直击广交会首日：机器人采购意向激增，已有企业潜在订单额达“百万”

Core Insights - The demand for overseas cleaning and delivery robots is high, addressing the issue of rising labor costs. Chinese robots are noted for their quality and rapid iteration [1] Group 1: Market Demand and Trends - The 138th China Import and Export Fair (Canton Fair) opened on October 15, with robot manufacturers receiving potential orders exceeding seven figures in RMB on the first day. High-tech products, including robots, are increasingly favored by foreign buyers [3] - The commercial cleaning robot manufacturer, Zhihui Technology, reported signing export orders for approximately 2,000 units in the first half of the year, with expectations of nearly tripling year-on-year growth in exports by the end of the year [3] - The U.S. market remains unaffected by tariffs, as demand for intelligent cleaning solutions increases due to inflation and rising labor costs. Chinese cleaning robots are sold at multiples of their original price in the U.S., which helps absorb tariff costs [3][4] Group 2: Export Growth and Applications - The demand for delivery and cleaning robots is driven by high labor costs overseas. Companies like Purdue Technology aim to leverage AI technology for logistics tasks in factories [4] - Magic Atom Robotics has seen nearly half of its revenue come from exports, with applications in factory handling, site inspections, and showroom introductions [4] - Collaborative robots are also experiencing increased exports, with Yujian Technology reporting a 165.5% year-on-year growth in commercial service robot revenue in the first half of the year [4] Group 3: Competitive Advantages of Chinese Robotics - The global competitiveness of China's robotics industry lies in its R&D capabilities, supply chain efficiency, and service provision. The country has cultivated a large pool of R&D talent capable of integrating cross-disciplinary technologies [5] - The majority of components for commercial cleaning robots can be sourced locally in the Pearl River Delta, allowing for rapid response times [5] - The global market for commercial cleaning robots is expected to maintain rapid growth over the next five to ten years, with new opportunities emerging in applications such as supermarket shelf inspections and price modifications [5]