In 2016 at first, I want to tell you about the robot, there are the opportunity of made in China, your investment opportunities.

Speaking of robot, may be you can think of is a humanoid robot, and your dialogue is a kind of robot, all the latest and the most cutting-edge technology on its trial, however, more robots on assembly line, a component, you buy a new car is probably a robotic arm assembly.

Robots are made in China to the high-end, upgrade the key.

Statistics about 2015 column I discussed in "horizon" robot, that there was more than six papers in a few days ago and people talking again about the prospect of China's robot, optimistic, pessimistic, pessimistic people find a tech giants like baidu also can be made in China is the most fundamental problems, backward induction chips and control software of low-end, optimistic people with musk ferry company successful launch of the rocket as an example, the recycle if like musk nasa-supported, can China's government and capital and the most innovative combination of private entrepreneurs, there is nothing can't overcome the difficulties.

Optimistic I am of the view, while controversial in industrial policy, but the fact is that China's industrial policy, always play a role, if the government, including robot, high-end manufacturing as the main industry development direction should give policy support, as well as the national fund investment, and successfully stimulate the entrepreneurial spirit, the robot made in China is promising.

See a new progress, xinhua's first domestic to biological sensing technology is given priority to the user experience of laboratory in November 2015 with the Dutch national mathematics with computer center (CWI), Beijing university of aeronautics and astronautics robot group carried out several large experiment, successfully developed the domestic first generation bio-sensor intelligent robot - Star.

Then look at the other reports, since the country made in China after 2025, various localities version of made in China, 2015, jiangsu, fujian, sichuan, hunan, anhui, Beijing, guangdong, liaoning has the strong manufacturing province (city) strategy. In the southeast coast, a through "machine substitution", vigorously promote the production of high-end equipment application, improve the labor productivity of labor-intensive industries paths are looming.

Among them, fujian plans by 2020 cumulative implementation "machine exchange Labour" more than 10000 Taiwan (sets), zhejiang plan each year to organize the implementation of 100 "machine substitution" demonstration projects at the provincial level, provincial and municipal county linkage 5000 "machine substitution" project, carry out 10 regional industry "machine substitution" technical reform pilot demonstration, sichuan, jiangsu are put forward to the factory will be built in 2020 2020 intelligence (workshop).

This momentum, robot games, China does not lack of innovation resources and gene, missing is precisely adapted to the future trend of the industrialization direction.

In February 2015 the column of "the robot and unmanned aerial vehicles (uavs)," I introduced sequoia moritz, chairman of a view or say he's a kind of worry, he is worried that "science and technology industry in the future will not belong to the United States", "science and technology companies in the United States to nearly half a century of dominance has become accustomed to, but now the time has come to an end, many western companies selling hardware and software, will find that their understanding of the local knowledge is a native of foreign competitors."

Moritz then cite examples for unmanned aerial vehicle (uav), it is made in China xinjiang China is a manufacturing power, the big and strong, is a very normal upgrade process, the largest representative products must be a robot, the robot will be high-end manufacturing or pearl of intelligent manufacturing.

Or the sequoia moritz, recently in the UK on the financial times share a kind of analysis method of technology stocks in the future, he gives a successful gene, respectively is the power of "novelty" and "focus to the trend of China" and the benefits of "patience" and "the importance of capital efficiency.

When referring to the BAT, moritz said, "the three companies currently total market value of $409 billion, which not only proved that China has made great progress in 15 years, also indicates the pattern of a few decades. China is developing more and more pay attention to independent technology. Underestimated China's large number of emerging rivals will bring challenges, will bring bad luck to western science and technology management. Driving ambition and work culture of the Chinese competitors are Europe and the United States is difficult to match."

So, we should not have a little, but should be brave to stir up the burden, the burden of course have a BAT, but I think more hope should also received the coastal areas of local government policy support in the innovation enterprise, I want to see in the field of robot eventually appear three like a BAT company, our largest investment opportunities should upon such a company.

Investing in a company and running a company, of course, need the same quality and patience. Like moritz said, "science and technology of the company's most investors will waste huge amounts of money, because their short-term panic or global turmoil make a knee-jerk reaction, rather than focusing on conforms to the historical trend of emerging enterprises endurance."

Direction of investment, too, most people can see, focused and wait in fact more important.