Investment Rating - The report does not explicitly state an investment rating for the smart special robot industry Core Insights - The smart special robot industry is experiencing rapid growth driven by government investment in national defense modernization and the expansion of nuclear power plants in China, which creates new market opportunities for smart special robots [1][33][34] - The industry is characterized by high technological integration, a wide range of applications, and strong synergy within the supply chain [13][14][15] Industry Definition - Smart special robots, also known as dedicated service robots, are designed for professional fields and operated by trained personnel to assist or replace humans in executing tasks [2] Industry Classification - Smart special robots can be classified based on their operational environment into ground robots, underground robots, surface water robots, underwater robots, aerial robots, space robots, and other types [3][4] Industry Features - The industry is highly technology-intensive, integrating advanced technologies such as AI, machine vision, and sensor technology [14] - Smart special robots are widely used in various sectors including military, agriculture, logistics, and healthcare, each with unique demands [15] - The industry has a tightly interconnected supply chain involving core component manufacturing, robot production, system integration, and application development [16] Development History - The smart special robot industry has evolved through three stages: the nascent stage (1980-1990), the initiation stage (1991-2010), and the rapid development stage (2011-present) [17][21] Industry Chain Analysis - The industry chain consists of upstream components and core technology suppliers, midstream manufacturers and system integrators, and downstream application sectors [22] - The demand from downstream application fields is driving the rapid development of smart special robot enterprises [23] Market Size - The market size of the smart special robot industry is projected to grow from 22.59 billion RMB in 2019 to 61.03 billion RMB in 2024, with a compound annual growth rate (CAGR) of 21.99% [32] - By 2026, the surgical robot market is expected to reach 3.84 billion USD, driven by the aging population in China [31] Competitive Landscape - The market concentration in the smart special robot industry is relatively high, with leading companies such as CITIC Heavy Industries and Yijiahe Technology [39] - Leading companies are actively entering new fields and launching innovative special robots to enhance their market share [40] Company Overview - CITIC Heavy Industries is a key player in the smart special robot sector, focusing on emergency rescue and special operations, with over 130 products developed for various applications [48]
智能特种机器人：增强现实与远程操控，开启特种作业的新时代篇章 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2025-02-06 12:23