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机器人“天团”驾到:广交会迈入“场景智变”时代

Core Insights - The demand for service robots is surging globally, particularly in regions like the Middle East and Central Asia, as Chinese companies leverage their technological advantages and adaptability to expand their market presence [1][3][4] Group 1: Market Trends - The second service robot section at the Canton Fair showcased 46 leading companies, highlighting advancements in various robotic applications, including industrial arms, quadruped robots, and medical robots [1] - The global sales volume of Chinese robots has doubled year-on-year, with significant contributions from events like the Canton Fair, which accounted for 10% of sales during the event [1][5] Group 2: Technological Advancements - AI technology is becoming a standard feature in robots, enhancing their ability to respond to various scenarios and improving their operational efficiency [2][3] - Companies are focusing on optimizing their products for specific applications, such as the high-altitude cleaning robot that uses 1/20 of the water compared to traditional methods, making it particularly suitable for water-scarce regions [3][7] Group 3: International Demand - The U.S. logistics sector is facing labor shortages due to immigration policies, prompting interest in robotic solutions for delivery and logistics, with one buyer planning to purchase 50 robots initially, potentially scaling to 50,000 [4][5] - Despite uncertainties regarding tariffs, the quality and rapid iteration of Chinese robots present significant opportunities in the U.S. market [5] Group 4: Business Strategies - Companies are diversifying their market strategies to mitigate tariff impacts, focusing on regions such as the Middle East, Europe, Japan, South Korea, Singapore, and Australia [5][6] - The Canton Fair serves as a crucial platform for companies to secure repeat customers and expand their international presence, with some firms reporting substantial order volumes during the event [5][6]