I. Kev Txhim Kho Cov Tshuab Vuam:Cov Neeg Hlau Vuam Ntseua tus Core Direction
(1) Kev Siv Tshuab Vuam: Lub Pob Zeb Tseem Ceeb ntawm Kev Lag Luam Niaj Hnub
Kev siv tshuab vuam ua tiav kev sib txuas ntawm cov khoom siv los ntawm qhov kub thiab txias lossis siab, thiab siv dav hauv cov khoom tseem ceeb xws li tsheb, aerospace, thiab kev tsim kho. Nws qhov kev ua haujlwm raug thiab kev ua haujlwm zoo ncaj qha txiav txim siab qhov muaj zog ntawm cov qauv thiab cov nqi tsim khoom ntawm cov khoom. Faib los ntawm qhov chaw kub thiab cov txheej txheem, nws poob rau hauv peb pawg: fusion welding, pressure welding, thiab brazing. Nyob rau hauv xyoo tas los no, cov thev naus laus zis tshiab suav nrog laser welding thiab electron beam welding tau tawg los ntawm cov kev txwv ntawm cov txheej txheem ib txwm muaj, ua kom tau raws li qhov xav tau ntawm kev tsim khoom siab.
Cov neeg hlau vuam muaj lub cev tseem ceeb (nrog rau rau-axis robotic caj npab ua lub hauv paus) thiab txhawb nqa cov khoom siv vuam. Kev koom ua ke ntawm ntau yam thev naus laus zis, lawv ua raukev vuam siv lub tshuab ua haujlwm siab heev. Muab faib ua pawg raws li cov txheej txheem, lawv suav nrog cov neeg hlau vuam qhov chaw, cov neeg hlau vuam arc, cov neeg hlau vuam laser, thiab lwm yam. Ntawm cov no, cov neeg hlau vuam qhov chaw thiab cov neeg hlau vuam arc suav txog 90% ntawm kev sib koom ua lag luam, tswj hwm cov hlau nyias nyias hauv kev lag luam tsheb thiab kev tsim cov khoom siv tsheb maus taus, 3C electronics, feem. Cov thev naus laus zis tshiab xws li kev vuam laser tab tom ua kom lawv nkag mus rau hauv lub tsheb fais fab tshiab thiab cov chaw dav hlau.
(2) Kev Siv Tshuab Loj Hlob ntawm Cov Neeg Hlau Vuam Ntse
Tsis zoo li hom kev qhia thiab rov ua dua ntawm cov neeg hlau qhia ib txwm muaj, cov neeg hlau vuam ntse sib xyaw ua ke cov sensors pom / laser thiab cov algorithms txawj ntse kom ua tiav qhov kev paub txog cov kab sib txuas tiag tiag, kev tsim txoj kev tsis siv neeg, thiab kev ua kom zoo dua qub. Qhov no txo kev vam khom rau kev ua haujlwm tes thiab txhim kho kev ywj pheej ua haujlwm, ua rau lawv tsim nyog rau cov teb tsis yog tus qauv xws li cov khoom siv hluav taws xob precision thiab cov khoom siv tsheb sib dua, nrog rau cov xwm txheej tsim khoom ntau thiab tsawg.
Ib lub tshuab vuam hlau ntse tag nrho muaj ib lub tshuab tswj ntse, ib lub module pom thiab taug qab, ib lub platform programming offline, thiab lub cev tseem ceeb ntawm lub tshuab. Nws cov txiaj ntsig tseem ceeb yog luv lub voj voog ua haujlwm los ntawm kev ua qauv thiab kev sim ua ib puag ncig virtual, ua kom pom tseeb tias cov tswv yim vuam zoo li cas los ntawm kev kawm tob, thiab ua kom muaj kev ruaj khov ntawm millimeter nrog cov sensors siab. Tam sim no, cov kev tshawb pom tseem ceeb xws li kev ua haujlwm tsis tas siv lub zeem muag 3D tau ua tiav lawm. Cov thev naus laus zis tab tom hloov pauv los ntawm "semi-autonomous" mus rau "fully autonomous", thiab yuav ua tiav kev koom tes hla platform thiab kev sib qhia kev paub hauv huab yav tom ntej los ntawm kev siv 5G thiab edge computing.
