“人工智能+制造”推动生产智能化跃升

Core Insights - The Ministry of Industry and Information Technology has issued the "Guidelines for High-Standard Digital Park Construction," emphasizing the exploration of "AI + manufacturing" applications and the large-scale deployment of industrial robots [1][3] - The industrial robot industry in China is experiencing a period of policy guidance, technological breakthroughs, and market expansion, leading to continuous growth in industry scale [1][2] - The rapid increase in industrial robot production is driven by the urgent need for improved production efficiency and precision in domestic manufacturing, particularly in the automotive, electronics, and new energy sectors [2][3] Industry Growth - The revenue of the national robot industry grew by 29.5% year-on-year in the first three quarters of 2025, with industrial robot production reaching 595,000 units, surpassing the total production for 2024 [1][2] - Industrial robots are now applied across 71 major industries and 236 sub-industries, indicating significant potential for future expansion in various sectors [2][3] Technological Advancements - AI technology is becoming a key driver for the iteration of industrial robots, enabling a shift from repetitive mechanical arms to intelligent systems with cognitive capabilities [2][3] - Domestic leading industrial robot companies have achieved parity with foreign counterparts in terms of core functions and technical indicators, with increasing domestic production of critical components [3][4] Policy Support - A supportive framework has been established, combining national guidance with local initiatives to promote the development of the robot industry [3][4] - Various provinces have set up robot innovation centers to leverage regional industrial strengths and promote technology sharing [3][4] Differentiated Strategies - Companies across the industrial robot supply chain are adopting differentiated strategies in technology development and application scenarios [4][5] - Recent disclosures from multiple listed companies highlight advancements in core component development and specific application scenarios, showcasing diverse growth strategies [4][5] Market Applications - Companies like Guangdong Liying Intelligent Manufacturing have successfully implemented robots in industrial production, covering areas such as goods handling and precision electronic assembly [5] - Firms are focusing on quality control and have established international standard quality management systems to ensure product excellence [5]