"China Business Leaders" focuses on LE Robotics due to its unique positioning and technological breakthroughs in the industrial robot field. LE Robotics is affiliated to Loyalty Enterprises Group, which has been deeply engaged in basic industries such as welding motors since the 1990s. After more than 30 years of development, it has become a diversified international enterprise with businesses covering nearly 40 countries and annual revenue exceeding 1 billion US dollars, laying a solid foundation for LE Robotics' technological research and development as well as market expansion.
In the program, Hu Haojie explained the value and threshold in the welding and cutting field: "Welding and cutting are the 'connection of bones and muscles' in industry, but they require proficiency in welding processes, material properties, mastery of cutting-edge technologies such as 3D vision and AI algorithms, and understanding of scenarios in various industries." Under such compound barriers, LE Robotics' embodied intelligence technology stands out. Different from the limitations of traditional robots that rely on fixed programming and require hours of teaching for a single workpiece, LE Robotics can perform fully automatic operations on similar non-standard workpieces after one recognition by the AI system.
For high-risk scenarios such as plateaus and high radiation, LE Robotics' embodied intelligent products show strong adaptability. The robots have environmental perception capabilities and can independently adjust their operation paths, filling the technical gap in the industry. When talking about the market, Hu Haojie pointed out that the welding and cutting field is a blue ocean with a scale of 2.5 trillion yuan. The penetration rate of robots in subdivided fields such as nuclear power, shipbuilding, and environmental protection equipment is less than 10%, and there is a shortage of 3.5 million welders in China. Robots can replace 50% of high-risk jobs, with significant value.
In terms of global layout, relying on the group's overseas network, LE Robotics has targeted markets with a large shortage of welders and industrial reflow demand. It has made breakthroughs in North America and Europe and established cooperation with more than 50 Fortune Global 500 companies. "Technology will go where there is a shortage of welders and high-end demand," Hu Haojie revealed. In the future, it will adopt the "product + capability" dual output model to make Chinese embodied intelligence technology take root in the global welding and cutting market.
The in-depth report of "China Business Leaders" this time not only shows LE Robotics' dual breakthroughs in technology and market, but also reflects the transformation trajectory of China's industrial robots from "following" to "leading", providing useful reference for the intelligent upgrading of the industry.