The past year has been a bumper year for the service Siasun Robot&Automation Co.Ltd(300024) industry.
From the perspective of shipment volume, investment and financing, the service Siasun Robot&Automation Co.Ltd(300024) is in a hot state. Compared with the annual shipments of 100 units in previous years, the shipments of major manufacturers began to double and grow rapidly in recent years. The annual shipments of some manufacturers reached thousands of units, and the cumulative shipments exceeded 10000; The financing of head service Siasun Robot&Automation Co.Ltd(300024) enterprises has also reached round C, and the financing of some manufacturers has exceeded hundreds of millions of yuan, such as round B + financing of Siasun Robot&Automation Co.Ltd(300024) exceeding 1 billion yuan; Pudu technology's 500 million yuan round C financing. In December 2021, the pursuit technology focusing on the Siasun Robot&Automation Co.Ltd(300024) scene of household cleaning even constituted the largest single financing publicly disclosed in the whole Siasun Robot&Automation Co.Ltd(300024) field in that year with a round C amount of 3.6 billion yuan.
Labor shortage, rising labor costs and decreasing Siasun Robot&Automation Co.Ltd(300024) unit price are the fundamental drivers of the outbreak of China's service Siasun Robot&Automation Co.Ltd(300024) development. At present, service Siasun Robot&Automation Co.Ltd(300024) mainly focuses on to C home and to B business. The former is mainly used for home cleaning, while the latter has a good penetration in logistics distribution, catering, agricultural sanitation, commercial retail and other scenes.
In the view of the industry, service Siasun Robot&Automation Co.Ltd(300024) application landing is the most difficult to understand the scene, which is also the core value of the enterprise that investors believe has a technological breakthrough in this field because it is famous for its service characteristics, service Siasun Robot&Automation Co.Ltd(300024) in the future, if it wants to become a general hardware like mobile phones and computers, it also needs to constantly iterate in the technologies of environment perception, motion control, human-computer interaction and so on. In the future, enterprises that have made breakthroughs in core technologies will also be more likely to be favored by capital.
Rising Star
Service Siasun Robot&Automation Co.Ltd(300024) refers to Siasun Robot&Automation Co.Ltd(300024) , which is used in non manufacturing industry and takes service as the core. Subdivided, it can be divided into household Siasun Robot&Automation Co.Ltd(300024) of to C and commercial service Siasun Robot&Automation Co.Ltd(300024) of to B. the former mainly includes products serving household cleaning such as sweeping the floor, and the latter mainly serves commercial scenes such as logistics, distribution and catering.
from the subdivision structure of Siasun Robot&Automation Co.Ltd(300024) industry, at present, industry Siasun Robot&Automation Co.Ltd(300024) ranks first in the market, and service Siasun Robot&Automation Co.Ltd(300024) as a rising star, the development momentum can not be ignored
Liu Xin, vice president of Yuanjing capital investment, said in an interview with the reporter of science and Innovation Board daily that relatively speaking, industry Siasun Robot&Automation Co.Ltd(300024) has become a mature market with linear growth, but the growth rate and ceiling of service Siasun Robot&Automation Co.Ltd(300024) in the future will be very high
On the one hand, service Siasun Robot&Automation Co.Ltd(300024) especially the consumer grade products of to C are sensitive to price. Technological progress and the improvement of Siasun Robot&Automation Co.Ltd(300024) industrial chain have greatly reduced the cost of service Siasun Robot&Automation Co.Ltd(300024) and also driven the growth of service Siasun Robot&Automation Co.Ltd(300024) demand.
According to the Research Report of CICC securities, in the current service cost Siasun Robot&Automation Co.Ltd(300024) the cost of core parts such as perception and motion control accounts for 70%. With the technological progress and the intensified competition of domestic substitution, the price of core parts continues to decline taking lidar as an example, velodyne, a leading technology company, has announced plans to reduce the average unit price of lidar from $17900 in 2017 to $600 in 2024. The cost of service Siasun Robot&Automation Co.Ltd(300024) has decreased significantly, reducing the threshold of service Siasun Robot&Automation Co.Ltd(300024) .
