Mei Ri Jing Ji Xin Wen·2025-08-15 00:08Group 1 - The global smart logistics market is expected to exceed 500 billion yuan by 2025, with mobile automation equipment experiencing the fastest growth, approaching 150 billion yuan [1] - On the supply side, the rapid development of AI is driving mobile robot products towards greater intelligence, with low current penetration rates indicating significant room for growth [1] - Cost reduction driven by improved technology maturity and a mature industrial chain is making mobile robots economically viable across various industries, facilitating future expansion [1] Group 2 - On the demand side, downstream customers are pursuing efficiency improvements and cost reductions, indicating that the application fields for mobile robots are likely to continue expanding [1] - Companies with strong capabilities in hardware, software, and scenario mastery are favored, as innovative products are expected to generate revolutionary demand in the context of rapid development in embodied intelligence [1] - Companies that excel in product innovation are likely to capture a larger market share, and those expanding into overseas markets may see better financial performance due to higher profit margins [1]