ABB机器人韩晨：本土供应商超80% “十五五”在华大有可为

Core Insights - ABB Robotics has participated in the China International Import Expo (CIIE) for the eighth time, showcasing multiple locally developed products, emphasizing the event's role as a vital link to the Chinese market [1][3] - The company has launched over 320 new products and signed over 110 cooperation agreements through the CIIE, enhancing communication and technology promotion with both new and existing customers [1][3] - ABB Robotics has achieved over 80% localization in its supply chain in China, highlighting its commitment to a localized strategy [1][5] Product Development - ABB introduced several new products tailored for the Chinese market, including the next-generation IRB1200 industrial robot and the Lite+ series, designed for basic applications like picking and handling [3][5] - The OmniCoreTM EyeMotion software was launched, compatible with various cameras and AI platforms, facilitating rapid deployment of visual applications [3] Market Position and Strategy - The Chinese robotics industry is characterized by a "competitive and collaborative" ecosystem, where domestic and international companies drive industry advancement through intense competition [7] - ABB Robotics has established a comprehensive value chain in China since its entry in 1994, with a focus on local R&D and manufacturing [5][6] Regional Development - The Shanghai Pudong Super Factory serves as the innovation hub for ABB Robotics, supported by favorable government policies and a robust local ecosystem [9][11] - ABB has a significant presence in Guangdong, with a subsidiary in Zhuhai focusing on R&D and covering the Pearl River Delta region, which is crucial for the company's operations [12][13] Future Outlook - During the 14th Five-Year Plan period, ABB Robotics aims to focus on the "AI + Robotics" sector, leveraging both internal R&D and external partnerships to accelerate innovation [14] - The company plans to expand its market presence in China, capitalizing on the unique application scenarios available in the country [15][16]