Hauv Suav teb neeg hlau ua lag luam, raws li cov tuam txhab tsim khoom lag luam hauv tsev ua kom lawv cov thev naus laus zis ua tiav thiab tsis tu ncua nqaim qhov sib txawv ntawm lub zog nrog cov khoom lag luam txawv teb chaws, kev sib tw ntawm Suav kev lag luam neeg hlau kev lag luam yuav txhim kho ntxiv. Lub caij no, nrog rau kev qhia txog kev txhawb nqa tsoomfwv txoj cai thiab kev nthuav dav ntawm cov khoom tshiab xws li kev sib koom tes neeg hlau hauv kev tsim khoom tshwj xeeb, qhov ntsuas ntawm Suav kev lag luam neeg hlau kev lag luam yuav nthuav dav ntxiv, xav tias yuav ncav cuag 58.9 billion yuan los ntawm 2023, nrog rau kev lag luam. CAGR ntawm kwv yees li 11.7 feem pua ntawm 2020 txog 2023.
Tsib lub ntsiab lus tseem ceeb hauv Tuam Tshoj txoj kev lag luam neeg hlau hauv xyoo 2022:
Ua ntej, nyob rau hauv cov ntsiab lus ntawm lub teb chaws "dual carbon" lub hom phiaj, kev nqis peev nyob rau hauv lub tshiab zog kev lag luam saw yuav tseem tuav ib tug kuj zoo sib xws, thiab nws yuav tsum tau mus txuas ntxiv qhov kev thov rau industrial robots, nrog lithium roj teeb, photovoltaic, hydrogen. hluav taws xob, thiab lwm yam raws li cov neeg sawv cev tseem ceeb. Nws tuaj yeem pom tau tias xyoo 2022 yuav yog lub xyoo kub rau ntau lub tuam txhab kev lag luam neeg hlau los teeb tsa lawv cov khoom lag luam muaj txiaj ntsig ntxiv xws li cov tsev khaws khoom ntsuab, kev lag luam ntse ntse, thiab kev lag luam tshuaj, raws li lub sijhawm, nws tseem yuav zam tsis tau. ua tub rog.
Qhov thib ob, tus nqi nce siab ntawm cov khoom siv raw hauv cov khoom siv logistics thiab cov cuab yeej siv yuav txuas ntxiv mus txog thaum tsawg kawg yog thawj ib nrab xyoo 2022, tshwj xeeb tshaj yog rau kev tsim khoom lag luam, uas yuav ua rau muaj kev kub ntxhov ntxiv. Txhawm rau tiv thaiv qhov cuam tshuam tsis zoo ntawm tus nqi nce hauv kev ua lag luam, ntau thiab ntau lub tuam txhab kev lag luam neeg hlau yuav ua kom cov khoom lag luam hloov kho sai thiab cov khoom siv tshiab hloov lawv cov kev sib tw tseem ceeb yav tom ntej. Kev lag luam neeg hlau ua lag luam yuav raug hloov pauv nyob rau hauv 3-5 xyoo tom ntej, tshwj xeeb tshaj yog rau cov lag luam neeg hlau uas muaj peev xwm thauj khoom siab, ua kom muaj txiaj ntsig zoo, thiab kev txhim kho kev tsim kho, yuav muaj qhov zoo sib xws.
Thib peb, txoj hauj lwm kev lag luam hauv tsev yuav raug sib koom ua ke ntxiv, thiab tib lub sijhawm, cov khoom lag luam ntawm kev sib koom tes neeg hlau yuav txuas ntxiv mus ntxiv, npog ntau qhov ntev ntawm kev tsim kho tshiab xws li kev thauj khoom, caj npab, tus naj npawb ntawm axles, quab yuam tswj, sensors, thiab lwm yam. Nws yog ib qho inevitable tias kev sib tw ntawm cov tuam txhab tsim khoom hauv tsev yuav nkag mus rau theem dawb-kub. Tsis tas li ntawd, ntau thiab ntau cov tuam txhab tsim khoom hauv tsev yuav muaj kev ua tau zoo hauv kev lag luam txawv teb chaws. Tshwj xeeb tshaj yog nyob rau hauv domestic warehouses, qhov kev thov rau industrial robots thiab lwm yam txheej txheem xws li tuav, palletizing, thiab logistics xaiv yuav loj hlob ntxiv. Qhov kev faib ua feem ntawm kev sib koom tes neeg hlau matrix ua haujlwm siv 3D pom kev pom nyob rau hauv lub sijhawm ntawm algorithms yuav nce ntxiv.
Plaub, lub xeev tau kwv yees tias Suav cuam tshuam rau COVID-19 yuav maj mam ploj mus rau xyoo 2022, thiab kev xav tau ntawm kev lag luam yuav qhia ntau qhov sib txawv. Nws tseem hais txog qhov kev txiav txim siab tias tsis muaj qhov ua tau ntawm "kev tshwm sim" rau tag nrho. Xyoo 2022, kev muag khoom txhua xyoo ntawm kev lag luam hauv tsev neeg hlau yuav ncav cuag tsawg kawg peb lub tuam txhab, thiab kev lag luam concentration piv yuav txhim kho ntxiv. Nyob rau tib lub sijhawm, tus qauv kev lag luam tshiab yuav tsum ua kom zoo. Nyob rau tib lub sijhawm, Nws cia siab tias qhov kev muag khoom txhua xyoo ntawm kev lag luam hauv Suav lag luam neeg hlau yuav nyob ib puag ncig 15 feem pua -20 feem pua, thiab tus nqi hauv cheeb tsam yuav nce ntxiv. Kev lag luam kev loj hlob ntawm kev lag luam neeg hlau kev lag luam yuav tsum tshaj 41 feem pua hauv 2022.
Thib tsib, nyob rau hauv 3-5 xyoo tom ntej, ntau dua 70 feem pua ntawm cov lag luam hauv tsev yuav txiav txim siab xa cov khoom thauj mus rau tib neeg, uas kuj tau txais kev nyiam tshiab hauv kev lag luam peev. Txawm hais tias cov nyiaj txiag kub nyob rau hauv thawj lub lag luam yuav tsis txo qis, cov nyiaj yuav ntau concentrated nyob rau hauv ntws mus rau sab saum toj manufacturers. Cov kev cai zoo nyob rau hauv kev lag luam theem nrab yuav txhawb nqa ntau tus neeg hlau ntsig txog kev lag luam los cuam tshuam lawv cov npe. Tom qab kev loj hlob siab hauv 2021, nws xav tias tsis pub tsawg tshaj 10 lub tuam txhab tsim khoom lag luam yuav nkag mus rau lub sijhawm npaj rau kev sau npe hauv 2022.