①Shanghai has issued a "Plan of Action to Promote the Empowerment of Industrial Services in Shanghai to Upgrade the Industry (2024-2027)", proposing the establishment of a national humanoid robot manufacturing innovation center; ②The plan mentions the creation of a set of humanoid robot-empowered manufacturing application scenarios in industries such as automobile, electrical equipment production, and parts processing; ③Brokerage opinions suggest that the demand for machine replacement of human labor in factories is gradually increasing, which is expected to further accelerate the industrialization process of robots.
On July 25, the "Science and Technology Innovation Board Daily" reported that Shanghai has new moves in the field of robotics.
Today, the General Office of the Shanghai Municipal People's Government issued a "Plan of Action to Promote the Empowerment of Industrial Services in Shanghai to Upgrade the Industry (2024-2027)" (referred to as the "Plan"), which proposes to promote the deep integration of artificial intelligence and manufacturing, establish a national humanoid robot manufacturing innovation center, build a set of humanoid robot-empowered manufacturing application scenarios in industries such as automobile, electrical equipment production, and parts processing, and form robot production solutions.
Humanoid robots are a high-quality carrier for the interaction between artificial intelligence and the physical world. In addition to the above, this plan also mentions specific application directions for humanoid robots:
Implement the "Industrial Logistics Cost Reduction and Quality Improvement Action", increase support for equipment technology transformation of industrial logistics companies, and promote the deployment of intelligent logistics equipment such as unmanned vehicles and humanoid robots.
In addition, the plan proposes to build a new service ecological platform for "Shanghai Manufacturing", and gives instructions on the construction of industrial standards for the robotics industry:
Improve the level of industrial professional services, comprehensively promote the construction of emerging industry standard systems, and make forward-looking layouts for future industry standard research, such as humanoid robots and new energy storage.
Robot-empowered manufacturing application scenarios accelerate the convergence of both ends.
In fact, this plan had already laid the groundwork on February 21 this year at the Shanghai Municipal Government Press Conference. At that time, the Deputy Director of the Shanghai Development and Reform Commission Chen Guozhong stated that efforts will be made to start the construction of a full-process digital twin simulation verification platform for chip manufacturing and smart molecular imaging sharing platform, and strive for the establishment of a national manufacturing innovation center for humanoid robots.
The release of this plan undoubtedly announces more application-oriented integration directions of future robotics, especially humanoid robots, with the manufacturing industry.
Huaan Securities recently pointed out in its research report that the shortage of labor force is accelerating the industrialization process of robots. The downstream application scenarios of humanoid robots are abundant, including production manufacturing, emergency rescue, home care, education, medical care, etc.
The institution further pointed out that in the industrial scenario, humanoid robots are mainly making efforts in the field of intelligent manufacturing. For example, IBM combines the power of AI, remote sensing, and edge computing to create a new generation of security inspection robots, and Amazon uses AI technology to drive robots for automated warehouse operations and logistics processing, etc. The widening labor shortage leads to rising labor costs, and the demand for machine replacement of human labor in factories is gradually increasing, which is expected to further accelerate the industrialization process of robots.