机器人:从小众“概念”到大众“常识”

Core Insights - The month of August has become a significant period for the robotics industry, marked by various conferences, forums, and competitions, highlighting the growing public interest in robotics [1][2][3] Industry Developments - China's robot industry is projected to generate nearly 240 billion yuan in revenue in 2024, with industrial robot production reaching 370,000 units and service robot production hitting 8.824 million units in the first half of the year, reflecting year-on-year growth of 35.6% and 25.5% respectively [2] - China has maintained its position as the world's largest industrial robot application market for 12 consecutive years, with applications spanning 71 major categories and 241 subcategories of the national economy [2] - The increasing integration of service robots in daily life, particularly in healthcare, delivery, and elderly care, is creating new opportunities for public services [2] Public Engagement - The rise in public interest in robotics is evident, with a significant increase in search indices for terms related to humanoid robots, surpassing 200% year-on-year and month-on-month in 2024 [2] - Social media platforms like Douyin and Bilibili are seeing technology influencers gain substantial viewership for content related to robotics, indicating a shift from niche interest to widespread public engagement [3] Events and Competitions - The 2025 World Robot Conference in Beijing saw the number of exhibiting humanoid robot companies increase from 27 to 50, and the number of exhibited items rose from over 600 to more than 1,500, showcasing a growing trend in diverse application scenarios for embodied intelligent robots [4] - The inaugural World Humanoid Robot Games held in August featured 280 teams from 16 countries competing in 26 events, demonstrating advancements in motion control and intelligent decision-making in humanoid robots [5][6] Technological Advancements - The integration of core component manufacturers into the humanoid robot sector is driving investment in key foundational products like integrated joints and tactile sensors, enhancing the overall robotics industry [4] - Companies like JD Logistics are pioneering the application of autonomous driving in logistics, launching the JD Logistics VAN, which boasts a cargo capacity of 24 cubic meters, redefining smart logistics [8] Strategic Initiatives - Beijing is actively working to establish itself as a global hub for robot technology innovation and application, with ongoing action plans since 2019 aimed at creating high-end industrial clusters and supporting new applications [7] - Honor, a technology company, is investing over $10 billion in building an AI terminal ecosystem, with robotics being a key focus area, indicating a strategic shift towards robotics in the consumer electronics sector [10]