On the other hand, with the expansion of manpower gap and the covid-19 epidemic spreading so far, the demand for contactless services has soared. Temperature measurement Siasun Robot&Automation Co.Ltd(300024) , meal delivery Siasun Robot&Automation Co.Ltd(300024) , disinfection Siasun Robot&Automation Co.Ltd(300024) and other types of services Siasun Robot&Automation Co.Ltd(300024) began to be widely used in daily life, which further boosted the attention of service Siasun Robot&Automation Co.Ltd(300024) .
At present, service Siasun Robot&Automation Co.Ltd(300024) market has been in the stage of rapid increase in penetration. It has a good penetration rate in cleaning, logistics, catering and other scenes, and has entered the stage of rapid promotion in addition, in the areas of labor shortage such as commercial retail, public health, electric power and energy, agriculture and environmental sanitation, service Siasun Robot&Automation Co.Ltd(300024) is forming a more mature scheme, forming benchmark cases and reflecting value.
According to the report on the development of China's Siasun Robot&Automation Co.Ltd(300024) industry (2021) released by the China Institute of electronics, the global Siasun Robot&Automation Co.Ltd(300024) market scale is expected to reach US $33.58 billion in 2021, and the service Siasun Robot&Automation Co.Ltd(300024) has become an important supporting force. The market scale is expected to reach US $12.52 billion, accounting for 37.2%.
to B and to C two wheel drive
Compared with the industry Siasun Robot&Automation Co.Ltd(300024) , which has been preliminarily industrialized, service Siasun Robot&Automation Co.Ltd(300024) is becoming a blue ocean for entrepreneurship and investment.
In the interview, Liu Xin mentioned that in terms of demand satisfaction, the Siasun Robot&Automation Co.Ltd(300024) utilization rate of a large number of business scenes, such as meal delivery, delivery, medical surgery and rehabilitation, and even household cleaning, is still very low.
low permeability means high incremental space, which is the reason why Liu Xin is more optimistic about the service Siasun Robot&Automation Co.Ltd(300024) this subdivision track.
In the above subdivided scenarios, the service Siasun Robot&Automation Co.Ltd(300024) is divided into to C and to B according to different application environments. The former has been the leader in the growth of the service Siasun Robot&Automation Co.Ltd(300024) market at the present stage, and even spawned Ecovacs Robotics Co.Ltd(603486) Beijing Roborock Technology Co.Ltd(688169) two listed companies are sought after to varying degrees in the capital market.
Facing the b-end market, professional service Siasun Robot&Automation Co.Ltd(300024) company is also booming.
Yogo Siasun Robot&Automation Co.Ltd(300024) is a Siasun Robot&Automation Co.Ltd(300024) service provider focusing on logistics distribution. At present, it mainly focuses on indoor building scenes such as real estate and hotels. During the epidemic in Shanghai, Yogo Siasun Robot&Automation Co.Ltd(300024) delivered 100 Siasun Robot&Automation Co.Ltd(300024) in Shanghai Lingang Holdings Co.Ltd(600848) shelter hospital to assist in food and medicine delivery.
Cai Xiaowei, the co-founder of Yogo Siasun Robot&Automation Co.Ltd(300024) said in an interview with the reporter of science and Innovation Board daily that yogo cut into the building scene, on the one hand, it is based on the technical accumulation of the founding team itself, on the other hand, it overcomes the high complexity of the building scene, which also means that it has the ability to make mobile tools in all indoor scenes. In addition, building distribution Siasun Robot&Automation Co.Ltd(300024) can not only serve the b-end, but also reach the C-end at a close distance. It can provide a variety of value-added services and serve the internal cycle of building economy
According to Cai Xiaowei, commercial service Siasun Robot&Automation Co.Ltd(300024) track, in addition to the technical requirements, the more difficult thing is to understand and deepen the scene , such as how to integrate with the restaurant environment and the background catering management system in the catering scene; How to integrate building distribution with the overall environment of the building, such as elevators, gates and irregular flow of people.
