全球“机器人第一大国”：中国

Core Insights - China is solidifying its position as a global leader in robotics technology, with significant growth in industrial robot installations, ownership, and production, reshaping the global supply chain [1][4][9] Market Performance - In 2024, China's industrial robot installations grew by 7%, reaching 295,000 units, which accounted for 54% of the global total, marking a new high [1][8] - The total number of operational industrial robots globally reached 4.66 million, with China holding 2 million units, representing 43% of the global total, an increase from 41% in 2023 [4] Domestic Brand Growth - Chinese domestic brands are rapidly increasing their market share, with projections indicating that their share in the industrial robot market will rise from 47% in 2023 to 58% in 2024 [3][9] - By 2024, the domestic brand Estun has become the second-largest player in the Chinese market by sales, following Japan's Fanuc [9] Global Market Dynamics - Despite a slowdown in demand across major global economies, China has emerged as a key driver of industry growth, with the overall global industrial robot installations remaining stable at 542,000 units [5][8] - The Asian market, buoyed by China's performance, is expected to see a 5% year-on-year growth, contrasting with declines in Europe and the Americas [5] Emerging Applications - The growth in the robotics market is diversifying, with traditional sectors like automotive and electronics experiencing weaker demand, while general industrial applications are seeing a rise, with installations reaching 287,000 units, accounting for about 53% of the global total [10] - Collaborative robots are gaining traction, with a 12% year-on-year increase in global installations, achieving a penetration rate of 12% in the industrial robot segment [12] - Demand for professional service robots is also strong, with global installations reaching 200,000 units, a 9% increase, particularly in logistics and transportation, which saw a 14% growth [14] Future Outlook - The industry outlook is optimistic, with the International Federation of Robotics (IFR) raising its forecast for global industrial robot installations from 2025 to 2027 by 4-10% [15] - The global industrial robot installations are projected to grow at a compound annual growth rate (CAGR) of 7%, reaching 708,000 units by 2028, with Asia leading this growth [15]