Billion Euro think tank combed 62 domestic advanced manufacturing enterprises that publicly disclosed financing, 109 participating institutions, found more than 24 institutions involved in investment, and found that domestic related investment reached its climax in 2017. Most of them, robots and manufacturing equipment companies.
Due to the wide range of intelligent manufacturing, this year's billion-dollar think tank focuses on three advanced manufacturing related fields of industrial robots and processing equipment, industrial vision and factory digitization and intelligence (industrial Internet of Things, industrial big data, etc.). Several years of publicly released financing data were studied. Since many companies have not disclosed the amount of financing information and the data is missing, there is no analysis of the amount of financing. According to the billion-dollar think tank, many institutions' investment in the manufacturing field has not been made public, so this research can only partially reflect the investment in related fields.
According to the incomplete statistics of the billion-dollar think tank, there are more than 100 institutions and enterprises involved in investing in intelligent manufacturing in China, but the concentration is low. About 78% of them only participate in the investment of one related enterprise, and the institutions that participate in the investment of the three industries only account for To 6%. About 10% of the institutions participating in the investment are listed companies or professional industrial capital, and institutions with industrial background are close to 20%. The institutions that participate in more investment are shown in the following table (when the number of participating companies is the same, they are ranked according to the initials of Pinyin). It can be seen that the old Internet venture capital still occupies the main position.
Judging from the recently announced investment time, there are few related financing events before 2016. In 2016, related investments began to increase and reached a climax in 2017. In 2018, related financing has fallen. Through the statistics in the chart and the analysis of the development of the industry, Yiou think tank believes that the early investment climax of advanced manufacturing has gradually passed. Without new technology or significant driving factors, the new entry window of advanced manufacturing industry companies is gradually closed.
Judging from the latest round of financing rounds announced by the invested companies, companies before and after the A round accounted for the majority. This also corresponds to the development of the industry. Many enterprises have entered the market verification stage of products in 2017. After 2018, after market verification, the sales speed of products is expected to increase. It is worth noting that a large number of advanced manufacturing financing companies have been established for many years, but they just got financing in the capital attention period around 2017. Many of these companies refer to their first round of financing as A round of financing, which is different from the development path of the newly established startup round of round financing.
From the perspective of specific investment fields, among the 62 companies surveyed by Yiou Think Tank, robots and manufacturing equipment accounted for half, 34, industrial vision-related enterprises, and industrial digital and Internet of Things and other related companies. Among them, the overall investment in robots and manufacturing equipment is relatively scattered. Except for Deco CNC, Meteorite Robot, Geek+, Orange Auto and Wing Fei Automation, there are 5 or even more than 7 institutions participating in the investment. Most companies only have 1-2 companies. Investment, and the distribution of institutions is very scattered.
In the field of industrial vision, Cooper, Aqiu Technology, and High-vision Technology have invested in many institutions. Many institutions, such as Baidu Venture Capital, Tongchuang Weiye, GGV, etc., all of the major investment projects are concentrated in this field.
In the fields of industrial digitalization and Internet of Things, the main well-known Internet investment institutions such as Zhenge, Jingwei, Jinshajiang, Dachen, Songhe and BAI are concentrated. Because this part of the enterprise is mainly based on IT technology, and most of them are emerging companies, it is an area where Internet VC has a great influence.
Overall, the comprehensive statistics and information privately learned by the billion-dollar think tanks, the actual advanced manufacturing enterprises and the institutions involved in the investment layout are significantly more than the texts in the text, and some enterprises that have already obtained a new round of investment in 2018 The financing has not been announced, and many manufacturing companies are not active in proposing financing. Therefore, there is a certain error in judging the entire smart manufacturing investment through public financing information.
Combined with the specific research in related fields, Yiou think tank found that the development of enterprises in the field of intelligent manufacturing is slow compared with many Internet companies. Many market segments have smaller market space and are facing the squeeze of industry giants, and the competition situation is grim. The current investment opportunities are mainly from software-related new technologies, subdivided into specific sub-areas, and there are few excellent investment targets. Some enterprises that have been established for many years and have accumulated in the industry have become the key targets of this round of smart manufacturing investment.
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