Hello, Welcome to TechCrunch China Summary Latest events about the Chinese technology environment and what it means for people in other parts of the world.
The Chinese tech industry had a pretty turbulent week. The government has spent billions of dollars on market capitalization of some of the most lucrative players in the industry and ruined $ 100 billion in private education. Meanwhile, attacks on China’s Internet giant continue. Technical stocks later collapsed Tencent stopped user registration, raising fears of Beijing’s next target.
Sharp observers point out that a new wave of strict control over China’s Internet and education companies has long been on Beijing’s agenda and nothing surprising. Of course, the central government was not ashamed of this desire. Production It includes uncontrolled power in the service industry, which includes everything from Internet platforms, film studios to school centers.
A few weeks ago, I had an interesting discussion with a capitalist of a Chinese company that had invested in industrial robots for over a decade. In this issue, we will take a closer look at what is happening in the consumer technology industry. week.
Automatic Factory
China is rapidly importing robots to factories. Huang, a partner at North Light Venture Capital, believes the three forces are working on industrial robots, especially in China.
For many years, Beijing has supported “localization” in a wide range of technologies, from enterprise software to product automation. In the next few years, we may see Chinese robots comparable to Schneider and Panasonic robots. The NLVC-supported industrial robot manufacturer CRP is already present in Southeast Asia, Russia and Eastern Europe.
In addition to the technological environment, China is also known for its severe demographic crisis. The shortage of workers in the manufacturing industry is exacerbated by the fact that young people work in light factories. Factory robots can access.
“Instead of working in factories, young people now want to be food workers. Jobs to replace robots are less skilled, but jobs that are not robots have high pay and high benefits. There is, ”says Huang.
Large Chinese companies are still being held hostage by robots because of their proven product stability. The problem is not only expensive imported robots but also user preferences.
“Companies need to have deep technical skills to do these [Western] Although robots, such companies are rare in China, ”Huang said, adding that the vast majority of Chinese companies are SMEs.
With the exception of the automotive and semiconductor industries, which still rely heavily on advanced import robots, affordable and easy-to-use Chinese robots can already meet most of the local automation needs, Huang said. Rice field.
China currently uses about 1 million robots every year, but only produces 20% domestically. This gap, combined with the national environmental program, has led to investment turmoil in the launch of industrial robots.
Rush is not always a good thing, fans say. This is a rare occurrence in China, where the most expensive and expensive industrial robot companies earn less than 30 million yuan a year, which is unheard of by real users in the industry.
“This is not an industry that can burn cash to create huge people. It is not an Internet sector. ”
SMEs are happy to welcome robots to the factory floor. Take welding as an example. Average welding costs about 150,000 yuan ($ 23,200) a year. Investors say the standard welding robot, which sells for 120,000 yuan, can replace up to three workers a year and “does not complain.” High-quality robots can run continuously for 6 to 8 years, so it is obvious for automation funding.
Sophisticated production is not just about helping local bosses. Eventually, China’s dependence on China’s efficiency will increase, and despite efforts to eliminate the geopolitical risks of Chinese production, it will make it difficult to block China’s supply chain. Add.
“For example, most of the supply chain in electronics is in China, so factories outside of China spend more on logistics to move parts. Most 3D production is already highly automated. And although it is heavily dependent on electricity, in most developing economies, electricity supply is highly volatile and production is disrupted, he said.
War with Internet Giants
The impact of anti-religious laws on Alibaba has been echoing since last year, but another wave of scrutiny has already begun. As soon as the DD block IPO in New York is over, the Red Hidden Giants Cancel User Registration We will work to protect the necessary user information. National Security.
Tencent shares fell sharply on Tuesday in 10 years after registering for WeChat Messenger “Upgrade” security technology laws and regulations. The gaming and social media giant is the latest in a long list of companies growing under lasesez-faire. 20 years and Beijing has been hit by the Internet crisis.
The move was prompted by growing concerns about Beijing’s indifference to the service provider’s resources and energy. China is committed to advancing the technology sector, but the kind of technology Beijing is not looking for in video games that make myopia or adults crazy on the screen. China’s five-year plan, a series of socio-economic initiatives, fully explores “strong technology” such as “semiconductors, renewable energy, agriculture, biotechnology, industrial automation such as factory robots”.
China has also pledged to fight for equality in education and wealth. In the eyes of the authorities, the expensive post-school activities scattered in the big cities are hampering the educational success of children in poor areas and ultimately exacerbating resource imbalances. Time, content, profitability and finance, tank stock of industry leading companies in the new regulatory framework. one more time , Xi Jinping President of Copyright Outside the University to Individual Guidance “to return to the course of study.” Currently, all investors and analysts are pondering Shin’s ideas and guidelines for China.
Upgrade Internet, Develop Strong Technology – TechCrunch Source Link Raise Internet Level, Develop Strong Technology – TechCrunch