On September 7, 2023, at the symposium on promoting the comprehensive revitalization of Northeast China in the new era, "actively cultivate strategic emerging industries such as new energy, new materials, advanced manufacturing, and electronic information, actively cultivate future industries, accelerate the formation of new quality productivity, and enhance new momentum for development." It has aroused great attention at home and abroad.
Focusing on the new economic term of new quality productivity, in January 2024, the first economic work conference, as a macro policy vane, proposed to promote industrial innovation with scientific and technological innovation, especially to promote new industries, new models and new kinetic energy with disruptive technologies and cutting-edge technologies, and develop new quality productivity. It means that in China's economic development strategy system, the importance and support of the development of new quality productivity have been further enhanced.
In February 2024, in the 2024 ** work reports of 31 provinces, a total of 26 provinces' ** work reports focused on "new quality productivity" in a relatively high position. Judging from the list of key projects in 2024 recently released by the local government, projects related to emerging industries and future industries have also become the focus of investment layout.
With the advent of the two sessions, the concept of new quality productivity continues to be hot, so what is new quality productivity? What is the conceptual logic? And what to do? Which companies can be said to meet the standards of new quality productivity? How can the robotics industry keep up with the trend of new quality productivity?
The core connotation and extension of the concept
The People's **" recently published an article mentioning that the new quality of productivity is the quality of advanced productivity that plays a leading role in innovation, gets rid of the traditional economic growth mode and productivity development path, has the characteristics of high technology, high efficiency and high quality, and conforms to the new development concept. The main form refers to the integration of emerging technologies such as artificial intelligence and big data, and promotes the "qualitative" leap and transformation of workers and means of production through technological integration and innovation.
Why should we accelerate the development of new quality productivity? This is due to the fact that new quality productivity is an inevitable requirement for shaping new momentum and new advantages for development. At present, a new round of scientific and technological revolution and industrial transformation is booming, and cutting-edge technologies such as artificial intelligence, biotechnology, and new energy are in the ascendant. The development of new quality productivity is not only conducive to accelerating the pace of industrial upgrading, improving the resilience and safety level of the industrial chain, but also helping to seize the commanding heights of global industrial transformation and market competition, grasp the initiative of development, and promote China's economy to a higher level.
Therefore, according to this understanding, new quality productivity is simply a new way to improve production efficiency. In fact, new concepts such as SORA, AI-enabled industrial upgrading, evtol, and new industrialization can be classified as part of the new quality productivityRobots can also be a new form of productivity that carries new technologies.
In the article of "People's **", it is mentioned that strategic emerging industries such as robots represent a new round of scientific and technological revolution and industrial transformation, and are an important force for the development of new quality productivity, which is conducive to continuously promoting the economy to achieve effective qualitative improvement and reasonable quantitative growth. This means:Robots are also a new productivity tool, which can promote industrial innovation and drive productivity development.
Standing in this dimension, robots are a component of new productivity, and the core of what enterprises need to control is continuous innovation, and the carrier is the industry.
Because robots are different from traditional productivity, involving new fields and high technology content, relying on innovation drive has always been the key to industrial upgrading, which means that it can be easier to take new technologies such as digital technology, artificial intelligence technology, new materials, and new energy as the core, with the help of new technologies, try to create and accelerate the formation of new quality productivity through comprehensive innovation activities such as technology integration research and development, application scenario innovation, business model innovation, management methods and means innovation, organizational structure and model innovation, etc., The development of new quality productive forces will be rapidly transformed into economic results, and new momentum for economic development will be formed.
For example, Han's Robotics has tried to closely integrate the carrier of collaborative robots with the welding field, and the company has grasped the innovation points of simple operation, flexibility and flexibility of collaborative robots, forming productivity to effectively solve the problems of shortage of skilled welders and difficulty in ensuring the consistency of welding quality, helping the company to reduce costs, increase efficiency, and upgrade production lines. At present, with the advantages of ease of use, high efficiency, and high precision, Han's Robot has implemented welding application solutions in many industries.
For example, Jieka, Elite, AUBO and other enterprises, on the basis of collaborative robots, have developed agricultural robots, retail robots, massage robots and other related applications, realizing the leap from one industry to multiple industries, and creating important conditions for China's real economy to open up new tracks and achieve corner overtaking in addition to the traditional track.
