In the past 10 years, as the post-80s and 90s have gradually become the main labor force in the manufacturing industry, they are no longer willing to engage in a large number of monotonous, repetitive and poor environmental jobs. Labor shortages are frequent, resulting in a rapid rise in labor costs in my country's manufacturing industry. According to statistics, in the past decade, the minimum wage in developed regions such as Beijing, Shanghai, Zhejiang, Guangdong, and Jiangsu has maintained an average annual compound growth of about 10%. The rapid rise in labor costs has spawned an increase in China's demand for industrial robots, which will also bring opportunities for the development of industrial robot power core NdFeB magnets materials.
From historical data analysis, China's robot application rate in the industrial field is still very low, and there is still a lot of room for growth in China's industrial robot market in the future. In 2012, the sales volume of industrial robots in China was 22,987 units, of which the domestic brand robot sales market accounted for only 4%, and the joint venture and imported brands accounted for 96%, of which FANUC, Yaskawa, KUKA and ABB The market share of the four major brands is greater than 50%. Today, the use density of industrial robots in my country is still lower than the global average, and there is a big gap between Japan, South Korea, and Germany. South Korea is the country with the highest density of industrial robots in the world, with an average of 395 robots per 10,000 workers, while Japan and Germany have 339 and 274 robots respectively, and only 23 in China, which is lower than the international average of 58. half of . In 2012, there were 42.62 million employees in my country's manufacturing industry. According to the international average of 58 units, 247,000 industrial robots were needed. To achieve the goal of 100 units per capita advocated by the Ministry of Industry and Information Technology, the number of industrial robots in my country will reach 426,000 units.
According to the "2014-2019 China NdFeB Magnet Material Industry Market Analysis and Investment Prospect Forecast Report" released by China Industry Information Network, it pointed out that the current price of a 165kg welding robot is about 168,600 yuan (foreign) to 299,000 yuan (Domestic), of which the cost of the servo motor accounts for about 15%, that is, between 25,400 (foreign) and 42,800 (domestic). According to public information, the cost of NdFeB materials in permanent magnet synchronous servo motors is about 20%. Based on this calculation, the cost of NdFeB materials is about 5095 yuan (foreign) to 8563 yuan (domestic). Currently, NdFeB N35SH is sold for The price is about 220 yuan/kg. According to this calculation, it will consume about 23 kg (foreign) to 39 kg (domestic) of NdFeB. Considering the high gross profit in the cost of imported servo motors used in domestic robots, we believe that manufacturing a 165kg welding robot requires 25kg of high-performance NdFeB Magnet. According to the statistics of the International Federation of Robotics, the current average annual sales growth rate of global industrial robots is about 27%. Industrial robot sales increased in all major global markets, with China growing by more than half.
In July 2015, the National Development and Reform Commission stated at a press conference that it is necessary to combine local enthusiasm, initiative and policy orientation, mobilize all forces, and do what the industry needs to do. The next step will be to support the development of the robotics industry from four aspects: First, to help the robotics industry expand market consumption through policies such as the "first set". The second is to innovate the use of central funds, and consider using industrial funds to support the development of the robotics industry. The third is to increase support in the financial sector for emerging areas, and increase support in terms of loans, listings and bond issuance. The fourth is to expand international cooperation and introduce some foreign technologies and high-level talents.
At the same time, with the rapid development of "Internet + Manufacturing", Industry 4.0 may enter China's manufacturing industry at the same time as Industry 3.0. There is huge room for growth in robotics and automation technology. Policy support and industrial capital investment boom have become important driving factors for the development of the robotics industry. The agency predicts that from 2015 to 2020, the total installed demand for industrial robot systems in China will range from 630,000 to 1.7 million sets. It is estimated that the total size of the ontology market will exceed 100 billion. Especially in the automotive field, which accounts for 61% of the global industrial robot application, it is expected to take the lead in the future. The explosion of China's robot industry has also provided a good development opportunity for the application expansion of NdFeB Magnet.
