Zheng Quan Shi Bao·2025-05-22 17:27Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is recognized as a unique region combining electromechanical and artificial intelligence technologies, leading to a golden development period for the robotics industry [1] - The core AI industry in Guangdong has surpassed 220 billion yuan, showcasing the region's rapid rise in the embodied intelligence robotics sector [1] Industry Development - The XbotPark robotics industrial base in Dongguan has nurtured over 80 hard-tech companies, with leading firms valued at over 10 billion USD, and provides a one-stop solution for startups [2] - The industrial robot production base in Dongguan supports the robotics industry by leveraging the demand from 220,000 local industrial enterprises [2] Company Innovations - Midea's acquisition of KUKA has positioned it as a leader in the industrial robotics sector, with its manufacturing park being the largest in China [3] - Shenzhen's "Robot Valley" is home to numerous robotics companies, including Digital Huaxia, which focuses on humanoid robots and aims for mass production [3][4] Supply Chain and Localization - The Pearl River Delta has developed a robust supply chain that allows companies like Leju to achieve over 90% localization in their humanoid robot components, significantly reducing costs [4] - The region's product iteration speed is significantly faster than other areas in China, with a focus on diverse application scenarios [5] Technological Advancements - Companies like Zhaowei Electromechanical are innovating in core components for humanoid robots, launching a new dexterous hand product that integrates advanced technologies [6][7] - Vision perception technology is being advanced by companies like Orbbec, which is integrating AI vision into robotics to enhance operational capabilities [7] Capital Investment - The establishment of a 10 billion yuan AI and robotics investment fund by Guangdong Province aims to support key sectors and foster innovation [10] - Companies are increasingly turning to capital markets for funding, with Orbbec planning to raise 2.187 billion yuan for R&D and production expansion [10][11]