机器人成广交会出海新“顶流”,资本加速赋能全球化布局
2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 10:11

Core Insights - The article highlights the significant growth and international expansion of China's AI and robotics industry, particularly at the recent Canton Fair, where companies reported substantial order increases and a shift from simple product exports to comprehensive "smart solutions" [1][2][3]. Industry Growth - The robotics business of Shenzhen Zhihui Technology experienced a 300% year-on-year revenue increase in the first half of the year, driven by increased orders from European and American clients [1]. - The overall export of China's equipment manufacturing products reached 6.22 trillion yuan in the first five months of this year, with industrial robot exports growing by 55.4% [3]. - The compound annual growth rate of China's industrial robot exports is projected to be 22.2% from 2017 to 2024, increasing from 1.98 billion yuan to 8.06 billion yuan [3]. Market Trends - Companies are increasingly focusing on overseas markets, with the proportion of export business in some firms rising from less than 15% to 30% within a year [2]. - The demand for commercial robots in overseas markets is still low, indicating significant potential for growth and the need for tailored solutions [2][3]. Capital Market Activity - By the third quarter of 2025, the total financing in China's robotics industry is expected to exceed 80 billion yuan, with nearly 30% allocated for international market expansion [1][8]. - Twelve AI and robotics companies are currently awaiting IPOs in Hong Kong, indicating a trend towards leveraging international capital markets for growth [1][8]. Financial Institutions' Role - Financial institutions are accelerating their support for AI and robotics companies looking to expand internationally, with services including overseas listing and financing [5][8]. - The integration of investment banking and commercial banking services is becoming crucial for supporting these companies in their global expansion efforts [8][10]. Strategic Moves - Companies like Midea Group are acquiring foreign firms to enhance their technological capabilities and market access [4]. - The trend of forming partnerships and bundled solutions for "smart factories" is gaining traction among Chinese firms aiming to reduce costs and enhance brand recognition abroad [4].