With the rapid development of AGV industry in China, the reshuffle period of AGV officially kicked off. The intervention of capital is the first factor. In the first stage (2012-2015), the price was lowered for the market, or it was a sneaky behavior; The second stage (2015-2018) is to fly close to the ground (to do the project according to the cost, with a gross profit of 10-15%); After the big capital officially enters (2018-present), it can be done directly at a loss. To paraphrase a Jianghu term: "There is no minimum, only lower."

AGV enterprises in the reshuffle period reached purgatory from the Red Sea. The concrete manifestations are as follows: 1. Serious advance payment; 2. Consuming people (a large number of people are consumed in one project); 3. Loss (after the final acceptance); 4. Grinding people (various grinding events occur frequently in the process); In the face of this round of 3-5 years of reshuffle, is there any way to generate it?

Yes, enterprises that have built a moat before the reshuffle period, such as:
1. Parking Yifeng;
2. Port Zhenhua Heavy Industry;
3. patrol the country;

4. Steering wheel intelligent wheel technology

Of course, there are more sub-monopolies, and when an industry or a product becomes unique, it can make money; However, making money does not mean that the company can live well, because some companies that occupy the subdivision are often not just a market segment, but still lose money on the whole for development or performance indicators; If it is not the only one in the sub-industry, being a leader can also account for about 40% of the market, and the second place is about 25%; Can also survive; Imagine that if a company has 1-2 leading industries and 1-2 industries have the second market share, it can also survive the reshuffle period with greater probability;

There are many types of AGV, such as explosion-proof AGV, clean AGV, etc., and there is no obvious industry leader yet; However, if a single product (applicable to many industries, not limited to a certain industry) can monopolize or be one of the best, it can also survive in the reshuffle period;

Before the arrival of difficult times, how can we develop without a trump card product? We think there is only one choice: shrink and concentrate on making industry segment champions or product champions, which requires capital support, focusing on developing segmented industries and products, and at the same time opening up the market quickly;
If an AGV company has no characteristics, it needs to be seated quickly. It is necessary to remind you that the industry with the highest running volume can't help you through the reshuffle period, because once the capital is broken, it will collapse; The "industry first" mentioned here refers to the AGV technology, the process understanding of the industry, and the transformation into the final product, which makes AGV run well in this industry and gain a good reputation; Therefore, in terms of technology, industry understanding and market share, we can distance ourselves from our competitors in order to create a real industry leader!