SIASUN(SZ:300024) Yang Shi Wang·2025-11-04 08:20Core Insights - The robot industry in China has experienced rapid growth in production and revenue in the first three quarters of 2025, with a year-on-year revenue increase of 29.5% [4]. Group 1: Production Growth - The production of industrial robots reached 595,000 units, while service robots totaled 13.5 million sets, both surpassing the total production for the entire year of 2024 [4]. - The performance and quality of robot products have significantly improved, with successful development of high-performance industrial robots in areas such as heavy load, welding, spraying, and mobile operations [7]. Group 2: Component Development - The capability for robot components has steadily enhanced, with breakthroughs in key components such as high-precision reducers, high-performance servo systems, and intelligent controllers [9]. Group 3: Technological Integration - Since 2025, advancements in artificial intelligence technology have accelerated, leading to deeper integration with robotics, transforming robots from simple functional equipment to intelligent partners capable of perception, decision-making, and autonomous execution [11].