SIASUN(SZ:300024) Zhong Guo Zheng Quan Bao·2025-11-03 20:11Industry Overview - The Chinese robotics industry is experiencing significant growth, with the national revenue increasing from 106.1 billion yuan in 2020 to 237.89 billion yuan in 2024, effectively doubling in size [2] - In the first three quarters of this year, the industry revenue grew by 29.5%, with industrial robot production reaching 595,000 units and service robot production hitting 13.5 million units, both surpassing the total production for 2024 [2] - China remains the world's largest industrial robot application market for 12 consecutive years, with sales of industrial robots expected to reach 302,000 units in 2024, a 68.7% increase from 2020, accounting for 54% of global sales [2] Technological Advancements - The integration of robotics and artificial intelligence is transforming robots from simple functional equipment to intelligent partners capable of perception, decision-making, and autonomous execution [1] - The performance of robotic products has significantly improved, with domestic brands achieving a market share of 58.5% in industrial robots, a 27.1 percentage point increase since 2020 [2] - Key components such as high-precision reducers and high-performance servo systems are seeing breakthroughs, with over 80% of major companies achieving self-sufficiency in robot assembly [3] Market Dynamics - The 2025 China Robotics Industry Development Conference will focus on building an open and collaborative ecosystem for intelligent robotics, emphasizing the transformation of innovative results into market applications [3] - Companies like Efort, Estun, and Huichuan Technology are actively participating in the conference, indicating a strong interest from listed companies in the robotics sector [3] - Local governments are also pushing for advancements in the robotics industry, with initiatives aimed at establishing innovation hubs and achieving breakthroughs in key technologies by 2027 [4]