SIASUN(SZ:300024) Zhi Tong Cai Jing·2025-07-31 06:17Global Robot Market Expansion - The global robot market is continuously expanding due to multiple drivers such as sustained user demand, the accelerated integration of AI, visual analysis, and edge computing technologies, as well as supportive policies and increased investments from various countries [1] - IDC predicts that by 2029, the global robot market size will exceed $400 billion, with China accounting for nearly half of this market and leading with a compound annual growth rate (CAGR) of nearly 15% [1] Rise of Chinese Manufacturers - Chinese manufacturers are emerging as significant competitors in the global robot market, benefiting from advantages in manufacturing engineering capabilities, accelerated investment in advanced technologies, improved scene adaptation efficiency, and strong industrial policy support [4] - Chinese companies are deepening technological research and product innovation across multiple robot sectors, steadily transitioning from "followers" to "leaders" in the market [4] Commercial Service Robots - In 2024, global shipments of commercial service robots are expected to exceed 100,000 units, with delivery and cleaning robots dominating the market [5] - Chinese manufacturers lead globally with an 84.7% shipment share, with top companies driving product intelligence and multi-scenario applications, resulting in rapid market expansion [5] Quadruped Robots - The global quadruped robot market is projected to exceed $18 million in 2024, with shipments around 20,000 units, as application demands expand in sectors like electricity, oil, and public safety [6] - Chinese companies such as Yushu Technology and Yundongchu are achieving breakthroughs in performance, shipment scale, and product openness, gradually reshaping the global market leadership landscape [6] Humanoid Robots - The humanoid robot industry in China is accelerating through a "technology breakthrough - application validation" dual-cycle model, attracting diverse manufacturers to collaboratively build an industrial ecosystem [7] - The market is experiencing strong growth, with IDC predicting that by 2025, the commercial sales shipment of humanoid robots in China will reach approximately 5,000 units, increasing to nearly 60,000 units by 2030, representing a CAGR of over 95% [7] Collaborative Robots - Chinese industrial robots are rapidly expanding overseas, leveraging a mature domestic industrial chain to achieve significant cost advantages and accumulate scale effects through diverse application scenarios [8] - In 2024, the total overseas revenue of Chinese industrial robot manufacturers is expected to exceed $2 billion, with collaborative robot export revenue reaching approximately $74.1 million, a year-on-year increase of 34.7% [8] Development of Embodied Intelligent Robots - Embodied intelligent robots are a crucial direction for the development of robot intelligence, relying on the integration of multiple key technologies to meet diverse and complex application needs [9] - Chinese manufacturers are accelerating the construction of a complete industrial chain for embodied intelligent robots, promoting technology from validation to large-scale deployment [9] Key Trends in Embodied Intelligent Robots - Enhanced perception capabilities through improved 3D visual perception technology and tactile sensing methods [12] - Core driving force of large models enabling robots to learn, perceive, understand, and make decisions autonomously [13] - Continuous improvement of simulation and world models to enhance task generalization and motion control [14] - Open-source sharing of key resources to support the development of embodied intelligence [15] - Integration of various robot forms with AI to enhance adaptability across scenarios [16] - Specific tasks in segmented scenarios demonstrating strong adaptability and flexibility [17] - Initial applications of humanoid robots in commercial services and specialized operations, focusing on low-speed, low-cycle tasks [18] - Accelerated construction of an ecosystem through collaboration among industry, academia, and research [19]