II. Kev Tsis Txaus ntawm Cov Neeg Vuam: Qhov Chaw Lag Luam Dav Dav rau Kev Vuam Ntse
(1) Cov tsav tsheb ua ke ntawm qhov tsis txaus ntawm cov vuam thiab cov cai tswjfwm ua rau muaj kev xav tau hloov pauv
Tuam Tshoj tab tom ntsib teeb meem tsis txaus cov neeg vuam hlau. Xyoo 2024, qhov sib txawv ntawm kev thov thiab kev muab khoom tau txog 3.49 lab tus, nrog rau qhov tsis txaus ntawm 400,000 tus neeg vuam hlau laus. Tsis tas li ntawd, cov qauv hnub nyoog laus zuj zus, nrog rau cov neeg ua haujlwm hnub nyoog 60 xyoo thiab hnub nyoog 70 xyoo suav txog ntau dua 60% ntawm cov neeg ua haujlwm, thaum cov neeg ua haujlwm hnub nyoog 90 xyoo tsuas yog 13% xwb, ua rau muaj teeb meem "kev sib txawv ntawm tiam neeg". Ua ke nrog qhov chaw ua haujlwm nyuaj thiab kev pheej hmoo siab rau kev noj qab haus huv ntawm cov haujlwm vuam hlau, cov tub ntxhais hluas tsis kam ua cov haujlwm zoo li no, ua rau muaj kev thov ceev ceev rau kev hloov neeg hlau. Raws li kev xam tias ib tus neeg hlau tuaj yeem hloov 2.5 tus neeg vuam hlau, qhov kev thov ua lag luam muaj peev xwm yog 1.4 lab units.
Lub xeev tau tshaj tawm cov cai tswjfwm tas li los txhawb kom muaj kev nrov npe ntawm kev vuam ntse. Txij li Txoj Kev Npaj Tsib Xyoos Thib 13 rau Kev Tsim Khoom Txawj Ntse mus rau Txoj Kev Npaj Siv Xyoo 2024 rau Kev Txhawb Kev Txhim Kho Khoom Siv hauv Kev Lag Luam, ib txoj cai txhawb nqa tsis tu ncua tau tsim, qhia meej txog cov lus qhia txog kev siv tshuab, tsav tsheb hloov kho khoom siv, thiab teeb tsa lub hauv paus ruaj khov rau kev txhim kho kev lag luam.
(2) Kev Loj Hlob ntawm Kev Lag Luam thiab Cov Txiaj Ntsig Tseem Ceeb ntawm Kev Lag Luam
Kev lag luam thoob ntiaj teb ntawm cov neeg hlau vuam hlau tab tom nthuav dav zuj zus. Txij xyoo 2016 txog 2024, cov khoom muag tau nce ntxiv los ntawm 64,200 units mus rau 102,000 units, nrog rau kev loj hlob txhua xyoo kwv yees tias yuav ncav cuag 6% thiab 8% hauv xyoo 2025 thiab 2026. Cov neeg hlau vuam hlau ntse muaj kev siv nyiaj zoo heev, nrog rau kev vuam ceev ntawm 50–160 cm/min ua tau zoo dua li kev vuam ceev ntawm tes ntawm 40–60 cm/min. Lawv muab cov nyiaj rov qab los ntawm kev nqis peev (ROI) ntau yam kev hloov pauv: hauv qhov xwm txheej phem tshaj plaws (hloov 1 tus neeg vuam hlau), cov peev txheej tuaj yeem rov qab tau hauv 4 xyoos, nrog rau kev txuag tau tag nrho ntawm 10.5 lab yuan dhau ib xyoo caum; hauv qhov xwm txheej zoo tshaj plaws (hloov 2.5 tus neeg vuam hlau), cov peev txheej tuaj yeem rov qab tau hauv thawj xyoo, nrog rau tag nrho cov nyiaj txuag ntawm 27 lab yuan hauv kaum xyoo. Ntxiv mus, cov neeg hlau no tuaj yeem ua haujlwm tas li 24 teev hauv ib hnub kom txhim kho kev ua haujlwm zoo.
