Gaohe research | real estate technology: precast construction is at the right time, and the construction robot industry is now a blue ocean
Classification of construction robot 3.
– increase the penetration rate of precast buildings and contribute to the intellectualization of green buildings.
The construction robot industry will enhance the diversification of construction robot functions by enriching robot end effectors or integrating a variety of technical solutions.
China’s construction industry is one of the industries with the lowest degree of digitization and automation in the world.
Difficult environments and jobs that cannot meet individual needs are additional recruitment challenges.
The market demand of the construction robot industry is closely related to the construction industry.
In 2020, the total output value of China’s construction industry was 263947 billion yuan, a year-on-year increase of 6.2%.
At present, most construction robots only work on a single construction application scene, and have a small application range in the huge construction system.
In recent years, China’s real estate enterprises, artificial intelligence companies, governments, universities and other actors have gradually increased investment and conducted exploratory research and layout on construction robots.
Data source of market scale growth curve in precast parts value chain: UBS’s “future of Architecture: intelligent building” report.
Intelligent technology of robot industry 5.
We need to more actively seek projects that meet the landing scene, gradually develop core technologies and promote the industrial upgrading of the construction industry.
Thanks to the stable development of China’s construction industry, the output value of the construction industry continues to expand, and the demand for precast buildings and intelligence continues to increase, which has laid a foundation for the development of the construction robot industry.
Development opportunity of construction robot industry 2.
Thanks to the rapid economic development, the output value of China’s construction industry continues to expand, providing sufficient development space for the construction robot industry.
China is a large construction country and has the largest construction market in the world.
According to the data of the National Bureau of statistics, the total output value of China’s construction industry increased steadily from 2015 to 2020.
Labor shortage is the biggest challenge facing China’s construction industry because existing workers are getting older and young people don’t want to participate in on-site construction work.
At present, about 60% of urban carbon emission comes from the construction industry.
Intelligent building is the key to solve the challenges faced by China’s construction industry (including growth slowdown, labor shortage and environmental pressure), and five main trends are identified: standardization, digitization, specialization, sustainability and quality control.
Therefore, in order to better develop the construction robot, it will become an industry trend to develop in the direction of multi-function and integration.
At present, China’s construction robot industry is still in a relatively early stage of development.
Among them, the benefits of the domestic construction robot field and the initial exploration stage are exactly the same.
Data source: National Bureau of Statistics – demographic dividend subsides and construction robots alleviate labor shortage.
With the gradual rise of the concept of precast buildings in recent years and its promotion as a national local strategy, the standardization, digitization and efficiency of the construction industry have also become an important development direction of enterprises and executive units.
In 2019, the total output value of China’s construction industry was 24844.577 billion yuan, a year-on-year increase of 10.02%.
Source: UBS’s “future of Architecture: intelligent building” report: according to the planning objectives of the development outline of building industrialization, by 2020, the proportion of precast buildings in new buildings will reach 20%; By 2025, the proportion will reach more than 30%.
According to the UN Population Division, China’s working age population peaked in 2015 and will continue to decline.
Industrial chain and market distribution 4.
Compared with overseas construction industry, China’s construction robot industry penetration rate is very low, only about 1%.
It is extremely important to build a green building technology system and develop low-carbon buildings, The key is the low-carbon control optimization of the whole process of building planning and design, construction, use, operation, maintenance, demolition and reuse..
According to the National Bureau of statistics, the number of young workers in the construction industry (millions) source: the National Bureau of statistics, the future of Architecture: intelligent buildings – standardization, as of 2019, about half of migrant workers are over the age of 40, while about a quarter of workers are over the age of 50 and close to their physical limit.
At the same time, with the gradual deepening of the national policy of carbon neutralization, in terms of China’s national conditions, electric power, steel, construction and other industries have become key areas of high energy consumption and high emission.
While effectively alleviating the labor shortage, it can also promote the transformation and upgrading of the construction industry in the direction of automation and intelligence.
With the decline of demographic dividend, a series of problems such as huge human cost, high risk and low production efficiency are becoming more and more serious.
The construction robot field is the future blue ocean market.
At the same time, in order to pursue the benefit of construction period (referring to the advance of pre-sale due to the shortening of construction cycle, and the rapid return of developers’ funds, resulting in capital cost income), under the policy of advance of pre-sale nodes, the construction unit alleviates the capital pressure, reduces the financing cost, improves the capital turnover speed, has remarkable economic benefits, and improves the enthusiasm of developers to adopt precast buildings.
Due to the decline in the birth rate, China is now an aging society.
Our view is that China’s construction robot industry is an emerging segment of the construction machinery industry, and its market demand depends on the market scale of the construction industry.
At present, in the market, the overall robot system integration manufacturers account for more than 90% of the number of robot enterprises in China, and 80% of enterprises have less than 30 million yuan, showing the current situation of “large number, small scale and low output value”.
Catalogue 1.
Industry development prospect text 01 development opportunity of construction robot industry – steady development of construction industry and help industry upgrading.
The United Nations estimates that by 2050, China’s working age ratio will fall from an all-time peak of 73% to about 60%.
In this context, accelerating the R & D and application of construction robots is an inevitable choice for the development of the construction industry.