Ministry of Industry and Information Technology: Focusing on 5G, artificial intelligence and other key areas to expand new application scenarios to implement “robot+” application operation

Emerging industries are the new pillar and new tracks leading future development. We will focus on key areas of 5G, artificial intelligence, biological manufacturing, industrial Internet, intelligent connected cars, green low -carbon and other key areas to continuously enrich and expand new application scenarios. Expand the National Manufacturing Innovation Center’s construction and layout in the field of emerging industries. Implement the “robot+” application action to promote the scale and intensive development of the Internet of Things industry.

Related reports
Where is the new round of scientific and technological revolution opportunities? The Ministry of Industry and Information Technology named these tracks will also press the “start -up key” in two major fields

At the press conference of the National New Office held on March 1st, the “technological content” of the Ministry of Industry and Information Technology was extremely high, and hot words such as artificial intelligence, humanoid robots, new system batteries, automotive chips, and car operating system were “named”. Essence

Jin Zhuanglong, Minister of Industry and Information Technology, said that in the future, the industry is an opportunity to seize a new round of scientific and technological revolution and industrial change, and to achieve an important starting point for leading development. “We will focus on key areas of 5G, artificial intelligence, biological manufacturing, industrial Internet, intelligent connected cars, green low -carbon and other key areas to continuously enrich and expand new application scenarios. Expand the national manufacturing innovation center’s construction layout in the emerging industry field … … We also encourage localities to try first to speed up the layout of the future industry. ”

Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said that it will accelerate the application and industrialization of new system batteries, automotive chips, and automotive operating systems … Further strengthen the new energy vehicle industry, innovate and develop green aircraft, and promote the electricity upgrade of electricity in the inland ships. Comprehensively improve the capacity of photovoltaic and lithium battery. At the same time, it will also vigorously develop industries such as hydrogen energy, environmental protection equipment, and promote the development and industrialization of biological base materials. Through such several projects, we will further promote the realization of our green development goals this year.

In detail the implementation of various fields, in terms of the implementation of the plan, robots and intelligent connected cars are at the forefront. Previously, the implementation plan or pilot work notice has been released.

”” Robot+”application plan needs to be implemented urgently

Minister of Industry and Information Technology Jin Zhuanglong said that the implementation of the “robot+” application operation to promote the scale and intensive development of the Internet of Things industry. He also said that he will accelerate the front -edge fields of humanoid robots.

The specific implementation plan has long been released. On January 19th, 17 departments including the Ministry of Industry and Information Technology jointly issued the “Robot+” Application Action Implementation Plan (hereinafter referred to as the “Plan”). By 2025, the density of the manufacturing robot has doubled from 20 years. The depth and breadth of application have been significantly improved, and the ability of robots to promote high -quality development of economic and society is significantly enhanced.

Zhejiang Shang Securities said that “robot+” can be compared to “new energy+”. Compared with many robot industry policies in the past, this action plan is more specific:

The plan focuses on the 10 key areas: 1) Economic development: ① Manufacturing, ② agriculture, ③ construction, ④ energy, ⑤ commerce and logistics; 2) Social livelihood: ⑥ medical health, ⑦ pension services, ⑧ education, ⑨ commercial community services

my country has become the world’s largest industrial robot consumption country for nine consecutive years. my country’s manufacturing robot density in 2020 reaches 246 units/10,000 people. According to the double target proposed by the plan, the density of manufacturing robots in 2025 will reach 492/10,000 people. According to IFR statistics, China is currently the fastest -growing robot market in the world, and has the most robot installation volume each year.

On the other hand, the current aging trend of my country’s population is obvious, labor costs have increased year by year, and machines for machines are the future trend of manufacturing. In the future, the demand for industrial robots in new energy vehicles, lithium battery, photovoltaic and other fields will continue to increase. At the same time, the deepening of key areas proposed by the plan and supporting the “robot+” application of emerging areas will be expected to continue to grow in demand for industrial, services and special robots.

Guojin Securities believes that the “robot+” plan will promote the accelerated penetration of robots in all aspects of production and life, which is expected to drive the comprehensive prosperity of the robot industry chain.

From an investment perspective, core parts occupy more than 70%of the cost of industrial robots. Therefore, the upstream related industrial chain company of the robot is expected to benefit in depth.

AVIC Securities recommends focusing on three main lines: 1) manufacturers with technological breakthroughs in the field of upstream core components and realizing domestic alternatives, such as green harmonics, double ring transmission, Huichuan technology, and Zhongda virtue; 2) mid -and downstream, ” The manufacturers of the entire industrial chain model of core components+production+system integration “will gain an advantageous competitive position, such as Easton; 3) Oput, focusing on” eyes “for industrial equipment, Oput Tianzhong Technology and so on.

入 The pilot pilot of the intelligent connected car and the traffic on the road is about to start

At the meeting, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, clearly stated that it will launch a smart connected car access and pilots on the road to accelerate the technical application of 5G vehicle roads and promote the coordinated development of electrification and intelligent networking.

At present, the related favorable policies in this field are constantly increasing, and many cities in China are actively opening up high -level smart driving pilots.

On November 2, 2022, the Ministry of Industry and Information Technology jointly organized and issued the “Notice on Carrying out the Intelligent Connected Automobile Access and Pilot Work on the Road (Draft for Opinions)”. The highlight of the “Notice” is to divide the responsible subjects in traffic safety violations and traffic accidents. Xingye Securities believes that this has played an important role in promoting the long -term benign development of the intelligent driving industry.

Leaded by Beijing, Shanghai, and Shenzhen, many cities have successively launched policies to promote the development of intelligent connected cars. Among them, Jiading District, Shanghai, took the lead in conducting high -speed open tests at the end of 2022.

Xingye Securities stated that all ministries and local governments have successively launched policies to promote the development of intelligent connected cars. The commercialization of intelligent driving technology is expected to accelerate. It is optimistic about the industrial opportunities brought by the intelligent upgrade of cars. The

1) Intelligent incremental component companies are preferred, and recommended Desesiwei (smart cockpit, intelligent driving controller), Jingwei Hengrun (smart driving, smart cockpit, intelligent networking, chassis controller), Coboda ( Chassis controller), Bethel (line control), Baolong Technology (air suspension), Junsheng Electronics (smart cockpit, smart driving controller);

http://oaicon.com/index.php/2023/03/01/ministry-of-industry-and-information-technology-focusing-on-5g-artificial-intelligence-and-other-key-areas-to-expand-new-application-scenarios-to-implement-robot-application-operation/

2) The automotive testing industry benefits from the increase in intelligent upgrades and testing business. It is recommended to pay attention to China Automobile Research (automotive safety and intelligent testing).