(3) Kev Xav Tau Ceev Rau Cov Xwm Txheej Tsis Yog Tus Qauv: Kev Nkag Mus Sai Hauv Cov Qauv Hlau thiab Cov Chaw Tsim Nkoj
- Kev Lag Luam Hlau Qauv: Xyoo 2023, lub teb chaws cov khoom siv hlau qauv ua tiav tau txog 112 lab tons, nce ntxiv 10.5% txhua xyoo. Txawm li cas los xij, kev lag luam raug kev txom nyem los ntawm kev siv tshuab tsawg thiab kev cia siab rau kev ua haujlwm tes ntau. Raws li kev kwv yees, 60% ntawm kev ua cov qauv hlau xav tau kev daws teeb meem vuam ntse. Thaum cov zis xav tias yuav ncav cuag 135 lab tons hauv xyoo 2025, nws yuav tsim kom muaj kev thov rau 12,200 pawg khoom siv, thawb qhov kev lag luam ntau dua 3 billion yuan.
- Kev Lag Luam Tsim Nkoj: Xyoo 2024, Tuam Tshoj tau qeb duas thawj zaug thoob ntiaj teb hauv peb lub cim qhia tseem ceeb: ntim nkoj tiav, kev txiav txim tshiab, thiab kev txiav txim rov qab, suav txog ntau dua 50% ntawm tag nrho thoob ntiaj teb hauv txhua pawg. Txawm li cas los xij, kev lag luam ntsib teeb meem xws li cov kab sib txuas nyuaj thiab kev hloov kho me me, uascov txheej txheem vuam ib txwm muajmuaj teeb meem los daws. Xyoo 2024, muaj kwv yees li 187,800 tus neeg vuam uas tau ntawv pov thawj hauv Suav teb. Raws li 15% ntawm kev nkag mus, qhov kev thov rau cov neeg hlau vuam ntse ncav cuag 18,800 units, sib npaug rau qhov loj ntawm kev ua lag luam ntawm 5.634 billion yuan. Yog tias qhov kev nkag mus nce mus txog 30%, qhov loj ntawm kev ua lag luam yuav tshaj 10 billion yuan.
III. Cov Qauv Siv Hauv Kev Lag Luam ntawm Cov Neeg Hlau Vuam Ntse
Cov saw hlau lag luam muaj cov khoom siv los ntawm sab saud, kev sib koom ua ke ntawm nruab nrab, thiab kev siv rau kev lag luam hauv qab, kev sib koom ua ke ntawm cov thev naus laus zis los ntawm ntau qhov chaw xws li robotics, artificial intelligence, thiab machine vision. Ntawm cov no, lub cev tseem ceeb ntawm robot thiab vision/laser system ua ke suav txog ntau dua 60% ntawm tag nrho cov nqi.
Cov ntu txuas ntxiv mus rau sab saud muab cov khoom tseem ceeb xws li lub cev tseem ceeb ntawm cov neeg hlau, cov txheej txheem tswj ntse, thiab cov txheej txheem taug qab vuam, uas txiav txim siab qhov ruaj khov ntawm cov khoom siv. Cov chaw tsim khoom siv fais fab vuam hauv tsev tau ua tus thawj coj, thaum cov tuam txhab hauv zos hauv 3D pom thiab cov software programming offline tab tom rhuav tshem kev tswj hwm ntawm cov peev txheej txawv teb chaws. Cov neeg koom ua ke nruab nrab sib koom ua ke cov khoom siv los tsim cov kev daws teeb meem tshwj xeeb, ua kom tau raws li qhov xav tau ntawm chaw ua haujlwm thiab cov kab ntau lawm ntawm cov lag luam xws li cov qauv hlau thiab kev tsim nkoj. Cov chaw tsim khoom hauv zos tsom mus rau kev npaj txoj kev ntse los pab cov khoom tsim tsis yog tus qauv. Cov ntu txuas ntxiv mus rau sab saud pom cov ntawv thov ib txwm muaj nyob rau hauv cov qauv hlau thiab kev tsim nkoj, thiab maj mam nkag mus rau hauv cov teb siab xws li tsheb, lub zog tshiab, thiab aerospace, tshwm sim ua cov khoom siv tseem ceeb rau cov tuam txhab kom txhim kho kev ua haujlwm zoo thiab txo cov kev pheej hmoo.
Lub sijhawm tshaj tawm: Lub Kaum Ob Hlis-23-2025
