SIASUN(SZ:300024) Chan Ye Xin Xi Wang·2026-01-14 01:13Core Insights - The article discusses the increasing adoption and significance of laser welding robots in various industries, including automotive, aerospace, electronics, and medical devices, highlighting their efficiency and quality improvements in production processes [1][10]. Group 1: Overview of Laser Welding Robots - Laser welding robots are advanced automated welding devices that combine modern laser technology with industrial robotics, enabling precise, efficient, and high-quality welding operations [1][2]. - The market for laser welding robots in China is projected to exceed 2,300 units in both 2023 and 2024, indicating a growing trend in their adoption [1][11]. Group 2: Sales and Market Structure - The market is dominated by arc and spot welding robots, which account for approximately 90% of the market share, while laser welding robots are expected to represent about 4.6% of the market by 2024 [8]. - In 2022 and 2023, China exported 8,259 and 6,973 laser welding robots, respectively, but exports are expected to decline to 1,003 units in 2024 due to global economic pressures and ongoing trade frictions [11]. Group 3: Import and Export Dynamics - In the first 11 months of 2025, China imported 10 laser welding robots with an import value of $1.844 million, indicating a decline in imports as domestic production capabilities improve [11]. - The average import price of laser welding robots in 2025 was $184,400 per unit, significantly higher than the export average of $14,700 per unit, suggesting that imports are primarily high-end products while exports consist of lower-value robots [11][12]. Group 4: Export Markets and Trends - In 2025, China successfully exported laser welding robots to 43 countries, with Kazakhstan receiving 452 units (37.6% of total exports) and Poland receiving 320 units (26.3% of total exports) [12][13]. - The top three export markets by value were Brazil ($4.072 million), Vietnam ($2.693 million), and the United States ($2.046 million) [13]. Group 5: Industry Development Trends - The laser welding robot industry is evolving towards greater intelligence, performance enhancement, and industry chain integration, with a focus on AI and IoT technologies [11]. - As domestic companies increase R&D investments, the competitiveness of Chinese laser welding robots is expected to improve, along with a rise in the industry’s localization rate [11].