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从一台机器人看制造业向新而行(年中经济微观察)
Ren Min Ri Bao·2025-08-07 22:18

Core Insights - China's industrial robot production is experiencing significant growth, with a 35.6% year-on-year increase in output during the first half of the year [1] - Efort Intelligent Equipment Co., Ltd. has seen its sales triple over four years, with expectations to exceed 20,000 units sold this year [1] - The company has diversified its product offerings to meet the rising demand in various sectors, including automotive and home appliances, driven by government policies and market needs [1] Group 1: Company Performance - Efort's production management reports an output of approximately 2,000 robots per month, a significant increase from five years ago when annual sales were at the same level [1] - The company sold 16,000 robots last year and has already reached around 10,000 units in sales for the first half of this year, with a forecast of over 20,000 units for the entire year [1] - Efort's growth is attributed to the increasing demand for industrial robots as companies expand production capabilities and improve efficiency [1] Group 2: Market Dynamics - The domestic market for industrial robots is bolstered by policies promoting the replacement of old consumer goods, leading to increased production in sectors like new energy vehicles and electronics [1] - Efort has successfully developed robots suitable for various manufacturing sectors, enhancing its market presence [1] - The company has also made strides in exporting, with a 61.5% increase in exports in the first half of the year, positioning itself as a significant player in the global market [3] Group 3: Technological Advancements - Efort has collaborated with upstream component manufacturers to overcome technical challenges in producing high-performance industrial robots, specifically in gear transmission structures [2] - The company has integrated technology from its acquisition of the Italian CMA Robotics, leading to the development of advanced spray painting robots that are now in demand both domestically and internationally [4] - Efort is constructing a new factory aimed at achieving a production capacity of 100,000 robots annually, with a focus on innovative assembly methods [4]