Di Yi Cai Jing·2025-12-10 07:23Core Viewpoint - The future of air conditioning production may rely more on robots than human workers, as demonstrated by Gree Electric's intelligent air conditioning factory in Zhuhai, which has achieved an 80% automation rate and produces one air conditioner every 15 seconds [2][3]. Group 1: Automation and Production Efficiency - Gree's Zhuhai factory utilizes over 2,000 industrial robots, significantly reducing the workforce needed on production lines from over 70 to just 20 [3]. - The factory's production efficiency has improved, with air conditioners being produced every 15 seconds, showcasing the effectiveness of automation [3]. - The introduction of AI technology allows robots to dynamically adjust their operations, enhancing flexibility and precision in manufacturing processes [3][4]. Group 2: AI and Data Integration - AI detection has replaced manual inspection, with smart devices testing 16 performance indicators for each air conditioner before it leaves the production line [4]. - The integration of various smart devices and robots on the production line presents challenges, particularly in coordinating numerous processes and ensuring real-time data connectivity [4][6]. - Gree has established an industrial internet platform to unify data across different departments, facilitating seamless communication and collaboration [6]. Group 3: Intelligent Manufacturing and Business Model Transformation - Gree's operational model is shifting from traditional manual processes to an AI-driven approach that emphasizes real-time data analysis and autonomous decision-making [9]. - The investment in the Zhuhai intelligent factory is substantial, with a total planned investment of 15 billion yuan and an expected annual output of 12.3 million units, generating an annual revenue of 18 billion yuan [9][10]. - The factory has been recognized as one of the first 15 pilot intelligent factories in the country, indicating its advanced manufacturing capabilities [10]. Group 4: Future Expansion and Development - Gree plans to replicate the Zhuhai factory model across 13 other air conditioning production bases in various cities, enhancing its manufacturing footprint [10]. - The company aims to further develop its intelligent equipment and robotics business, with a projected revenue growth of 20.9% in the first half of 2025 [12]. - Gree has developed industrial robots with load capacities ranging from 1 kg to 600 kg, applicable in various manufacturing processes [12].