在人形机器人无法“落地”的工业角落，这些机器人的意义正在凸显

Core Viewpoint - The demand for robots in the oil and chemical anti-corrosion industry is stronger than that for humanoid robots, as robots are seen as a means to redefine human roles and create irreplaceable value in challenging industrial environments [1] Industry Transformation - The global coating industry is facing dual pressures from stricter environmental regulations and the exodus of the "Z generation" from dangerous jobs, leading to a significant market demand for automation and robotics [2] - In 2023, the average age of domestic coating workers in China reached 52 years, with less than 15% being young workers, resulting in a shortage of 450,000 skilled workers in the coating industry [2] - Labor costs in the industry have surged by 300% over the past decade, with an annual increase of 8%, while efficiency has only improved by 15% [2] - The aging workforce has led to frequent safety accidents, with 60% of high-altitude work accidents in the petrochemical industry in 2022 related to human error [2] Market Opportunities - China's steel production capacity has made it a major manufacturing base, with significant coating demands in shipbuilding, chemicals, and construction, but the "dual carbon" goals will push for over 70% of coatings to be green [3] - Traditional high-pollution processes like open sandblasting, which once held 80% market share, are facing elimination due to environmental regulations [3] - The combination of labor aging and rising compliance costs is forcing the coating industry to undergo structural changes, with companies seeking solutions that can penetrate environmental barriers and reconstruct productivity models [3] Technological Innovations - Shihe Robotics has identified urgent needs in the coating industry and is leveraging technology to replace large machinery with specialized robots, addressing various surface treatment issues [4][6] - The AP series multifunctional robots from Shihe are designed with modular capabilities, allowing for quick adaptation to different surface treatment and spraying tasks, significantly improving equipment utilization and reducing costs [6][8] - The robots can operate in harsh chemical environments, with a weight of just over 70 kg and a load capacity exceeding 120 kg, achieving work efficiency 3-5 times that of manual labor [7][8] Environmental Solutions - Shihe Robotics has innovated in water jet technology, which uses high-pressure water instead of sand, effectively reducing dust pollution during coating operations [10][11] - The robots can achieve over 20% energy savings compared to traditional sandblasting methods, with surface treatment efficiency reaching 3-5 times that of manual work [11] - The integrated wastewater recovery system can filter out over 99% of solid pollutants generated during operations, aligning with the industry's environmental compliance needs [11][12] Global Expansion - Shihe Robotics is focusing on regions with high labor costs and strict environmental requirements, aiming to leverage its local advantages for global market penetration [15] - The company has already established a presence in Southeast Asia and the Middle East, with overseas orders accounting for 25% of total sales in 2023 [15] - The future of the coating industry is expected to shift towards intelligent services, with companies that embrace change likely to gain a competitive edge in the upcoming industrial revolution [18]