中国机器人“真干活” 产业链条延伸“出海”在提速

Industry Trends - The 2025 World Robot Conference in Beijing showcases significant advancements in robotics, highlighting trends towards composite, AI-embodied, and scenario-based evolution of robots [1] - The Chinese robotics industry is entering a new phase of "going global," indicating a shift in market dynamics and international expansion [1] Evolution of Robots - Robots are evolving into "all-rounder" types, capable of performing complex tasks across various scenarios, breaking traditional classification boundaries [2] - Companies like Qingbao Robotics are focusing on humanoid robots that are being applied in multiple fields such as cultural tourism, security, and education [2] - XMAN-F1, a bipedal service robot, was launched by Qinglong Intelligent Technology, showcasing immersive interaction experiences in various application scenarios [2][3] Commercialization Strategies - Companies are adopting a "general + specialized" multi-robot collaboration model to accelerate commercialization, integrating large models and embodied technology [3] - The "Rena" expression robot by Zhuoyide Robotics utilizes advanced expression simulation technology, indicating a trend towards more lifelike robotic interactions [3] Market Potential and Investment - The Chinese robotics market is projected to reach $100 billion by 2028, attracting investments from tech giants across various sectors [5] - Honor plans to invest over $10 billion in building an AI terminal ecosystem, leveraging its expertise in consumer electronics for robotics development [5] - JD.com and several robotics brands announced an investment of over 10 billion yuan in the smart robotics sector, aiming to support 100 brands in achieving significant sales milestones [5] Global Expansion - Companies like Shenzhen Yujian Technology are collaborating with institutions to cover the entire industrial, commercial, and household application chain, gaining international market recognition [6] - Domestic humanoid robot manufacturers are planning to deploy key component production in ASEAN countries, extending their industrial chain overseas [6][7] - The focus on lightweight design and high endurance capabilities aligns with global outdoor operational demands, facilitating the transition from "single-point showcase" to "system empowerment" in the robotics industry [7]