Forging core technology advantage

In recent years, the capital operation of the subdivision circuit related to the robotics field has been frequent, and the cases of obtaining multiple rounds of financing or large amounts of financing have been frequent. Open source securities research report shows that from the perspective of primary market investment and financing, the overall investment and financing density of the robot industry has increased steadily since 2023, of which only the number of billion yuan financing cases increased to 20 in the third quarter of 2023, almost unchanged from the first half of 2023.

W/R-67100-A As more and more participants flood into the robot circuit, the phenomenon of homogeneity and overcapacity problems are gradually highlighted. Some enterprises take the way of “price war” to gain market share, which has a certain impact on the healthy development of the industry ecology. In fact, the responses from relevant companies reveal the competitive pressures facing the robotics industry.

In mid-January this year, the company responded to the first round of inquiries and updated its financial indicators. It is not difficult to see from the update content that the competition in the collaborative robot track where the Festival card shares are located is becoming increasingly fierce. The company admitted that with the increasingly fierce competition in the industry, the price of robot machine products has a downward risk. Subsequently, the company will continue to increase investment in research and development, increase the market cultivation and development of high-end models, and offset the price reduction risk caused by competition to a certain extent by optimizing the product structure.

W/R-67100-A 

“From the relevant inquiries, it can be seen that the regulatory authorities have increased the requirements for the technical gold content and performance health of science and technology enterprises, and released a strict supervision signal for prominent problems such as’ withdraw once you check ‘and’ enter the customs with disease ‘.” Executives of a listed company involved in the robot business in East China believe that no matter how the market environment changes, it is most important to constantly build their own “moat”, forge core technological advantages, and avoid falling behind in the fierce industry competition.

“In the long run, the development of the robot industry has a broad market space, and it is a trend for robot industry chain enterprises to seek listing.” The relevant person in charge of a more mature robot enterprise W/R-67100-A in Shanghai told reporters that capital-intensive entry into the robot industry, but there are not many enterprises with core technical advantages, if only through the “price war” to seize the market, the customers are not stable, and in the long run, the risk needs to be treated with caution. At the same time, low-quality competition will bring negative effects to the industry.

“Robot companies need to identify segments that are in line with their own development positioning, and pay attention to technology research and development and high-quality market expansion while developing rapidly to establish sustainable competitive advantages.” The person in charge said.