7月工业机器人与服务机器人产量延续增长趋势 | 投研报告

Group 1 - The core viewpoint of the report indicates that China's industrial production is showing steady growth, with a year-on-year increase of 6.3% from January to July 2025, and a 5.7% increase in July alone, although the growth rate has slightly slowed compared to previous periods [2][3] - The production of industrial robots in China reached 63,700 units in July 2025, marking a year-on-year growth of 24%, while the total production from January to July 2025 was 447,100 units, reflecting a significant increase of 32.9% [2][3] - The report emphasizes that the industrial robot sector is experiencing a robust growth phase, driven by the acceleration of automation and intelligent transformation in manufacturing, positioning the industry as a key force in global smart manufacturing development [2][3] Group 2 - In July 2025, the production of service robots in China reached 1,489,900 units, with a year-on-year growth of 12.8%, and a total production of 10,378,300 units from January to July 2025, which is a 23.6% increase [3] - The service robot market is expanding rapidly, with applications diversifying and the industry scale effect becoming more pronounced, indicating a trend towards higher intelligence and ecological integration in future developments [3] - The report suggests that the Chinese robot industry is in a historical opportunity period, with domestic and international demand recovering, continuous policy support, and improving product performance, leading to an optimistic long-term outlook for the industry [3]