Recently, visionnav Robotics (Shenzhen) Co., Ltd. (visionnav Robotics) obtained 500 million yuan of C + round equity financing in the future. This round of investment is led by meituan and Wuyuan capital.
Up to now, Siasun Robot&Automation Co.Ltd(300024) has become the company with the most financing times and the largest single financing scale in the field of unmanned industrial vehicles in the world in the future. Previously, well-known investment institutions including byteco, Shunwei capital, China Unicom and CICC have participated in several rounds of investment.
How can the "future" of future Siasun Robot&Automation Co.Ltd(300024)
The future Siasun Robot&Automation Co.Ltd(300024) official website shows that it was founded in 2016 by a group of doctors from the University of Tokyo and the Chinese University of Hong Kong. It is a global leader in industrial unmanned vehicles. At present, Siasun Robot&Automation Co.Ltd(300024) has developed and produced eight series of industrial unmanned vehicle products such as AGV unmanned carrier and unmanned tractor trailer, as well as the supporting Siasun Robot&Automation Co.Ltd(300024) management system.
Unmanned forklift is an intelligent industrial vehicle Siasun Robot&Automation Co.Ltd(300024) , which is a very popular subdivision field in the smart logistics track recently.
According to the data from the industry alliance of China Mobile '' Siasun Robot&Automation Co.Ltd(300024) \ enterprises, It occupies 18% of the market share.
Source: new strategic mobile Siasun Robot&Automation Co.Ltd(300024) Industry Research Institute
The highlight of the product lies in its strong landing in the future. For customers, "efficiency" is always the primary driving force for them to embrace new technologies. However, the products on the market can not meet the complex and changeable needs of customers, which is the biggest pain point of unmanned forklift track at present. Compared with traditional forklift enterprises, start-ups focusing on AGV have to discount the richness and maturity of forklift products.
Different from most players in the field of unmanned driving, Siasun Robot&Automation Co.Ltd(300024) adopts visual navigation as the core technology in the future, and the level of information density is higher than that of laser navigation adopted by other players in the industry, so as to lay a foundation for better actual landing of their products. At the same time, the visual navigation has high modularity and low maintenance cost. Customers can easily refit according to existing vehicles and plants.
It is said that Siasun Robot&Automation Co.Ltd(300024) has successfully broken through such deep-water scenes as unmanned loading and unloading, man-machine mixed yard, 9.4m high-level access, 2.0m narrow channel access and mobile frame stacking above 6 floors in the future, and moved from "on-site" to "off-site" in 2021, realizing such complex scenes as external platform truck loading and unloading, high-level shelf goods access and multi category material cage stacking, ranking first in the "flexibility" of products.
It is understood that in the future Siasun Robot&Automation Co.Ltd(300024) this round of financing will be mainly used for the research and development of new technologies and new forms of products, deepening product performance, focusing on product stability and standardization, and promoting large-scale landing and localized delivery in the global market. The company said, the key is to train and improve software algorithms, rather than develop new hardware
In terms of business model, Siasun Robot&Automation Co.Ltd(300024) will have cost advantages over other Chinese enterprises in the field of industrial forklift in the future.
Firstly, the cost of vision sensor of Siasun Robot&Automation Co.Ltd(300024) in the future is significantly lower than that of laser navigation, which solves a major difficulty in cost.
Secondly, Li Luyang, CEO of Siasun Robot&Automation Co.Ltd(300024) in the future, said in the interview that Siasun Robot&Automation Co.Ltd(300024) and a number of upstream and downstream supply chain leading enterprises have carried out normalized business cooperation and operation in the future, and the industrial ecology is gradually taking shape. In 2021, the future Siasun Robot&Automation Co.Ltd(300024) total sales revenue will be between 200 million and 250 million yuan, realizing the annual revenue growth of more than 10 times, and the total amount of completed orders and contracts will increase by 300%; The average amount of a single contract increased by 150%, and the repeated purchase rate of customers reached more than 40%, which is evident in the profitability.
From the perspective of development prospect, the unmanned forklift industry has just started in China, but the intelligent logistics and industrial automation it represents have long been a hot new blue ocean. With the continuous transformation of labor structure, industrial automation is the general trend of industrial transformation.
