工业机器人新增装机量占全球超5成,前8月相关企业注册量涨近40%
SIASUNSIASUN(SZ:300024) Qi Cha Cha·2025-09-11 06:17

Core Insights - The Ministry of Industry and Information Technology emphasizes the transformation and upgrading of traditional industries towards high-end, intelligent, green, and integrated directions, with significant achievements in smart factories and industrial robots [1] Group 1: Industrial Robot Industry Overview - As of September 9, there are 379,700 existing industrial robot-related enterprises in China, with 45.39% located in East China [2] - Over 50% of these enterprises were established in the last three years, with 30.67% founded within 1-3 years and 23.16% within the last year [3] Group 2: Registration Trends - The annual registration of industrial robot-related enterprises has shown an upward trend over the past decade, with 71,600 registrations in 2023 and a projected 71,300 in 2024. As of now, 66,100 have been registered this year, with 63,900 registered in the first eight months, reflecting a year-on-year growth of 39.56% [4] - New registrations are primarily concentrated in new first-tier cities, accounting for 30.71%, followed by first-tier and second-tier cities at 19.56% and 18.89%, respectively [4]