SIASUN(SZ:300024) Chan Ye Xin Xi Wang·2025-10-13 01:09Core Insights - The article discusses the development and market potential of intelligent welding robots, highlighting their features, industry chain, and growth projections in both global and Chinese markets [1][11]. Industry Overview - Intelligent welding robots are equipped with various sensors for precise seam recognition and can autonomously plan welding paths without manual teaching [1][2]. - The industry chain consists of upstream components, including key parts for robot assembly, intelligent welding control systems, and downstream applications primarily in steel structures and shipbuilding [1][5]. Market Dynamics - Global sales of intelligent welding robots are projected to reach 0.62 million units in 2024, with expectations to exceed 1 million units in 2025 [1][11]. - In China, sales of intelligent welding robots are expected to grow from 0.12 million units in 2022 to 0.43 million units in 2024, with a penetration rate increasing from 2.4% to 8.2% during the same period [1][13]. Cost Structure - The cost composition of intelligent welding robots shows that the robot body and visual/laser tracking systems account for the largest shares at 35.4% and 27.2%, respectively [7]. - The market price for intelligent welding robots is projected to decrease from 257,000 CNY per unit in 2022 to 209,000 CNY per unit in 2024, indicating significant potential for further price reductions [15]. Development Trends - The intelligent welding robot market is expected to experience explosive growth as technological advancements and cost reductions occur, with a focus on integrating AI and other advanced technologies [16][17]. - The industry is moving towards multi-modal perception technologies, enhancing the ability to monitor welding quality through the integration of various physical signals [17].