It can be found that as the most active leading force of new quality productivity, although the robot industry is currently in the embryonic stage of the industry, the robot industry has achieved good high-quality development in recent years, which itself benefits from the robot industry has a very strong scientific and technological innovation attributes and value, compared with the traditional manufacturing industry, the overall industrial upgrading efficiency has been significantly improved, and can play a leading role in the overall economic and social change.
The concept of new quality productivity + robotics is popular
From the perspective of market size, China's super-large-scale market provides the whole chain of support for the incubation of the robot industry, such as technology maturation, product pilot test, and early market, and diversified application scenarios and differentiated market segments are also conducive to giving birth to more robot industry technology routes and development models, creating favorable conditions for the formation of new quality productivity.
For example, SIASUN is currently one of the enterprises with the most complete robot product line in the world, with independent intellectual property rights of industrial robots, mobile robots, clean robots, special robots, medical robots five categories of core products, to create an independent core technology, core components, core products and industry system solutions as one of the whole industry value chain.
From the perspective of industrial support, China has the world's most complete industrial system, which can quickly integrate and optimize the combination of different production processes and resources of different production links. At present, the Yangtze River Delta and other places have formed many internationally competitive industrial clusters, which have provided a good industrial supporting foundation for cultivating future industries such as robots and forming new quality productivity.
For example, the cooperation between Aishida and Qianjiang Robot shows the strong scalability and diversified development ability of the industrial chain, and under the development needs of new quality productivity, it puts forward more refined requirements for the upgrading and intelligent transformation of traditional industries, which makes enterprises need to increase fixed investment and achieve higher specifications of production with better equipment. This also confirms that robots are not only one of the specific forms of new productivity, but also can drive the upgrading and transformation of the transmission industry.
From the perspective of the market, the concept of new quality productivity stocks has set off a wave of speculation, and enterprises will quickly get attention as long as they are stained with relevant concepts.
For example, the application of flexible automation equipment and industrial robot system, Shang Kelai Electromechanical, Ruineng Technology, which has industrial automation control products and motor products, Jinglun Electronics, which has core automation technologies such as robots, Claus, which has 2 types of industrial robot products, and Heforging Intelligence, which provides customers with products and services such as intelligent integrated control and new materials, have received extensive attention from funds since the beginning of the year.
In addition, the main products are intelligent warehousing and logistics systems and other services and has a robot workstation Beizi Technology, its products are all-terrain robots, snake robots, orbital robots, etc. Zhongwei Electronics, the subsidiary Zhejiang Qianjiang Robot is the largest industrial robot ontology enterprise in Zhejiang Province, the company and its subsidiary Anpu Mingzhi and other deep layout of the mobile robot industry Mingzhi Electric, these companies with clear robot-related technologies and products, are also being tapped and understood in this upsurge, There is a tendency for funds to continue to pour into ambushes.
The concept of new quality productivity has also been expanded to the field of upstream parts production, such as Benchuan Intelligence, Dongjie Intelligence, Zhongzhong Technology, Tuopu Group, Rifa Precision Machinery and other enterprises are very strong, showing that the new quality productivity will transform scientific and technological achievements into economic results, realize the possibility of transformation from technology research and development to industrial innovation, and promote the virtuous cycle of "science and technology-industry-finance" through the integration of new products, new industries, and new formats as the representative of the industrial supply system optimization.
Epilogue and the future
Future industries such as robots are becoming the most competitive strategic places for the global industry at present and for a long time to come.
From the perspective of the global situation, the United States, Europe and other countries have issued strategic plans to look forward to the layout of future industries. From the perspective of historical mirrors, in the field of future industries from the 70s to the 80s of the 20th century, such as lithography machines, industrial software, and operating systems, China did not start late, but due to the constraints of technology, market, policy and other factors, these future industries at that time were not effectively cultivated and expanded, which to a certain extent led to the current key core technology "stuck neck" problem.
Combined with the global situation and historical mirror, it is urgent to look forward to the layout of future industries and accelerate the formation of new quality productivity, which is a strategic opportunity to enhance independent development capabilities and forge asymmetric technological advantages. At present, China has achieved a basic breakthrough in the underlying technology of future industries such as robots, and it is expected that the future will comprehensively promote the development of new quality productivity by grasping the important focus of robots.