"Simple and repetitive tasks are done by robots, and manpower is more turned to the management of robots.

After the outbreak of * *, the service robot market has obviously picked up, and its potential is first released in the blue-collar market.

Under the background of "recruitment difficulties and labor shortage", * * has reshuffled the service industry again, and the impact of science and technology on the labor service industry is moving towards the fast lane. "It was originally a process of 5-1 years, but the impact of * * suddenly accelerated, said Gu Zhenjiang, president of Youdi Technology, a service robot startup. On the one hand, enterprises' resumption of work and production has released a large number of employment demands. At the same time, the reopening of small and medium-sized service enterprises has also promoted the expansion of medium and large service industries, and the rise of industry concentration has also created favorable conditions for the landing of service robots.

the capital market has also been moved by the wind, and the service robot market has ushered in a financing fever. In the first eight months of this year alone, there were 79 financing incidents in the field of service robots, and the total amount disclosed exceeded 23.8 billion yuan. At the same time, major industrial groups that directly provide scenes for service robots have participated as strategic investors. Take Youdi Technology as an example. Since its establishment, it has successively obtained strategic investments from China Living Group, Home Inn, Greentree Inn and other hotel groups. Just in October this year, Youdi Technology announced the completion of a new round of financing, and 58 industrial funds also participated in this round of financing.

Developing intelligent distribution service is an effective way to solve the problem that demand exceeds supply in the blue-collar job market. Wang Derong, a partner of 58 Industry Fund, said that service robots are expected to release blue-collar workers from repetitive and inefficient work and put their time and energy into higher value-added undertakings.

In fact,

Limited by the process of technological progress, the cooperation between human and robot will be the main theme for some time to come.

This time, after Youdi Technology joined hands with the 58 Industry Fund, both parties * * * welcomed the new blue-collar market model.

With the advent of service robots, Youdi Technology has rapidly built commercial barriers

Under the influence of * *, "contactless service has become the standard in many scenarios, and the service robot market has also accelerated.

According to the Global Industrial Robot Report 22, the global market for professional service robots will reach $27.7 billion in 223, with a compound annual value-added rate of 26%. The domestic market is also in full swing. According to the report of China Institute of Electronics, it is estimated that the market size of service robots in China will reach 3.86 billion US dollars in 221, and the compound annual growth rate will reach 36% from 213 to 221. In addition to the assistance of manpower, the service robot is also an important entrance to new technologies such as IOT and AI, which has a broader prospect in the future of full-scene digitalization.

To explore the underlying logic of the rapid development of commercial service robots, besides the catalysis of * *, the precipitation of robot-related technologies and the rapid commercialization of scenes are equally indispensable. The three core technologies of service robot, human-computer interaction, environmental perception and motion control, directly determine the task limit that the robot can complete.

In addition,

Putting the existing technology into a matching market environment and truly creating benefits and value for customers will directly affect the financial performance and development potential of robot enterprises.

Many investors sum up the investment logic of robot enterprises, focusing on the investigation of their technical and scene advantages.

When talking about the reasons for joining hands with Youdi Technology, Wang Derong, a partner of 58 Industry Fund, said that Youdi has independently developed a distribution robot platform that can adapt to different indoor and outdoor scenes and diversified needs around various scenarios of terminal distribution. On the basis of continuously enriching the product line, Youdi has gradually achieved full coverage of indoor and outdoor scenes.

As a service robot start-up, Gu Zhenjiang, president of Youdi Technology, attaches great importance to the layout of the scene. "Only by choosing the right scene can we solve the problems of survival and development.

in the field of indoor distribution, robots from Youdi have landed in KTV, foot bath and other entertainment and leisure places, hotels and office buildings.

It is understood that in the hotel and entertainment markets, the market share of products of Youdi Technology ranks in the top two.

But

Compared with indoor scenes, outdoor road conditions are complicated, which increases the difficulty of landing robots, and has strict requirements in data security, cost and other aspects

. However, higher entry threshold also means greater business opportunities. In order to seize the market, Youdi also decisively moved from indoor scenes to indoor and outdoor fusion scenes. "Indoor scenes such as hotels, entertainment and restaurants have a market scale of 1 billion, while indoor and outdoor fusion scenes have a market scale of 1 billion.

Youdi Technology has specially launched the unmanned delivery vehicle "Youxiaoge" for outdoor scenes, which mainly undertakes the terminal delivery within the last three kilometers for take-away and express delivery companies. At present, "Youxiaoge's driverless distribution has been applied in the park on a large scale, and Youdi has also reached business cooperation with SF Express, JD.COM, Hungry, Rookie, etc.

