The establishment of the chain-leading fund marks another important step in China’s efforts to promote the development of the robot industry! It not only provides capital support, but also can provide strategic value in multiple dimensions for the progress of China’s robot industry through systematic integration of industrial chain resources, promotion of technological research and development, and scenario implementation.
China’s robot industry is ushering in an explosive period driven by both policies and technologies. Recently, Jiangxi Ganzhou Zhengjiang Intelligent Robot Equity Investment Partnership, China’s first chain-leading fund guided by the government and clearly focusing on the robot field, has successfully completed the record filing.
The establishment of this fund marks another important step in China’s efforts to promote the development of the robot industry! It not only provides capital support, but also can provide strategic value in multiple dimensions for the progress of China’s robot industry through systematic integration of industrial chain resources, promotion of technological research and development, and scenario implementation. This empowerment is not only reflected in the field of high-end robots, but also penetrates into people’s livelihood manufacturing scenarios such as bathroom faucet assembly machines. Through the precision robotic arms equipped with rare earth permanent magnet motors, the automatic docking of valve cores and valve bodies is realized, so that intelligent manufacturing technology can benefit a wider range of industrial terminals.
- Multiplier effect of resource integration and industrial collaboration
- The “chain-leading enterprise” model realizes efficient allocation of resources by focusing on the core links of the industrial chain.
Rare earth resources, especially medium and heavy rare earths, are key materials for manufacturing high-performance joint motors, providing an irreplaceable resource foundation for the manufacturing of high-performance joint motors, which are core components of robots. Take Ganzhou as an example, as an important global supplier of medium and heavy rare earths, Ganzhou has deeply “integrated” rare earth permanent magnet materials with core components of robots. This chain-leading fund model has broken the development bottleneck of traditional resource-based cities for Ganzhou.
It is reported that after the fund was launched, it not only attracted the signing of a 270 million yuan intelligent bionic humanoid robot project, but also promoted the formation of industrial clusters through “capital investment promotion”. For example, Chaodian Motor, as a core supplier of Di 艾斯，settled in 同步，achieving the multiplier effect of “introducing one chain leader and driving one chain”. It also drives the agglomeration of upstream and downstream enterprises, thus forming a complete industrial chain closed loop from rare earth mining, permanent magnet materials to motor manufacturing.
- Institutional innovation of capital leverage and policy collaboration
The combination of government-guided funds and market-oriented capital has formed a mechanism of “risk sharing and profit sharing”. The 1 billion yuan fund jointly established by the state-owned assets at the provincial, municipal and county levels in Jiangxi Province and Huangpu River Capital amplifies the capital efficiency through the model of “financial fund guidance + social capital participation”. For example, Huangpu River Capital completed the fund-raising in less than a year, and its market-oriented operation capability (management scale of over 6 billion US dollars and high hit rate in unicorn investment) provides a guarantee for the appreciation of the fund.
At the policy level, Ganzhou City has successively issued special documents such as the “Three-Year Action Plan for the High-Quality Development of Permanent Magnet Motor Industry”, empowering chain-leading enterprises from multiple dimensions such as land, taxation and R&D subsidies.
This “capital + policy” dual-drive not only reduces the investment risk of social capital, but also ensures that industrial development is in sync with national strategies.
- Strategic significance of global competition and industrial security
Against the background of increasingly fierce global competition in the robot industry, the chain-leading fund model helps to build an independent and controllable industrial chain. For example, the fund focuses on fields such as quadruped robots and industrial cleaning robots, seizing the technological high ground by investing in global leading enterprises and domestic hidden champions.
As the headquarters of China Rare Earth Group, Ganzhou’s strategic value of rare earth resources is further highlighted in the robot industry – high-performance NdFeB permanent magnet materials are the core materials of robot servo motors. In addition, Ganzhou’s ionic medium and heavy rare earth reserves currently account for 60% of the world’s total, and the strong resource barrier provides a significant competitive advantage for China’s robot industry. It is believed that through the chain-leading fund model, China can realize domestic substitution in the field of core components of robots.
Conclusion: In the future, with the launch of more chain-leading funds, China is expected to achieve a leap from “following” to “leading” in the fields of humanoid robots and intelligent equipment, injecting new momentum into high-quality development.
