Distribution map of major domestic AGV companies

      (Note: The statistics in this article are based on the ontology companies in the China Mobile Robot (AGV) Industry Alliance as the statistical blueprint, and a small number of companies outside the alliance are not in the statistical category.) 

 Table: Domestic AGV robots are mainly concentrated in cities (according to the data of the ontology enterprises in the alliance)

     

The above table shows that from the perspective of regional concentration, my country's AGV market is still in a state of increased concentration. The Pearl River Delta and the Yangtze River Delta are still the main gathering places of AGV, especially in Shenzhen, Suzhou, Hangzhou, Shanghai and other places with a large number of AGV companies. , The regional concentration of AGV is close to monopoly. Due to the different geographical factors, the development of AGV industry in each region also shows different characteristics.

 

       The Yangtze River Delta-Innovative Enterprises

 

       The Yangtze River Delta is an economic sector with the fastest economic development, the largest economic aggregate, and the most potential for development in China. Like the booming economy in the region, the AGV industry in the region is also full of vitality. AGV companies in the Yangtze River Delta are mainly innovative companies, such as Kuaicang, Haikang, Guozi, Mu Niu Liuma, Jiazhi, Muxing, Malu Innovation, Aijiwei and other companies. Although the number of years of establishment is not long, these companies are full of vitality in terms of innovative technology. In addition, the e-commerce industry in Jiangsu, Zhejiang and Shanghai is very prosperous in the shipping area, and it also attaches great importance to logistics. The region also encourages the application of unmanned warehouses and AGVs. Therefore, enterprises in the area are also very competitive in the field of warehousing robots.

 

     

The AGV companies in the Yangtze River Delta are mainly concentrated in the three cities of Suzhou, Hangzhou, and Shanghai, which is the region with the largest number of AGV robot companies in China. AGV belongs to the high-tech industry and has certain requirements for "talent" and "financial". Shanghai, Hangzhou and Suzhou are the most economically developed cities in the Yangtze River Delta. Enterprises will have certain advantages in financing. This is one of the important factors for many startups to choose these cities. In terms of talents, there are many universities in the Yangtze River Delta, and their sources of talents are also guaranteed. Among them, the Zhejiang University Department is considered to be a prominent branch in the Yangtze River Delta.

 

        Pearl River Delta-Tradition and Innovation Parallel

 

        Different from the Yangtze River Delta, the AGV companies in the Pearl River Delta region have both traditional manufacturers, such as well-established companies such as Jingyuan, Jiashun, Oukai, and Jiateng, that have been deeply involved in the industry for many years, as well as a large number of innovative companies, such as Yifeng , Stand, Today International, etc., new and old are gathering together, and the AGV industry in the Pearl River Delta region is also showing a prosperous trend.

 

       

From the perspective of application requirements, in the entire Pearl River Delta market, the huge volume of production enterprises will inevitably cause a large amount of demand for automation equipment in the process of transformation, and the 3C electronics industry is an emerging application field. There is a lot of room for the development of AGV companies. In terms of related talents, there are many colleges and universities in the Pearl River Delta region and neighboring Hong Kong, and the talent output is considerable.

 

       Shenzhen has the largest number of AGV companies in the Pearl River Delta region. Because of the highest economic development and strong innovation atmosphere, it is also connected to the Guangdong-Hong Kong-Macao Greater Bay Area manufacturing market and externally connected to overseas international markets. Therefore, Shenzhen is relatively more suitable for AGV companies. Continuous development.

 

       Bohai Rim Region-Mainly traditional AGV companies

 

       Compared with the Yangtze River Delta and the Pearl River Delta, the number of AGV companies in the Bohai Rim region is relatively small, and most companies are mainly based on traditional AGV companies, such as Siasun, Jike, and Lingong, etc., and these companies Most of them are state-owned enterprises or large-scale integrated enterprises. Of course, there are also innovative companies, such as Zhijia, Contempt, etc., but not many. Among them, new-type companies are mostly concentrated in Beijing. Beijing, as a technology gathering place, is relatively more conducive to the incubation and development of innovative enterprises, both in terms of talents and capital.

 

 

     

Different from the Yangtze River Delta and the Pearl River Delta, the AGV companies in the Bohai Rim region are relatively less concentrated and relatively scattered. Of course, this is also related to the regional economic development and industrial environment. In terms of talent technology, the talents and related technologies of AGV companies in the Bohai Rim area mainly come from Harbin Institute of Technology, Shenzi Institute, and major universities in Beijing.

 

       Money, talent, demand-the first choice of AGV companies

 

       In general, most of the domestic AGV companies are concentrated in the Pearl River Delta, the Yangtze River Delta and the Bohai Rim. Their geographical advantages are different, and their AGV companies also present different characteristics. In all the cities, we can find that the development of AGV companies has the same preference for the regional industrial environment.

 

       First of all, economically developed areas and colleges and universities are the first choice for general AGV startups. After all, financing and recruiting are relatively easier, while traditional AGV companies generally rely on large state-owned enterprises for incubation, and the financial pressure is relatively less severe. In terms of talents, most of them rely on national research institutes. Therefore, most entrepreneurial companies are concentrated in developed coastal cities, while traditional companies are more scattered.

 

       Secondly, from the perspective of AGV demand, whether it is the Yangtze River Delta, the Pearl River Delta or the Bohai Rim, its manufacturing industry is very developed. In the era of "machine substitution", the demand for AGVs in these areas is huge, and customers are mainly concentrated in In these areas, it is normal for companies to get together here.

 

       Finally, under the influence of the industrial cluster effect, the research and development of AGVs is not simply a "closed door", but also involves the core parts and various software controls of the upstream and downstream, and the economically developed areas such as the Yangtze River Delta are my country's current robots and related The main concentrated areas of the spare parts industry and the location of enterprises can also better exert the cluster effect.