The construction market of 30 trillion yuan will see a shortage of tens of millions of construction workers in the next decade; Digitalization and automation in the construction industry are irreversible trends.
At present, there is a trend of mass promotion of construction robots overseas, and domestic applications are still in the early stages. Participating companies include construction units, mechanical equipment manufacturers, real estate companies, as well as technology companies from building materials enterprises, and a group of entrepreneurial teams with backgrounds in robotics and automation have emerged.
From the perspective of entry points, construction robot companies have made attempts at various stages of the building lifecycle, such as design, construction, operation and maintenance, and demolition, but the vast majority still focus on the construction process.
Due to complex construction environments and diverse technological processes, it is currently difficult for on-site construction robots to achieve end-to-end solutions. Instead, closed-loop operations are often achieved through human-machine collaboration, and start-up companies enter the market through the business model of robot engineering services. The production robots and supporting construction robots in prefabricated factories have a broad application market due to their relatively standard environment and obvious digital effects. At present, construction robots will land first and achieve large-scale application in scenarios with high construction risks, low process complexity, and high robot ROI. At this moment, it is a good time to lay out the early blue ocean market for construction robots.

In 2021, the total output value of the construction industry reached 29.3 trillion yuan, which is one of the pillar industries of China's national economy and an important area for the digital development of industries. According to statistics from the China Construction Association, the proportion of China's investment in building informatization in the total output value of the construction industry is only 0.08%, while developed countries in Europe and America account for 1%, which has a great potential for improvement.
From the perspective of the entire life cycle of a building, whether it is the early design and bidding stage, or the mid-term construction stage, including the decoration stage after the completion of the main construction, the operation and maintenance stage after occupancy, and finally the demolition stage, there is a huge space for digital transformation.
In the design phase, the most crucial aspect is the design tools, which already have mature CAD software such as overseas Rhino, Autodesk Revit, and domestic Zhongwang software. Digital opportunities come from the promotion of BIM software in the field of forward design, cloud collaboration tools, and domestic substitution.
In the bidding stage, Guanglian Da has gradually occupied the vast majority of the market for computing and cost tools in the past decade. In addition, there are also manufacturers such as Pinming and Luban. The opportunities for digitization mainly include the cloud transformation of leading companies, as well as the infiltration of information technology into upstream design and downstream construction sections, forming a horizontally integrated ecosystem of "platform+modeling+application".
The construction phase involves organizing construction workers, utilizing mechanical equipment, handling materials, and efficiently completing the construction. It can be divided into two sections, one is factory prefabricated, and the other is on-site construction. In the prefabrication section of the factory, the main focus is on the design and industrial production of building materials, with steel bars, concrete, and formwork as the core. Through standardized factory manufacturing, the advantages of digitalization and the efficient and stable quality of robots and automation equipment can be fully utilized. Prefabricated components are transported to the construction site and assembled through facilities such as elevators, lifting towers, and robotic arms.
At present, prefabricated construction is still in its early stages, and the vast majority of on-site construction is completed by over 51 million construction workers. Its digitalization and automation improvement are huge markets. This includes both opportunities for robots and numerous opportunities for collaborative management, information technology, and intelligent tools.
Against the backdrop of housing and infrastructure entering the stock market, digitalization in the construction operation and maintenance phase is becoming increasingly important. The innovation of building materials, the promotion of prefabricated buildings, energy conservation and emission reduction, and green and low-carbon buildings will be definite opportunities.