SIASUN(SZ:300024) Ren Min Wang·2025-08-11 10:47Core Insights - The 2025 World Robot Conference showcased various robots, indicating a rising industry trend and innovation in robotics [1][2] - China accounted for two-thirds of global robot patent applications in 2024, with industrial robot production reaching 370,000 units and service robots 8.824 million units in the first half of the year, reflecting year-on-year growth of 35.6% and 25.5% respectively [1] Industry Trends - The World Robot Conference has become a barometer for industry development, with a shift from showcasing technology to practical applications in workplaces [2] - The evolution of robotics is evident, with advancements from collaborative arms in 2023 to standing humanoid robots in 2024, and robots capable of walking and covering more scenarios in 2025 [2][3] Market Dynamics - China's industrial robot market is projected to sell 302,000 units in 2024, maintaining its position as the largest industrial robot market globally for 12 consecutive years [3] - The comprehensive industrial system in China allows for a rich variety of usage scenarios, enhancing the potential for rapid industrial chain development [3][4] Technological Advancements - Humanoid robots are expected to become disruptive products, integrating advanced technologies such as AI and high-end manufacturing, which could transform production and lifestyle [4] - The robot industry is transitioning from specialized fields to mass consumer markets, with a focus on deepening human-machine collaboration and personalization [5]