SIASUN(SZ:300024) Xin Hua Cai Jing·2025-10-31 13:04Core Insights - The conference held by Guangxi Investment Group focused on the development of robot materials and key components, emphasizing the importance of these areas for the growth of the robotics industry in Guangxi [1][3]. Industry Pain Points - The global robotics industry is experiencing a dual opportunity of technological iteration and market expansion, with core components and basic materials being critical indicators of competitive strength [2]. - According to the International Federation of Robotics (IFR), China is projected to account for 54% of global industrial robot installations in 2024, with domestic robots' market share increasing from 47% in 2023 to 57% [2]. - Key components such as reducers, servo motors, and controllers are essential for determining the performance, quality, and pricing of robots, with domestic components achieving large-scale application in the mid-to-low-end market but still lagging in high-end sectors [2]. Regional Opportunities - Guangxi is leveraging its unique advantages to explore suitable development paths for the robotics industry, aiming to create a high ground for innovation in the sector [7]. - The region has established a production capacity of 20,000 intelligent service robots annually and developed a comprehensive robotics industry system, supported by strong local industries such as automotive and machinery [7]. - Guangxi is also focusing on building an artificial intelligence cooperation hub aimed at ASEAN markets, tailoring products to meet diverse application needs in the region [7]. Policy Support - The local government has introduced several policies to support the high-quality development of artificial intelligence and robotics, aiming to cultivate influential leading enterprises and promote the establishment of AI industrial parks [8]. - Guangxi Investment Group has established a comprehensive ecosystem for core technology breakthroughs, application incubation, and industrial cluster development, successfully attracting several leading companies to support the localization of intelligent hardware materials and components [8].