The drive for innovation, policies, and demand will enable the domestic boom in robotics to continue for a long time. According to data from the International Federation of Robotics, China's industrial robot market is expected to reach 81.5 billion in 2016-2019, which is even greater considering the integrated market. 2017 Robot Investment Prospects: Multi-factor driven growth in market sentiment Innovation, policies, and demand will drive the robot industry to continue its booming development. The era of innovation-driven development has come. Industrial upgrading is the key to avoiding the middle-income trap. The robot industry and technological innovation are pushing each other. China has already started the strategy of building a powerful country and it is necessary to complete the historical leap from manufacturing to manufacturing. Intelligent manufacturing is the core of China's strategic plan for the implementation of manufacturing powers, “Made in China 2025,†and industrial robots are the realization and important foundation of intelligent manufacturing. Great effect. In addition, China’s human factors and lifestyles are also changing. The arrival of the turning point in the population dividends has brought about a surge in the demand for “manual replacement†in the manufacturing industry, accelerated aging of the society, and increased consumer demand to drive the “intelligent†demand for service industries. 
Industrial robots: Into the popular period, usher in new directions. Industrial robots are an important realization of intelligent manufacturing "end-network-cloud". China is the largest industrial robot market and the most potential industrial robot market. According to the data from the International Federation of Robotics, China's industrial robot market is expected to reach 81.5 billion in 2016-2019, which is even greater considering the integrated market. While the industry is thriving, China's industrial robotics industry is still facing the key bottleneck of the lack of upstream core components. Therefore, we are optimistic about the domestic companies that have independently developed components and achieved breakthroughs in the industry. At the same time, logistics automatically brings with it a huge demand for AGV, liberation of labor-intensive industries, and infiltration accelerates to bring about high-growth 3C-oriented system integration. Goggles has opened machine vision in the era of robotic intelligence, adapting to multiple varieties, fewer batches, and individualized production trends. Collaborative robots will all become the rising direction of industrial robots. The spring of intelligent service robots is gradually approaching, and there are two types of opportunities for platforms and products. In recent years, high-quality companies have begun to deploy service robots one after another. This is the view that the consumption attributes of service robots have a greater market space than that of industrial robots. The working environment of service robots is unknown. There are professional service robots and personal/home service robots. The growth of professional service robots is rapid, and the defense and medical fields have the largest shipments and the largest sales. Personal/home service robots revolve around application scenarios, with heavier consumption attributes and market potential. Service robots are the result of a deep integration of software, electronics, and mechanical structures. From the perspective of the industry chain, the industry will grow along the "infrastructure" and "applied products." Among them, the "infrastructure" includes entry-level technology and sensors, which is the key to the development of the industry and occupies an important value. We are optimistic about the pioneers in the era of artificial intelligence and smart chips with active positioning by foreign giants. This will enable Android's Android operating system in the smartphone ecosystem, as well as 3D cameras and laser radars that are important sensors. In the area of ​​application products, products will be developed around the scene and the direction of medical care (surgical robots and rehabilitation robots in professional service robots), education and entertainment/escort (personal/family service robots) will be favored. Investment advice: The drive for innovation, policy, and demand will enable the domestic boom in robotics to continue for a long time. In terms of industrial machines, we recommend focusing on component breakthroughs, AGV, 3C system integration, machine vision, and collaborative robot direction. In service robotics, we focus on infrastructure investment opportunities in hardware and software, including sensors, voice and vision, and smart chips. Operating systems, etc., at the same time pay attention to the opportunities of application-level products such as medical robots, sweeping robots, educational robots, and companion robots. The logic and sequence of recommendations are as follows: Huaheng Shares, Beichao Servo, Xingchen Technology, Supersonic, Dashu Smart, Tianbin Technology, Jiashun Smart, Jimei Technology, Jietong Huasheng, Zhisheng Intelligent, Tianzhihang, Long Chi Xin Chuang, Fu Ma Te and other new three board companies.
Industrial robots: Into the popular period, usher in new directions. Industrial robots are an important realization of intelligent manufacturing "end-network-cloud". China is the largest industrial robot market and the most potential industrial robot market. According to the data from the International Federation of Robotics, China's industrial robot market is expected to reach 81.5 billion in 2016-2019, which is even greater considering the integrated market. While the industry is thriving, China's industrial robotics industry is still facing the key bottleneck of the lack of upstream core components. Therefore, we are optimistic about the domestic companies that have independently developed components and achieved breakthroughs in the industry. At the same time, logistics automatically brings with it a huge demand for AGV, liberation of labor-intensive industries, and infiltration accelerates to bring about high-growth 3C-oriented system integration. Goggles has opened machine vision in the era of robotic intelligence, adapting to multiple varieties, fewer batches, and individualized production trends. Collaborative robots will all become the rising direction of industrial robots. The spring of intelligent service robots is gradually approaching, and there are two types of opportunities for platforms and products. In recent years, high-quality companies have begun to deploy service robots one after another. This is the view that the consumption attributes of service robots have a greater market space than that of industrial robots. The working environment of service robots is unknown. There are professional service robots and personal/home service robots. The growth of professional service robots is rapid, and the defense and medical fields have the largest shipments and the largest sales. Personal/home service robots revolve around application scenarios, with heavier consumption attributes and market potential. Service robots are the result of a deep integration of software, electronics, and mechanical structures. From the perspective of the industry chain, the industry will grow along the "infrastructure" and "applied products." Among them, the "infrastructure" includes entry-level technology and sensors, which is the key to the development of the industry and occupies an important value. We are optimistic about the pioneers in the era of artificial intelligence and smart chips with active positioning by foreign giants. This will enable Android's Android operating system in the smartphone ecosystem, as well as 3D cameras and laser radars that are important sensors. In the area of ​​application products, products will be developed around the scene and the direction of medical care (surgical robots and rehabilitation robots in professional service robots), education and entertainment/escort (personal/family service robots) will be favored. Investment advice: The drive for innovation, policy, and demand will enable the domestic boom in robotics to continue for a long time. In terms of industrial machines, we recommend focusing on component breakthroughs, AGV, 3C system integration, machine vision, and collaborative robot direction. In service robotics, we focus on infrastructure investment opportunities in hardware and software, including sensors, voice and vision, and smart chips. Operating systems, etc., at the same time pay attention to the opportunities of application-level products such as medical robots, sweeping robots, educational robots, and companion robots. The logic and sequence of recommendations are as follows: Huaheng Shares, Beichao Servo, Xingchen Technology, Supersonic, Dashu Smart, Tianbin Technology, Jiashun Smart, Jimei Technology, Jietong Huasheng, Zhisheng Intelligent, Tianzhihang, Long Chi Xin Chuang, Fu Ma Te and other new three board companies.
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