Midea Group(SZ:000333) Zheng Quan Shi Bao Wang·2025-02-26 18:04Core Viewpoint - Guangdong is rapidly building a modern industrial system with unique advantages, particularly in the robotics industry, which is expanding its application across various sectors and driving new development trends [1][2]. Group 1: Industry Development - The Midea KUKA Intelligent Manufacturing Technology Park has become the largest industrial robot production base in China, producing over 80,000 industrial robots to date [2]. - Guangdong's industrial robot production is projected to reach 246,800 units in 2024, a year-on-year increase of 31.2%, accounting for 44% of the national total [3]. - The province has a complete industrial chain advantage in robotics, supported by its strong manufacturing base across all 31 categories of manufacturing industries [3]. Group 2: Technological and Market Potential - Guangdong ranks first in national innovation capability for eight consecutive years, leading in R&D expenditure, personnel, high-tech enterprises, and patent applications [3]. - The province's GDP is expected to reach 14.16 trillion yuan in 2024, contributing 10.5% to the national GDP, providing a vast market for the robotics industry [3]. - There are over 155,000 robotics-related enterprises in Guangdong, forming a collaborative cluster in Shenzhen, Guangzhou, and Foshan [4]. Group 3: Application Scenarios - Robotics applications are expanding from traditional manufacturing to sectors like furniture, food and beverage, and smart manufacturing [5][6]. - The introduction of AI-powered robots, such as the "Kua Fu" robot, showcases the versatility of robotics in various fields, including journalism [4][5]. - The number of intelligent manufacturing partners in Guangdong has grown to 534, with significant increases in national-level pilot factories and exemplary scenarios [5]. Group 4: Industry High Ground Development - Guangdong is focusing on artificial intelligence and robotics as key areas for high-quality development, with government initiatives to support these sectors [8][9]. - The "2025 Action Plan for Building a Modern Industrial System in Guangdong" emphasizes the development of intelligent robots and the integration of AI into various applications [9]. - Midea Group is committed to developing products tailored to the Chinese market, enhancing the reliability and flexibility of automation solutions across multiple industries [9][10].