"Hello, Xiaokang, may I ask if my blood pressure and blood sugar are normal recently?"
Recently, in the production workshop of Hunan Chaoneng Robot Co., Ltd., Wang Huizan, Minister of Production, demonstrated to reporters a health service robot - Chaoneng Xiaokang. It is equal to an integrated intelligent device.
The development of science and technology has brought the robot market into a period of rapid development, and the epidemic has made "contactless" a frequently used vocabulary. Whether in the professional medical field or in daily life scenes, health service robots appear more and more frequently.
Recently, a super robot focusing on the field of smart health has won a new round of joint investment from the "Yuelushan Science and Technology Innovation Fund" initiated by Caixin Financial Holdings, Caixin Securities, Caixin Industry Fund, Hunan Stock Exchange and Huding Investment. financing.
In fact, this is not the first time that health service robots have received the attention of the capital market. As early as 2014, service robots gradually entered the domestic market, and now they show great potential in epidemic prevention scenarios. As one of the "killer applications" in the 5G era, health service robots may usher in their own "golden age".
The transition from AI to health service robots
Under the influence of the 2020 epidemic, "contactless" services came into being, and service robots also ushered in a golden age.
According to the emerging industry investment report data released by CCID Consulting, in 2020, affected by the epidemic, the demand for China's health service robot market will usher in explosive growth, and the market size will reach 28.38 billion yuan, a year-on-year increase of 37.4%. The growth of the market size has naturally attracted the attention of the capital side.
According to data from Zhishi, in the first four months of 2021, there have been 67 investment and financing incidents publicly disclosed by domestic robotics companies, with a cumulative amount of more than 10 billion yuan, and nearly half of the single financing scale exceeded 100 million yuan. Among them, the financing events of the health service robot industry accounted for 20%, and the market prospect of commercialization was favored.
It can be seen from the IT Juzi Venture Capital Telegram that besides capital institutions investing in the health service robot industry, there are also Internet companies such as Tencent, ByteDance, Meituan, and Xiaomi.
What is the reason for the entry of these Internet giants?
At present, the aging trend of my country's population is increasing day by day, and people's awareness of health is gradually strengthening. my country has set medical health as a pillar strategic industry. According to the "Healthy China 2030" Planning Outline, by 2030, the scale of my country's health service industry will reach more than 16 trillion yuan. This means that health service robots have broad market prospects.
In public life scenarios, "cute" service robots have a wide range of usage scenarios. In addition to shopping malls and hotels, kindergartens and nursing homes have also become a stage for health service robots to show their talents.
From family planning to policy adjustment and gradual liberalization to the universal second child, the number of newborns in China continues to increase. With the new generation of parents born in the 1980s and 1990s on the stage, the "baby economy" pattern is being restructured, and a matching baby robot market is also emerging.
Secondly, the aging population has made the elderly care industry a "sunrise industry". In the national "14th Five-Year Plan", it is proposed to vigorously develop inclusive elderly care services, and build an elderly care service system that coordinates with home community institutions and combines medical care and health care. In this context, elderly care services are becoming more refined.
This not only means that the health service industry has become a trillion-level market, but also means that robots may be able to take advantage of the momentum. Indefatigable, voice chat, video entertainment, all-day monitoring and other functions allow service robots to provide more companionship for the elderly and children, and can monitor health status 24 hours a day.
Change is the eternal subject of the market, from technological innovation to changes in consumer demand, and the economy also has a cycle of ups and downs. To have the ability to surpass the cycle, a company must always accurately grasp the pain points of the market and meet the needs of consumers. How can super robots solve the different needs of consumers?
The "revolutionary" of the closed loop of healthy ecology
The counterattack of the epidemic once again interrupted people's daily life.
The difference from 2021 is that in response to this menacing sudden outbreak, people have calmed down a lot. Intelligent tools such as anti-epidemic robots and disinfecting robots provide effective emergency solutions for home life, and also establish a new normal that is different from traditional protection, making seemingly unsolvable problems disappear.
This process is inseparable from the efforts and exploration of various companies that provide technological power, and super robots are one of them.
