Can the hottest real estate enterprises enter the

2022-10-13
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Can real estate enterprises enter the robot industry

original title: real estate enterprises should pay attention to the fact that the environment should not be too wet when entering the robot industry. Can they play well? Article | Lin Zhang, whether he becomes the cool in transformers or the super Marine Corps

original title: can real estate enterprises enter the robot industry

article | Lin Zhang

whether it is the cool in transformers or the white in the super Marine Corps, intelligent robots bring us infinite imagination of future life. At present, with the rapid development of artificial intelligence technology after the third ZTE and the participation of many players, the evolutionary revolution of intelligent robots is accelerating. What we expected in the past is a high-tech product that integrates advanced integrated cybernetics, mechanical and electronic material testing machines, the products of the past manual hydraulic testing machine, computers, materials and bionics. It may also enable all sectors of society at a faster speed, bring productivity innovation, and enter the homes of ordinary people

first, technology explosion + policy empowerment, the robot field welcomes many players

in reality, intelligent robot is not a new term. In fact, as early as 1920, Karel chapek, a Czechoslovak writer, coined the term robot in his science fiction "robot universal company of rosam"; Later, the domestic robot Elektro manufactured by Westinghouse Electric Company was exhibited at the 1939 World Expo in New York. At the Dartmouth conference in 1945, Marvin Minsky put forward the basic definition of robot, and put forward the basic definition of intelligent machine that "can create an abstract model of the surrounding environment, and if there is a problem, can find a solution from the abstract model", In 1959, dewall and American inventor Joseph ingelberg jointly created the first industrial robot. Subsequently, the first robot manufacturing factory in the world, union company, was established, and ingelberg was known as the "father of industrial robots". In fact, in the 1970s, China also began the research of robots, and with the boost of policies and needs, the overall development is quite rapid

at present, with the third resurgence of artificial intelligence and the enabling of favorable policies, the robot industry has ushered in a take-off period again

in terms of technology, the difficulty of robots moving towards intelligence lies in three aspects: perception, cognition and behavior control. Perception is mainly based on vision, hearing and information processing of various sensors; The cognitive part is responsible for higher-level semantic processing, such as reasoning, planning, memory, learning, etc; The behavior control part is dedicated to controlling the behavior of the robot. The three major problems of highly intelligent robots may be brought about by the third resurgence of artificial intelligence technology, including computer vision, that is, the rapid development of spring fatigue life, speech and natural language processing, motion trajectory recognition and self-learning ability, which will add wings to the take-off of the robot industry

in terms of favorable policies, the robot industry has long been the competitive highland of major economies in the world, and the United States, China, Japan, South Korea and other countries regard it as one of their national strategies. In recent years, China has successively issued programmatic documents such as "made in China 2025", "robot industry development plan (year)" and "new generation artificial intelligence plan", which provide many favorable policies for the development of robot industry

it is the rapid technological progress represented by artificial intelligence and the empowerment of national favorable policies that provide a solid foundation for China's robot industry to enter a new outbreak period. So many players with keen sense of smell have entered the game in recent years, including not only science and technology enterprises such as cheetah, Midea, Foxconn, Xinsong, Dajiang, but also real estate enterprises, such as country garden, which has also entered the robot industry, ready to seize this wave of Robot Revolution

on September 8, Shunde District of Foshan City signed a contract with Guangdong bozhilin robot bank, a wholly-owned subsidiary of country garden group, which is known as the first real estate enterprise of the universe, announcing that the country garden robot Valley project was officially launched. Country garden plans to invest at least 80billion yuan in the robot field in the next five years to apply robots more widely to various scenes such as construction industry, community service, living and so on

second, it is not surprising that real estate enterprises enter the robot industry.

country garden enters the robot industry. At first glance, it is indeed a little surprising. After all, in the inherent cognition, the players of high-tech products such as robots should be high-tech companies, which should have little to do with real estate enterprises. The core question is: can real estate enterprises enter the robot industry? But on reflection, it is not surprising or surprising that country garden and other real estate enterprises have entered the robot industry

why do you say that? In fact, there are both internal needs and external opportunities for real estate enterprises to enter the robot industry. Specifically, we can look at these four levels

1. Diversified transformation under the trend of crisis awareness of real estate enterprises

although from the perspective of interim performance, the total contract sales of country garden, Evergrande and Vanke, the three leading real estate enterprises, have exceeded trillion, and have achieved good results in revenue and net profit respectively, continuing to lead the development of the industry, while achieving high performance growth, the reality of rising debt ratio of real estate enterprises and the further tightening of national regulatory policies, Real estate enterprises with a strong sense of crisis have actually started diversified transformation to differentiate risks

this time, country garden entered the robot industry with Guangdong bozhilin robot, a wholly-owned subsidiary. In fact, it is just another new diversification measure under the previous property, new retail, modern agriculture and industry city integration strategy. In fact, it is not just country garden. Previously, Evergrande group also began to focus on technology and manufacturing industry and began to explore diversification. For example, it recently entered the new energy vehicle industry by investing in boss Jia's FF company, which is one of its initiatives in the field of science and technology

