工业机器人有望更智能、易用(专家点评)

Core Insights - China has maintained its position as the world's largest industrial robot application market for 12 consecutive years, achieving both scale and qualitative advancements in the industry [1] - The performance quality of domestic robots is steadily improving, with several companies launching six-axis robots with a load capacity exceeding 500 kilograms, and the average uninterrupted operation time of domestic robots reaching 120,000 hours [1] - The product structure is continuously optimizing, with sales of self-owned brand multi-joint robots expected to exceed 100,000 units in 2024, increasing their share of total sales to 60.9% [1] Industry Development - Despite rapid industry growth, there is still a reliance on imports for high-end components, operating systems, and virtual simulation platforms, and the usability and intelligence of complete machines do not yet meet user expectations [1] - The 20th Central Committee of the Communist Party of China emphasizes focusing economic development on the real economy, with a direction towards intelligence, greening, and integration [1] Future Outlook - The demand for intelligent robots is driven by the need for manufacturing equipment to possess adaptive and autonomous learning capabilities, while green initiatives require the manufacturing sector to save energy and reduce waste, which industrial robots can facilitate [1] - The integration of robotic technology with new technologies such as large models and embodied intelligence, as well as collaboration with industries like lithium batteries and communications, creates opportunities for enhancing robot capabilities and establishing a new technological innovation ecosystem [1] - Looking ahead, China's industrial robots are expected to become more intelligent and user-friendly, with human-machine collaboration becoming the norm and serving as a crucial support for cultivating new productive forces [1]