SIASUN(SZ:300024) Di Yi Cai Jing·2025-10-22 10:41Group 1 - Shanghai's industrial robot density reached 426 units per 10,000 people in 2024, indicating a leading level of automation in the region [1] - The export of industrial robots from Shanghai grew by 41.6% in the first three quarters of the year [1] - Shanghai is recognized as a major hub for robot manufacturing, with one-third of global robot production occurring in China and one-third of that in Shanghai [3] Group 2 - The international industrial robot "four giants" (FANUC, ABB, Yaskawa, and KUKA) have established a presence in Shanghai, alongside local companies expanding their operations [3] - Shanghai's Xinsida Robot Co., known for having the highest robot density in the city at 1,000 units per 10,000 people, sources all components from suppliers in the Yangtze River Delta [4] - ABB has established the world's largest robot factory in Shanghai, with plans to increase local production, aiming for 90% of products sold in China to be manufactured there [4] Group 3 - The local company JAKA Robotics has seen a 59% year-on-year increase in global sales in 2024, providing smart manufacturing solutions to major global companies [4] - The city aims to achieve a core industry scale of over 50 billion yuan in the field of embodied intelligence [5] - Shanghai's implementation plan for embodied intelligence aims for at least 20 breakthroughs in core algorithms and technologies by 2027 [6] Group 4 - The first national-level standardization pilot in the field of embodied intelligence has been established in Shanghai, focusing on the development of over 80 standards for training grounds [7] - The pilot will create a "1+N" model, with a main training ground in Shanghai supported by multiple regional training sites across the country [7]