2. In the robot industry, real estate enterprises and many technology enterprises are in the same starting line to a large extent

in reality, the development of the robot industry, on the one hand, is a technology intensive industry, and on the other hand, it is a capital intensive industry. In these two aspects, from the actual situation, the real estate enterprise country garden is not at a disadvantage compared with the vast majority of technology enterprises. Instead, it is standing on the same starting line and even has some advantages

first of all, from the technical level, the robot industry is first of all a technology intensive industry. In the final analysis, it actually falls on the competition of relevant scientific and technological talents. For science and technology enterprises, it may have a certain first mover advantage in technology accumulation, but in general, as the third resurgence of artificial intelligence is not long, the advantage of technology accumulation is not so strong and abundant for most science and technology enterprises

from the perspective of talent reserve and absorption in the robot industry, contrary to the traditional cognition, country garden's talent reserve in robot technology is actually not weak. According to the data released by country garden, at present, country garden's bozhilin robot has attracted more than 100 doctors and scientific research elites from well-known universities at home and abroad, such as Oxford University, Columbia University, University of science and technology of China, Beijing University of Aeronautics and Astronautics and so on, It also plans to introduce 10000 world-class robot experts and researchers in the next five years. In fact, most technology enterprises cannot match this lineup and future talent absorption planning

secondly, from the perspective of capital, the robot industry is a capital intensive industry. Without strong financial support, it is difficult to play a series of processes of transferring research and production. In the past year, in fact, we have seen many players in the robot industry frequent thunderstorms due to insufficient capital. According to zhidongxi, Tangbao robot, which once obtained the "China robot certification" 001 certificate number, was deeply involved in bankruptcy due to the fracture of the capital chain due to the influence of the parent company Tangdi information. In addition, there are many companies such as Xiaoyi robot, Muye robot and remote vision robot, which are also deeply involved in personnel unrest

compared with these players who lack funds, country garden now has sufficient funds to support R & D needs. According to relevant data, as of the first half of 2018, country garden's cash and bank deposits exceeded 160billion, while in the robot industry, country garden founder Yang Guoqiang said he would invest 80billion in the next five years, While demonstrating its determination, it also lifted the financial constraints for the development of country garden's robot industry

3. In the robot industry, country garden has more demand driven and scene landing advantages

in fact, compared with the entry of technology enterprises into the robot industry, country garden has more demand driven and scene landing advantages for robots

in practice, real estate has the dual characteristics of capital intensive and labor-intensive. As the largest real estate enterprise in the universe, data shows that up to now, country garden has more than 180000 employees. Under the reality that the human cost of enterprises is constantly high and the need for human labor safety is at the core, it is undoubtedly a direction worth trying for labor-intensive enterprises to send the construction industry into the "unmanned construction" era. Before that, Foxconn, which is also a labor-intensive industry, announced in 2011 that it would replace the industrial army in the factory with "millions of robots" in the future

on the other hand, country garden has more advantages of robot landing than technology enterprises. As a real estate enterprise covering the whole industrial chain, from its previous semi annual performance announcement, country garden has signed or delisted 1991 domestic projects, which has a huge potential demand for construction robots. In addition, service robots are also of great use in the existing life scenes of country garden, such as property, education, community retail, medical treatment, hotel, etc. It can be said that country garden's domestic demand for robots is actually huge

4. The future market demand for robots is huge

and from the perspective of market capacity, robots have broad prospects in the future, which will be a market with trillions of capacity. In terms of the current domestic market, industrial robots have become the world's largest application market for five consecutive years, with huge demand potential for service robots, and the application scenarios of special robots have been significantly expanded

the white paper "robot 3.0 new ecosystem in the era of artificial intelligence" released by IDC in 2017 shows that by 2020, the market scale of global commercial service robots in the fields of medical treatment, retail and wholesale, public utilities and transportation will reach 17billion US dollars; The Chinese market will achieve a trillion market size of the robot industry in the next decade. It is estimated that by 2027, the market scale of intelligent robot industry in China is expected to reach more than 1.6 trillion yuan. At the macroeconomic level,% of China's GDP will be driven and promoted by robots. Under this trend, Li Kaifu, CEO of Innovation workshop, boldly predicted that "in the next decade, 90% of the practitioners of translation, assistant, security guard, driver, sales, customer service, trader, accountant and nanny will be taken by robots

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