SIASUN(SZ:300024) Feng Huang Wang·2025-07-31 05:20Group 1 - The global robotics market is projected to exceed $400 billion by 2029, with China expected to account for nearly half of this market and a compound annual growth rate (CAGR) of nearly 15% [1] - In the commercial service robot segment, the global shipment volume is expected to surpass 100,000 units in 2024, with delivery robots and cleaning robots dominating the market with shares of 38.4% and 33.3% respectively [1] - Chinese manufacturers hold a significant share in the global commercial service robot market, with a shipment volume share of 84.7% [1] Group 2 - The leading company in the global commercial service robot market is Qianlang Intelligent, with a shipment volume share of 22.7%, focusing on delivery, cleaning, disinfection, and guidance robots [1] - Pudu Technology ranks second with an 18.7% shipment share, actively engaging in both delivery and cleaning sectors [1] - Gaoxian Robotics and Yunji Technology rank third and fourth respectively, with shipment shares of 12.9% and 8.2%, focusing on commercial cleaning and hotel service scenarios [1] Group 3 - In the industrial robot sector, Chinese manufacturers are expected to achieve overseas revenue exceeding $2 billion in 2024, with collaborative robot export revenue projected at approximately $74.1 million, reflecting a year-on-year growth of 34.7% [1] - The commercial sales shipment volume of humanoid robots in China is forecasted to reach around 5,000 units by 2025 and nearly 60,000 units by 2030, with a CAGR exceeding 95% [2]