The replicability and commercialization potential of Youdi Technology's distribution scenarios are also reflected in the rapid growth of its shipments. Up to now, the shipment of Youdi Technology in indoor scenes has exceeded 1, units, and it is planned that the operation target of outdoor scenes will exceed 1, units within one year. In the first half of 221 alone, the company's shipments and revenues increased by 9-1 times compared with the same period of last year.

the rapid landing in business is inseparable from solid technical strength. At this stage, Youdi Technology mainly adopts the architecture of multi-sensor fusion+machine deep learning, which integrates the four capabilities of "algorithm, application layer, background and cloud data management". Gu Zhenjiang, president of the company, said, "One of the core technical capabilities of the low-speed driverless team is deep learning and traditional visual positioning and perception algorithm technology, and finally realizes the matching iteration with the scene requirements. The company has also formed a unique four-in-one model of "hardware+software+service+ecology", and achieved mass production through self-research with a perfect supply chain.

in addition to the shipment of tens of thousands of units, Youdi Technology has cooperated with more than 8, B-end customers, serving hundreds of millions of people, and established a leading position in many high-value segmentation scenes such as hotels, entertainment and leisure.

To serve a new generation of workers, Youdi Technology wants to bring new ideas to the blue-collar market

Similar to the employment dilemma in factories, the service industry, as a labor-intensive industry, needs to reduce its dependence on manpower in the face of high employment costs and the shortage of workers.

According to the data disclosed in China Human Capital Report 22, if the age of the working population is defined as 16-59, the domestic working-age population has decreased by nearly 3 million in the past seven years. At the same time, the rapid development of express delivery, food and beverage take-out and other industries has aggravated the pain point of industrial "labor shortage". According to the survey data of iResearch, the annual growth of domestic food and beverage take-away industry is as high as 39.3%, and the growth of domestic express delivery business in 22 is still as high as 3.8%, which leads to the shortage of delivery personnel in more than 3 cities in China.

Furthermore, with the entry of new blue-collar workers such as the post-9s and post-s, the change of workers' population structure will have a direct impact on the labor supply of the industry. Wang Derong, a partner of 58 Industrial Fund, said that the new generation of blue-collar workers have put forward higher demands for working environment and growth space, and they urgently need to be liberated from repetitive and inefficient work.

the rising demand side is also forcing the maturity of the supply side.

with the development of service robot technology, the continuous improvement of supply chain and the gradual clarity of business model, a new service model combining man and machine, following the logic of "black light factory" in the industrial field, may also land on a large scale in the blue-collar market.

According to Gu Zhenjiang, president of Youdi Technology, the large-scale popularization of service robots still depends on bringing tangible benefits to downstream customers. "It takes time to improve the penetration rate of robots, and it is also inseparable from the spontaneous upgrading motivation of downstream customers. At present, the RaaS business model, which is widely adopted by service robots, innovates the "on-demand" billing method, which effectively saves costs for customers and improves their operational efficiency.

Gu Zhenjiang calculated in detail the efficiency improvement brought by service robots to customers. Generally speaking, the walking speed of the service robot is 6-8% of that of the manual, and its working time is calculated as two shifts of 16 hours, with an average efficiency of 7% of that of the manual, and the final working result is 1.4 times that of the manual. According to the current rental cost of robots, it is about half of that of labor, that is to say,

robots have achieved ".5 times of salary input and 1.5 times of output".

This time, 58 Industry Fund invested in Youdi Technology, and also planned to use its own industrial resources to help the company's business develop rapidly. According to reports, next, the two sides will take the lead in cooperation with Youdi Technology in recruitment and outsourcing services.

Specifically,

At present, the outdoor distribution business of Youdi Technology mainly focuses on the scene of business districts and parks, that is, it provides white-collar workers and park workers with robot distribution services such as express delivery at the end of three kilometers.

because the school has strict requirements on the personnel entering the school, the whole distribution process will be undertaken by unmanned vehicles, part-time students or personnel designated by the school, which also makes Youdi have a large number of flexible employment needs in the campus area. The 58 Rubik's Cube, a subsidiary of 58 Group, can provide customers with in-depth one-stop human resources services. At present, it has cooperated with Youdi in the distribution scene in the business circle. "58 Industry Fund will further sort out the existing resources and empower Youdi Technology to connect with more businesses," said Wang Derong, a partner of 58 Industry Fund. 58 Industry Fund has invested in Woodpecker, a domestic head maintenance service platform, which covers 35 cities and more than 2, counties in China. There are a large number of engineers providing maintenance services, and there is a potential synergy with the outsourcing of Youdi Technology in maintenance.

With the advent of the era of artificial intelligence, robots are entering every corner of human life. Gu Zhenjiang, president of Youdi Technology, said that robots can't completely replace labor at this stage. "Man-machine collaboration is a more economical way. With the continuous iteration of technology, people will gradually become managers, maintainers and operators of robots. "In the next 5-1 years, simple and repetitive blue-collar jobs will be done by robots, and manpower will turn to white-collar management, which is more in line with the change of workers' preference for jobs. The mission of robots is to liberate the labor force. Only when they are released from repetitive and inefficient work can human beings pursue the real "sea of stars".