According to the white paper on China's automation market in 2021, the scale of China's industrial automation market has increased significantly from 142.8 billion yuan in 2016 to 206.3 billion yuan in 2020, with a compound annual growth rate of 9.63%; It is estimated that by 2022, the scale of China's industrial automation control market will reach 236 billion yuan.
Due to the complex and changeable characteristics of industrial application scenarios, the technical requirements for industrial application mobile Siasun Robot&Automation Co.Ltd(300024) are also different. Entering various subdivided fields has become the development direction of many science and technology enterprises. According to the report of Huajing Industry Research Institute, the overall sales volume of forklifts in China reached 1099400 in 2021, while the sales volume of unmanned forklifts was only about 8000, with a penetration rate of less than 1%.
capital struggle behind industrial automation
In recent years, "hard technology" in the manufacturing industry is a major star track pursued by capital. Relevant data show that in the first quarter of this year, there were 137 investment cases in the field of machinery manufacturing, with an investment amount of more than 7.1 billion yuan, surpassing the Internet field for the first time.
Why has industrial automation become the "golden pastry" pursued by capital?
On the one hand, the background of manufacturing upgrading has brought strong long-term value to the industrial automation track Central China Securities Co.Ltd(601375) data show that 2021 is a bumper year for the industrial automation industry, with an annual industrial Siasun Robot&Automation Co.Ltd(300024) output of 366044 units, a year-on-year increase of 44.9%, setting a new record.
Industry Siasun Robot&Automation Co.Ltd(300024) is the core link of manufacturing industry upgrading. Some experts said in the interview that driven by factors such as hard science and technology support, enhanced demands for industrial chain supplement and national support for "specialized and new" enterprises, the investment value of manufacturing industry has increased and is increasingly sought after by capital.
On the other hand, a large number of Internet enterprises have also taken a fancy to the "value" of industrial automation and entered one after another to seize the first opportunity. This time, we will invest in the Internet as the most advanced enterprise in the future.
Previously, it has invested in many industrial Siasun Robot&Automation Co.Ltd(300024) projects such as mecamand and Feixi Siasun Robot&Automation Co.Ltd(300024) projects. Another Internet giant that has invested in the future Siasun Robot&Automation Co.Ltd(300024) in previous rounds has also invested in syrius Juxing, Yinghe Siasun Robot&Automation Co.Ltd(300024) , gazhi technology and other projects in recent years.
The "cross-border" entry of Internet enterprises into industrial automation first stems from the landing needs of their own business layout. Taking meituan as an example, no matter the meal delivery scenes such as restaurants and hotels, or the urban end logistics distribution fields such as takeout, we need to realize the transformation of intelligent and unmanned scenes in the future. Last year, some media reported that the company had set up a takeout business team, and its investment in Siasun Robot&Automation Co.Ltd(300024) in the future is also expected to help this business.
Secondly, the integration trend of Internet and Internet of things, manufacturing and retail industry is becoming increasingly obvious. The investment transformation of Internet enterprises reflects the upgrading of their future development. The dividend of consumer Internet has been exhausted. Internet giants sit on Beijing Vastdata Technology Co.Ltd(603138) and application scenarios in many fields such as social networking, consumption, payment and life, which is enough to accurately cut into the demand of production from the consumer side based on big data and cloud computing. Therefore, the influx of emerging forces from the Internet industry has brought new capital and enthusiasm to the industrial automation industry.
In addition, industrial Siasun Robot&Automation Co.Ltd(300024) industry has many subdivided tracks, and there are huge differences between tracks. It is difficult for a single enterprise to form a monopoly advantage. Therefore, start-ups focusing on a certain segment have run out one after another, and all kinds of capital are willing to make more layout. On the whole, it highlights the heat of Siasun Robot&Automation Co.Ltd(300024) investment.
At present, most of the subdivided tracks in the field of industrial automation are still in their infancy. In the actual operation process, start-ups have to face problems such as high technical barriers, high R & D costs, lack of Chinese talents and monopoly of key components by overseas enterprises.
Huang Songyan, managing director of linear capital, said in an interview that on the one hand, the capital side must increase investment in order to promote the development of the whole industry and produce more giants in the industry; On the other hand, if we want to break the bottleneck, we also need the joint efforts of the industry, the government and all walks of life.
Another investor believes that: "capital is always profit-seeking, and the industrial chain enterprises that focus on assets have a return cycle of decades and a low rate of return. The solution to this problem still depends on the entry of national funds and large capital."
