Where did the 2023 industrial robot orders go? What to bet on in the second half of the year?

In this process, enterprises need to improve both internally and externally. Internally, they need to cultivate "internal strength" and strengthen teamwork. From supply chain to delivery, what is more tested is the team management ability of the enterprise. At the same time, the enterprise must have strong comprehensive capabilities, such as R&D strength and funds, as well as excellent product competitiveness. Externally, they need to forge ahead, have know-how capabilities, and also consider the needs of end customers to reduce costs and increase efficiency.

There is no doubt that under the new round of industrial transformation in new energy, industrial robots, as a typical industry driven by downstream application markets, are seeing increasing certainty in terminal demand.

What to bet on in the second half of the year?

GGII stated that the leading companies will continue to benefit from the rapid development of the new energy industry and new energy vehicles. At the same time, the Matthew effect will intensify and the leading companies will also be differentiated. The orders of mid-tier and below companies have shrunk significantly, and they still need to wait for the full recovery of general industry and the sinking market.

For mid-tier and lower-tier manufacturers, where will new orders come from? This is the main question in 2023.

At present, some robot manufacturers are making efforts to enter the "difficult" automobile OEMs while laying out new energy. In the past, automobile OEMs were basically dominated by foreign capital, but in recent years, after the performance and technology of domestic brands have made qualitative breakthroughs, domestic brands represented by Estun have gradually won project orders from automobile OEMs with their own advantages.

In addition, industrial robots have passed the market education stage, and the technology has become more mature. More and more end customers have begun to recognize the cost-saving and efficiency-enhancing value brought by robots, and the application areas of industrial robots have become increasingly extensive.

Many industry insiders believe that in order to cope with the uncertain risks brought about by the long cycle, traditional industries related to people's livelihood are also good opportunities, such as packaging, food, clothing, agriculture and other fields.

In the second half of this year, what other industries are worth betting on? Welcome to leave a message to discuss.