SIASUN(SZ:300024) Zhong Guo Xin Wen Wang·2025-11-27 13:45Core Insights - The World Intelligent Manufacturing Expo has commenced in Nanjing as a key event of the 2025 World Intelligent Manufacturing Conference, showcasing advancements in robotics and smart manufacturing [1][3]. Industry Overview - The expo covers a total area of 55,000 square meters, featuring four main exhibition halls: robotics, smart factories, industrial software and system solutions, and intelligent equipment [3]. - The event has attracted 456 companies from 21 countries and regions, including Germany, the USA, Denmark, Sweden, South Korea, Switzerland, France, and the Netherlands [3]. Market Growth - The Chinese robotics market is experiencing explosive growth, with the Ministry of Industry and Information Technology's "14th Five-Year Plan for Robot Industry Development" aiming for China to achieve international leadership in robotics by 2035 [3]. - The market for humanoid robots is expected to mirror the growth trajectory of the electric vehicle market, with predictions of widespread adoption in households [5]. Technological Advancements - The integration of AI and large model technologies is anticipated to reduce the costs of robots, facilitating their transition from enterprise applications to social services and household use, creating a potential trillion-dollar market [3]. Supply Chain Dynamics - The manufacturing of robots involves complex components, including sensing systems, control systems, power units, and mechanical structures, leading to significant supply chain challenges [5]. - Companies like JD Industrial are emerging to address supply chain issues by connecting upstream and downstream sectors in the robotics industry [5]. Event Significance - The World Intelligent Manufacturing Conference, now in its tenth year, serves as a high-end platform for China to engage in global smart manufacturing cooperation and showcases the achievements of Jiangsu's manufacturing sector [5]. - The expo will host various activities, including financial roadshows, product launches, technical exchanges, and industry-education collaborations to facilitate supply-demand matching and cooperative opportunities [5].