"The service Siasun Robot&Automation Co.Ltd(300024) , to B end, is essentially an engineering project + artificial intelligence landing. In terms of the building environment served by Yogo, the distribution Siasun Robot&Automation Co.Ltd(300024) not only needs to reach L4 level indoor driverless, form aiot with elevators, gates and other IOT equipment, but also needs to fully integrate with scenes such as halls and stairs, and formulate code of conduct for Siasun Robot&Automation Co.Ltd(300024) in rooms without traffic rules."
"The core investment value of the enterprise lies in the in-depth understanding of the customer scenario." Liu Xin told reporters that commercialization ability is an important factor in judging the investment target. Taking it apart is whether it can deeply understand the customer's demand scenario and quickly turn this scenario into products
location awareness and interaction capabilities need further technological breakthroughs
Although the trend of machine replacement and the reduction of product costs have made the service Siasun Robot&Automation Co.Ltd(300024) more and more close to life, it will take time to become a general hardware like mobile phones and computers.
In the past, limited by the level of technological development, Siasun Robot&Automation Co.Ltd(300024) more worked in the set scene with a fixed route and fixed procedures. Due to the service characteristics, the service Siasun Robot&Automation Co.Ltd(300024) Siasun Robot&Automation Co.Ltd(300024) has higher requirements on the ability of environment perception, motion control and human-computer interaction. This is also an important premise for service Siasun Robot&Automation Co.Ltd(300024) from passive work to active intelligence.
"the core is positioning perception and walking technology first." Liu Xin believes that taking household Siasun Robot&Automation Co.Ltd(300024) as an example, the current product level is still near the pass line; The second is the interaction ability, which is also worth improving iteratively.
From the perspective of the whole industry, the above technologies are making a series of progress.
In terms of positioning, due to the introduction of slam autonomous navigation technology, the service Siasun Robot&Automation Co.Ltd(300024) has environmental adaptability. At present, China's enterprises providing slam technology mainly include speed sense technology and Silan technology. Foreign technology giants apple and Google are also vigorously developing slam technology.
In terms of path planning, the hardware layer realizes accurate control and high stability in the service Siasun Robot&Automation Co.Ltd(300024) low-speed scenario due to the improvement of the performance of core components such as servo motor, precision reducer and controller. It is worth mentioning that China's leading enterprises such as Shenzhen Inovance Technology Co.Ltd(300124) , Estun Automation Co.Ltd(002747) etc. have made rapid technological progress in servo motors and reducers and have achieved a certain market share; In the software layer, the gradual maturity of path planning algorithm and the development of superimposed slam make the service Siasun Robot&Automation Co.Ltd(300024) further move from repeating mechanical motion in the early setting environment and setting path to the intelligent direction of independently planning motion path and interacting with the environment.
In addition, AI technologies such as image recognition and voice interaction have developed rapidly in recent years, which has enhanced the environmental adaptability and human-computer interaction of service Siasun Robot&Automation Co.Ltd(300024) .
China International Capital Corporation Limited(601995) research report believes that the service Siasun Robot&Automation Co.Ltd(300024) industry is in the early stage of development and will flourish with technology upgrading, cost exploration and application scenario expansion. In the industrial map of service Siasun Robot&Automation Co.Ltd(300024) , it is suggested to focus on three fields: machine perception, artificial intelligence and service Siasun Robot&Automation Co.Ltd(300024) ontology.
This also means that in the future, enterprises that have made breakthroughs in underlying technology will also be more likely to be favored by capital "for Siasun Robot&Automation Co.Ltd(300024) companies with stronger core competence, we are indeed more willing to invest and the market is more willing to give a higher valuation. " Liu Xin said.
