前5个月工业机器人出口同比增55.4% 产业链公司加大“出海”力度

Core Insights - China's total import and export value of goods reached 17.94 trillion yuan in the first five months of this year, with exports growing by 7.2% to 10.67 trillion yuan [1] - The export of industrial manufacturing products amounted to 6.22 trillion yuan, reflecting a growth of 9.2%, with industrial robots seeing a remarkable increase of 55.4% [1] - The cumulative production of industrial robots in China for the first four months was 221,000 units, representing a year-on-year growth of 34.1% [1] Industry Growth - The global industrial robot market is projected to reach approximately $13.63 billion in 2024 and $18.93 billion by 2031, with a compound annual growth rate (CAGR) of 4.9% from 2025 to 2031 [2] - China's industrial robot export value increased from 1.98 billion yuan in 2017 to 8.06 billion yuan in 2024, achieving a CAGR of 22.2% over seven years [2] - Multi-joint robots are the primary exported industrial robots due to their flexibility and wide applicability in complex tasks such as assembly and welding [2] Technological and Policy Support - The rapid international expansion of China's robot industry is driven by technological innovation and policy support, with significant advancements in core technologies and industrial ecosystem development [3] - Domestic companies have successfully developed core components with independent intellectual property rights, enhancing their competitiveness in the global market [3] - The ongoing competition in the industrial robot sector is prompting companies to accelerate technological iterations and upgrade their product competitiveness [3] Corporate Actions - Companies are actively expanding their overseas markets, with over 250 inquiries related to "industrial robots" on the Shenzhen Stock Exchange's interactive platform in the past month [4] - Guangdong Tuosida Technology Co., Ltd. plans to steadily advance its overseas market expansion, gaining recognition for its industrial robots and related solutions [5] - Shenyang Siasun Robot & Automation Co., Ltd. aims to continue its overseas market layout and increase its "going out" efforts to enhance overseas revenue [5] - Nanjing Estun Automation Co., Ltd. is focusing on expanding into Europe, America, the Middle East, and Southeast Asia, targeting opportunities in the electric vehicle and lithium battery sectors [5] - Companies are encouraged to focus on technological innovation and invest in core component research, while also exploring niche markets and strengthening supply chain collaborations [5]