consecutive years. And remains the world’s largest industrial robot market.
The report released by China International Capital Corporation shows that the robot industry has taken the lead in the recovery in the fourth quarter of 2022. Although the manufacturing industry suffered additional negative impact in the short term from November to December. The inflection point of domestic demand has been more clear in the medium term. It is expected that the second quarter of 2023 is the upward observation window of the inflection point, and 2023 is a flexible period.
Positive business outlook
Active layout of listed companies
From the plan to the implementation, the robot industry is expected to achieve “flowers all the way”.
The above plan proposes to focus on 10 key application fields, break through more than 100 kinds of robot innovative application technologies and solutions, promote more than 200 typical application scenarios of robots with high technical level, innovative application modes and significant application effects, build a batch of “robot +” application benchmark enterprises. And build a batch of application experience centers and test and verification centers.
The hot robot track has attracted many listed companies to accelerate the layout.
Haidecontrol said on the investor interactive platform on January 31 that the application of the company’s artificial intelligence robot is integrated into the system solution. And the related products are carried out in related industries in cooperation with domestic and foreign product suppliers. The company also said that PCS, BMS, EMS and other products. The core of energy storage system, have been applied to energy storage power station projects undertaken by the company. And the market has responded well.
On January 31, Chu Ling Information also said on the interactive platform that the company’s intelligent dialogue platform is based on artificial intelligence technology, providing multimedia intelligent response services to users in the form of Chatbot. It has mature applications such as AI intelligent customer service, intelligent outbound call, text robot, incoming assistant, intelligent training, etc.
Beijing Grum Information Technology Co., LTD. CEO Wang Zhiju told “Securities Daily” reporters
Wang Zhiju, CEO of Beijing Grum Information Technology Co., LTD., told Securities Daily that robots have broad application prospects and considerable market space in service, inspection, processing, storage and other fields. Around these scenarios, huge business value will be generated. For enterprises to save the cost of employment, improve work efficiency, improve service experience. Through the new intelligent means to bring efficient and convenient production mode for the society. In the next few years, the robot industry will develop rapidly, industrial robots will maintain a huge market space, service robots demand potential highlights, special robot application scenarios continue to expand, robot industry chain will continue to develop and improve.数字化转型网www.szhzxw.cn
As for the overall development trend of the robot industry, Zuo Guoyu said that the market space of Chinese robot is very large. Has very good business prospects and development value, and has a good foundation for development in many industries and fields.
Gao Gong Robot believes that the robot industry sales in 2022 will be flat, but considering the weakening of the epidemic disturbance, the demand for robots in 2023 in new energy vehicles, lithium electricity, energy storage and other industries is expected to continue to grow. It is expected that the industry elasticity or better in 2023, domestic brands or new energy industry as the starting point to continue to break through.
本文由数字化转型网（www.szhzxw.cn）转载而成，来源：证券日报之声；编辑/翻译：数字化转型网宁檬树。
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