Hunan Chaoneng Robot Technology Co., Ltd. is an overall solution provider of "artificial intelligence + Internet + robot" born out of the University of National Defense Science and Technology. It was established in September 2016 and is also a leading enterprise in the field of domestic health service robots.
The product layout is divided into four product lines in the two fields of "big health" and "big security". At present, more than 10 national first robot products have been launched, including children's morning check-up robots, health service robots and commercial service robots, and the accumulated sales of various robots are thousands of Taiwan, covering nearly 300 cities in more than 30 provinces.
In the field of general health, the company aims at the shortage of market demand of grassroots medical institutions and family doctors, and concentrates on achieving cross-border integration in the two major technical fields of robotics and intelligent diagnosis and treatment. A health service robot that integrates the five major functions of health management and emotional support will become a general practitioner who can stay at home 24 hours a day.
For young children, a super-powered child morning check-up robot was launched. A kindergarten service robot with functions of health detection, safety management, information service and education and entertainment. It also has a supporting children's gate system and safety monitoring system, which can serve kindergartens and early education institutions.
In the field of large security, the company cooperates with well-known domestic enterprises and military units such as TravelSky, HNA, Sinochem Group, Cedar Holdings, and CNOOC to target specific application scenarios such as airports, factories, power stations, government buildings, army barracks, and important military locations. Comprehensively using information technologies such as artificial intelligence, robots, the Internet, and big data, a series of robots for security services, patrol inspections, and guidance and inquiries have been developed.
Created a mature and reproducible overall solution for the smart community robot system, which can effectively solve the pain points of the property and security industry, such as shortage of manpower, lack of means to deal with events, and low level of informatization and intelligence. It has become a new generation of property and security systems. important means.
At present, related products have been applied in multiple scenarios such as airports, stations, factories, prisons, parks and military camps in Beijing, Shenzhen, Guangzhou, Changsha, Hainan, Nanchang and other places.
The wind has come, and health service robots may usher in the "golden age"?
The explosive growth of health service robots is just a microcosm of the development of the robot industry. According to IFR statistics, in 2020, the scale of China's robot industry has exceeded 100 billion yuan. Among them, China's industrial robot market is booming, ranking first in the world for eight consecutive years.
For service robots, the epidemic has brought new opportunities to the market, and made more people see the role of service robots and their possible application in more scenarios. Does this mean the advent of massive growth in the market?
We still have to see the general characteristics of this service robot, first of all, limited innovation.
In addition to the high-end assistant robots required in medical scenarios, most of the health service robots are modified on the basis of the robot OS. Basically, they are similar to the appliances that dare to call themselves smart homes with Bluetooth WiFi installed, but only realize certain services. There is still a certain gap between the automation of "intelligence".
Secondly, the core technology and components of the robot industry still rely on imports. The overall gap between China and German and Japanese companies in high-precision products is still obvious, which leads to high costs and no clear profit model for companies. Moreover, compared with human beings, robots can't work on the same level, and they can't solve too many and complicated problems. At present, robots can only sacrifice part of their efficiency to ensure that human safety is a priority, and the overall operation efficiency cannot be achieved very high.
In addition, the overall robotics industry is not complete enough. Not only is the conversion rate of technological achievements from the laboratory to the B-end relatively low, but the upstream and downstream industrial chains such as user experience, software, content, and services are also uneven. How are robots of different brands synergistic? , so that investors and consumers are full of confusion.
In recent years, the market demand for robots has gradually increased. At present, it seems that the industrial trend of robots replacing humans is in line with development expectations. The inflection point of technology and cognition is already clear, and society is entering the next stage of development.
Under the guidance of the new infrastructure strategy, the government and enterprises have joined in, bringing continuous and strong impetus to the development of artificial intelligence. It is destined to be a protracted battle to invest in new infrastructure, embrace artificial intelligence, and realize the intelligent upgrade of the social economy, but it will also become an important opportunity for super robots.
When the technology breaks through the critical point, after years of accumulation, the policy and capital market are ready, and the demand is also accelerated. Health service robots may usher in a "golden age".
Article source: New Industry Insights